Jennifer Cramer

John Cory is the principal of Asset Accumulation, Protection, Preservation, and Transfer, LLC in Blue Ridge, GA, with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dempsey Lord Smith, LLC from 2015 to 2019. In addition to his advisory role, he is a licensed attorney and CPA, actively practicing law and preparing tax returns. He also holds life, health, disability, and annuity insurance licenses and serves as co-trustee for two trusts. His firm provides investment advisory and financial planning services to individuals, trusts, estates, and various entities, including corporations and family limited partnerships. The firm emphasizes asset allocation, portfolio construction, and third-party manager selection through wrap-fee programs, integrating legal, tax, and insurance expertise with investment advice.

Ian Mayville is the principal advisor at Swords Capital Management, LLC, an independent firm based in Blue Ridge, GA. He holds Series 63 and Series 66 licenses and has 29 years of experience in the financial industry, including a long tenure at LPL Financial. Ian launched Swords Capital Management in 2024 to provide independent advisory services. Swords Capital Management offers portfolio management and financial planning to individuals, high-net-worth clients, and business entities. The firm manages approximately $47 million in assets and employs a discretionary approach that incorporates cyclical and fundamental analysis alongside modern portfolio theory, with portfolios typically emphasizing equity ETFs, individual equities, and a range of alternative strategies.

Clifford Shirah is a financial advisor at CL Wealth Management LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cabot Lodge Securities, SB Advisory, LLC, IFS Securities, Inc., and ProEquities, Inc. Outside of his advisory work, he serves as treasurer for the FCHS Dugout Club, a nonprofit booster organization supporting a local high school baseball team. CL Wealth Management LLC is a multi-advisor SEC-registered firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio advisory services, financial planning, and client education, using tailored investment strategies and a combination of fundamental and technical analysis.

Thomas Franklin is a Series 66-licensed financial advisor with Edward Jones who has four years of industry experience. Before joining Edward Jones in 2021, he held positions at Goodall Management, the Appalachian Judicial Circuit, Hulsey Concrete, and the Gilmer County Sheriff's Office. Outside of his advisory role, he serves as a compliance officer for the Appalachian Drug Court in Jasper, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a broad range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Mark Wells is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2014. Outside of his advisory role, he is involved in a sole proprietorship related to boat renting. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs. The firm emphasizes tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Channing Smith is a financial advisor at Edward Jones with 11 years of industry experience. He has worked previously at First Citizens Investor Services, First Citizens Bank, and Horace Mann Companies. Smith holds Series 63 and Series 65 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.