Jonathan Gilbert

Jacob Binner is a financial advisor at BinnerInvestments with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Fidelity, Merrill Lynch, and E*Trade Securities. BinnerInvestments provides portfolio management and financial planning services primarily to individuals and high-net-worth clients, employing a long-term trading approach that incorporates various analysis methods across a range of investment types. The firm prepares investment policy statements, seeks discretionary trading authority, and offers both one-time financial plans and ongoing management.

Britian Bickley is the sole advisor at Bickley Investments, LLC, based in Macon, GA. He holds Series 65 and Series 66 licenses and has 10 years of industry experience. Prior to his advisory role, he has been a homemaker since 2013. Bickley Investments focuses on financial planning and discretionary investment management for high net worth and ultra-high net worth individuals. The firm employs a passive, low-cost investment strategy centered on market-tracking index ETFs and select mutual funds, guided by a client-specific Investment Policy Statement.

Delmas Wilson is a financial advisor at Wilson Wealth Stewardship with 13 years of industry experience. He holds a Series 65 license and previously worked at Christy Capital Management for nine years before joining his current firm in 2018. Wilson is also individually licensed to sell fixed insurance products in Georgia, dedicating less than 25% of his time to this activity. Wilson Wealth Stewardship is a small, state-registered advisory firm serving individual and high-net-worth clients with portfolio management and financial consulting services. The firm primarily uses model-based programs and third-party managers and offers educational seminars and public workshops on financial planning, retirement, and estate topics.

Lucinda Dallas is a financial advisor at CFS Wealth Management with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with CFS Wealth Management since 2010. Outside of her advisory role, she is a minority owner of a family business, Top Level, L.L.C., in a passive capacity. CFS Wealth Management provides fee-based investment advisory and financial planning services to a diverse client base, including individuals, couples, and business owners. The firm emphasizes capital preservation and uses third-party research to guide portfolio construction, managing approximately $158.7 million primarily in discretionary accounts.

Randall Norris is a financial advisor at Smith, Brown & Groover, Inc. with 26 years of industry experience. He has been with the firm since 2010 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he provides consulting and board governance services for Southeastern Management Coop, Inc. Smith, Brown & Groover, Inc. is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management with a focus on long-term stock holdings and employs a combination of technical, fundamental, and cyclical analysis to tailor portfolios to client objectives.

Keith Dykes is a financial advisor at J. L. Perkins Wealth Management, LLC in Macon, GA, holding a Series 65 designation with two years of industry experience. He has been with J. L. Perkins Wealth Management since 2023 and is also involved in the food service industry through his role at Dykes Foods, Inc. J. L. Perkins Wealth Management primarily serves individual clients by providing financial planning and consulting, arranging advisory services through third-party money managers, and offering insurance products alongside investment advice. The firm focuses on due diligence and oversight of external managers and uses a combination of fundamental and technical investment analysis.