Mitchell Pace Mercer

Fred Jones is a financial advisor with Wiregrass Asset Management in Thomasville, GA, holding a Series 66 designation and 25 years of industry experience. He has worked with Wiregrass Investment Management LLC since 2016 and has been affiliated with LPL Financial since 2015. Outside of his advisory work, he is associated with a family farm business for tax and investment purposes. Wiregrass Asset Management provides wealth management, discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, charitable organizations, and corporations. The firm employs a fundamental, value-oriented investment approach through proprietary model portfolios and manages both discretionary and non-discretionary accounts.

John Parker is a Series 65-licensed financial advisor with 22 years of industry experience, currently serving at MMHP Investment Advisors since 2008. Prior to this, he worked at Parkway Wealth Management, LLC and Joseph Parker & Company Inc. MMHP Investment Advisors focuses on discretionary investment management, portfolio monitoring, and financial planning primarily for individual and high-net-worth clients. The firm manages approximately $435 million in discretionary assets across 336 accounts, developing individualized investment plans that utilize both fundamental and technical analysis.

David Middleton is a financial advisor at MMHP Investment Advisors in Thomasville, GA, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Murphy Investment Management Company since 1995. MMHP Investment Advisors provides discretionary portfolio management, portfolio monitoring using selected third-party managers, and financial planning primarily for individual and high-net-worth clients. The firm manages approximately $404 million across about 360 accounts with a two-advisor platform, focusing on customized asset allocation and both fundamental and technical analysis.

Kathy Bartlett is a financial advisor with AMB Wealth, LLC, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. Her career includes roles at SunTrust Advisory Services and Truist Investment Services, spanning over a decade before joining AMB Wealth. Bartlett is also a licensed real estate sales associate in Florida and serves as Vice-President and Treasurer of Bartlett Real Estate, a residential real estate brokerage. AMB Wealth serves individual and institutional clients with discretionary portfolio management, financial planning, and access to alternative investments. The firm’s investment approach combines fundamental and technical analysis with tailored account management, overseen by a Chief Investment Strategist and a Portfolio Management Committee.

Miron Allen Jr. is a financial advisor with AMB Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Allen, Mooney and Barnes Brokerage Services since 2006 and Allen, Mooney and Barnes Investment Advisors since 2004. Outside of his advisory work, he serves as co-trustee for the Parker Poe Charitable Trust and is involved as chairman of Southern Lodging, an operating company for hotels. AMB Wealth serves individual clients, including high-net-worth individuals, as well as institutional clients such as corporate pension and profit-sharing plans, foundations, endowments, municipalities, trusts, and corporations. The firm offers discretionary portfolio management, financial planning, consulting, and access to alternative investments, with an investment process overseen by a Chief Investment Strategist and Portfolio Management Committee that integrates fundamental and technical analysis.

Vann Pitts is a CFP® professional with eight years of industry experience, currently serving as an advisor at AMB Wealth, LLC. He has been with the Allen, Mooney and Barnes group since 2018, including five years specifically with the investment advisory team. Outside of his advisory role, Pitts directs travel baseball tournaments and hosts a podcast called ITG Next. AMB Wealth serves individual and institutional clients, including high-net-worth individuals, corporate pension plans, and foundations. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, utilizing a process that combines fundamental and technical analysis tailored to client objectives.