Jonathan Eisner

Zachary Purvis is a CFA® charterholder and holds a Series 65 license with five years of industry experience. He has been the principal advisor at Halley Hill Wealth Management LLC since 2020 and previously worked at AgGeorgia Farm Credit, ACA from 2016 to 2020. Purvis also serves as an expert witness for legal cases. Halley Hill Wealth Management serves individuals, small businesses, and charitable organizations with financial planning, investment consultation, and portfolio management. The firm employs a core-and-satellite and Modern Portfolio Theory investment approach, primarily using ETFs and mutual funds, and provides quarterly account reviews along with educational workshops on personal finance and investing.

Lawrence Stack is the principal of Stack Wealth Management, LLC, an independent advisory firm based in Perry, GA. He holds Series 63 and Series 65 designations and has 17 years of industry experience, including prior work at Asset Management Strategies, Inc. Lawrence is also a licensed insurance agent offering life insurance products and annuities. Stack Wealth Management provides referral-based advisory services to individuals, including high-net-worth clients, and business entities. The firm facilitates client relationships with a third-party investment adviser and supports the onboarding process without providing direct portfolio management or investment discretion.

Patrick Bassett is a financial advisor at Jansson Financial Services with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Arrow Investment Advisors, LLC since 2008 and Ceros Financial Services since 2025. Jansson Financial Services is a Georgia-registered investment adviser that provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm employs a range of investment strategies and combines fundamental, technical, and cyclical analysis to manage accounts on a discretionary basis.

Marilyn Mueller is a financial advisor with Jansson Financial Services in Warner Robins, GA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Ceros Financial Services, Inc. since 2009. Outside of her advisory role, she is involved in life insurance sales, focusing on term life and long-term care policies. Jansson Financial Services provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and pension plans. The firm employs a range of investment strategies and combines multiple analytical approaches to tailor advisory services to client objectives.

Eric Jansson is a CFP® with 43 years of industry experience, currently serving at Jansson Financial Services in Warner Robins, GA. He has worked at Ceros Financial Services, Inc. since 2009 and Corporate Village Inc. since 1990, alongside his long-standing role at Jansson Financial Services since 1988. Jansson Financial Services is a Georgia-registered investment adviser providing discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm employs a variety of investment strategies and combines fundamental, technical, and cyclical analysis to tailor advisory services to each client’s objectives.

Erin Watkins is a financial advisor at 56 Capital Partners, Ltd with 10 years of industry experience. She holds a Series 66 designation and has worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management prior to joining 56 Capital Partners in 2017. Watkins may earn commissions from insurance companies for sales of non-variable life, health, annuity, and disability income insurance products. 56 Capital Partners, Ltd provides discretionary investment management, financial planning, and pension consulting to individual clients, trusts, estates, and retirement plans. The firm emphasizes asset allocation, diversification, and integrated risk management, managing portfolios across multiple asset classes on a discretionary basis.