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Seth C

CFP®

Macon, GA

Christy Capital Management, Inc.

Seth Christy is a CFP® at Christy Capital Management, Inc. in Macon, GA, with one year of industry experience. His prior work includes roles at Bass Pro Shops, EverSource Wealth Advisors, and teaching positions at Liberty University Online and the University of North Georgia. Christy Capital Management serves individuals, high-net-worth clients, trusts, estates, and retirement plans, offering investment advisory, wealth management, financial planning, and retirement-plan-related services. The firm employs a tailored approach using client profiles and risk tolerance questionnaires, utilizing third-party subadvisors for portfolio management.

Wealth management Annuities Charitable giving & philanthropy Retirement income strategy Executive Founder/Business Owner Religious/faith focused
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Thomas N

Series 65

Macon, GA

Christy Capital Management, Inc.

Thomas Neesmith is a financial advisor at Christy Capital Management, Inc. in Macon, GA, holding a Series 65 designation with 10 years of industry experience. He has been with Christy Capital Management since 2013. Outside of advisory services, he is individually licensed to sell fixed insurance products, dedicating less than 25% of his time to this activity. Christy Capital Management provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and other business entities. The firm offers a range of services including retirement strategies, tax planning, estate conservation, and family legacy planning, typically implementing portfolios through unaffiliated subadvisors and offering private market investments for qualifying clients.

Wealth management Annuities Charitable giving & philanthropy Retirement income strategy Executive Founder/Business Owner Religious/faith focused
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Michelle D

Series 65

Macon, GA

Christy Capital Management, Inc.

Michelle Dykes is a financial advisor with Christy Capital Management, Inc. in Macon, GA. She holds a Series 65 designation and has six years of industry experience, including five years with Retirement Benefits Institute prior to joining Christy Capital Management. Christy Capital Management serves individuals, high-net-worth clients, trusts, estates, and retirement plans, offering investment advisory, wealth management, financial planning, federal employee benefit analysis, tax and estate planning, and related services. The firm employs a subadvisor program for discretionary management and provides retirement-plan advisory and participant education services.

Wealth management Annuities Charitable giving & philanthropy Retirement income strategy Executive Founder/Business Owner Religious/faith focused
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Robert M

CFP®

Macon, GA

Patton Albertson Miller Group, LLC

Robert Maloy Jr. is a CFP® professional with 17 years of industry experience. He has been with Patton Albertson Miller Group, LLC since 2015 and previously worked at Patton Albertson & Miller LLC from 2009 to 2015. The firm is a fee-only wealth management and financial planning firm serving affluent individuals, families, pension and profit-sharing plans, and charitable organizations. Patton Albertson Miller Group offers comprehensive services including investment management, financial planning, trust and fiduciary services, and project-based consulting, with access to alternative investments and a broad range of third-party platforms.

Wealth management Business succession planning Cash flow / budgeting Founder/Business Owner Executive
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Samuel G

Series 66

Macon, GA

Christy Capital Management, Inc.

Samuel Gaston is a financial advisor at Christy Capital Management, Inc. with four years of industry experience. He holds the Series 66 designation and previously worked at United Community Bank and LPL Financial. Christy Capital Management serves individuals, high-net-worth clients, trusts, estates, and retirement plans by providing advisory and wealth management services. The firm employs a client profile and risk-tolerance questionnaire to tailor recommendations and utilizes a subadvisor program, with EverSource Wealth Advisors managing model portfolios and discretionary trading.

Wealth management Annuities Charitable giving & philanthropy Retirement income strategy Executive Founder/Business Owner Religious/faith focused
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John A

CFP®, Series 66

Macon, GA

Patton Albertson Miller Group, LLC

John Albertson is a CFP® and holds a Series 66 license with 16 years of industry experience. He has worked at Patton Albertson Miller Group, LLC since 2015 and was previously with Patton Albertson & Miller LLC and Truist Investment Services, INC. Patton Albertson Miller Group is a fee-only wealth management and financial planning firm serving affluent individuals, families, pension and profit-sharing plans, and charitable organizations. The firm provides discretionary portfolio management, comprehensive financial planning, and access to alternative investments and third-party tools, operating as a subsidiary of Focus Financial Partners with a broad service ecosystem.

