Mary Rohe Purgason

Christopher Wilson is a financial advisor at PRR Wealth Management with eight years of industry experience. He holds Series 65, Series 63, and Series 66 designations. Outside of advising, he works as a manufacturing sales engineer at Blair Engineering Southeast, providing technical guidance to design engineers. PRR Wealth Management is a state-registered investment adviser offering discretionary asset management and wealth planning to individuals, trusts, small businesses, non-profits, and family offices. The firm uses both long and short positions, including derivatives and cryptocurrencies, employing technical analysis and option-modeling software to manage portfolios tailored to clients’ risk tolerance and objectives.

Adrian Lyles is the principal advisor at Lyles Wealth Management LLC in Calhoun, GA, holding Series 63 and Series 66 licenses with 14 years of industry experience. Prior to founding his firm in 2018, he worked at Dempsey Lord Smith for four years. He is also the founder of The P.U.L.L. Movement Inc., a nonprofit focused on reducing social inequality and promoting dialogue around cultural inclusion through community engagement and speaking events. Lyles Wealth Management provides portfolio management, financial planning, and pension consulting services to individuals, including high-net-worth clients, as well as employer-sponsored pension and profit-sharing plans. The firm employs both fundamental and technical analysis with a range of investment strategies, including the use of derivatives and options, and combines active trading with written pension consulting and plan monitoring.

Randall Daniel is a financial advisor with Center For Wealth Management Advisory, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at LPL Financial LLC and Cambridge Investment Research Advisors Inc. He serves as a board member for Relief for Kids in Haiti, a nonprofit organization operating a school and orphanage in Haiti. Center for Wealth Management serves individual clients, including high-net-worth individuals, as well as retirement plans and institutional clients, offering financial planning, consulting, and portfolio management through various managed-account options. The firm employs strategic and tactical asset-allocation models tailored to clients’ goals and risk tolerance, and sponsors both wrap-fee and non-wrap investment programs.

Max Holland is a CFP® certificant with six years of industry experience, currently serving as an advisor at Starr-Mathews Financial, LLC since 2018. Prior to joining the firm, he worked at RM Dobbs & Company CPAs for six years. Holland also provides tax preparation services through Max Capital Advisors, LLC, assisting both investment and non-investment clients. Starr-Mathews Financial serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and qualified retirement plan services. The firm employs a long-term investment approach with written Investment Policy Statements and provides formal ERISA fiduciary services alongside a wrap-fee program.

Jason Holland is a Certified Financial Planner™ and Certified Public Accountant with 22 years of experience. He has been with Starr-Mathews Financial, LLC since 2005. In addition to his advisory role, he provides tax preparation services through a separate entity, Holland Capital Advisors, Inc. Starr-Mathews Financial, LLC serves individual and high-net-worth clients, as well as pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and qualified retirement plan services. The firm emphasizes fundamental analysis with a long-term orientation and provides ERISA fiduciary services and a wrap-fee program.

Lisa Mccanless is a CFP® professional with 13 years of industry experience. She has been with Starr-Mathews Financial, LLC since 2007. Starr-Mathews Financial, LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and qualified retirement plan services. The firm employs fundamental analysis with a long-term trading orientation and provides specialized ERISA fiduciary services and a wrap-fee program.