Lucinda Dallas is a financial advisor at CFS Wealth Management with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with CFS Wealth Management since 2010. Outside of her advisory role, she is a minority owner of a family business, Top Level, L.L.C., in a passive capacity. CFS Wealth Management provides fee-based investment advisory and financial planning services to a diverse client base, including individuals, couples, and business owners. The firm emphasizes capital preservation and uses third-party research to guide portfolio construction, managing approximately $158.7 million primarily in discretionary accounts.

Wade Chapman is a financial advisor at CFS Wealth Management in Macon, GA, with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with CFS Wealth Management since 2005, also working at CFS Capital Advisors LLC from 2013 to 2025. Outside of advisory services, he serves as an executor and trustee for individuals who are not clients. CFS Wealth Management provides fee-based investment advisory and financial planning services to a diverse client base, including individuals, couples, custodians, IRA owners, trustees, and business owners. The firm emphasizes capital preservation and uses third-party research to guide portfolio management across discretionary accounts.

Stephen Anderson is a financial advisor with CFS Wealth Management in Macon, GA, holding a Series 63 license and bringing 32 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and CFS Wealth Management since 2005. CFS Wealth Management is a fee-based advisory firm with three advisors that serves individuals, couples, custodians, IRA owners, trustees, and business owners. The firm manages approximately $189 million across about 465 clients, providing portfolio management, financial planning, and retirement evaluations, with an investment approach that combines model portfolios and emphasizes capital preservation.