Paul Brown is a CFP® with 17 years of industry experience and has been with Elwood & Goetz Wealth Advisory Group, LLC since 2013. He is also the owner of New Planner Recruiting, where he works full-time. Prior to joining Elwood & Goetz, he worked at Strategic Financial Planning, Inc. from 2006 to 2009. Elwood & Goetz provides fee-only investment management and comprehensive financial planning to affluent and emerging-affluent clients, including individuals, families, trusts, estates, business owners, and corporate retirement plan sponsors. The firm employs a broadly diversified investment approach based on Modern Portfolio Theory, with a predominately passive implementation using index funds and ETFs alongside strategic asset allocation and regular rebalancing.

Landon Ragle is a financial advisor at Cannon Financial Strategists, Inc. with two years of industry experience. He holds a Series 65 designation and has previous experience at The Avenue Wealth Management and Bar South Athens. Cannon Financial Strategists serves individuals, families, corporations, non-profits, trusts, and employer-sponsored retirement plans, providing wealth management, comprehensive financial planning, and retirement plan advisory services. The firm emphasizes asset allocation, diversification, and tax efficiency, managing portfolios with both actively- and passively-managed funds.

Vincent Clark is a CFP® and holds a Series 66 license with three years of industry experience. He has worked at Elwood & Goetz since 2022 and previously held roles at Wipfli Financial, Redwood Wealth Management, and The Ayco Company. Elwood & Goetz is an independent, fee-only investment management and financial planning firm that serves affluent individuals, families, trusts, estates, and institutional clients. The firm emphasizes strategic asset allocation using low-cost index funds and ETFs, offering discretionary portfolio management and comprehensive financial planning.

Alden Shmerling is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Elwood & Goetz Wealth Advisory Group, LLC since 2010. He is based in Atlanta, GA, and holds the Series 65 credential. Elwood & Goetz is an independent, fee-only firm that provides investment management and comprehensive financial planning to affluent individuals, families, trusts, estates, and institutional clients. The firm employs a strategic asset allocation approach grounded in Modern Portfolio Theory, primarily using low-cost index funds and ETFs, while managing employer-based retirement accounts alongside other client assets within a single discretionary portfolio.

Robert Carlton is a financial advisor at Cannon Financial Strategists, Inc. with four years of industry experience. He holds a Series 65 designation and has previously worked at Plantation Properties and Rowell Auctions. Outside of his advisory role, he is involved in real estate investing. Cannon Financial Strategists serves individuals, families, and institutional clients, including high-net-worth individuals and pension 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 both active and passive investment strategies.

Stephen Kuzniak is a CFP® professional with nine years of industry experience, currently serving at Cannon Financial Strategists, Inc. He has been with the firm since 2016 and also teaches in the University of Georgia Financial Planning Program. Outside of finance, he operates an e-commerce business that involves purchasing and reselling used goods online. Cannon Financial Strategists is a registered investment adviser serving individuals, families, corporations, non-profits, trusts, and retirement plans. The firm emphasizes asset allocation, diversification, tax efficiency, and offers a range of wealth management, financial planning, and retirement plan advisory services.

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.

Emily Stephenson is a CFP® professional with one year of advisory experience at Elwood & Goetz in Athens, GA. Prior to joining the firm as a financial advisor, she worked at Marshall's from 2014 to 2020. Elwood & Goetz is an independent, fee-only firm serving affluent individuals, families, trusts, estates, and institutional clients. The firm emphasizes strategic asset allocation based on Modern Portfolio Theory, primarily using low-cost index funds and ETFs, and provides discretionary portfolio management along with comprehensive financial planning.

Tiffiny Hubbard is a CFP® and holds a Series 66 license with six years of industry experience. She is currently with Elwood & Goetz, having joined in 2023, and previously worked at Bank of America and Merrill Lynch. Elwood & Goetz is an independent, fee-only investment management and financial planning firm serving affluent individuals, families, trusts, estates, and institutional clients. The firm emphasizes strategic asset allocation using primarily passive investment strategies and provides discretionary portfolio management, comprehensive financial planning, and pension consulting services.

Roy Larsen is a CFP® with 20 years of industry experience and is currently part of the Elwood & Goetz Wealth Advisory Group in Athens, GA. He previously led Larsen Wealth Management, LLC for 13 years prior to joining Elwood & Goetz. Larsen is licensed to offer variable products in Georgia, New Jersey, and Florida but operates under a fee-only fiduciary model without accepting commissions. Elwood & Goetz provides fee-only investment management and comprehensive financial planning to affluent and emerging-affluent individuals, families, trusts, estates, business owners, and sponsors of corporate retirement plans. The firm employs a broadly diversified, primarily passive investment approach grounded in Modern Portfolio Theory, with strategic asset allocation and regular rebalancing.

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.

Swarnankur Chatterjee is a CFP® professional with Series 65 registration at Elwood & Goetz Wealth Advisory Group, LLC. He has one year of industry experience and has been affiliated with the University of Georgia since 2007. Elwood & Goetz provides fee-only investment management and comprehensive financial planning to affluent and emerging-affluent clients, including individuals, families, trusts, estates, business owners, and corporate retirement plans. The firm emphasizes Modern Portfolio Theory, broad global diversification, and primarily passive implementation using index funds and ETFs, combined with strategic asset allocation and regular rebalancing.