Wealth management Business succession planning Cash flow / budgeting Founder/Business Owner Executive
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Rachel A

CFP®, Series 65

Macon, GA

Patton Albertson Miller Group, LLC

Rachel Ayres is a CFP® and holds a Series 65 license with 15 years of experience in the financial services industry. She has been with Patton Albertson Miller Group, LLC since 2011, serving in the firm’s current structure since 2015. Patton Albertson Miller Group is a fee-only wealth management and financial planning firm that serves affluent individuals and families, pension and profit-sharing plans, and charitable organizations. The firm offers comprehensive services including investment management, financial planning, trust and fiduciary services, and project-based consulting, utilizing discretionary portfolio management and access to alternative investments for eligible clients.

Wealth management Business succession planning Cash flow / budgeting Founder/Business Owner Executive
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Brandon C

PFS™, Series 63, Series 65

Macon, GA

Christy Capital Management, Inc.

Brandon Christy is a financial advisor with Christy Capital Management, Inc. in Macon, GA, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 20 years of industry experience and has been with Christy Capital Management since 2009. In addition to his advisory role, he is individually licensed to sell fixed insurance products, dedicating less than 25% of his time to this activity. Christy Capital Management provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and other business entities. The firm offers a range of services including retirement strategies, tax planning, estate conservation, and family legacy planning, and manages client assets through discretionary and non-discretionary programs, with private market investments available for qualifying clients.

Wealth management Annuities Charitable giving & philanthropy Retirement income strategy Executive Founder/Business Owner Religious/faith focused
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Logan H

Series 65

Macon, GA

Patton Albertson Miller Group, LLC

Logan Holland is a financial advisor with Patton Albertson Miller Group, LLC and holds the Series 65 designation. He has 12 years of experience working with the Georgia Bureau of Investigation. Patton Albertson Miller Group is a fee-only wealth management and financial planning firm serving affluent individuals, families, pension and profit-sharing plans, and charitable organizations. The firm offers comprehensive services including investment management, financial planning, trust and fiduciary services, and specialized consulting such as business succession and real estate transaction support.

Wealth management Business succession planning Cash flow / budgeting Founder/Business Owner Executive
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Alexander P

Series 65

Macon, GA

Christy Capital Management, Inc.

Alexander Pettola is a financial advisor at Christy Capital Management, Inc. He holds a Series 65 designation and has been with the firm since 2025. His prior experience includes roles at Mercer University, Georgia Southern University, and the University of Florida. Christy Capital Management serves individuals, high-net-worth clients, trusts, estates, and retirement plans with investment advisory and wealth management services. The firm employs discretionary management through a subadvisor program and offers tailored financial planning, tax and estate planning, and retirement-plan-related services.

Wealth management Annuities Charitable giving & philanthropy Retirement income strategy Executive Founder/Business Owner Religious/faith focused
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Amanda H

Series 65

Macon, GA

Christy Capital Management, Inc.

Amanda Howell is a financial advisor with Christy Capital Management, Inc. in Macon, GA, holding a Series 65 credential and eight years of industry experience. She has been with Christy Capital Management since 2012. Christy Capital Management provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm uses a client profile and risk-tolerance questionnaire to tailor recommendations and employs a subadvisor program for discretionary management, focusing on personalized financial planning and retirement-plan-related services.

Wealth management Annuities Charitable giving & philanthropy Retirement income strategy Executive Founder/Business Owner Religious/faith focused
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Hampton D

Series 65

Macon, GA

Christy Capital Management, Inc.

Hampton Dillard is a financial advisor at Christy Capital Management, Inc. in Macon, GA, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Cathedral Coffee and Engleside Baptist Church. Christy Capital Management provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and other business entities. The firm offers retirement strategies, tax planning, estate conservation, insurance and annuity products, family legacy planning, and consulting services, managing assets through discretionary and non-discretionary programs and recommending private market investments for qualifying clients.

Wealth management Annuities Charitable giving & philanthropy Retirement income strategy Executive Founder/Business Owner Religious/faith focused
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Denise H

Series 66

Macon, GA

Stonex Advisors Inc.

Denise Herring is a financial advisor with StoneX Advisors Inc. in Macon, GA, holding a Series 66 designation and eight years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2016 to 2018. Outside of her advisory role, she serves as Treasurer for the 8th District Republican Party of Georgia and is Recording Secretary for the Lt James Monroe National Society of the Daughters of the American Revolution. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, providing portfolio management, financial planning, and consulting services. The firm offers a range of advisor-managed and model-based investment solutions and operates as part of the StoneX Group, with integrated clearing, custody, and lending capabilities.

