Sharon Xiaohong Yu

Matthew Greene is a financial advisor at Stirlingshire Investments with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stirlingshire since 2023. Greene also owns Greene Financial Services LLC, where he is involved in the sales of life insurance and fixed annuities. Stirlingshire RIA LLC provides discretionary portfolio management to individuals, trusts, and other entities, serving both non-high-net-worth and high-net-worth clients. The firm employs a combination of quantitative, fundamental, technical, and modern portfolio theory analyses, offering access to a diverse range of investment types and model strategies through the Advyzon marketplace.

Simon partners with successful individuals to deliver solutions across banking, credit, investments, and planning. Beyond just portfolios, Simon advises clients on business ownership and transitions, family governance, philanthropy, and other aspects of wealth that have often have a greater and longer-lasting impact than performance. Before joining Bank of America Private Bank, he was an Executive Director at J.P. Morgan Private Bank.

James Stanhouse is the sole advisor at Stanhouse Financial Planning and Management, LLC in Duluth, GA. He holds a Series 65 designation and has 16 years of industry experience. Since 2009, he has been preparing to start Oakworth, a separate business activity. Stanhouse Financial Planning and Management, LLC provides fee-only financial planning, investment advisory, and asset management services to individuals, families, small businesses, and trusts. The firm follows a long-term, buy-and-hold investment philosophy based on Modern Portfolio Theory and emphasizes low-cost, tax-efficient investment options.

William Parsons III is a financial advisor with Vickery Creek Capital Management in Roswell, GA, holding Series 63 and Series 65 designations and possessing 21 years of industry experience. He has worked at Merrill Lynch since 2000. Parsons is also active as an independent insurance agent, collaborating with an outside consultant to offer nonproprietary insurance products. Vickery Creek Capital Management serves individual and family clients with significant investable assets, providing investment management and comprehensive financial planning services. The firm employs a top-down, macroeconomic investment approach focused on retirement income objectives, using diversified portfolios with bonds, equities, mutual funds, and ETFs, while emphasizing client education and regular portfolio reviews.

Research indicates money is one of the top issues that couples argue about and over 60% of adults identify as a significant source of stress. At Lifewater, I share financial know-how and create personalized plans to help people avoid financial mistakes and stress so they can achieve financial freedom and live with security and peace of mind. Since 2000, I have worked with families and individuals regarding personal finances and investment matters. I am a licensed CPA in the states of Georgia and Alabama and FINRA Series 65 licensed. My experience includes over 15 years in corporate financial planning, budgeting, analysis and management, and 3 years with the public accounting firm Deloitte. Proudest Accomplishments: - Marrying my lovely wife, Laurie, 23 years ago - Being a fun and loving father to my sons - Giving to global missions and ministries that are impacting the world with love and resources for people who need them most - Launching my second financial planning firm, LIFEWATER Wealth Management Interests: - All things Family - College Football – Superfan - All things Personal Finance - Movies & Local Foodie - Travel - Jazz Music Skills: - Listening - Creating Simplicity & Clarity - Finance & Analysis - Strategy & Planning - Producing Results - Problem Solving Read Fredrick's blog here: https://getlifewater.com/blog

Justin Campagna is a financial advisor with Emergent Financial Group, LLC in Atlanta, GA, holding Series 65 and Series 63 licenses with four years of industry experience. He has worked at several firms including Arista Consulting Group and Ashford Advisors prior to his current role. In addition to advisory services, he provides insurance and pension consulting through Emergent Financial Group, dedicating about half of his time to these activities. Emergent Financial Group serves retirement plan sponsors and institutional clients with investment advisory and pension consulting, alongside asset management and financial planning for individuals. The firm employs a combination of long-term, value-oriented investment strategies and tactical asset allocation, while also offering fiduciary consulting and discretionary management for retirement plans, and operates a licensed independent insurance agency as part of its services.