Mindy Oglesby is a CFP® professional with three years of experience at Oglesby Wealth Strategies, LLC. She has been involved with Oglesby Financial Group, Inc. since 2005 and also works as a licensed insurance broker. Outside of financial advising, she owns a rental property business. Oglesby Wealth Strategies provides comprehensive financial planning and consulting for individual clients and offers limited-scope ERISA 3(21) fiduciary services to employer-sponsored retirement plans. The firm refers clients to third-party money managers and manages ongoing client liaison and monitoring services rather than directly managing investment accounts.

Henry Bailey is the sole advisor at Bailey Financial Services, an independent firm based in Watkinsville, GA. He holds Series 63 and Series 65 credentials and has 46 years of industry experience. Prior to founding his firm in 2014, he worked with Resource Horizons Investment Advisory for one year. Bailey Financial Services serves individual and high-net-worth clients by providing financial planning, retirement and rollover advice, and portfolio management support through third-party investment managers. The firm uses a detailed fact-gathering process and a combination of fundamental, technical, and cyclical analysis to guide its manager recommendations and conducts ongoing due diligence and performance reviews.

Dally East is a Series 65–licensed financial advisor with nine years of industry experience, currently affiliated with Executive Money Managers, Inc. since 2016. The firm serves individual and high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and advisory consulting tailored to client objectives. Executive Money Managers emphasizes fundamental, value-oriented equity investing focused on balance-sheet strength and dividend yield, offering both customized and model portfolios under discretionary authority.

Thomas Houle is a financial advisor at 34 Financial, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Homrich Berg from 2013 to 2025. 34 Financial, LLC provides discretionary investment management and financial advice to individuals, corporations, retirement plans, trusts, and other institutions. The firm manages approximately $101 million across about 90 client relationships, using fundamental, technical, and cyclical analysis to tailor client investment policies and employing a broad range of portfolio management strategies on a discretionary basis.

Peter Flemming is a financial advisor at AFS Wealth Management LLC with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining AFS Wealth Management, he worked at Avantax Advisory Services and Avantax Investment Services. Outside of financial advising, he is involved in agricultural activities as a member of JCE Farms LLC, which grows and sells blueberries and chicken eggs. AFS Wealth Management LLC is a small SEC-registered adviser serving individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm offers ongoing portfolio management, pension consulting, and financial planning using a mix of analytical approaches and tailors services to documented risk tolerances and client objectives.

Ralph Mcclung is a CFP® with 11 years of industry experience, currently serving at Arch Partners Wealth Management, Inc. He has been president of Maximum Wealth Management, Inc., a registered investment advisor in Georgia, since 1998. Mcclung has worked at Maximum Wealth Management since 2011. Arch Partners Wealth Management, Inc. provides investment supervisory services, portfolio management, and financial planning to individuals, pension and profit-sharing plans, and corporate clients. The firm primarily employs a passive investment approach using index mutual funds and ETFs, managing approximately $109 million in discretionary assets.

Raymond Reynolds is a CFP® with 22 years of industry experience, currently serving as the sole advisor at AFS Wealth Management LLC. His prior roles include positions at HD Vest Investment Services and Crump Life Insurance. He is also a board member of Rural Roots Revival, a nonprofit organization. AFS Wealth Management LLC provides portfolio management, pension consulting, and financial planning services, focusing on mutual funds, fixed income, real estate funds, annuities, ETFs, commodities, and select non-U.S. securities. The firm employs modern portfolio theory and a long-term trading approach, offering written pension consulting plans alongside advisory services.

Lee Stennes is a financial advisor at AFS Wealth Management LLC with 16 years of industry experience. He holds the Series 66 designation and has worked previously at MPWM Advisory Solutions LLC, LPL Financial, and Wells Fargo Advisors. Outside of his advisory role, he is a member of a private membership club and workspace, The Golf Club Oconee, in Watkinsville, GA. AFS Wealth Management LLC is a small SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm offers portfolio management, pension consulting, and financial planning using a combination of analytical approaches and provides both discretionary and non-discretionary management tailored to client risk tolerances.

Robert Scott is a ChFC® credentialed financial advisor with five years of industry experience. He has worked at Preston F. Sanders, ChFC, LLC since 2015. Sanders & Scott, ChFC provides discretionary asset management and financial planning services to individuals, charitable organizations, and corporations. The firm manages portfolios tailored to client objectives using charting analysis, fundamental analysis, and long-term purchase strategies, overseeing over $135 million in discretionary assets across nearly 480 client relationships.

Benjamin Eggers is a financial advisor at Executive Money Managers, Inc. with 16 years of industry experience. He holds the Series 65 designation and has been with Executive Money Managers since 2010. Executive Money Managers, Inc. serves individual and high-net-worth clients, charitable organizations, and business entities with discretionary portfolio management and advisory consulting. The firm employs a fundamental, value-oriented equity investment approach focused on balance-sheet strength and dividend yield, offering customized or model portfolio solutions managed under discretionary authority.

