Samuel Hogan is a PFS™ credentialed advisor with 11 years of experience at Windemere Advisors, LLC and over 25 years as a CPA through his own practice. He is also a CPA/PFS partner at Plummer Hogan, LLP. Outside of his advisory role, he owns an entity involved in residential real estate investments and serves as a trustee for individual trusts. Windemere Advisors, LLC provides portfolio management and financial planning to individuals and high-net-worth clients, managing approximately $42.3 million across about 51 accounts. The firm utilizes modern portfolio theory and a long-term investment approach, offering discretionary account management and ongoing reviews tailored to clients’ goals and risk tolerance.

Cristie Dasher is a financial advisor at UL Wealth LLC in Valdosta, GA, holding Series 65 and Series 66 licenses with one year of industry experience. Her prior work includes roles at Edward Jones and Horse Cove Partners. UL Wealth LLC is a small registered investment adviser managing approximately $49 million for individuals, retirement plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary investment management, financial and pension consulting, and uses model portfolios and ETFs as part of its investment approach.

Gary Howard is a financial advisor with UL Wealth LLC in Valdosta, GA, holding Series 63 and Series 66 designations and with 10 years of industry experience. His prior roles include positions at Edward Jones, Bank of America, and Merrill Lynch. UL Wealth LLC is a supported registered investment adviser serving individuals, retirement plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary investment management, financial planning, and consulting, utilizing model portfolios and exchange-traded funds alongside tax-efficient asset location and rebalancing strategies.

Michael Browning is a Series 65-licensed advisor with UL Wealth LLC, where he has worked since 2020 and has six years of industry experience. Prior to joining UL Wealth, he worked for Vulcan Steel for 20 years and has managed M.B. Browning Homes, Inc., a real estate rental, lease-to-own, and sales business, since 1994. UL Wealth LLC is a small registered investment adviser serving individuals, retirement plans, charitable organizations, and businesses with discretionary and non-discretionary investment management, financial planning, and pension consulting. The firm employs model portfolios and exchange-traded funds, focusing on tax-efficient asset location and opportunistic rebalancing.

Matthew Pittman is a financial advisor at UL Wealth LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Brookwood North Investment Advisors. UL Wealth LLC is a registered investment adviser managing approximately $49 million across about 117 client relationships. The firm offers discretionary and non-discretionary investment management, financial planning, and pension consulting for individuals, retirement plans, charitable organizations, and businesses, frequently employing model portfolios and exchange-traded funds as part of its investment approach.

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 with Bush Wealth Management in Valdosta, GA, holding a Series 66 designation and nine years of industry experience. Prior to rejoining Bush Wealth Management in 2019, Gooding worked at LPL Financial and Southeastern Credit Union. Outside of advisory work, Gooding serves as Vice President of Park Terrace Properties, where responsibilities include strategic planning and design assistance. Bush Wealth Management serves individual and high-net-worth clients, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies and tools, and provides access to an online estate-planning tool as part of its services.

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 with 12 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial for five years. Bush Wealth Management serves individual and high-net-worth clients and provides retirement plan consulting to plan sponsors. The firm offers discretionary investment management, financial planning, and access to online estate-planning tools, managing portfolios through a variety of strategies and investment vehicles.

John Washnock is a financial advisor at Ausdal Financial Partners, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Intervest International Equities Corp for 17 years. Outside of his advisory role, he is a co-owner of a local investment-unrelated business. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment strategies and custodial services.

Matthew Thomas is a financial advisor with Kovack Advisors, Inc., holding a Series 66 credential and 19 years of industry experience. He has worked at several firms including VOYA Financial Advisors and Cetera Advisor Networks LLC. Outside of his advisory work, Thomas is active as a minister with a Christian ministry and is involved in graphic design and video production. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension plans, charitable organizations, and government clients, utilizing both internally created models and third-party managers to manage portfolios across multiple custodians.

James Washnock is a financial advisor at Ausdal Financial Partners, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Intervest International Equities Corp for 17 years. Ausdal Financial Partners manages over $2 billion in client assets through a network of approximately 152 advisors, offering investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm provides both discretionary and non-discretionary investment strategies across a range of asset types and maintains dual broker-dealer and insurance activities.

Jonah Chadwick is a financial advisor with GWN Securities Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining GWN Securities, he worked at Your One Source Solution and The Pool Store, and has a background in education with 14 years at the Lanier County Board of Education. GWN Securities Inc. provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning. The firm uses a combination of affiliated and unaffiliated sub-advisers and applies tactical strategies including market-timing and momentum-based approaches.

Gavin Merwin is a financial advisor with GWN Securities Inc. in Adel, Georgia, holding Series 63 and Series 66 licenses with 12 years of industry experience. He has worked at GWN Securities since 2014 and Your OneSource Solution since 2020. Outside of his advisory work, Merwin serves on the boards of the Boys & Girls Club of the Greater Cook County and Burn Culture, a 501(c)(3) organization, and owns Wild Oak Forge, a business focused on blacksmithing, leatherworking, and woodworking. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of managed-account programs with both traditional and active investment strategies.

Daniel Kerrigan is a CFP® with 25 years of industry experience. He is currently with &PARTNERS and previously worked at LPL Financial, Kerrigan Capital & Risk Management, and Cetera. He serves as a volunteer board member of the Valdosta Airport Authority Board and is a 50% owner of South GA Flyers LLC, holding a 2007 Cirrus SR22T aircraft, and is an instrument-rated pilot. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers a range of investment management and financial planning services using both proprietary and third-party strategies, with accounts managed on discretionary and non-discretionary bases.

Jared Mcgahee is a CFP® professional with 17 years of industry experience. He has been with NewEdge Advisors since 2018 and also has a history with LPL Financial and Wiregrass Investment Management LLC. Outside of advisory roles, he serves as president and shareholder of Big Sky Transport, Inc., a transportation company. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing centralized due diligence and technology tools to support clients and advisors.

Labryn Depta is a Series 66 licensed financial advisor with NewEdge Advisors, based in Valdosta, GA. He has two years of industry experience with prior roles at LPL Financial and NewEdge Advisors. Outside of advisory work, Depta is involved with Prudent Man, LLC, providing tax preparation and accounting services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services and employs multiple program structures combining in-house manager selection with third-party models and advisor discretion.

Shannon Fernandez is a financial advisor at &Partners with 14 years of industry experience. She holds the Series 66 designation and has worked previously at Kerrigan Davis Capital & Risk Management, LPL Financial, and Cetera. Outside of advising, she serves as treasurer for The Porch Community Church, providing financial oversight and budget management. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement plan consulting, utilizing both proprietary and third-party strategies through a combination of discretionary and non-discretionary account management.