Harold S Slade

Desmond Quigley is a CFP® and holds a Series 65 license, operating as the sole advisor at Quigley Financial LLC with 19 years of industry experience. He has managed his independent firm since 2005 and simultaneously works as a commercial airline pilot for Delta Air Lines, a role he has held since 1997. Quigley Financial LLC is a fee-only independent firm providing wealth management, portfolio management, tax planning, and financial planning services to individuals, small businesses, and trusts. The firm employs a top-down, Modern Portfolio Theory-based investment approach using diversified global portfolios of no-load mutual funds and ETFs, managing accounts on a non-discretionary basis with documented investment policies.

Bryan Blair is a Certified Financial Planner (CFP®) with 33 years of industry experience. He is the sole advisor at Wealth Partners, Inc., an independent registered investment adviser based in Newnan, GA. His prior work includes long-term tenures at Multi Financial Securities Corporation and First Newnan Insurance Group. Outside of his advisory work, Blair is notably involved in public safety, dedicating about one-third of his time to related employment. Wealth Partners, Inc. offers fee-only discretionary portfolio management and financial planning services to a limited number of individual clients. The firm follows a systematic seven-step planning process and emphasizes diversified, risk-controlled active management combining strategic allocations with tactical adjustments.

David Thompson is the sole advisor at Thompson Capital Management in Peachtree City, GA. He holds a Series 65 designation and has 10 years of industry experience, including over a decade leading his own firm since 2015. Thompson Capital Management is a state-registered investment adviser focusing on tailored portfolio development and discretionary management for individuals and small corporations. The firm emphasizes asset allocation, diversification, and uses a combination of fundamental and technical analysis, with technical signals as the primary timing tool. It favors ETFs and no-load mutual funds for diversification and employs selective options strategies for income or downside protection.

Daniel Johnson is a financial advisor at FamilyRoot Wealth Advisors, LLC in Newnan, GA, holding Series 63 and Series 66 designations with 13 years of industry experience. His work history includes roles at Osaic, Regions Securities LLC, Regions Bank, and SunTrust Robinson Humphrey, Inc. FamilyRoot Wealth Advisors provides discretionary investment management and ongoing financial planning to individual and high-net-worth clients using an asset-allocation approach informed by Modern Portfolio Theory. The firm blends passive and active funds, sometimes outsourcing portions to outside managers, and manages accounts on a discretionary basis with quarterly reviews and long-term holding horizons.

Tisa Osborne is a financial advisor at Osborne Financial Planning LLC in Peachtree City, GA, with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Lincoln Investment Planning for four years. Outside of her advisory role, she spends part of her time selling life and health insurance. Osborne Financial Planning LLC provides financial planning and discretionary investment management services to individuals and high-net-worth clients. The firm uses a risk-tolerance questionnaire to assign clients to model portfolios, emphasizing asset allocation, low-turnover management, and periodic rebalancing with no-load mutual funds and select ETFs.

Timothy Smith is a CFP® and holds a Series 66 license with 13 years of experience in the financial services industry. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC before founding Two Twelve Planning, Inc., where he has been advising clients since 2018. Two Twelve Planning, Inc. manages approximately $22.3 million across nearly 100 client relationships, offering discretionary and non-discretionary portfolio management along with comprehensive financial planning and consulting services. The firm serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporate clients, employing customized portfolios that utilize model strategies alongside fundamental and cyclical analysis.