Zachary Theis

Miller Jones III is a CFP® and holds a Series 66 license with 18 years of industry experience. He has worked at Dalton Wealth Planners, LLC since 2024 and previously spent nine years at Commonwealth Financial Network. His other business activities include serving as a non-client power of attorney in Dalton, GA. Dalton Wealth Planners is a fee-only registered investment adviser serving individual clients and employer retirement plans. The firm uses asset-allocation-driven portfolios combining passive and active strategies, managing accounts primarily on a discretionary basis through the Altruist platform.

Christopher Shiflett is a financial advisor at Dalton Wealth Planners with a Series 65 designation and one year of industry experience. His prior work includes roles at North Georgia National Bank, Builtwell Bank, Northside Bank, and experience with C&A Investment Properties, LLC. Dalton Wealth Planners is a fee-only registered investment adviser serving individual clients and employer retirement plans with discretionary investment management and financial planning. The firm uses asset-allocation-driven portfolios combining passive and active strategies, operating on a boutique scale with two advisors and approximately $1.5 million in discretionary assets under management.

Joshua Voisine is a CFP® professional with 11 years of experience in financial planning and wealth management. He is currently with CPC Advisors, LLC and has held prior roles at Raymond James Financial Services, Curi Capital, and Ameris Bank Wealth Management. CPC Advisors serves individuals—including high-net-worth clients—as well as trusts, pension and profit-sharing plans, charitable organizations, and other business entities. The firm’s investment approach emphasizes model portfolios and asset allocation consistent with Modern Portfolio Theory, with ongoing account monitoring and access to third-party managers and wrap-fee accounts.

Allen Petway Jr. is a CFP® professional with 43 years of experience in the financial services industry. He is currently a team member at CPC Advisors, LLC and has held advisory roles at Raymond James Financial Services Advisors Inc. and Barker Petway Investment & Retirement Management. Petway serves on the finance and investment committee of First Baptist Church of Dalton, GA. CPC Advisors provides financial planning and portfolio management to individuals, trusts, pension and profit-sharing plans, charitable organizations, and other business entities. The firm employs a model portfolio and asset allocation approach based on Modern Portfolio Theory, focusing on mutual funds, equities, and ETFs with an emphasis on long-term investment strategies.

Grant Goldberg is a financial advisor with Kingswood Wealth Advisors, LLC in Dalton, GA, holding a Series 66 designation and two years of industry experience. Prior to joining Kingswood, he worked at Dempsey Lord Smith, LLC and has been involved with Medical Business Concepts, Inc., where he consults with doctors on business, bookkeeping, and tax matters. Kingswood Wealth Advisors serves a diverse client base, including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to each client’s goals and risk tolerance, offering a range of portfolio management and consulting services.

Matthew Land is a financial advisor at Kingswood Wealth Advisors, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including FSC Securities Corporation and Dempsey Lord Smith, LLC. Land is also the founder and owner of Stern Investments, LLC, where he provides financial advisory services. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to client goals and risk tolerance, offering portfolio management, third-party manager oversight, and various consulting services.