Lydia C Stephens

Ashish Doshi is the sole advisor at Mars Capital Management LLC in Columbus, GA, holding a Series 65 designation and bringing 16 years of industry experience. He has been with Mars Capital Management since 2014 and also serves as Director of Orthotics and Prosthetics at Medical and Health Resources, a role he has held since 1999. Mars Capital Management provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities through its Mars Capital Global Portfolio, an active, trend-focused strategy employing relative strength, momentum, and technical analysis across global equities and ETFs. The firm uses systematic entry and exit rules with defined risk controls and requires accounts to be held at Interactive Brokers, incorporating LIFO cost-basis reporting to align with its trading approach.

Brent Hudson is a financial advisor at Fluid Financial Planning, LLC with 13 years of industry experience. He holds a Series 66 designation and operates as the sole advisor at an independent firm based in Columbus, GA. Fluid Financial Planning provides investment management and comprehensive financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and businesses. The firm primarily uses passive, asset-class diversified portfolios with low-cost index funds and ETFs, complemented by multiple analytical methods, and offers ongoing planning access through a fixed monthly subscription.

Tyler Townsend is a CFP®, CFA®, and Series 65-registered financial advisor with 17 years of industry experience. He has been with Townsend Wealth Management since 2007, where he is one of two advisors. Townsend Wealth Management provides discretionary investment management and financial planning to individuals, trusts, charitable organizations, small businesses, and retirement plans. The firm employs a strategic asset allocation approach using a range of securities, including derivatives, and manages accounts on a discretionary basis while operating as a fiduciary.

Burnett Townsend, Jr is a CFP® and holds a Series 65 license with 22 years of experience in financial advising. He has operated Townsend Personal Financial Planning, LLC since 2001. Townsend Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, charitable organizations, small businesses, and retirement plans. The firm employs strategic asset allocation across multiple asset classes and incorporates derivatives, including options, in separately managed accounts as part of its investment approach.

Richard Illges is a financial advisor at Greatmark Investment Partners, Inc. in Columbus, GA, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with Greatmark since 2007. Greatmark Investment Partners provides discretionary investment supervisory services and individual portfolio management to a diverse client base, including high-net-worth individuals, retirement plans, and charitable organizations. The firm employs a combined fundamental, qualitative, and technical investment approach with a focus on long-term equity ownership, tailoring portfolios to client objectives and risk tolerance.

Jeffrey Adams is a CFP®, CFA®, and holds a Series 65 license with 23 years of industry experience. He has been with Greatmark Investment Partners, Inc. since 2002 and currently serves as part of their three-advisor team in Columbus, GA. Greatmark Investment Partners, Inc. provides discretionary portfolio management and investment supervisory services for individuals, pension plans, charitable organizations, and businesses. The firm employs a primarily fundamental and qualitative investment approach, managing over $1 billion in client assets with tailored strategies based on client objectives and risk tolerances.