Kelly Gagne Gibson

Victor Onate is a financial advisor at Prometheus Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has been working at Prometheus Wealth Management since 2015. In addition to his advisory role, he is co-owner of a non-institutional lending business, Vic-To Enterprises. Prometheus Wealth Management provides portfolio management, financial planning, and hourly planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a long-term trading approach that combines fundamental, technical, and quantitative analysis with modern portfolio theory, primarily recommending equities and ETFs.

Barry Wheeler is a financial advisor with InvestmentPost Advisory, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with InvestmentPost Advisory since 1999, and previously spent 17 years at WM. Burnside. Outside of his advisory role, he is a joint owner of MYHEROCARD.COM, a discount products and services membership business. InvestmentPost Advisory provides discretionary and non-discretionary investment management to individuals, trusts, pension plans, and other entities. The firm employs asset-allocation models combined with value-oriented strategies and market timing, serving a small client base with portfolios consisting of stocks, bonds, options, mutual funds, and variable insurance products.

Eulon Purvis Jr. is the sole advisor at Purvis Investments, Inc., an independent firm based in Martinez, GA. Holding a Series 65 designation, he has 30 years of industry experience, including over three decades founding and managing his own firm since 1995. Purvis Investments provides personalized investment advisory services primarily to individual clients, emphasizing discretionary portfolio management and a proprietary market timing system. The firm applies technical analysis and short-term trading tactics when appropriate, focusing on mutual funds and maintaining direct oversight through a small number of accounts.

Lucien Williams is the sole advisor at Williams Wealth Management, Inc., an independent firm based in Augusta, GA. He holds a Series 66 credential and has 14 years of industry experience, including founding his firm in 2016. Outside of financial advising, he operates Caddie Master Enterprises at Augusta National Golf Club. Williams Wealth Management provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, and business entities. The firm utilizes individualized Investment Policy Statements, combines fundamental and cyclical analysis with a long-term trading orientation, and typically manages portfolios holding a majority of assets in individual equities with discretionary trading authority.

Joseph Steadman is a financial advisor with Lifestyle Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at Herrington Financial Services, Woodbury Financial Services, and First Command Financial Planning. Outside of advising, he is a professional speaker who presents on board games, game design, and strategy at conventions and cruises, and he has served as a deputy sheriff in Columbia County, Georgia. Lifestyle Financial Services is a fee-only registered investment adviser serving individual and high-net-worth clients with discretionary investment management and financial planning. The firm emphasizes personalized investment policies and asset allocation based on Modern Portfolio Theory, combining passive and active strategies alongside fundamental, technical, and cyclical analysis.

Chad Cook is a financial advisor at Mann Advisory Services, LLC with six years of industry experience and a Series 65 credential. He has been self-employed since 2008. Mann Advisory Services provides financial planning and ongoing asset management primarily for individual clients, as well as services for pension plans, trusts, and small businesses. The firm manages approximately $3 million in assets with a tailored approach focusing on mutual funds, ETFs, exchange-listed securities, and fixed income, and also offers tax preparation and insurance sales through its principal.