Samuel Hogan is a PFS™ credentialed advisor with over 10 years of experience, currently serving as the sole advisor at Windemere Advisors, LLC. He previously worked at Ashworth Sullivan Wealth Management Group and has maintained his own CPA practice since 2001. Hogan is also a CPA/PFS partner at Plummer Hogan, LLP and acts as trustee for various trusts. Windemere Advisors, LLC is a small independent firm providing discretionary portfolio management, financial planning, and third-party adviser selection primarily to individual and high-net-worth clients. The firm employs modern portfolio theory and a long-term trading approach, managing approximately $23.8 million across 42 accounts with tailored investment policy statements and regular portfolio reviews.

Cristie Dasher is a financial advisor at UL Wealth LLC in Valdosta, GA, holding a Series 65 designation with one year of industry experience. Prior to joining UL Wealth, she worked at Prime Properties Services LLC for eight years and was employed at Valwood School for two years. UL Wealth LLC advises individual and high-net-worth clients, as well as pension plans, charitable organizations, and small businesses. The firm focuses on discretionary and non-discretionary investment management, financial planning, and consulting, utilizing model portfolios with an emphasis on ETFs and diversified strategies tailored to client objectives.

Thomas Walker is a financial advisor at UL Wealth LLC with a Series 65 designation and two years of industry experience. His prior work includes roles at S&J Water Residual, Griffin Chrysler Dodge, and Fisherman Inc. outside the financial sector. UL Wealth LLC serves individual and high-net-worth clients, as well as pension plans, charitable organizations, and small businesses. The firm offers investment management, financial planning, and pension consulting, focusing on model portfolios with ETFs and diversified strategies tailored to client objectives.

Michael Browning is a financial advisor at UL Wealth LLC in Valdosta, GA, holding a Series 65 designation with five years of industry experience. Prior to his current role since 2020, he worked for Vulcan Steel for 20 years. Outside of advising, he serves as president of M.B. Browning Homes, Inc., a real estate rental, lease-to-own, and sales business he has operated since 1994. UL Wealth LLC advises individual and high-net-worth clients, as well as pension plans, charitable organizations, and small businesses. The firm offers investment management, financial planning, and consulting services, focusing on tailored portfolios that emphasize ETFs and diversified strategies.

Matthew Pittman is a financial advisor at UL Wealth LLC with a Series 65 designation and four years of industry experience. His prior roles include positions at Brookwood North Investment Advisors and work in the agricultural sector at Ag Mart Produce. UL Wealth LLC primarily serves individual and high-net-worth clients, as well as pension plans, charitable organizations, and small businesses. The firm offers investment management, financial planning, and pension consulting services, focusing on model portfolios with ETFs and diversified strategies tailored to client objectives.

Stacy Bush is a financial advisor at Bush Wealth Management in Valdosta, GA, with 25 years of industry experience. She holds Series 63 and Series 66 licenses and worked at LPL Financial LLC for 15 years before joining Bush Wealth Management, where she has been since 2004. Outside of her advisory role, she serves as Vice Chair of the Valdosta City School Board and chairs its Finance Committee. Bush Wealth Management serves individual and high-net-worth clients as well as retirement plan sponsors, offering discretionary portfolio management and financial planning. The firm manages approximately $213 million in discretionary assets and employs a range of investment strategies including mutual funds, ETFs, individual equities, and fixed income.

Matthew Craven is a financial advisor at Bush Wealth Management in Valdosta, GA, holding a Series 65 designation. He has been with Bush Wealth Management since 2023 and previously worked at Dallas Wayne Boot Company and Onward Reserve. Bush Wealth Management serves individual and high-net-worth clients as well as retirement plan sponsors, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $213 million in discretionary assets and employs a variety of investment strategies including mutual funds, ETFs, individual equities, and fixed income.

Aaron Taylor is a financial advisor at Bush Wealth Management in Valdosta, GA, holding a Series 65 designation with three years of industry experience. He previously worked at Southwest Georgia Bank / The First, ANBA from 2018 to 2022 and has been with Bush Wealth Management since 2017. Bush Wealth Management serves individual and high-net-worth clients as well as retirement plan sponsors, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $213 million in discretionary assets, utilizing a range of investment strategies including mutual funds, ETFs, individual equities, and fixed-income instruments.

Courtney Gooding is a financial advisor at Bush Wealth Management in Valdosta, GA, with eight years of industry experience. She holds the Series 66 designation and has worked at Bush Wealth Management since 2017, including a prior stint from 2017 to 2019, as well as at LPL Financial and Southeastern Credit Union. Outside of her advisory role, she serves as Vice President of Park Terrace Properties, where she is involved in strategic planning and property design. Bush Wealth Management serves individual and high-net-worth clients as well as retirement plan sponsors, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $213 million in discretionary assets and employs a range of investment strategies including mutual funds, ETFs, and individual securities.

