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.

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.

Gary Glover is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Concorde Asset Management and Concorde Investment Services since 2016. Outside of his advisory role, he serves as local service chair and foundation chair for Rotary International, organizing community events and managing grant writing and volunteer efforts. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base, including individuals, corporate and charitable clients, and retirement plans. The firm utilizes individualized asset allocation and model-based portfolio construction, offering a range of investment products and ERISA fiduciary services.

Stuart Swan is a financial advisor with Sowell Management, holding Series 63 and Series 65 credentials and 10 years of industry experience. His work history includes roles at Sowell Management and Sapphire Wealth Management, LLC, as well as a candidacy for the U.S. House representing Georgia's 10th Congressional District. He also served 16 years in the U.S. Marine Corps Reserves. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through an independent-contractor model with over 100 investment adviser representatives.

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.

Coleman Benko is a financial advisor with Strategic Blueprint, LLC, holding a Series 66 credential and 18 years of industry experience. Prior to joining Strategic Blueprint in 2020, he worked at Oconee State Bank and LPL Financial. He serves on the board of St. Mary’s Health Care System – Highland Hills, a community providing independent living, assisted living, and memory care services. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based investment strategies and a range of services including portfolio management, financial planning, retirement plan consulting, and educational seminars.

Gregory Garcia is a financial advisor with Strategic Blueprint, LLC, holding a Series 65 credential and one year of industry experience. He has worked at Garcia & Associates, ATTYs since 1982. Outside of advisory work, he is managing partner of Research Partners Inc, a real estate corporation, and a managing member of Athens Arches, LLC, a real estate limited liability company. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension plans, trusts, charitable organizations, and business entities. The firm offers customized, goal-based portfolio management and financial planning services through a network of independent advisory representatives, featuring a formal Subscription Advisory Services program and a focus on client education.

Hayden Guthrie is a financial advisor with Sowell Management, holding Series 65 and Series 63 licenses and with one year of industry experience. Prior to joining Sowell Management, he worked at Trinity Wealth Securities, Florida Financial Advisors DBA Georgia Financial Advisors, and Sapphire Wealth Management. Outside of advisory work, he is licensed to sell life insurance policies. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm uses multiple management styles and offers model portfolios, sub-advisory relationships, third-party manager selection, and unified managed account solutions.