Peyton Smith is a financial advisor at Valic Financial Advisors with two years of industry experience and holds a Series 66 designation. Prior to joining Valic, he worked at Principal Securities Inc and Principal Life Insurance Company. Outside of his advisory role, Smith plays guitar professionally in the Mike Kinnebrew Band and performs at Vineville Methodist Church. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving U.S. individuals, including high net worth clients, and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts supported by a large network of advisors and technology-driven model solutions.

Matthew Heller is a CFP®-certified financial advisor with 20 years of industry experience, currently with Mercer Global Advisors Inc. He previously spent 10 years at Day & Ennis, LLC before joining Mercer in 2023. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, and non-profits, offering investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and other investment vehicles, alongside specialized client education and integrated service lines.

Jason Shearer is a financial advisor with Valic Financial Advisors in Macon, GA, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. His career includes roles at Agia, Primerica Advisors, and Guardian Life Insurance Co. Outside of his advisory work, he is a partner in an aquaponics farm that sells produce primarily to local restaurants and serves as a board member for a nonprofit foundation. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Eric Manson is a financial advisor with Eagle Strategies (New York Life) in Macon, GA, holding a Series 66 designation and 16 years of industry experience. Prior to joining Eagle Strategies in 2019, he spent 10 years at Merrill Lynch. He serves as a board member for the Macon Bibb Housing Authority, a nonprofit that provides public and Section 8 housing to local residents. Eagle Strategies serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis through a broad network of affiliated advisors within an integrated New York Life structure.

Matthews Barnett is a financial advisor with Mercer Global Advisors Inc. in Macon, GA, holding CFP® and ChFC® designations and 12 years of industry experience. His prior roles include positions at Day & Ennis, LLC, Wiser Wealth Management, Northwestern Mutual, Valic, and Merrill Lynch. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm emphasizes globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other investment vehicles, complemented by a range of specialized client services.

Kevin Watson is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Stifel and Sterne Agee Financial Services, Inc., each for over a decade. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, pension consulting, and managed account services.

Richard Pearson is a financial advisor with Valic Financial Advisors in Macon, GA, holding Series 63, 65, and 66 licenses and 15 years of industry experience. His prior roles include positions at SunTrust Advisory Services and Agia. He serves as a deacon and treasurer at First Presbyterian Church and is also commissioned as a notary. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Andrew Patisaul is a financial advisor with Eagle Strategies (NY Life) in Macon, GA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, Merrill, and Mars Wrigley Confectionary. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Ben Merchant is a financial advisor at Valic Financial Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Valic Financial Advisors since 2012. Additionally, he is an insurance agent with Agia. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and multiple wrap programs through a large network of advisors, utilizing Envestnet’s platform and third-party model managers to deliver discretionary unified managed accounts.

Thomas Smith IV is a financial advisor with Valic Financial Advisors in Macon, GA, holding Series 63 and Series 66 licenses and possessing 34 years of industry experience. His prior work includes roles at Ameriprise and Agia. Outside of his advisory role, he serves on committees related to audio and visual ministry and church governance and directs wedding events. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large advisor network, leveraging centralized technology and model solutions.

James Barnes II is a financial advisor at Eagle Strategies (NY Life) based in Macon, GA, with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Eagle Strategies since 2021. Prior to that, he was affiliated with Mahoney Financial Organization and has held roles with Nylife Securities LLC and New York Life Insurance Company. He is also appointed as an insurance broker for outside insurance carriers. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, with a fiduciary focus on retirement investors.

Cecil Skinner Jr. is a financial advisor with Valic Financial Advisors in Macon, GA, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Valic Financial Advisors since 2008 and is also affiliated with Agia, where he works with non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction.

Richard Willis is a financial advisor with Eagle Strategies (New York Life) in Macon, GA, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with Eagle Strategies since 2022 and concurrently affiliated with New York Life and Nylife Securities since 2013. Outside of his advisory role, he serves on the Board of Trustees for Forsyth United Methodist Church. Eagle Strategies serves a diverse clientele, including individual investors and institutional clients, by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory program types and emphasizes tailoring recommendations to client goals, with a significant portion of assets managed on a non-discretionary basis.

Christopher Durham is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at STIFEL and Sterne Agee. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in client assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and portfolio management services.

Clifford Stewart is a financial advisor with Valic Financial Advisors in Macon, GA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Valic Financial Advisors since 1998 and also serves as an agent for Agia. Outside of his advisory work, he manages timber tree farms, including sole ownership of a pine tree farm and co-ownership of a 350-acre managed timber tract. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet UMA models and maintaining a large client base through its extensive advisor network.

Elizabeth Gossett is a CFP® professional with three years of industry experience, currently advising at Mercer Global Advisors Inc. in Macon, GA. Prior to joining Mercer Global Advisors, she worked at Day & Ennis, LLC and Edward Jones. Outside of her financial advisory role, she is independently involved as an OPTAVIA Coach, assisting clients with health and weight loss plans. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing comprehensive investment advisory and financial planning services. The firm employs a Modern Portfolio Theory-based approach with globally diversified portfolios and offers specialized services including retirement plan consulting and charitable advisory.

Walker Young is a financial advisor at Valic Financial Advisors in Macon, GA, holding a Series 66 designation. He has been with Valic Financial Advisors since 2025 and has prior experience working at Athens Country Club and at two universities. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction.

Eric Wilson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Morgan Stanley, Raymond James Financial Services, and Advisory Services Network, LLC. Outside of his advisory work, he also sells life and long-term care insurance and serves as a notary. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and a range of program offerings such as financial planning, asset management, and specialized retirement consulting.

Robert Daughtry is a financial advisor with Valic Financial Advisors in Macon, GA, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to his advisory role, he spent 29 years with the Houston County Board of Education. He also serves as an adjunct online instructor for lower-level college mathematics courses and is a member of the finance committee at First Baptist Church Centerville. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction and oversight.

Gentry Arnette III is a financial advisor at Valic Financial Advisors based in Macon, GA, with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including Skypoint Capital Partners and Edward Waites Insurance. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning services through a large network of advisors. The firm uses discretionary unified managed accounts with Envestnet’s platform and provides tax-aware and ESG overlay options.