Oscar Spain is a CFP® professional with 17 years of industry experience, currently serving at Jamison Private Wealth Management, Inc. He has been with the firm, formerly known as Diversified Financial Planning, since 2002. Jamison Private Wealth Management offers discretionary and non-discretionary portfolio management and consulting services to individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm develops individualized investment plans primarily through fundamental analysis and direct equity selection, supplemented by mutual funds, ETFs, fixed income, and other vehicles, managing approximately $1.05 billion across a small team of advisors.

Robert Jamison Jr. is a CFP® with 20 years of industry experience, currently serving at Jamison Private Wealth Management, Inc. since 2006. Prior to this, he worked at Citigroup Global Markets for one year. In addition to his advisory role, he was elected mayor of Milton, Georgia, in 2021 and presides over the city council meetings. Jamison Private Wealth Management provides discretionary and non-discretionary portfolio management and consulting services to individuals, institutions, and charitable organizations. The firm develops individualized investment plans focused on direct equity selection and employs a range of trading strategies, managing approximately $1.05 billion across a small advisory team.

Jack Miller is a CFP® and Series 65 credentialed advisor at Jamison Private Wealth Management, Inc. in Milton, GA, with three years of industry experience. His background includes roles at Homrich Berg Wealth Management and Crossroads Strategy Group LLC, as well as work at the University of Georgia. Jamison Private Wealth Management offers discretionary and non-discretionary portfolio management and consulting services to a range of clients including individuals, pension plans, corporations, trusts, and charitable organizations. The firm emphasizes individualized investment plans, primarily using fundamental analysis for direct equity selection, and manages approximately $1.05 billion in assets across a small advisory team.

Robert Jamison is a CFP® professional with 23 years of industry experience. He has been with Jamison Private Wealth Management, Inc., formerly Diversified Financial Planning, since 1998. The firm provides portfolio management and consulting services to a range of clients including individuals, pension plans, corporations, and charitable organizations. Jamison Private Wealth Management offers individualized investment plans primarily through direct equity selection and supplements them with other investment vehicles, managing approximately $1.05 billion across a small advisory team.