Augustus Hames is a financial advisor at JT Stratford, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at BFC Planning, Inc. and Securities Management & Research. Outside of his advisory role, he serves as a deacon at Christ Presbyterian Church. JT Stratford, LLC is an SEC-registered investment adviser managing approximately $815 million for individuals, pension and profit-sharing plans, charitable organizations, and corporations through a 14-person team. The firm offers portfolio management, financial planning, and employer retirement plan services, using both fundamental and technical analysis along with model portfolios and third-party managers.

Stacy Eaton is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Capital Square, LLC since 2017. Prior to this, Eaton worked for six years at Bellwether Investment Group, LLC. Capital Square provides investment advice and financial planning to individuals, trusts, businesses, non-profits, foundations, and endowments. The firm offers retirement planning and both discretionary and non-discretionary portfolio management, tailoring portfolios through diversified asset allocation and utilizing strategies such as margin, options, and third-party managers when appropriate.

Adam Mauldin is a financial advisor with RightOak Asset Management, LLC and holds a Series 65 designation. He has been with RightOak since 2026 and has prior work experience in various roles including entrepreneurship and customer communications management software through his involvement with DataOceans. RightOak Asset Management provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth families, retirement plan sponsors, and corporations. The firm emphasizes strategic asset allocation and long-term value investing, and also offers retirement-plan consulting with ERISA fiduciary roles.

Christopher Carrelha is a financial advisor at Wellesley Asset Management, Inc. with 19 years of industry experience. He holds a Series 63 designation and previously worked for AllianceBernstein Investments, Inc. for 17 years. He currently serves as a director involved in promoting funds for Wellesley Asset Management. Wellesley Asset Management provides discretionary portfolio management to individuals, pension and retirement plans, and institutional clients. The firm specializes in convertible securities and absolute-return oriented strategies, managing separately managed accounts as well as affiliated mutual funds, an exchange-traded fund, and a private pooled vehicle.

Zachary Lepore is a financial advisor at TRUFP with a Series 65 credential and two years of industry experience. His prior roles include positions at Focus Partners Wealth, Buckingham Strategic Wealth, and Florida Financial Advisors. Outside of finance, he was involved with Murky Waters Blues & BBQ. TRUFP provides investment advisory and financial planning services to individuals, high-net-worth clients, and employer plan sponsors. The firm uses a range of strategies including asset allocation and both short- and long-term trading, with regular account reviews and reporting.

Mark Gibbs is a CFP® with 20 years of industry experience, currently serving as an advisor at JT Stratford, LLC. He has worked at Fiduciary Capital Stratford, LLC since 2015 and has owned Gibbs Financial Services, PC since 2004, where he provides tax preparation and accounting services for approximately 140 clients. Gibbs is also a licensed CPA in Georgia, offering additional tax and accounting support. JT Stratford, LLC is an SEC-registered investment adviser managing approximately $815 million for over 1,100 clients through a 14-person team. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporations, offering portfolio management, financial planning, employer retirement plan services, and access to third-party model portfolios and sub-advisory strategies.

David Fountain is a CFP®-designated financial advisor with 33 years of industry experience, currently with Financial Consultants Group Inc since 2017. Prior to that, he worked at Cambridge Investment Research Advisors, Inc. from 2012 to 2017. He serves on the Board of Directors for the Forsyth County Chamber of Commerce, assisting with the nonprofit’s financial oversight in a volunteer capacity. Financial Consultants Group, Inc. provides discretionary portfolio management and comprehensive financial planning to individuals, families—including high-net-worth clients—as well as corporations and trusts. The firm employs fundamental analysis, modern portfolio theory, and technical analysis in a long-term discretionary trading approach, supported by periodic due diligence on technology providers and firm-specific custodial and service arrangements.

Joseph Hampton is a CFP® affiliated with Financial Consultants Group Inc in Cumming, GA. He has prior work experience at Tender Lawn Care, Inc. and The University of Georgia. Hampton has been with Financial Consultants Group since 2024. Financial Consultants Group serves individuals and families, including high-net-worth clients, as well as corporations and trusts, offering discretionary portfolio management and comprehensive financial planning. The firm employs fundamental analysis, modern portfolio theory, and technical analysis in a long-term, discretionary trading approach and integrates AI and machine learning tools with ongoing due diligence.

Carolyn Flournoy is a CFP® and holds a Series 65 license, with 12 years of industry experience. She has worked at Financial Consultants Group, Inc. since 2022, and previously held roles at Investment Planning Advisors, Patton Albertson Miller Group, LLC, and Anthony Smith Advisors, Inc. Financial Consultants Group, Inc. serves individuals, families—including high-net-worth clients—corporations, and trusts by providing discretionary portfolio management and comprehensive financial planning. The firm uses a long-term, discretionary trading approach based on fundamental analysis, modern portfolio theory, and technical analysis, with regular client reporting and reviews.

