Zachary Thomas Purvis

Lawrence Stack is the principal of Stack Wealth Management, LLC, an independent advisory firm based in Perry, GA. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Prior to founding Stack Wealth Management in 2016, he worked in the financial services industry for several years. In addition to his advisory role, he is a licensed insurance agent offering life insurance products and annuities. Stack Wealth Management provides referral-based advisory services primarily to high-net-worth individuals and business entities. The firm helps clients establish relationships with third-party investment advisers and supports the onboarding process without exercising discretionary authority or direct portfolio management.

Patrick Bassett is a financial advisor at Jansson Financial Svcs with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Arrow Investment Advisors, LLC and Grove Point Investments, LLC. Jansson Financial Svcs provides discretionary portfolio management and financial consultation to individuals, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm employs a range of investment strategies across multiple asset classes and typically manages accounts on a discretionary basis, utilizing both long-term and short-term approaches.

Marilyn Mueller is a financial advisor with Jansson Financial Services in Warner Robins, GA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Ceros Financial Services, Inc. since 2009. Outside of her advisory role, she is involved in life insurance sales, focusing on term life and long-term care policies. Jansson Financial Services provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and pension plans. The firm employs a range of investment strategies and combines multiple analytical approaches to tailor advisory services to client objectives.

Eric Jansson is a CFP® with 44 years of industry experience, currently serving as an investment adviser representative at Jansson Financial Services since 1988. He has also worked at Ceros Financial Services, Inc. since 2009 and Corporate Village Inc since 1990. Outside of his advisory work, he has interests in farming operations in Costa Rica. Jansson Financial Services provides discretionary portfolio management and financial consultation to individuals, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to implement both long-term and short-term strategies across a broad range of securities.

Erin Watkins is a financial advisor at 56 Capital Partners, Ltd with 10 years of industry experience. She held positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management before joining her current firm in 2017. 56 Capital Partners, Ltd provides discretionary investment management, financial planning, and pension consulting to individuals, trusts, estates, retirement plans, nonprofit organizations, and business entities. The firm emphasizes asset allocation and uses both fundamental and technical analysis to build diversified portfolios across various asset classes, including equities, fixed income, ETFs, mutual funds, and alternative investments.

Heath Hampton is a CFP® with 13 years of experience in the financial advisory industry. He is currently with Boldin Advisors and has previously worked at firms including LPL Financial LLC and Facet Wealth. Outside of financial advising, he serves as a fractional CFO and business operations planner for Family Specialty Care, providing budgeting and forecasting support. Boldin Advisors is a team-based firm offering financial planning and consulting services to individuals, high net worth clients, trusts, estates, and small businesses. The firm uses Modern Portfolio Theory to construct diversified portfolios focused on low-cost index funds and ETFs, and operates as a fee-only adviser without discretionary portfolio management.