Michael Walburn Lassiter

Mark Reagan is the sole advisor at Reagan Financial Planning LLC in Oxford, GA, holding a Series 65 designation with 10 years of industry experience. He has been operating Reagan Financial Planning since 2016. Reagan Financial Planning provides financial planning and investment consulting to individuals, families, and small business owners, offering one-time written plans and ongoing advisory services without discretionary portfolio management or custody of assets. The firm applies a consultative approach that includes fundamental, technical, and cyclical investment analyses, while clients execute recommendations through their chosen custodians.

J Davis is a financial advisor with Butler-Davis Financial Group, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. He previously worked with Avantax Investment Services and HD Vest Investment Services and serves as the chief operating officer of Butler-Davis Tax & Accounting LLC. Outside of his advisory role, Davis is also an independent insurance agent. Butler-Davis Financial Group, LLC offers asset management, financial planning, and retirement plan services to individual investors, plan sponsors, and institutional clients. The firm employs a value-oriented, long-term investment approach using mutual funds and ETFs, provides fiduciary consulting and discretionary management for retirement plans, and conducts educational seminars and workshops.

Andrew Brown is the sole advisor at Brown Wealth Management, LLC in Conyers, GA. He holds the CFP® designation and a Series 65 license, with 20 years of industry experience. Brown has managed his independent advisory firm since 2002. Brown Wealth Management serves individual and high-net-worth clients as well as pension plans, foundations, and other institutional entities. The firm operates as a fee-only fiduciary, providing tailored portfolio management and financial planning services, and is notable for its active work with pension plans and charitable organizations alongside a diverse investment approach.

Dally East is a Series 65–licensed financial advisor with nine years of industry experience, currently affiliated with Executive Money Managers, Inc. since 2016. The firm serves individual and high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and advisory consulting tailored to client objectives. Executive Money Managers emphasizes fundamental, value-oriented equity investing focused on balance-sheet strength and dividend yield, offering both customized and model portfolios under discretionary authority.

Benjamin Eggers is a financial advisor at Executive Money Managers, Inc. with 16 years of industry experience. He holds the Series 65 designation and has been with Executive Money Managers since 2010. Executive Money Managers, Inc. serves individual and high-net-worth clients, charitable organizations, and business entities with discretionary portfolio management and advisory consulting. The firm employs a fundamental, value-oriented equity investment approach focused on balance-sheet strength and dividend yield, offering customized or model portfolio solutions managed under discretionary authority.

Margaret Hubbard is a financial advisor at Executive Money Managers, Inc. with 22 years of industry experience. She holds a Series 65 designation and has been involved with Executive Money Managers since 1989, alongside running Beyond Measure Consulting, Inc., a management consulting business focused on business planning and accounting systems. Executive Money Managers, Inc. serves individual and high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and advisory consulting tailored to client objectives. The firm emphasizes fundamental, value-oriented equity investing with a focus on balance-sheet strength and dividend yield.