Stephen Kinney

Derrick Lowery is a CFP® professional with 19 years of industry experience currently serving as the sole advisor at Brookwood Wealth Advisors, LLC. His prior experience includes roles at Oppenheimer & Co. Inc., Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Outside of his advisory work, he serves as a Budget Committee Member for Trinity Baptist Church in Cartersville, GA. Brookwood Wealth Advisors provides investment management and financial planning services to individuals and high-net-worth clients, typically requiring a $100,000 account minimum. The firm customizes portfolios based on client objectives and risk tolerance, employing a range of strategies including asset allocation, dollar-cost averaging, and technical analysis, with oversight conducted at least quarterly by the principal.

Moise Piram is a financial advisor with Asset Management Group in Cartersville, GA, holding Series 63 and Series 65 licenses and having 18 years of industry experience. His prior work includes roles at FOUNDATIONS INVESTMENT ADVISORS, MML Investors Services, LLC, and MassMutual Life Insurance Company. He is also active as an independent insurance agent, involved in the sale of various insurance products. Asset Management Group provides advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses third-party model portfolios and subadvisers to implement client strategies, managing portfolios on a discretionary basis tailored to client objectives and risk tolerances.

Andrew Nida is a financial advisor with Asset Management Group in Cartersville, GA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He is also president and CEO of Senior Care Solutions, a health insurance agency focused on seniors aged 65 and older. His background includes roles at Foundations Investment Advisors LLC and multiple investment-related businesses. Asset Management Group provides advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs third-party model portfolios and subadvisers to implement client strategies, offering discretionary portfolio management and financial planning tailored to client objectives and risk tolerances.

Shelly Brockman is a financial advisor at Asset Management Group with four years of industry experience. She holds a Series 65 designation and previously worked at Potomac Fund Management and Fourlane. Asset Management Group provides advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm primarily uses third-party model portfolios and subadvisers to implement client strategies, offering discretionary portfolio management and financial planning tailored to client objectives and risk tolerances.

Robert Battin is a financial advisor with Nations Financial Group, Inc. in Cartersville, GA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Summit Financial Group Inc., and Cetera Advisor Networks LLC. Outside of his advisory work, he is an owner of a commercial property business in Silverdale, WA. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm’s investment approach involves proprietary model portfolios combined with outside manager options, allowing advisors to tailor strategies based on client objectives and risk tolerance.

Paige Cunningham is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include positions at Strategic Retirement Solutions LLC and Bankers Life & Casualty Co. She is also co-owner of Cunningham Group LLC, a family holding company involved with real estate and business entities. Foundations Investment Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, retirement plans, and businesses. The firm employs model portfolio allocations and third-party sub-advisers, delivering advice through a large network of affiliated offices and licensed representatives.