Ben Drew 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 licenses and has 30 years of industry experience. Prior to founding Stack Wealth Management in 2016, he worked in the financial services industry for several years. In addition to his advisory role, he is a licensed insurance agent offering life insurance products and annuities. Stack Wealth Management provides referral-based advisory services primarily to high-net-worth individuals and business entities. The firm helps clients establish relationships with third-party investment advisers and supports the onboarding process without exercising discretionary authority or direct portfolio management.

Erin Watkins is a financial advisor at 56 Capital Partners, Ltd with 10 years of industry experience. She held positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management before joining her current firm in 2017. 56 Capital Partners, Ltd provides discretionary investment management, financial planning, and pension consulting to individuals, trusts, estates, retirement plans, nonprofit organizations, and business entities. The firm emphasizes asset allocation and uses both fundamental and technical analysis to build diversified portfolios across various asset classes, including equities, fixed income, ETFs, mutual funds, and alternative investments.

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 financial advisor with Valic Financial Advisors, holding a Series 66 designation and bringing 23 years of industry experience. His career includes roles at UBS Financial Services and Valic Financial Advisors since 2006. Outside of his advisory work, he is involved as a silent partner and co-owner in several pecan farming operations, overseeing general farm functions and maintenance. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts through a large network of advisors, utilizing centralized technology and model solutions to manage approximately $29.2 billion in client assets.

Jason Lord is a financial advisor at Edward Jones with three years of industry experience. He previously worked at Planters First Bank and SunMark Community Bank, accumulating over 14 years in the financial sector. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.