Nathaniel Davis

Zachary Purvis is a CFA® charterholder and holds a Series 65 license with five years of industry experience. He has been the principal advisor at Halley Hill Wealth Management LLC since 2020 and previously worked at AgGeorgia Farm Credit, ACA from 2016 to 2020. Purvis also serves as an expert witness for legal cases. Halley Hill Wealth Management serves individuals, small businesses, and charitable organizations with financial planning, investment consultation, and portfolio management. The firm employs a core-and-satellite and Modern Portfolio Theory investment approach, primarily using ETFs and mutual funds, and provides quarterly account reviews along with educational workshops on personal finance and investing.

Lawrence Stack is the principal of Stack Wealth Management, LLC, an independent advisory firm based in Perry, GA. He holds Series 63 and Series 65 designations and has 17 years of industry experience, including prior work at Asset Management Strategies, Inc. Lawrence is also a licensed insurance agent offering life insurance products and annuities. Stack Wealth Management provides referral-based advisory services to individuals, including high-net-worth clients, and business entities. The firm facilitates client relationships with a third-party investment adviser and supports the onboarding process without providing direct portfolio management or investment discretion.

Erin Watkins is a financial advisor at 56 Capital Partners, Ltd with 10 years of industry experience. She holds a Series 66 designation and has worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management prior to joining 56 Capital Partners in 2017. Watkins may earn commissions from insurance companies for sales of non-variable life, health, annuity, and disability income insurance products. 56 Capital Partners, Ltd provides discretionary investment management, financial planning, and pension consulting to individual clients, trusts, estates, and retirement plans. The firm emphasizes asset allocation, diversification, and integrated risk management, managing portfolios across multiple asset classes on a discretionary basis.

Lirime McGuire is a financial advisor with Synovus Securities, Inc., holding a Series 66 designation and nine years of industry experience. She has worked with Synovus entities and SunTrust affiliates since 2014 and recently joined Pinnacle Bank in 2026. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering a range of advisory and brokerage services including managed accounts, financial planning, and access to alternative investments. The firm employs a client risk-tolerance questionnaire and utilizes both internal and Envestnet due-diligence processes to guide portfolio management.

Russell Pierce is a financial advisor with NFSG Corporation in Warner Robins, GA, holding Series 63 and Series 65 credentials and 34 years of industry experience. His prior roles include positions at Griggers Wealth Management and LPL Financial. Pierce serves as a director of Ironmen Ministries, a local men's prayer breakfast group that meets weekly and organizes an annual retreat. NFSG Corporation is an SEC-registered investment adviser offering discretionary and non-discretionary asset management and financial planning to a diverse client base, including high-net-worth individuals and institutions. The firm customizes portfolios using a variety of investment strategies and frequently employs third-party managers to meet client objectives and risk tolerances.

Gray Way is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 credential and two years of industry experience. His prior roles include positions at Canton Wealth Partners, Planters First Bank, Stronghill Capital, and CenterState Bank Mortgage. He is also the owner of Central Provisions LLC, a pass-through entity for accounting purposes. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors and serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations. The firm offers discretionary and non-discretionary accounts, financial planning, and various investment programs while supporting independent advisor decision-making with access to both in-house and third-party managed solutions.