Ben Cravey III

Zachary Purvis is a CFA® charterholder and holds a Series 65 license with five years of industry experience. He has been the principal advisor at Halley Hill Wealth Management LLC since 2020 and previously worked at AgGeorgia Farm Credit, ACA from 2016 to 2020. Purvis also serves as an expert witness for legal cases. Halley Hill Wealth Management serves individuals, small businesses, and charitable organizations with financial planning, investment consultation, and portfolio management. The firm employs a core-and-satellite and Modern Portfolio Theory investment approach, primarily using ETFs and mutual funds, and provides quarterly account reviews along with educational workshops on personal finance and investing.

Lawrence Stack is the principal of Stack Wealth Management, LLC, an independent advisory firm based in Perry, GA. He holds Series 63 and Series 65 designations and has 17 years of industry experience, including prior work at Asset Management Strategies, Inc. Lawrence is also a licensed insurance agent offering life insurance products and annuities. Stack Wealth Management provides referral-based advisory services to individuals, including high-net-worth clients, and business entities. The firm facilitates client relationships with a third-party investment adviser and supports the onboarding process without providing direct portfolio management or investment discretion.

Erin Watkins is a financial advisor at 56 Capital Partners, Ltd with 10 years of industry experience. She holds a Series 66 designation and has worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management prior to joining 56 Capital Partners in 2017. Watkins may earn commissions from insurance companies for sales of non-variable life, health, annuity, and disability income insurance products. 56 Capital Partners, Ltd provides discretionary investment management, financial planning, and pension consulting to individual clients, trusts, estates, and retirement plans. The firm emphasizes asset allocation, diversification, and integrated risk management, managing portfolios across multiple asset classes on a discretionary basis.

Abby Gordy is a financial advisor with Valic Financial Advisors in Perry, GA. She holds Series 63 and Series 65 licenses and has nine years of experience in the financial services industry, including prior roles at Agia and Publix. Outside of advisory work, she is also an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models with optional tax and ESG overlay services.

John Lamberth is a Series 66-licensed financial advisor with Valic Financial Advisors in Perry, GA, bringing 22 years of industry experience. He has been with Valic Financial Advisors since 2006 and has also worked at Agia since 2022. Outside of his advisory role, Lamberth is involved in several agricultural ventures, including ownership and partnership positions in pecan farming operations. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and operating at a large scale with over 1,200 advisors nationwide.

Jason Lord is a financial advisor with Edward Jones in Hawkinsville, GA, holding a Series 66 designation and two years of industry experience. He previously worked at Planters First Bank for three years and SunMark Community Bank for eleven years before joining Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.