Jacob Binner is a financial advisor at BinnerInvestments with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Fidelity, Merrill Lynch, and E*Trade Securities. BinnerInvestments provides portfolio management and financial planning services primarily to individuals and high-net-worth clients, employing a long-term trading approach that incorporates various analysis methods across a range of investment types. The firm prepares investment policy statements, seeks discretionary trading authority, and offers both one-time financial plans and ongoing management.

Britian Bickley is the sole advisor at Bickley Investments, LLC, based in Macon, GA. He holds Series 65 and Series 66 licenses and has 10 years of industry experience. Prior to his advisory role, he has been a homemaker since 2013. Bickley Investments focuses on financial planning and discretionary investment management for high net worth and ultra-high net worth individuals. The firm employs a passive, low-cost investment strategy centered on market-tracking index ETFs and select mutual funds, guided by a client-specific Investment Policy Statement.

Delmas Wilson is a financial advisor at Wilson Wealth Stewardship with 13 years of industry experience. He holds a Series 65 license and previously worked at Christy Capital Management for nine years before joining his current firm in 2018. Wilson is also individually licensed to sell fixed insurance products in Georgia, dedicating less than 25% of his time to this activity. Wilson Wealth Stewardship is a small, state-registered advisory firm serving individual and high-net-worth clients with portfolio management and financial consulting services. The firm primarily uses model-based programs and third-party managers and offers educational seminars and public workshops on financial planning, retirement, and estate topics.

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.

Randall Norris is a financial advisor at Smith, Brown & Groover, Inc. with 26 years of industry experience. He has been with the firm since 2010 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he provides consulting and board governance services for Southeastern Management Coop, Inc. Smith, Brown & Groover, Inc. is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management with a focus on long-term stock holdings and employs a combination of technical, fundamental, and cyclical analysis to tailor portfolios to client objectives.

Keith Dykes is a financial advisor at J. L. Perkins Wealth Management, LLC in Macon, GA, holding a Series 65 designation with two years of industry experience. He has been with J. L. Perkins Wealth Management since 2023 and is also involved in the food service industry through his role at Dykes Foods, Inc. J. L. Perkins Wealth Management primarily serves individual clients by providing financial planning and consulting, arranging advisory services through third-party money managers, and offering insurance products alongside investment advice. The firm focuses on due diligence and oversight of external managers and uses a combination of fundamental and technical investment analysis.

James Beall is a Series 65-licensed financial advisor with 22 years of industry experience. He has been with Beall Financial Planning, Inc. in Macon, GA since 1987. Beall Financial Planning serves individual and high-net-worth clients, including trusts, offering portfolio management, comprehensive financial planning, and life-planning advisory services. The firm operates as a fee-only fiduciary, emphasizing conservative, long-term asset allocation with a focus on capital preservation and low-cost investments.

Tim Hemingway is a financial advisor with Smith, Brown & Groover, Inc. in Macon, GA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Smith, Brown & Groover since 2005. Outside of his advisory work, Hemingway serves as a licensed professional counselor and United Methodist pastor, providing counseling and religious services in his community. Smith, Brown & Groover, Inc. is a registered investment adviser managing approximately $283 million in assets for individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management with a focus on long-term stock holdings and tailored investment strategies using technical, fundamental, and cyclical analysis.

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.

Raymond Smith Jr. is a financial advisor at Smith, Brown & Groover, Inc. with 44 years of industry experience. He holds Series 63 and Series 65 designations and has been with the firm since 1992. Outside of his advisory role, he serves on the boards of Purefy.com and Goodwill of Macon and is involved with a tire stem manufacturing venture, TWISTEM.COM, on a voluntary basis. Smith, Brown & Groover, Inc. (d/b/a SBG Wealth Management) provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm emphasizes continuous account supervision and tailors portfolios using technical, fundamental, and cyclical analysis, generally pursuing long-term stock holdings and institutional or F-/C-class mutual fund share classes.

Colleen Giffin is a CFP® with 22 years of industry experience, currently serving at Beall Financial Planning, Inc. in Macon, GA. She has worked at Beall Financial Planning since 2011 and has held roles at Belpointe Asset Management and Zeiders Enterprise. Giffin is a board member of the Knoxville Chapter of the Accounting & Financial Women's Alliance and provides bookkeeping consultation through N A Jones & Associates. Beall Financial Planning serves individual and high-net-worth clients, offering portfolio management, comprehensive financial planning, and life-planning services as a fee-only fiduciary. The firm emphasizes conservative, long-term asset allocation focused on capital preservation and uses low-cost mutual funds and fixed-income holdings.