Bradley Bayless is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with Bush Wealth Management, where he has worked since 2024. His prior experience includes roles at The Swan Agency, Inc., Horace Mann Investors, Horace Mann Companies, and Financial Solutions for Educators. Bush Wealth Management serves individual and high-net-worth clients as well as retirement plan sponsors, providing discretionary portfolio management and financial planning. The firm manages approximately $213 million in assets, utilizing mutual funds, ETFs, individual equities, and fixed-income instruments within discretionary asset-allocation models.

Stanley Patrick Jr. is a financial advisor at Bush Wealth Management in Valdosta, GA, holding a Series 66 designation with 11 years of industry experience. He previously worked at LPL Financial from 2014 to 2019 and has been with Bush Wealth Management since 2013. Bush Wealth Management serves individual and high-net-worth clients as well as retirement plan sponsors, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $213 million in discretionary assets and employs a variety of investment strategies, including mutual funds, ETFs, individual equities, fixed-income instruments, and access to specialized funds.

Joseph Wainer is a financial advisor at Kingswood Wealth Advisors, LLC with a Series 66 designation and three years of industry experience. His prior roles include positions at Kingswood Capital Partners, Benchmark Investments, and Thrivent Financial. Outside of his advisory work, he serves as an adjunct professor teaching spiritual development and English literature. 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 clients’ goals and risk tolerance, offering discretionary and non-discretionary portfolio management along with third-party manager oversight.

Daniel Kerrigan is a CFP® professional with 24 years of industry experience. He is currently with &PARTNERS and previously worked at LPL Financial, Kerrigan Capital & Risk Management, and Cetera. Kerrigan serves as a volunteer board member of the Valdosta Airport Authority and is an instrument-rated pilot with partial ownership of a Cirrus SR22T aircraft. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners, offering portfolio management, financial planning, estate consulting, and retirement plan advisory services. The firm combines platform technology with proprietary and third-party strategies, providing both discretionary and non-discretionary management with a range of operational capabilities including broker-dealer services and municipal advisory registration.

Jared Mcgahee is a CFP® with 16 years of industry experience, currently serving as a financial advisor at NewEdge Advisors since 2018. His prior experience includes roles at LPL Financial, Wiregrass Investment Management, Kerrigan Davis Capital & Risk Management, and Cetera. Outside of his advisory work, he is president and shareholder of Big Sky Transport, Inc., a transportation company. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, employing a range of analytic approaches and periodic portfolio reviews.

Labryn Depta is a financial advisor with NewEdge Advisors holding a Series 66 credential and has one year of industry experience. Prior to joining NewEdge Advisors, Depta worked at LPL Financial and has experience in various service and business roles including car wash operations. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, and charitable organizations, offering discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting. The firm’s investment approach involves asset allocation across mutual funds, ETFs, and individual securities with regular portfolio reviews and rebalancing.

Shannon Fernandez is a financial advisor at &PARTNERS with 13 years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, Kerrigan Davis Capital & Risk Management, and Cetera. Outside of her advisory role, Fernandez serves as treasurer for The Porch Community Church, where she provides financial oversight and assists with budgeting. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers a broad range of services such as portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, combining proprietary and third-party strategy models with both discretionary and non-discretionary management options.

Ellis Shiver is a financial advisor with NewEdge Advisors based in Valdosta, GA, holding a Series 63 license and bringing 38 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC, Wiregrass Investment Management, LLC, LPL Financial, LLC, and GWM Advisors, LLC, where he also provides investment advisory services through an independent registered investment advisor firm. Outside of his advisory work, he is involved with The Shiver Group, LLC, a non-investment-related business entity. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing various analytic approaches and periodic portfolio reviews.

William Langdale IV is a financial advisor with NewEdge Advisors holding a Series 66 designation. He has been active in the industry since 2025, with prior experience at LPL Financial, Southern Point Investment Partners, and Langdale Vallotton, LLP. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Jo Pate is a financial advisor with NewEdge Advisors, holding a Series 63 designation and 19 years of industry experience. Prior to joining NewEdge Advisors in 2019, Pate worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of advisory work, Pate is a business owner involved in several Smoothie King franchises in Georgia and is a content creator and author. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning, utilizing a range of investment approaches and periodic portfolio reviews.

Luke Voigt is a financial advisor at OSAIC Institutions, INC. with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Infinex Investments, Inc. and Cetera Investment Advisors LLC. Outside of his advisory role, Voigt serves as president of the Valdosta North Rotary Club and is involved with the Valdosta Latino Association, Inc. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing customized advisory and brokerage services. The firm offers a range of solutions including financial planning, ERISA plan services, alternative investments through the CAIS platform, and lending options such as CapitalHub and securities-backed lines of credit.