Robert A Goddard III

Samuel Hogan is a financial advisor at Windemere Advisors, LLC in Valdosta, GA, holding the PFS™ designation with 11 years of industry experience. He has been with Windemere Advisors since 2015 and has more than 25 years of experience as a CPA through his own firm, Samuel R. Hogan, CPA, PC. He is also a CPA/PFS partner at Plummer Hogan, LLP and acts as trustee for individual trusts. Windemere Advisors, LLC is an independent, single-advisor firm providing discretionary portfolio management, financial planning, and third-party adviser selection to individual and high-net-worth clients. The firm follows modern portfolio theory with a long-term approach and manages approximately $23.8 million across about 42 client accounts.

Cristie Dasher is a financial advisor with UL Wealth LLC, holding Series 65 and Series 66 licenses. She has one year of industry experience, including roles at Edward Jones and Horse Cove Partners. Prior to her advisory career, she worked in real estate services and education. UL Wealth LLC provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, employee benefit plans, charitable organizations, and businesses. The firm employs a range of investment methods and typically manages accounts on a discretionary basis with regular reviews.

Michael Browning is a financial advisor with UL Wealth LLC in Valdosta, GA, holding a Series 65 designation and six years of industry experience. Prior to joining UL Wealth, he worked for Vulcan Steel for 20 years. He is also president of M.B. Browning Homes, Inc., a real estate rental, lease-to-own, and sales business he has managed since 1994. UL Wealth LLC provides discretionary and non-discretionary investment management, financial planning, consulting, and pension consulting services to individuals, employee benefit plans, charitable organizations, and businesses. The firm employs a variety of investment strategies tailored to client objectives and risk tolerance, primarily recommending ETFs and managing accounts mostly on a discretionary basis.

Matthew Pittman is a financial advisor at UL Wealth LLC with a Series 65 designation and four years of industry experience. His prior roles include positions at Brookwood North Investment Advisors and work in the agricultural sector at Ag Mart Produce. UL Wealth LLC primarily serves individual and high-net-worth clients, as well as pension plans, charitable organizations, and small businesses. The firm offers investment management, financial planning, and pension consulting services, focusing on model portfolios with ETFs and diversified strategies tailored to client objectives.

Stacy Bush is a financial advisor at Bush Wealth Management in Valdosta, GA, with 25 years of industry experience. She holds Series 63 and Series 66 licenses and worked at LPL Financial LLC for 15 years before joining Bush Wealth Management, where she has been since 2004. Outside of her advisory role, she serves as Vice Chair of the Valdosta City School Board and chairs its Finance Committee. Bush Wealth Management serves individual and high-net-worth clients as well as retirement plan sponsors, offering discretionary portfolio management and financial planning. The firm manages approximately $213 million in discretionary assets and employs a range of investment strategies including mutual funds, ETFs, individual equities, and fixed income.

Matthew Craven is a financial advisor at Bush Wealth Management in Valdosta, GA, holding a Series 65 designation. He has been with Bush Wealth Management since 2023 and previously worked at Dallas Wayne Boot Company and Onward Reserve. Bush Wealth Management serves individual and high-net-worth clients as well as retirement plan sponsors, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $213 million in discretionary assets and employs a variety of investment strategies including mutual funds, ETFs, individual equities, and fixed income.