ESG / Sustainable investing
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Nicholas M

Series 66

Macon, GA

RFG Advisory, LLC

Nicholas Morgan is a financial advisor with RFG Advisory, LLC, holding a Series 66 designation and 10 years of industry experience. He has worked at RFG Advisory and its affiliate Black Oak Asset Management since 2026 and has prior experience with Silver Oak Securities and Christy Capital Management. Outside of his advisory role, Morgan serves as a pastor and associational mission strategist, and he holds leadership positions including chair of overseers at Ingleside Baptist Church and secretary/treasurer at the Forsyth-Monroe County Chamber of Commerce. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 17,000 clients, offering portfolio management, financial planning, retirement plan consulting, and access to alternative investments. The firm utilizes a combination of actively managed and passive strategies with a focus on risk management and serves a diverse client base including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Educators, Teachers, and Academics Doctor or Medical Professional Executive Women Professionals
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Daniel N

Series 63, Series 65

Macon, GA

Madison Avenue Securities, LLC

Daniel Nesmith is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Madison Avenue Securities since 2010 and is also the owner of Security First Asset Management, where he has worked since 2009. Outside of his advisory roles, Nesmith performs as a musician in the band The Shade Trees. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans, managing approximately $2.0 billion in assets. The firm offers various account platforms and programs with discretionary and non-discretionary management, employing multiple investment approaches and custodians.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
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Jonathan G

Series 66

Macon, GA

Madison Avenue Securities, LLC

Jonathan Gilbert is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Security First Asset Management and Midsouth Community FCU. Outside of finance, he has experience as a missionary volunteer and worked with community organizations including a local country club and a collegiate university. Madison Avenue Securities serves individual and high-net-worth clients, providing investment advisory and brokerage services along with pension consulting, college savings assistance, and services for charitable institutions. The firm employs multiple portfolio management approaches and works through a combination of advisor-managed models and third-party managers.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
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Skyelyn L

Series 65

Macon, GA

Gradient Advisors, LLC

Skyelyn Layson is a financial advisor with Gradient Advisors, LLC in Macon, GA, holding a Series 65 credential and seven years of industry experience. She has worked at Gradient Advisors since 2019 and OSBS Inc since 2011. Outside of her advisory roles, she is an account manager for Hey PHD Regenerations Technologies, a company focused on stem cell treatments. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through third-party money managers and Investment Advisor Representatives, employing a largely non-discretionary model to align client objectives and risk tolerance with portfolio management.

Retirement income strategy General tax planning
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Chadwick P

Series 63, Series 66

Macon, GA

Madison Avenue Securities, LLC

Chadwick Payne is a financial advisor with Madison Avenue Securities, LLC, based in Macon, GA, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Madison Avenue Securities since 2008 and also owns Chad Payne Financial Services, where he is involved in the sales and service of life, health, and Medicare supplement insurance as well as annuity products. Additionally, he serves as Chief Operating Officer of William Danner Agency, which focuses on investments and insurance. Madison Avenue Securities provides investment advisory and brokerage services to individual and high-net-worth clients, as well as pension consulting, college-savings assistance, and services for charitable institutions. The firm manages approximately $2.0 billion across various advisory programs and utilizes both discretionary and non-discretionary portfolio management with a range of investment options.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
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Christopher T

Series 63, Series 65

Macon, GA

Kovack Advisors, Inc.

Christopher Trawick is a financial advisor with Kovack Advisors, Inc. in Macon, GA, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has worked at Kovack Advisors since 2020 and previously worked at GWN Securities and Global Parts Distributors. Trawick operates two financial services businesses serving local clients, including a credit union, and is also a notary. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients, offering portfolio management, financial planning, and sub-advisory services through an Envestnet-supported process that uses both internal models and third-party managers.

Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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William E

PFS™, Series 65

Macon, GA

Mercer Global Advisors Inc.

William Ennis is a financial advisor at Mercer Global Advisors Inc. based in Macon, GA, holding the PFS™ designation and Series 65 license with 21 years of industry experience. Prior to joining Mercer Global Advisors in 2023, he worked for 17 years at Day & Ennis, LLC (formerly John R. Day & Co.). Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm uses a Modern Portfolio Theory-based approach emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
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