Deborah Swift Smith

Samuel Hogan is a PFS™ credentialed advisor with 11 years of experience at Windemere Advisors, LLC and over 25 years as a CPA through his own practice. He is also a CPA/PFS partner at Plummer Hogan, LLP. Outside of his advisory role, he owns an entity involved in residential real estate investments and serves as a trustee for individual trusts. Windemere Advisors, LLC provides portfolio management and financial planning to individuals and high-net-worth clients, managing approximately $42.3 million across about 51 accounts. The firm utilizes modern portfolio theory and a long-term investment approach, offering discretionary account management and ongoing reviews tailored to clients’ goals and risk tolerance.

Cristie Dasher is a financial advisor at UL Wealth LLC in Valdosta, GA, holding Series 65 and Series 66 licenses with one year of industry experience. Her prior work includes roles at Edward Jones and Horse Cove Partners. UL Wealth LLC is a small registered investment adviser managing approximately $49 million for individuals, retirement plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary investment management, financial and pension consulting, and uses model portfolios and ETFs as part of its investment approach.

Gary Howard is a financial advisor with UL Wealth LLC in Valdosta, GA, holding Series 63 and Series 66 designations and with 10 years of industry experience. His prior roles include positions at Edward Jones, Bank of America, and Merrill Lynch. UL Wealth LLC is a supported registered investment adviser serving individuals, retirement plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary investment management, financial planning, and consulting, utilizing model portfolios and exchange-traded funds alongside tax-efficient asset location and rebalancing strategies.

Michael Browning is a Series 65-licensed advisor with UL Wealth LLC, where he has worked since 2020 and has six years of industry experience. Prior to joining UL Wealth, he worked for Vulcan Steel for 20 years and has managed M.B. Browning Homes, Inc., a real estate rental, lease-to-own, and sales business, since 1994. UL Wealth LLC is a small registered investment adviser serving individuals, retirement plans, charitable organizations, and businesses with discretionary and non-discretionary investment management, financial planning, and pension consulting. The firm employs model portfolios and exchange-traded funds, focusing on tax-efficient asset location and opportunistic rebalancing.

Matthew Pittman is a financial advisor at UL Wealth LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Brookwood North Investment Advisors. UL Wealth LLC is a registered investment adviser managing approximately $49 million across about 117 client relationships. The firm offers discretionary and non-discretionary investment management, financial planning, and pension consulting for individuals, retirement plans, charitable organizations, and businesses, frequently employing model portfolios and exchange-traded funds as part of its investment approach.

Stacy Bush is a financial advisor at Bush Wealth Management in Valdosta, GA, with 25 years of industry experience. She holds Series 63 and Series 66 licenses and worked at LPL Financial LLC for 15 years before joining Bush Wealth Management, where she has been since 2004. Outside of her advisory role, she serves as Vice Chair of the Valdosta City School Board and chairs its Finance Committee. Bush Wealth Management serves individual and high-net-worth clients as well as retirement plan sponsors, offering discretionary portfolio management and financial planning. The firm manages approximately $213 million in discretionary assets and employs a range of investment strategies including mutual funds, ETFs, individual equities, and fixed income.