Raymond Howe is a financial advisor at Comprehensive Financial Planning, Inc. in Gainesville, GA, holding a Series 65 designation with 14 years of industry experience. He has been with the firm since 1993, which he has operated independently. Comprehensive Financial Planning, Inc. provides discretionary portfolio management and limited financial planning services to individuals, trusts, estates, and charitable organizations. The firm employs a value-oriented, long-term investment approach focused on a concentrated portfolio of individual stocks and bonds, typically holding positions for three to ten years, and combines planning services exclusively with portfolio management.

Roy Larsen is a CFP® with 20 years of industry experience and the sole advisor at Larsen Wealth Management, LLC, an independent firm based in Gainesville, GA. He has been with Larsen Wealth Management and its predecessor under LPL Financial since 2006. Larsen is licensed to offer variable products in Georgia, New Jersey, and Florida but operates under a fee-only fiduciary model without accepting commissions on annuity products. Larsen Wealth Management serves individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm employs multiple analytical methods and a wide range of investment strategies, including the use of third-party managers and alternative investments, with portfolios reviewed quarterly by Larsen.

John Howard is a financial advisor at Focus Advisory, Ltd. in Marietta, GA, holding CFP®, PFS™, and Series 63 credentials with 22 years of industry experience. His prior experience includes roles at Mercer Global Advisors Inc. and Resource Planning Group, Ltd. Focus Advisory, Ltd. provides wealth management, discretionary investment management, financial planning, and trustee services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term, strategic asset allocation approach using ETFs, low-cost mutual funds, and individual securities, implementing portfolios on a discretionary basis with attention to tax harvesting, risk management, and cash needs.

Tracey Gordineer is a CFP® with six years of industry experience, currently serving as the principal of Blossom Balance LLC in Gainesville, GA. She has worked at Paramount Investment Advisors and North Georgia Accounting, among other firms. Gordineer is also CEO of Blossom Balance Tax LLC and COO of CASCFO Advisory, where she manages tax preparation services and provides business development for tax and accounting staffing firms. Blossom Balance LLC offers investment advisory and financial planning services to individual and high-net-worth clients, using strategies such as strategic asset allocation and dollar-cost averaging. The firm integrates tax and accounting services through an affiliated company, providing clients with flexible options tailored to their financial goals.

William Griffin is the sole advisor at W.A. Griffin Financial Services Inc. in Gainesville, GA, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has worked at his current firm since 1992, with prior roles at Questar Asset Management and Questar Capital Corporation. Griffin is also a licensed insurance agent who occasionally sells term life insurance and fixed annuities. W.A. Griffin Financial Services Inc. offers discretionary asset management and financial planning primarily to individual and high-net-worth clients, as well as corporate clients through qualified plans and retirement planning. The firm employs a variety of analytic methods and investment strategies, providing ongoing portfolio management and optional comprehensive financial planning reviews.

Carson Bennett is a financial advisor at ReliaStar Capital Management, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with ReliaStar since 2012. Bennett is also a licensed independent insurance agent, selling life insurance and fixed annuities. ReliaStar Capital Management provides financial planning and portfolio management services to individuals, high-net-worth clients, trusts, and estates, utilizing third-party model managers through a managed-account program. The firm emphasizes due diligence and periodic reviews of managers and supports clients through educational seminars and workshops.

Amy Amorosso is a CFP® professional with 11 years of industry experience. She is a minority partner and employee at Michael L. Ball, CPA, LLC, where she divides her time between accounting services and investment advisory work. The firm serves individuals, high-net-worth clients, and businesses, offering investment advisory, portfolio management, financial planning, and tax preparation services. Their investment approach is long-term and asset-allocation driven, utilizing passively managed mutual funds and written investment policy statements.

John Bennett is a financial advisor with ReliaStar Capital Management, Inc. and holds a Series 65 designation. He has 14 years of industry experience and has been with ReliaStar since 2012. He is also president of Bennett Financial Group and part owner of Dawson CrossFit. ReliaStar Capital Management provides financial planning and portfolio management for individual clients, high-net-worth individuals, and trusts, utilizing third-party model managers through AEWealthManagement’s managed-account program with a focus on due diligence and long-term investment strategies.

John Anderson is a Series 65-licensed financial advisor with 14 years of industry experience. He has worked at AE Wealth Management, LLC since 2018 and previously spent seven years at Global Financial Private Capital, LLC. Anderson has also been associated with Anderson Advisors since 2003, where he serves as president and is involved in the sale of fixed insurance products. Anderson Advisors, Inc. provides asset management and financial planning services to individuals and small businesses, utilizing model portfolios from AE Wealth Management and third-party platforms. The firm emphasizes fundamental analysis and targeted asset allocation across six model portfolios, managing client accounts with discretionary trading and regular reviews.

Colby James is a financial advisor at JT Stratford, LLC with Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, and Windham Brannon. JT Stratford, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $815 million for over 1,150 clients through a 14-person advisory team, offering portfolio management, financial planning, employer retirement plan services, and access to third-party model portfolios and sub-advisory strategies.

