Patricia Ware

I'm Susan L. Powers, CFA, CFP®, CPFA, a financial professional with more than 20 years of experience helping individuals, families, and business owners make thoughtful, confident financial decisions. Before co-founding AssetGrade, I served as a senior executive at Fidelity, where I managed Fidelity's $1.2 trillion 401(k) investment consulting practice, one of the largest retirement platforms in the country. That experience allows me to blend institutional-level insight with a personalized approach tailored to real-life goals and challenges. I'm also a frequent guest speaker on Wharton Business Radio on SiriusXM, where I help demystify complex financial topics in a way that's practical, approachable, and empowering.

Todd Allen is a financial advisor at Provisor Asset Management LLC in Greensboro, GA, with 25 years of industry experience. He holds the ChFC® designation and Series 65 and 63 licenses. Prior to founding Provisor Asset Management, he held roles at Provisor, LLC, Teh O.N. Investment Management Co., and Allstate, and served in the U.S. Army Reserves for 26 years. Allen also operates an insurance agency as a sole proprietor. Provisor Asset Management advises individuals by providing non‑discretionary investment recommendations utilizing third‑party model portfolios, mutual funds, ETFs, and variable insurance sub-accounts through the AssetMark platform. The firm focuses on aligning recommendations with client goals and risk tolerance while maintaining a service model that emphasizes client authority over investment decisions.

James Hankinson is a CFP®, CFA®, and PFS™ credentialed advisor with 18 years of industry experience. He is the sole advisor at Hankinson Wealth Advisors LLC in Greensboro, GA, where he has worked since 2018. Prior to that, he was with Hankinson Wealth Management, Inc. for over two decades. Hankinson also holds Series 63 and Series 65 licenses. Hankinson Wealth Advisors provides discretionary and non-discretionary wealth management services, combining ongoing financial planning and portfolio management for individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations. The firm emphasizes personalized asset allocation using mutual funds, ETFs, and individual securities, with continuous monitoring and rebalancing.

Timothy Pierson is a financial advisor at Blueprint Financial Strategies, LLC, with 16 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His career includes roles at Investment Centers of America and Gradient Securities, LLC. Outside of financial advising, he serves as a board member of the Lake Oconee Builders Association and is co-owner of WISMOGA, LLC, a distributor for Stone Canyon Cabins. Blueprint Financial Strategies, LLC is an independent advisory firm serving individuals, high-net-worth households, and employer-sponsored retirement plans. The firm offers discretionary asset management, financial planning, and ERISA plan consulting, utilizing a combination of fundamental, technical, and cyclical analysis alongside sub-advised portfolio solutions.

Gordon Lackey Jr. is a CFP® with 23 years of industry experience, currently serving as an advisor at Relativity Capital Advisors, LLC since 2015. Prior to this, he worked at Barber Lackey Financial Group from 1999 to 2016. Relativity Capital Advisors is a small registered investment adviser focusing on individual clients, including high-net-worth and non-HNW households. The firm employs a combined technical and fundamental analysis approach, along with a proprietary, rules-based Quantitative Strategy, to manage portfolios through continuous financial planning and active trading strategies.

Jennifer Lackey is a financial advisor at Relativity Capital Advisors, LLC with 17 years of industry experience. She holds a Series 66 designation and has worked at Relativity Capital Advisors since 2015, following 15 years at Barber Lackey Financial Group. Relativity Capital Advisors is a small registered investment adviser serving individual clients, including both high-net-worth and non-HNW households, through continuous portfolio management and financial planning. The firm combines technical and fundamental analysis with a proprietary, rules-based Quantitative Strategy to manage client portfolios.