Jason Bright is a Series 66-licensed advisor with eight years of industry experience, currently with Capital Markets IQ, LLC since 2022. He previously worked at Thrivent Financial and Control Southern. Outside of advisory work, he serves on the board of the nonprofit Family Promise of Gwinnett and is a managing partner at Brightsmith Advisors LLC, providing insurance sales, business consulting, and CPA team-based services. Capital Markets IQ offers investment advisory and sub-advisory services to retail and institutional clients, including high-net-worth individuals and businesses. The firm employs a multi-branch model with centralized supervision and a comprehensive planning framework, managing a broad range of investment instruments and coordinating with external professionals.

Carson Greene is a financial advisor at Financial Consultants Group Inc with Series 65 credentials and one year of industry experience. Prior to his current role, he spent a year at Blue Vault Alternative Investments and has experience in other sectors including electric services and agriculture. He has been involved with the UGA Football Letterman's Club for six years. Financial Consultants Group, Inc. serves individuals, families, corporations, and trusts with discretionary portfolio management and comprehensive financial planning. The firm uses a long-term discretionary trading approach grounded in fundamental analysis, modern portfolio theory, and technical analysis, and incorporates technology such as artificial intelligence and machine learning in some service areas.

Austin Rowland is a Series 65 licensed advisor with TRUFP, based in Cumming, GA, and has two years of industry experience. Prior to his advisory role, he worked in the food service industry and held various positions including at DePalmas Downtown Italian Cafe and 19 Degrees N Seafood and Grille. TRUFP serves individual and high-net-worth clients as well as employer retirement plans, offering tailored asset management, financial planning, and pension consulting. The firm employs an individualized investment process based on client objectives and risk tolerance, managing accounts through Schwab Institutional with regular reviews and financial plans.

Edwin Robins is a financial advisor with Jt Stratford, LLC based in Winston Salem, NC. He holds the ChFC® designation and Series 63 and 65 licenses, with 40 years of industry experience. Robins has worked at firms including Triad Advisors, Inc. and Fiduciary Capital Stratford, LLC. Outside of financial advising, he serves as a board member for the Durham Coca-Cola Bottling Company and participates in community activities through St. Paul's Episcopal Church. Jt Stratford, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $815 million for over 1,100 clients through a 14-person advisory team, offering portfolio management, financial planning, and retirement services while utilizing both fundamental and technical analysis along with third-party managers.

Dwayne Ferguson is a financial advisor with JT Stratford, LLC, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His prior roles include positions at Silver Oak Securities, Inc. and Triad Advisors, Inc., and he has operated an insurance agency, Stratford Group Inc., since 1999. He also serves as a member of a management consulting firm, 3-Choice Care Credit LLC. JT Stratford, LLC is an SEC-registered investment adviser managing approximately $815 million for over 1,150 clients through a 14-person advisory team. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporations, offering portfolio management, financial planning, retirement plan services, and access to third-party model portfolios and sub-advisory strategies.

James Davenport is a financial advisor with Jt Stratford, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Triad Advisors, Inc. for 23 years and briefly at Silver Oak Securities, Inc. Davenport is also a partner in Colhoun Robins Davenport & Co, LLC, where he is involved in insurance and employee benefits. Jt Stratford, LLC is an SEC-registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $815 million across a 14-person advisory team, providing portfolio management, financial planning, retirement plan services, and access to third-party model portfolios and sub-advisory strategies.

Hunter Parker is a CFA® charterholder with five years of industry experience. He has worked at JT Stratford, LLC since 2021 and has prior experience at Triad Advisors LLC, Onsyte Performance, Forrester Manufacturing, Outdoor Environments, and Yonah Mountain Vineyards. JT Stratford, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $815 million for roughly 1,151 clients through a 14-person advisory team, offering portfolio management, financial planning, employer retirement plan services, and access to model portfolios and sub-advisory strategies.

James Eggers is a financial advisor at JT Stratford, LLC with five years of industry experience. He holds the PFS™ designation and has worked previously at Avantax Advisory Services and Smith Leonard PLLC. Outside of his advisory role, he is a member of Tanglewood Pizza Company, LLC, a full-service restaurant where he handles bookkeeping and tax filings. JT Stratford, LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a variety of investment strategies and offers access to alternative investments, while incorporating technology and third-party resources to support portfolio management and client service.

Thomas Sherrill is a Series 65-licensed advisor at JT Stratford, LLC with one year of industry experience. Prior to joining JT Stratford, he worked at Home Depot for ten years. JT Stratford, LLC serves individuals including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations with investment advisory and financial planning services. The firm offers a range of portfolio management solutions and incorporates fundamental, technical, and charting analysis, along with emerging technology tools, to support research and operations.

Gregory Wilson is a financial advisor with Jt Stratford, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at SFS Financial Inc. since 2000 and at Triad Advisors, Inc. from 2005 to 2018. Wilson is also the owner of Benefit Resources LLC, an insurance business specializing in group employer benefits and life insurance. Jt Stratford, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $815 million across a 14-person advisory team, offering portfolio management, financial planning, employer retirement plan services, and access to third-party model portfolios and sub-advisory strategies.

Gary Klaric is a financial advisor with Jt Stratford, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Triad Advisors LLC, GER Loftin Wealth Advisors, and Integrated Financial Advisory, Inc., where he also owns and operates an insurance agency specializing in fixed and life insurance. Jt Stratford, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $815 million across a 14-person advisory team, offering portfolio management, financial planning, and access to third-party strategies.