Henry Ford Holland is the sole advisor at Holland Financial Services, Inc. in Athens, GA, with 22 years of industry experience and a Series 63 designation. He has worked with Triad Advisors, Inc. since 2003 and has operated Holland Financial Services since 1992. Outside of his advisory role, Holland is president of an insurance and employee benefits business affiliated with his firm. Holland Financial Services is an independent advisory firm serving individual and high-net-worth clients through asset management, financial planning, and non-securities advisory services. The firm also provides employee benefit and insurance agency services, offering both discretionary and non-discretionary portfolio management with access to third-party managers and Schwab’s advisor program.

Margaret Hubbard is a financial advisor at Executive Money Managers, Inc. with 22 years of industry experience. She holds a Series 65 designation and has been involved with Executive Money Managers since 1989, alongside running Beyond Measure Consulting, Inc., a management consulting business focused on business planning and accounting systems. Executive Money Managers, Inc. serves individual and high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and advisory consulting tailored to client objectives. The firm emphasizes fundamental, value-oriented equity investing with a focus on balance-sheet strength and dividend yield.

Preston Sanders, ChFC, is a financial advisor with Sanders & Scott, holding the ChFC® designation and Series 63 license, and has 20 years of industry experience. He has operated Preston F. Sanders, ChFC, LLC since 1997. Sanders & Scott, ChFC provides discretionary asset management and financial planning to individuals—including both high-net-worth and non-HNW clients—as well as charitable organizations and corporations. The firm tailors portfolios using charting analysis, fundamental analysis, and long-term purchase strategies, managing approximately $135 million in discretionary assets across 479 client relationships.

Jacob Holt is a financial advisor at Cannon Financial Strategists, Inc. in Athens, GA, holding a Series 65 designation. He has one year of industry experience, including prior work at The Sign Brothers and five years at the University of Georgia. Cannon Financial Strategists serves individuals, families, corporations, non-profits, trusts, and employer-sponsored retirement plans. The firm emphasizes asset allocation, diversification, and tax efficiency, offering wealth management, financial planning, and retirement plan advisory services.

Kelly Dixon is a financial advisor with Cannon Financial Strategists, Inc. in Athens, GA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has been with Cannon Securities, Inc. and Cannon Financial Strategists since 2010. Outside of her advisory role, Dixon is a minority owner of a mortgage brokerage firm and manages an investment holding company. Cannon Financial Strategists serves individuals, families, and institutional clients, including high-net-worth individuals and retirement plans. The firm employs a multi-advisor platform focused on wealth management, financial planning, and retirement plan advisory, utilizing written Investment Policy Statements, diversified asset allocation, and tax-aware strategies.

Joseph Ezernack II is a principal at Trademark Capital Management Inc. with 23 years of industry experience. He has been with Trademark Capital Management since 2011 and previously was involved with Trademark Sports Management, LLC. Mr. Ezernack is an 18% owner of Trademark Sports Company, which provides concierge services to professional athletes, and he serves in a consultative role there. Trademark Capital Management advises a diverse client base including investment professionals, retirement plans, pooled vehicles, and individuals. The firm employs an active, rules-based tactical asset allocation process using a proprietary quantitative model and offers sub-advisory services, retirement plan consulting, and discretionary portfolio management.

Ralph Lancaster Jr. is a CFP® professional with 24 years of experience in financial advising. He is currently affiliated with Longview Wealth Management and M. S. Howells & Co. His work history includes roles at Cambridge Investment Research Inc. Ralph also serves as an independent insurance agent. Longview Wealth Management is a multi-advisor registered investment adviser managing approximately $1.15 billion in assets. The firm serves individual, pension, profit-sharing, and corporate clients, offering asset management, financial planning, divorce consulting, and access to third-party manager programs.

Gary Stoller is a financial advisor at Elevate Wealth Advisory, Inc. in Athens, GA, holding a Series 65 designation with 14 years of industry experience. He previously worked at ETS Financial and Southern Hills Financial. Elevate Wealth Advisory serves high-net-worth individuals, pension plans, and charitable organizations by providing investment management, wealth planning, and retirement plan consulting. The firm uses a customized, asset-class diversified approach with institutional mutual funds and ETFs, managing client portfolios on a non-discretionary basis with ongoing monitoring and regular reviews.

Samuel Bahde is a CFP® professional with three years of experience at Elwood & Goetz Wealth Advisory Group, LLC. Prior to his current role, he worked in mortgage services and has experience as a farm independent contractor. Elwood & Goetz provides fee-only investment management and comprehensive financial planning to individuals, families, trusts, estates, business owners, and retirement plan sponsors. The firm emphasizes Modern Portfolio Theory, global diversification, and predominately passive investment strategies using index funds and ETFs.

J. Brian King is a financial advisor at Research Financial Strategies with 21 years of industry experience. He holds the ChFC® and Series 66 designations. King is also the owner of 323 Consulting LLC, a business focused on college planning and insurance. Research Financial Strategies provides investment management, asset allocation, and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and trusts. The firm employs a technical analysis and active trading approach with a focus on risk mitigation and ETF-centric strategies, managing approximately $254 million in discretionary assets through a team of six advisors.