Mark Reagan is the sole advisor at Reagan Financial Planning LLC in Oxford, GA, holding a Series 65 designation with 10 years of industry experience. He has been operating Reagan Financial Planning since 2016. Reagan Financial Planning provides financial planning and investment consulting to individuals, families, and small business owners, offering one-time written plans and ongoing advisory services without discretionary portfolio management or custody of assets. The firm applies a consultative approach that includes fundamental, technical, and cyclical investment analyses, while clients execute recommendations through their chosen custodians.

John Sauers is the sole advisor and president of Associated Financial Partners, Inc., an independent firm based in Loganville, GA. He holds Series 63 and 65 licenses and has 22 years of industry experience. Prior to founding Associated Financial Partners in 2015, he was associated with Hsi Management Inc. since 1998. Outside of his advisory role, he serves as chairman of the Rotary Club of Loganville and publishes a monthly newsletter titled "One Man's Opinion." Associated Financial Partners provides investment advisory, financial planning, asset allocation, and consulting services to individuals, pension and profit-sharing plans, and charitable organizations. The firm offers tailored, non-discretionary advice using a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory.

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.

Philippe Joseph Eustache is a financial advisor at Privé Wealth Management with six years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones, Merrill Lynch, Morgan Stanley, and Bank of America. His background also includes roles outside finance, such as with FedEx, Uber, and Walmart. Privé Wealth Management serves individuals, families, business owners, trusts, nonprofits, and small businesses with a range of financial planning and investment management services. The firm offers a goals-based investment approach emphasizing diversified, low-cost index funds, tax-efficient strategies, and the use of third-party managers, along with an integrated multi-family office offering.

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.

Peter Flemming is a financial advisor at AFS Wealth Management LLC with two years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services, Inc. Outside of his advisory role, Flemming is involved in agricultural operations through JCE FARMS LLC, where he helps grow and sell blueberries and chicken eggs. AFS Wealth Management is a small registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and business entities. The firm offers portfolio management, pension consulting, and financial planning using a mix of fundamental, technical, cyclical, and economic analysis to guide asset allocation.

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 Certified Financial Planner (CFP®) with 22 years of industry experience. He is currently with AFS Wealth Management LLC and has prior experience with HD Vest Investment Services and Crump Life Insurance. Reynolds serves as a board member of the nonprofit Rural Roots Revival, Inc., and he is also involved as a financial manager with Westminster Presbyterian Church. AFS Wealth Management LLC is a small registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm provides portfolio management, pension consulting, and financial planning, using a mix of fundamental, technical, cyclical, and economic analysis to guide asset allocation.

Lee Stennes is a financial advisor with AFS Wealth Management LLC, holding a Series 66 credential and 16 years of industry experience. His prior roles include positions at MPWM Advisory Solutions, LPL Financial, Wells Fargo Advisors, J.P. Morgan Securities, Chase Investment Services, Merrill, and Waddell & Reed. He is a member of The Golf Club Oconee, a private membership club and workspace in Watkinsville, GA. AFS Wealth Management is a small registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm offers portfolio management, pension consulting, and financial planning services, using a combination of fundamental, technical, cyclical, and economic analysis to guide asset allocation across various investment vehicles.

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 23 years of industry experience and holds a Series 65 designation. She is also president of Beyond Measure Consulting, Inc., a management consulting firm specializing in business planning and accounting systems. Her career includes long-term roles at Executive Money Managers, Inc. and Joel Hubbard, CPA, PC. 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 follows a fundamental, value-oriented equity investing approach focused on balance-sheet strength and dividend yield, providing customized and model portfolios monitored regularly.

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.

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.

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.

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.

Donald Beasley is a financial advisor at Trademark Capital Management Inc. with 24 years of industry experience and a Series 65 credential. He has been with Trademark Capital Management since 2011. Outside of his advisory role, he is involved with Stone Barn Portfolios, where he contributes to web-based investment research, model portfolio testing, and podcast participation. Trademark Capital Management serves a diverse client base including investment professionals, retirement plans, private pooled vehicles, and individual wealth-management clients. The firm employs an active, rules-based tactical asset allocation strategy using a proprietary quantitative model and provides a range of services such as sub-advisory, retirement plan consulting, discretionary portfolio management, and private fund management.

Cynthia Rosso is a Certified Financial Planner™ (CFP®) with 18 years of industry experience. She has been with Elevate Wealth Advisory, Inc. since 2005. Elevate Wealth Advisory is a team-based firm serving high-net-worth individuals, pension plans, and charitable organizations. The firm provides investment management, wealth planning, and retirement plan consulting, managing over $338 million in non-discretionary assets through customized, globally diversified portfolios and a structured investing process that includes regular client reviews and educational seminars.

Joel Fernando is a Series 65-credentialed financial advisor with two years of industry experience. He has worked at several firms, including Preservation Services LLC and Baobab Financial Advisory LLC, before joining Trademark Capital Management Inc. in 2026. Trademark Capital Management Inc. serves a diverse client base, providing sub-advisory services, retirement plan consulting, discretionary portfolio management, and financial planning. The firm employs an active, rules-based tactical asset allocation process supported by a proprietary quantitative model and manages affiliated private pooled funds with performance-based compensation structures.