Morten S Oftedal

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.

Michael Lassiter is the principal of Michael W. Lassiter CLU ChFC Inc. in Covington, GA, and holds the ChFC® designation. He has 18 years of industry experience and has operated his firm since 2010. In addition to his advisory role, he is a licensed insurance producer with longstanding involvement in selling fixed insurance products. The firm provides advisory services primarily by recommending unaffiliated third-party investment advisers and offering financial planning to individuals, high-net-worth clients, and business entities. It does not directly manage client assets but focuses on selecting and monitoring third-party managers while providing written financial plans and hourly fee-based planning.

Dally East is a financial advisor at Executive Money Managers, Inc. with nine years of industry experience. He holds a Series 65 designation and has been with the firm since 2016. Executive Money Managers, Inc. serves individual and high-net-worth clients, charitable organizations, and business entities, offering discretionary portfolio management and advisory consulting tailored to client objectives. The firm employs a fundamental, value-oriented equity investment approach focused on balance-sheet strength and dividend yield, managing portfolios primarily under discretionary authority with ongoing monitoring and periodic reviews.

Benjamin Eggers is a financial advisor at Executive Money Managers, Inc. in Social Circle, GA, holding a Series 65 designation with 15 years of industry experience. He has been with Executive Money Managers since 2010. Executive Money Managers, Inc. is a small SEC-registered advisory firm managing approximately $82 million in client assets through a three-adviser team. The firm serves individual and high-net-worth clients, charitable organizations, and business entities, employing a fundamental, value-oriented equity investment approach with regular portfolio monitoring and rebalancing.