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.

Lewis Scruggs is a financial advisor with Lanier Financial Group LLC in Athens, GA, holding a Series 66 designation and 28 years of industry experience. He previously worked at Synovus Bank and Synovus Securities Inc. from 1998 to 2023. Scruggs is also a licensed independent insurance agent involved in insurance sales. Lanier Financial Group LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, families, business entities, trusts, and retirement plans. The firm customizes portfolios based on client goals and employs various analysis techniques across multiple investment 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.

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. Prior to joining Elwood & Goetz in 2023, he worked in mortgage services and held roles at the University of Georgia. Outside of advisory work, he is a farm independent contractor. Elwood & Goetz Wealth Advisory Group is a fee-only investment management and financial planning firm serving affluent and emerging-affluent clients, including families, trusts, and plan sponsors. The firm emphasizes diversified, tax-efficient portfolios managed primarily through passive strategies aligned with Modern Portfolio Theory.

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.

Paul Brown is a CFP® professional with 17 years of industry experience. He has been a member of Elwood & Goetz Wealth Advisory Group since 2013 and 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 Wealth Advisory Group is a fee-only firm serving affluent and emerging-affluent individuals and institutions. The firm’s investment approach emphasizes diversified, tax-efficient portfolio management using passive index funds and ETFs, with discretionary financial planning tailored through written Investment Policy Statements.

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 Series 66 licensed advisor with four years of industry experience. He is currently with Elwood & Goetz, where he has worked since 2022. His prior experience includes roles at Wipfli Financial, Redwood Wealth Management, and The Ayco Company. Elwood & Goetz Wealth Advisory Group is a fee-only investment management and financial planning firm serving affluent and emerging-affluent clients, including individuals, families, trusts, and plan sponsors. The firm follows a Modern Portfolio Theory-based investment approach with an emphasis on diversification, strategic asset allocation, and primarily passive implementation using index funds and ETFs.

Alden Shmerling is a CFP® and Series 65 credentialed advisor with 15 years of industry experience. He has been with Elwood & Goetz Wealth Advisory Group, LLC since 2010. Elwood & Goetz is a fee-only wealth management and financial planning firm serving affluent and emerging-affluent individuals, families, trusts, estates, family businesses, and plan sponsors. The firm emphasizes diversification and tax-efficient portfolio management using Modern Portfolio Theory, primarily through passive investments such as index funds and ETFs.

Robert Carlton III is a Series 65-licensed financial advisor with five years of industry experience. He has worked at Cannon Financial Strategists since 2021 and previously held positions at Plantation Properties and Rowell Auctions. Outside of his advisory role, he is involved in real estate investing. Cannon Financial Strategists serves individuals, families, corporations, non-profits, trusts, and retirement plans, focusing on wealth management, financial planning, and retirement plan advisory services. The firm emphasizes asset allocation, diversification, and tax efficiency, managing many client relationships on a discretionary basis using a mix of active and passive mutual funds and ETFs.

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 at Elwood & Goetz with one year of industry experience. She has worked at Elwood & Goetz since 2020 and previously was employed at Marshall's from 2014 to 2020. Elwood & Goetz Wealth Advisory Group is a fee-only investment management and comprehensive financial planning firm serving affluent and emerging-affluent individuals, families, trusts, estates, family businesses, and plan sponsors. The firm’s investment approach emphasizes Modern Portfolio Theory, broad diversification, strategic and tactical asset allocation, and predominantly passive implementation through index funds and ETFs.

Tiffiny Hubbard is a CFP® and Series 66 holder affiliated with Elwood & Goetz, with seven years of industry experience. She previously worked at Merrill and Bank of America, N.A., before joining Elwood & Goetz. Elwood & Goetz Wealth Advisory Group is a fee-only firm serving affluent and emerging-affluent clients, including individuals, families, trusts, and plan sponsors. The firm applies Modern Portfolio Theory, emphasizing diversified, tax-efficient portfolios primarily using passive index funds and ETFs, and offers discretionary portfolio management alongside comprehensive financial planning.

Roy Larsen is a CFP® with 20 years of experience in the financial services industry. He has worked at Elwood & Goetz Wealth Advisory Group since 2026 and previously led Larsen Wealth Management for 13 years. His earlier career includes roles at LPL Financial and A. G. Edwards & Sons. Elwood & Goetz Wealth Advisory Group is a fee-only firm serving affluent and emerging-affluent clients, trusts, estates, and plan sponsors. The firm focuses on diversified portfolio management and comprehensive financial planning using a discretionary, tax-efficient approach grounded in Modern Portfolio Theory.

Thomas Stivers is a Series 65-licensed advisor at Jim Saulnier & Associates, LLC with one year of experience in financial advising. Prior to joining the firm, he served in the United States Army for five years. Jim Saulnier & Associates serves individual and high-net-worth clients, focusing on retirement and financial planning, portfolio management, investment analysis, and tax-focused planning. The firm emphasizes passive model portfolios aligned with third-party target-risk benchmarks and offers a fixed-fee structure supported by an affiliated tax planning business staffed by enrolled agents and CPAs.

Cesar Garcia Ortiz is a financial advisor at Carson Advisory Group in Athens, GA, holding the CFA® designation and Series 66 license with two years of industry experience. Prior to joining Carson Advisory Group, he worked at Raymond James Financial Services in various capacities. Outside of his advisory role, he serves as a deacon at Cleveland Road Baptist Church, assisting with church operations and member communication. Carson Advisory Group provides financial planning and investment management services to individuals, including high-net-worth clients, and a range of institutional clients. The firm emphasizes strategic asset allocation, utilizing no-load mutual funds, ETFs, equities, bonds, and alternative investments tailored to client goals and risk tolerance.

James De Laurier is a CFP® credentialed financial advisor with three years of industry experience, currently practicing at Elwood & Goetz Wealth Advisory Group in Athens, GA. His prior experience includes roles at Ameriprise and Purshe Kaplan Sterling Investments, as well as operating a lawn care business. Elwood & Goetz is a fee-only investment management and financial planning firm serving affluent and emerging-affluent clients, including families, trusts, and plan sponsors. The firm emphasizes diversified portfolio management based on Modern Portfolio Theory, using predominantly passive investment strategies with a focus on tax efficiency and integrated retirement plan consulting.

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.