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.

Jose Colmenarez is a financial advisor at Elevate Wealth Advisory, Inc. in Athens, GA, holding a Series 65 designation. He joined Elevate Wealth Advisory in 2024 and has prior experience operating a small business, Taqueria La Parrilla, from 2022 to 2024. Elevate Wealth Advisory provides investment management, wealth planning, and retirement plan consulting primarily to high-net-worth individuals, pension plans, and charitable organizations. The firm manages client assets non-discretionarily using diversified portfolios constructed with institutional mutual funds and ETFs, following a structured investing process emphasizing global diversification and regular rebalancing.

Clarke Holt is a financial advisor at Elevate Wealth Advisory, Inc. in Athens, GA, holding Series 63 and Series 65 designations with 22 years of industry experience. He has been with Elevate Wealth Advisory since 2003. Elevate Wealth Advisory provides investment management, wealth planning, and retirement plan consulting primarily to high-net-worth individuals, pension plans, and charitable organizations. The firm manages non-discretionary, customized portfolios emphasizing global diversification and regular rebalancing, and offers ongoing monitoring with at least quarterly reviews.

Deanna Bloom is a financial advisor at Elevate Wealth Advisory, Inc. in Athens, GA, holding Series 63 and Series 66 licenses with 10 years of industry experience. She has been with Elevate Wealth Advisory since 2015. 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 emphasizes customized, globally diversified portfolios managed on a non-discretionary basis, with regular client reviews and a focus on educational seminars.

David Denham is a financial advisor at Trademark Capital Management Inc. in Watkinsville, GA, with 10 years of industry experience. He holds a Series 65 credential and is the owner of Denham Wealth Management, LLC, through which he conducts a licensed life and health insurance business. Denham has been with Trademark Capital Management since 2016. Trademark Capital Management advises a diverse client base, including investment professionals, retirement plans, private pooled vehicles, and individual clients. The firm employs an active, rules-based tactical asset allocation strategy using a proprietary quantitative model and offers sub-advisory services, model portfolios, and retirement plan consulting.

Joseph Hardeman is a financial advisor at Elevate Wealth Advisory, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Elevate Wealth Advisory, he worked at Equitable Advisors, LLC and held positions in the retail and hospitality sectors. Elevate Wealth Advisory serves high-net-worth individuals, pension plans, and charitable organizations, offering investment management, wealth planning, and retirement plan consulting. The firm constructs customized, globally diversified portfolios using institutional mutual funds and ETFs, managing all assets on a non-discretionary basis with ongoing monitoring and regular client reviews.

Charles Vickery is a ChFC® and Series 63 licensed advisor with Elevate Wealth Advisory, Inc. in Athens, GA, where he has worked for over 40 years. He has 18 years of industry experience and also operates a life and health insurance practice as a sole proprietor. 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 non-discretionary approach with customized, diversified portfolios and conducts periodic educational seminars for clients and plan sponsors.

Clayton Keffer is an advisor at Trademark Capital Management Inc. He holds a Series 65 designation and began his advisory career in 2024. Prior to entering the financial industry, he worked for seven years at Mutty Paws and spent several years in education at the University of North Georgia and Oconee County High School. Trademark Capital Management Inc. serves a diverse client base including investment professionals, retirement plans, and individual wealth-management clients. The firm employs an active, rules-based tactical asset allocation strategy and offers sub-advisory services, model portfolios, and private fund management.

Robert Fezekas is a CFA® charterholder with 11 years of experience at Elevate Wealth Advisory, Inc. in Athens, GA, where he has worked since 2015 as part of a seven-advisor team. He also operates under his own name, Robert M. Fezekas, CFA, since 2007. 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 employs a non-discretionary approach to managing approximately $338 million in client assets, utilizing globally diversified portfolios constructed with institutional mutual funds and ETFs.

Gregory Waters is a financial advisor at Investors Asset Management of Georgia Inc with 22 years of industry experience. He holds a Series 63 designation and has been with Investors Asset Management of Georgia since 1990. Investors Asset Management of Georgia provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and retirement plans. The firm offers customized portfolios typically diversified among stocks, bonds, and mutual funds, using a buy-and-hold strategy with tactical adjustments based on economic cycles.

