James Allison Threlkeld

Johnathan Peabody is a financial advisor at BEEYOND Capital, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Dempsey Lord Smith, LLC for five years. Peabody also served in the United States Army Reserve, where he continues to train and certify military units as an observer controller/trainer. BEEYOND Capital, LLC is a fee-only investment adviser providing discretionary portfolio management to individuals, high net worth clients, and entities. The firm employs mutual funds, ETFs, bonds, options, and equities, using both technical and fundamental analysis to determine asset allocation based on client information.

Christopher Wilson is a financial advisor at PRR Wealth Management with eight years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Outside of his advisory role, Wilson works as a manufacturing sales engineer at Blair Engineering Southeast. PRR Wealth Management is a state-registered investment adviser serving individuals, trusts, small businesses, non-profits, and family offices. The firm employs a discretionary asset management approach that incorporates long and short positions across various securities and derivatives, using technical and quantitative methods to tailor portfolios to client needs.

Justin has worked in the accounting and financial services business since 2009 when he graduated from Berry College with a degree in accounting. He desires to use his expertise to equip clients to live prepared and be able to face their future with confidence.

Randall Daniel is a financial advisor with Center For Wealth Management Advisory, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at LPL Financial LLC and Cambridge Investment Research Advisors Inc. He serves as a board member for Relief for Kids in Haiti, a nonprofit organization operating a school and orphanage in Haiti. Center for Wealth Management serves individual clients, including high-net-worth individuals, as well as retirement plans and institutional clients, offering financial planning, consulting, and portfolio management through various managed-account options. The firm employs strategic and tactical asset-allocation models tailored to clients’ goals and risk tolerance, and sponsors both wrap-fee and non-wrap investment programs.

Don Ash is a financial advisor with Corecap Advisors in Rome, GA, holding a Series 65 designation and 15 years of industry experience. He has worked at Convergence Financial Advisors since 2012 and has been associated with Estate Planners Of Ga since 1995. Outside of his advisory roles, he is involved in insurance sales, retirement planning, and annuities. Corecap Advisors provides discretionary investment and portfolio management as well as standalone financial planning services to individuals, including high-net-worth and accredited investors, as well as various institutional clients. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon and utilizes multiple investment vehicles and sub-advisors in its management process.

Isabel Jacobs is a financial advisor with Signature Equity Partners, LLC, holding a Series 66 designation and four years of industry experience. She has worked at multiple firms including Valic Financial Advisors and OSAIC. In addition to her advisory role, she is licensed as an insurance agent specializing in fixed annuities. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm operates through a multi-team structure and uses the Vision2020 Wealth Management Platform to deliver tailored portfolios incorporating model strategies, tax management, and socially responsible investing options.