Paul Glenn Daft

Kathy Keadle is a Series 66-credentialed financial advisor with 22 years of industry experience. She is affiliated with Independent Financial Group, LLC and has held ownership roles in several related entities, including Keystone Financial Services and the Keystone Foundation for Financial Education, a nonprofit providing free financial workshops. In addition to her advisory work, she manages tax preparation services through Keystone Tax Preparation LLC. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm employs a combination of firm- and third-party models, with strategic asset allocation and multi-manager portfolios, and provides both discretionary and non-discretionary portfolio management.

Charles Jordan III is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience and has been with Guardian Life and Park Avenue Securities since 2004, with previous experience at PRUCO Securities. He serves as the Immediate Past Chairman of the Workforce Investment Board. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, nonprofits, and businesses. The firm offers a range of financial planning, advisory, and consulting services, combining advisor-led discretionary management with model-based strategies supported by proprietary and third-party platforms.

William Harn is a financial advisor with Primerica Advisors in Reidsville, GA, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 1998. Outside of his advisory role, he is involved in sales of loan products and home security services through affiliated companies and operates his own legal entity, William J Harn LLC, for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Aarti Patel is a financial advisor with Primerica Advisors, holding Series 63, Series 65, and Series 66 designations, and has two years of industry experience. She has worked with firms including Northwestern Mutual Investment Services LLC and Xel Advisors. Primerica Advisors is a large-scale firm that manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies created by unaffiliated asset managers and operates with approximately $15.5 billion in assets under management.

Bradford Owens is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018, previously spending four years with Voya Financial Advisors. Outside of his advisory role, Owens is a silent partner in a trucking and package delivery business serving FedEx distribution centers in Valdosta, GA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.

Brent Owens is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has previously worked at Confie and Southern Harvest Property & Casualty, Inc. Owens is a member of Owens Plantation LLC, a family hunting property he co-owns with his father. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large retail advisor and branch network across the United States.