Joseph Maxey is a CFP® with 15 years of industry experience, currently working at Trademark Capital Management Inc. He has held roles at Trademark Capital since 2011, with additional experience at Zacks Investment Management and Independent Financial Partners. Outside of financial advising, he is a partner in Skywater Construction, a custom home builder, where he spends significant time managing operations. Trademark Capital Management advises a diverse client base including investment professionals, retirement plans, and individual wealth-management clients, utilizing an active, rules-based tactical asset allocation approach supported by proprietary quantitative models. The firm also serves as a private fund adviser and sponsor, managing affiliated pooled funds and providing sub-advisory, consulting, and financial planning services.

Brian Rosso is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He is currently with Elevate Wealth Advisory, Inc., where he has worked since 2023. Prior to that, he spent nine years at Stadion Money Management. Elevate Wealth Advisory provides investment management, wealth planning, and retirement plan consulting primarily to high-net-worth individuals, pension plans, and charitable organizations. The firm manages client portfolios on a non-discretionary basis, constructing diversified portfolios using institutional mutual funds and ETFs, with an emphasis on global diversification and regular rebalancing.

Benjamin Hall is a financial advisor at Elevate Wealth Advisory, Inc. in Athens, GA, holding a Series 65 designation. He has been with Elevate Wealth Advisory since 2025 and also owns Evergreen Financial Solutions, LLC, where he provides financial services to clients. Prior to his advisory roles, Mr. Hall worked in the homebuilding and forestry industries. Elevate Wealth Advisory serves high-net-worth individuals, pension plans, and charitable organizations, offering investment management, wealth planning, and retirement plan consulting. The firm manages client portfolios on a non-discretionary basis using a globally diversified approach with institutional mutual funds and ETFs, and provides ongoing monitoring and regular reviews.

Preston Wilkie is a financial advisor at Elevate Wealth Advisory, Inc. with one year of industry experience. He holds a Series 65 designation and has work history including roles at Elevate Wealth Advisory, the University of Georgia, and Homrich Berg. Elevate Wealth Advisory serves primarily high-net-worth individuals and their related entities, offering investment management, wealth planning, retirement plan consulting, and tax preparation services. The firm focuses on customized, globally diversified portfolios implemented through the Focus Partners Advisor Solutions Structured Investing program and manages client assets on a non-discretionary basis.

Aspen Townley is a financial advisor at Elevate Wealth Advisory, Inc. in Athens, GA, holding a Series 65 credential. Aspen has recently transitioned from roles in education and sports organizations, with no prior industry experience before joining Elevate Wealth Advisory in 2025. Elevate Wealth Advisory serves primarily high-net-worth individuals and their related entities, offering customized, globally diversified portfolios primarily composed of mutual funds and ETFs. The firm manages client assets on a non-discretionary basis and provides additional services such as tax preparation and retirement plan consulting.

Scott Harlan is a financial advisor with Inspire Advisors, LLC, holding a Series 65 designation and four years of industry experience. His prior roles include positions at Fiduciary Capital, Inc., Richlife Advisors LLC, SunTrust Banks, Inc., and Wells Fargo Bank, N.A. He is also an independent licensed insurance agent in Georgia, authorized to offer life, accident and sickness, long-term care, and annuity products. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, charitable organizations, and broker-dealers. The firm incorporates Biblically Responsible Investing through its proprietary Inspire Impact Score™ and employs a range of strategies including index-based, strategic, and tactical allocations, often utilizing model portfolios and affiliated proprietary ETFs.

Ralph Brooks Jr. is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Kingsview Wealth Management, LLC. He previously worked at Edward Jones for 15 years before joining Kingsview in 2024. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led financial planning combined with model-based and separately managed strategies, including proprietary ETFs and access to alternative investments.

Arlene Alexander is a financial advisor at Cyndeo Wealth Partners with 19 years of industry experience. She holds the Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 13 years. Cyndeo Wealth Partners serves individuals, families, corporations, and business owners with portfolio management, financial planning, family office services, and financial consulting. The firm customizes portfolios using a combination of proprietary models, third-party managers, and a TAMP platform, investing across various asset classes while also providing business advisory services for middle-market owners.