Brian Staples is a CFP® professional with 23 years of experience in the financial services industry. He is currently with Carson Wealth and has held positions at several firms, including CWM, LLC, Woodbury Financial Services, and Jon Baker Financial Group. In addition to his advisory role, he is licensed as an insurance agent and sells life, health, disability, annuities, and long-term care insurance. CWM, LLC operates as an SEC-registered investment adviser with over 650 advisors managing approximately $50.6 billion across a network of partner offices. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a committee-driven investment process and providing access to customized portfolios and alternative investments.

Franklin Callaway is a financial advisor with Carson Wealth in Atlanta, GA, holding a Series 65 credential and three years of industry experience. His background includes roles at Carson Wealth, CWM, LLC, and Jon Baker Financial Group, along with earlier work at Lowe's Companies and the University of Georgia. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm offers a range of services including discretionary asset management, financial planning, and retirement plan management, employing an Investment Committee to construct and monitor model portfolios while integrating technology and custodial relationships to support execution and reporting.