Stephen Anderson is a financial advisor with CFS Wealth Management in Macon, GA, holding a Series 63 designation and 31 years of industry experience. He has worked with Purshe Kaplan Sterling Investments and CFS Wealth Management since 2005. CFS Wealth Management provides fee-based investment advisory and financial planning services to individuals, couples, custodians, IRA owners, trustees, and business owners, serving both high-net-worth and non-high-net-worth clients. The firm emphasizes capital preservation and uses third-party research to guide portfolio construction, managing approximately $158.7 million predominantly in discretionary accounts.

Adam Wilson is a financial advisor at Wilson Wealth Stewardship in Macon, Georgia, holding a Series 65 designation with three years of industry experience. Prior to his advisory role, he spent six years working at Kathy's Cleaning Company and was a full-time student from 2014 to 2021. He is also licensed to sell fixed insurance products in Georgia. Wilson Wealth Stewardship is a small, state-registered advisory firm serving individual and high-net-worth clients with portfolio management and financial consulting services. The firm uses model-based programs and third-party managers to implement investment strategies and offers educational seminars and workshops on financial planning, retirement, and estate planning.

Joseph Perkins Jr. is a financial advisor with J. L. Perkins Wealth Management, LLC in Macon, GA, holding a Series 66 designation and 18 years of industry experience. He has been with J. L. Perkins Wealth Management since 2014. In addition to his advisory role, Perkins is also licensed as an insurance agent, offering various insurance products. J. L. Perkins Wealth Management primarily serves individual clients by providing financial planning and consulting, arranging advisory services through third-party money managers and managed-account programs. The firm operates as both an investment adviser and a licensed insurance agency, focusing on manager oversight rather than in-house portfolio management.

John Crook is a financial advisor with Prospera Financial Services, Inc. in Macon, GA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Prospera since 2015. Outside of his advisory role, Crook serves on the board of the Georgia Industrial Children's Home Foundation and is involved in entrepreneurial activities, including a land clearing business and ownership of a real estate holdings company. Prospera Financial Services, Inc. is an enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans, managing approximately $12.4 billion through about 207 advisors. The firm provides investment advisory and financial planning services via multiple platforms and combines firm models, third-party sub-advisers, and customizable allocations for portfolio management.

Denise Herring is a financial advisor at StoneX Advisors Inc. with eight years of industry experience. She holds a Series 66 designation and previously worked at Merrill from 2016 to 2018. Outside of her advisory role, she serves as Treasurer for the 8th District Republican Party of Georgia and is Recording Secretary for the Lt James Monroe National Society of the Daughters of the American Revolution. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm utilizes a range of advisor-managed portfolios, proprietary models, and third-party money managers, supported by platforms such as Envestnet and Advyzon.

Daniel Nesmith is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Madison Avenue Securities since 2010 and is also the owner of Security First Asset Management, where he has worked since 2009. Outside of his advisory roles, Nesmith performs as a musician in the band The Shade Trees. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans, managing approximately $2.0 billion in assets. The firm offers various account platforms and programs with discretionary and non-discretionary management, employing multiple investment approaches and custodians.

Jonathan Gilbert is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and three years of industry experience. He has worked at Security First Asset Management since 2022 and has prior experience in various roles including at Midsouth Community FCU and Middle Georgia State University. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans, managing approximately $2.0 billion in assets. The firm offers diverse account platforms and employs multiple investment approaches through its network of adviser representatives.

Skyelyn Layson is a Series 65-licensed advisor at Gradient Advisors, LLC with six years of industry experience. She has been with Gradient Advisors since 2019 and is also involved with OSBS Inc, where she provides tax preparation and accounting services. Outside of financial services, she works as an account manager for Hey PHD Regenerations Technologies, a company specializing in stem cell treatments. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm supports a network of 169 advisors across 154 offices and manages approximately $218.6 million in regulatory assets under management.

Chadwick Payne is a financial advisor with Madison Avenue Securities, LLC in Macon, GA, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has worked with Madison Avenue Securities since 2008 and operates Chad Payne Financial Services, which focuses on the sales and service of insurance and annuity products. Payne also serves as Chief Operating Officer of William Danner Agency, involved in investments and insurance. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, and consulting services through multiple account platforms and programs.