Kevin Schwall is a CFA® charterholder and holds a Series 65 license with 17 years of industry experience. He has been with Tillman Hartley LLC since 2007. Tillman Hartley LLC provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm’s investment process is based on Modern Portfolio Theory and includes individualized Investment Policy Statements, model portfolios, and regular portfolio reviews.

Elizabeth Mott is a financial advisor at Tillman Hartley LLC in Satellite Beach, FL, holding Series 63 and Series 65 licenses. She has been in the industry since 2022, with prior experience at Northwestern Mutual Wealth Management Company and Ross Alisiani. Before entering finance, her work history includes roles outside the industry such as positions at LIV Sothebys International Realty and in hospitality. Tillman Hartley provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and small businesses. The firm’s investment approach is based on Modern Portfolio Theory and offers customized portfolios with ongoing rebalancing, focusing on a small number of large, complex client relationships.

Benjamin Cannon is a financial advisor at Tillman Hartley LLC in Athens, GA, holding a Series 65 designation with 11 years of industry experience. He has been with Tillman Hartley LLC since 2014. Tillman Hartley LLC provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm’s investment approach is based on Modern Portfolio Theory and includes individualized Investment Policy Statements, model portfolios, and regular portfolio reviews.

Gary Lutes Jr. is a CFA® charterholder with 14 years of industry experience, currently serving as an advisor at Tillman Hartley LLC since 2004. He holds a Series 65 license and works out of Candler, NC. Tillman Hartley LLC provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm’s investment process is based on Modern Portfolio Theory and includes individualized Investment Policy Statements, model portfolios, and ongoing portfolio monitoring.