Bryan Hogan is a financial advisor with Jt Stratford, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with Jt Stratford since 2010 and has been associated with related firms including J.T. Stratford Advisors, LLC and Stratford Consumer Services, Inc. Outside of advisory work, he serves as Assistant Vice President in insurance sales focusing on life and health insurance. Jt Stratford, LLC is an SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporations, managing approximately $815 million across a 14-person team. The firm provides portfolio management, financial planning, retirement plan services, and access to third-party model portfolios, employing both fundamental and technical analysis tailored to client objectives.

Travis Echols is a financial advisor at JT Stratford, LLC with 22 years of industry experience. He holds the Series 66 designation and previously operated Echols Financial Services for 18 years before joining JT Stratford in 2022. JT Stratford, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $815 million for over 1,150 clients through a 14-person team, offering portfolio management, financial planning, retirement plan services, and access to third-party model portfolios and sub-advisory strategies.

Amanda Bruner is a financial advisor with Jt Stratford, LLC, holding a Series 65 designation and 11 years of industry experience. She has been with Fiduciary Capital Stratford, LLC since 2014. Outside of her advisory role, she is a member of Bruner Properties LLC, which holds a rental property. Jt Stratford, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations, managing approximately $815 million for over 1,150 clients through a 14-person team. The firm provides discretionary and non-discretionary portfolio management, financial planning, and employer retirement plan services, utilizing fundamental and technical analysis along with third-party managers and model portfolios.

Palmer Ferguson is a financial advisor at JT Stratford, LLC with a Series 65 designation and one year of industry experience. Prior to joining JT Stratford, he held positions at Lincare, Vector Marketing, United Parcel Service, and the Northeastern Judicial Circuit of Georgia, and completed his education at the University of Georgia and University of North Georgia. JT Stratford, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $815 million for over 1,150 clients through a 14-person advisory team, offering portfolio management, financial planning, employer retirement plan services, and access to third-party models and sub-advisory strategies.

Augustus Hames is a financial advisor at JT Stratford, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at BFC Planning, Inc. and Securities Management & Research. Outside of his advisory role, he serves as a deacon at Christ Presbyterian Church. JT Stratford, LLC is an SEC-registered investment adviser managing approximately $815 million for individuals, pension and profit-sharing plans, charitable organizations, and corporations through a 14-person team. The firm offers portfolio management, financial planning, and employer retirement plan services, using both fundamental and technical analysis along with model portfolios and third-party managers.

Stacy Eaton is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Capital Square, LLC since 2017. Prior to this, Eaton worked for six years at Bellwether Investment Group, LLC. Capital Square provides investment advice and financial planning to individuals, trusts, businesses, non-profits, foundations, and endowments. The firm offers retirement planning and both discretionary and non-discretionary portfolio management, tailoring portfolios through diversified asset allocation and utilizing strategies such as margin, options, and third-party managers when appropriate.

Mark Gibbs is a CFP® with 20 years of industry experience, currently serving as an advisor at JT Stratford, LLC. He has worked at Fiduciary Capital Stratford, LLC since 2015 and has owned Gibbs Financial Services, PC since 2004, where he provides tax preparation and accounting services for approximately 140 clients. Gibbs is also a licensed CPA in Georgia, offering additional tax and accounting support. JT Stratford, LLC is an SEC-registered investment adviser managing approximately $815 million for over 1,100 clients through a 14-person team. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporations, offering portfolio management, financial planning, employer retirement plan services, and access to third-party model portfolios and sub-advisory strategies.

Edwin Robins is a financial advisor with Jt Stratford, LLC based in Winston Salem, NC. He holds the ChFC® designation and Series 63 and 65 licenses, with 40 years of industry experience. Robins has worked at firms including Triad Advisors, Inc. and Fiduciary Capital Stratford, LLC. Outside of financial advising, he serves as a board member for the Durham Coca-Cola Bottling Company and participates in community activities through St. Paul's Episcopal Church. Jt Stratford, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $815 million for over 1,100 clients through a 14-person advisory team, offering portfolio management, financial planning, and retirement services while utilizing both fundamental and technical analysis along with third-party managers.

Dwayne Ferguson is a financial advisor with JT Stratford, LLC, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His prior roles include positions at Silver Oak Securities, Inc. and Triad Advisors, Inc., and he has operated an insurance agency, Stratford Group Inc., since 1999. He also serves as a member of a management consulting firm, 3-Choice Care Credit LLC. JT Stratford, LLC is an SEC-registered investment adviser managing approximately $815 million for over 1,150 clients through a 14-person advisory team. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporations, offering portfolio management, financial planning, retirement plan services, and access to third-party model portfolios and sub-advisory strategies.

James Davenport is a financial advisor with Jt Stratford, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Triad Advisors, Inc. for 23 years and briefly at Silver Oak Securities, Inc. Davenport is also a partner in Colhoun Robins Davenport & Co, LLC, where he is involved in insurance and employee benefits. Jt Stratford, LLC is an SEC-registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $815 million across a 14-person advisory team, providing portfolio management, financial planning, retirement plan services, and access to third-party model portfolios and sub-advisory strategies.