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, 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.

Paul Brown is a CFP® and Series 65-registered advisor with 16 years of industry experience. He has been with Elwood & Goetz Wealth Advisory Group since 2013 and is also the owner of New Planner Recruiting, a business he operates full-time. Elwood & Goetz is an independent, fee-only firm serving affluent individuals, families, trusts, estates, and institutional clients. The firm emphasizes strategic asset allocation using low-cost index funds and ETFs, providing comprehensive financial planning and discretionary portfolio management.

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.

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.

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.