Thomas Nicholas Smith

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 an advisor with UL Wealth LLC in Valdosta, GA, holding Series 65 and Series 66 credentials. She has one year of industry experience, including prior work at Edward Jones and Horse Cove Partners. UL Wealth LLC is a small, supported registered investment adviser managing approximately $49 million across 117 client relationships. The firm offers discretionary and non-discretionary investment management, financial planning, and pension consulting for individuals, retirement plans, charitable organizations, and businesses, utilizing model portfolios and exchange-traded funds as part of its investment approach.

Gary Howard is a financial advisor with UL Wealth LLC in Valdosta, GA, holding Series 63 and Series 66 designations and with 10 years of industry experience. His prior roles include positions at Edward Jones, Bank of America, and Merrill Lynch. UL Wealth LLC is a supported registered investment adviser serving individuals, retirement plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary investment management, financial planning, and consulting, utilizing model portfolios and exchange-traded funds alongside tax-efficient asset location and rebalancing strategies.

Michael Browning is a Series 65-licensed advisor with UL Wealth LLC, where he has worked since 2020 and has six years of industry experience. Prior to joining UL Wealth, he worked for Vulcan Steel for 20 years and has managed M.B. Browning Homes, Inc., a real estate rental, lease-to-own, and sales business, since 1994. UL Wealth LLC is a small registered investment adviser serving individuals, retirement plans, charitable organizations, and businesses with discretionary and non-discretionary investment management, financial planning, and pension consulting. The firm employs model portfolios and exchange-traded funds, focusing on tax-efficient asset location and opportunistic rebalancing.

Matthew Pittman is a financial advisor at UL Wealth LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Brookwood North Investment Advisors. UL Wealth LLC is a registered investment adviser managing approximately $49 million across about 117 client relationships. The firm offers discretionary and non-discretionary investment management, financial planning, and pension consulting for individuals, retirement plans, charitable organizations, and businesses, frequently employing model portfolios and exchange-traded funds as part of its investment approach.

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.