Kelly Goekjian is a financial advisor with Cannon Financial Strategists, Inc. in Athens, GA, holding a Series 66 designation and having eight years of industry experience. She has been with Cannon Financial Strategists since 2014 and Cannon Securities, Inc. since 2015. Outside of her advisory work, Goekjian is involved in coordinating rental property management. Cannon Financial Strategists serves individuals, families, and institutional clients, including high-net-worth clients and retirement plans. The firm emphasizes asset allocation, diversification, and tax-aware strategies, providing wealth management, financial planning, and retirement plan advisory through a multi-advisor platform managing approximately $1.43 billion in assets.

Joseph Lyons is a financial advisor at Cannon Financial Strategists, Inc. in Athens, GA, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Fiserv, Inc. and the University of Georgia. Cannon Financial Strategists serves individuals, families, corporations, non-profits, trusts, and employer-sponsored retirement plans, offering wealth management, financial planning, and retirement advisory services. The firm emphasizes asset allocation, broad diversification, and tax-efficient strategies, managing many client relationships on a discretionary basis using both actively- and passively-managed funds.

Lance Palmer is a CFP® professional with 15 years of industry experience, currently serving at Elwood & Goetz Wealth Advisory Group since 2010. He is also a professor at the University of Georgia, where he has been involved in teaching, research, and faculty service since 2004. Palmer is a co-author of the textbook *Introduction to Personal Finance* and holds leadership and investment roles in software services and fitness enterprises. Elwood & Goetz provides fee-only investment management and comprehensive financial planning to affluent and emerging-affluent clients, including individuals, families, trusts, estates, business owners, and corporate retirement plans. The firm employs a Modern Portfolio Theory framework with broad global diversification, primarily using passive index funds and ETFs alongside strategic asset allocation and rebalancing.

Leading an Elite Team Lindsay’s exceptional expertise in tax-efficient investment strategies, portfolio management, and financial planning has empowered countless clients to reach their life and financial goals. Under her leadership, Elwood & Goetz has become the go-to firm for clients seeking a comprehensive, evidence-based approach to financial planning. Her ability to distill complex financial concepts into actionable, personalized advice has set her apart in the profession. Her strategic foresight and commitment to excellence have not only driven the firm's remarkable success but have also redefined the standard of care clients can expect from their financial advisory team. A Global Perspective with Deep Roots Lindsay’s rich personal and professional journey—growing up in Wyoming, studying in Texas, living abroad in Spain, and working in Miami before making Athens, Georgia her home—provides her with a broad, worldly perspective. This diverse background enables Lindsay to connect deeply with clients from all walks of life, helping her understand their unique needs and craft personalized financial strategies that resonate on a personal level. A Champion for the Future of Financial Planning In a profession where only 23% of Certified Financial Planner™ professionals are women, she is committed to mentoring and uplifting the next generation of female financial planners and fostering an inclusive environment within Elwood & Goetz that mirrors her dedication to excellence. Her team’s diverse makeup is a testament to her belief that the best results come from a variety of perspectives and experiences. Academic Excellence and a Commitment to Education Lindsay’s academic achievements underscore her status as a leader in the financial planning world. Graduating summa cum laude from Texas Tech University as the top student in investment management, she passed the rigorous CFP exam before even completing her degree. Her dedication to education extends beyond her own credentials; she has co-taught investment courses at the University of Georgia, sharing her vast knowledge and passion with future financial planners. Her role as both a practitioner and educator exemplifies her commitment to advancing the profession and empowering the next generation.

Kristen Manweiler is a CFP® and holds a Series 65 license, with seven years of industry experience. She has been with Cannon Financial Strategists, Inc. since 2017 and previously worked at Garcia Hasler Tax Group. Cannon Financial Strategists serves individuals, families, and institutional clients, offering wealth management, financial planning, and retirement plan advisory. The firm employs a disciplined investment process emphasizing asset allocation, diversification, and tax efficiency, managing approximately $1.43 billion in client assets across a multi-advisor platform.

R. Danner is a financial advisor at Cannon Financial Strategists, Inc. with two years of industry experience. He holds a Series 65 designation and has a background that includes roles in education and retail prior to joining the firm. Cannon Financial Strategists serves individuals, families, and institutional clients with wealth management, financial planning, and retirement plan advisory. The firm manages approximately $1.43 billion in client assets using a disciplined investment process focused on asset allocation, diversification, and tax efficiency.

Jeffrey Young is a financial advisor with Cannon Financial Strategists, Inc. in Athens, GA, holding Series 65 and Series 66 licenses with 23 years of industry experience. He has worked at Cannon Financial Strategists since 2011 and previously at Osaic FA, Inc. from 2007 to 2011. Cannon Financial Strategists serves individuals, families, corporations, non-profits, trusts, and employer-sponsored retirement plans, offering wealth management, financial planning, and retirement plan advisory services. The firm focuses on asset allocation, diversification, and tax efficiency, managing many client relationships on a discretionary basis using both actively- and passively-managed funds.

Connor Siegelski is a CFP® professional with one year of industry experience, currently serving at Elwood & Goetz Wealth Advisory Group, LLC. His background includes roles at Abrigo, Landmark Properties, PwC, and the H. Lee Moffitt Cancer Center. Elwood & Goetz provides fee-only investment management and comprehensive financial planning to affluent and emerging-affluent clients, including individuals, families, trusts, estates, business owners, and corporate retirement plan sponsors. The firm emphasizes Modern Portfolio Theory, global diversification, and primarily passive investment strategies using index funds and ETFs, alongside discretionary portfolio management and retirement-plan consulting.