Morten Oftedal

Mark Reagan is the principal advisor at Reagan Financial Planning LLC in Oxford, GA, with nine years of industry experience. He holds a Series 65 designation and has operated his independent firm since 2016. Reagan Financial Planning LLC provides written financial planning and investment consulting services to individuals, families, and small-business owners. The firm follows a consultative-only model, offering comprehensive and modular plans without managing client assets or taking custody, focusing on individualized advice and a broad range of investment strategies.

J Davis is a financial advisor at Butler-Davis Financial Group, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Avantax Investment Services and HD Vest Investment Services. Davis is also the chief operating officer of Butler-Davis Tax & Accounting LLC, where he spends most of his professional time. Butler-Davis Financial Group, LLC provides 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, offers fiduciary consulting and discretionary management for retirement plans, and provides 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 eight years of industry experience. He holds a Series 65 designation and previously worked at Accenture, LPP from 2010 to 2016. Executive Money Managers, Inc. is a small SEC-registered advisory firm managing approximately $82 million in client assets with 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.

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.