Crystal Smith Law

William Harpe is a financial advisor at CoreCap Advisors with 14 years of industry experience. He holds a Series 66 designation and has worked at CoreCap Advisors since 2019. Outside of his advisory role, Harpe serves as a pastor at New Hope Christian Fellowship, a Southern Baptist church. CoreCap Advisors provides discretionary investment and portfolio management along with standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm emphasizes a relationship-oriented, individualized approach with a long-term investment horizon and utilizes mutual funds, ETFs, individual equities, and fixed income.

Allix Dennis is a financial advisor at Csenge Advisory Group, LLC with 24 years of industry experience. Dennis holds Series 63 and Series 65 credentials and has worked at firms including Lion Street Financial and M Holdings Securities. Outside of advisory work, Dennis owns ACD Planning LLC, a business involved in insurance and annuity sales and policy management, and serves as a co-trustee of a family testamentary trust. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate clients. The firm employs a top-down investment approach that integrates fundamental and technical analysis and offers customized portfolio management through discretionary and model-based allocations.

William Clifton is a CFP® professional with nine years of industry experience, currently serving as a financial planner at Kestra Advisory. His prior experience includes roles at Kestra Investment Services and ProEquities, Inc. In addition to his advisory work, he operates under the dba Protective Financial Services, providing financial planning and life insurance services in Milledgeville, GA. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm provides fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party managed solutions.

David Gibson is a financial advisor with Guardian Life, holding a Series 66 designation and 19 years of industry experience. He has worked with Park Avenue Securities and Guardian Life since 2016. Outside of his primary role, he provides insurance products other than those offered by Guardian to his clients. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm utilizes a combination of advisor-led discretionary management and model-based strategies, providing tailored client relationships and access to proprietary and third-party investment solutions.

Dannielle Maldonado is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and seven years of industry experience. She previously worked at ProEquities, Inc. before joining Kestra in 2022. Maldonado also has client service experience supporting financial advisors through Protective Financial Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional and individual investors. The firm offers fiduciary consulting, plan design, investment advice, and utilizes multiple management platforms, serving a broad range of clients including large institutional investors.

Timothy Minor is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked with Lincoln Investment since 2017 and previously held positions at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory role, he serves as a varsity assistant basketball coach for a girls' team at Lake Oconee Academy. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth clients, trusts, charities, and retirement plans. The firm offers a range of financial planning and portfolio management services, supported by an in-house Investment Management & Research team and a layered delivery model that includes third-party sub-advisers and advisor-led consulting.