George Williams is a financial advisor at Cannon Financial Strategists, Inc. in Athens, GA, with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cannon Financial Strategists since 2012. Williams also provides retirement plan consulting as an additional business activity. Cannon Financial Strategists serves individuals, families, and institutional clients, including high-net-worth households and pension plans. The firm offers wealth management, financial planning, and retirement plan advisory through a multi-advisor platform, employing a disciplined investment process that emphasizes asset allocation, diversification, and tax efficiency.

Joseph Trlica is a CFP® professional with one year of experience at Elwood & Goetz Wealth Advisory Group, where he has worked since 2024. Prior to his advisory role, he spent a year at the University of Georgia and has held positions at The Home Depot and Capital City Country Club. Elwood & Goetz provides fee-only investment management and comprehensive financial planning services to affluent and emerging-affluent clients, including individuals, families, trusts, estates, business owners, and corporate retirement plans. The firm employs a diversified, primarily passive investment approach based on Modern Portfolio Theory and offers fiduciary retirement-plan consulting alongside portfolio management.

Louis Pappas is a financial advisor with Cannon Financial Strategists, Inc. in Athens, GA, holding CFP®, Series 63, and Series 65 designations, and has 21 years of industry experience. He has worked at Cannon Financial Strategists since 2011 and previously held roles at Osaic FA, Inc. and Signator Investors, Inc. Pappas is also involved in insurance and fixed annuity sales as well as plan administration, including the design, implementation, and communication of insurance programs. Cannon Financial Strategists serves individuals, families, corporations, non-profits, trusts, and employer-sponsored retirement plans, providing wealth management, financial planning, and retirement plan advisory services. The firm emphasizes asset allocation, diversification, and tax efficiency, manages many client portfolios on a discretionary basis, and offers both actively- and passively-managed investment options.

Bryan Pulliam is a financial advisor with Cannon Financial Strategists, Inc. He holds Series 63 and Series 65 licenses and has been in the industry since 2024. Prior to joining Cannon Financial Strategists, he worked at Abound Wealth Management and Consolidated Planning. Cannon Financial Strategists serves individuals and families, corporations, non-profits, trusts, and employer-sponsored retirement plans. The firm offers wealth management, mutual fund implementation, financial planning, and retirement plan advisory services with a focus on asset allocation, diversification, and tax efficiency.

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.

Joseph Goetz is a Series 65 licensed financial advisor with Elwood & Goetz Wealth Advisory Group, LLC in Athens, GA, where he has worked since 2010. He has 14 years of industry experience. Outside of his advisory role, he serves as a faculty member at the University of Georgia and is involved as CFO of Accredisense, a company developing AI-integrated software for higher education accreditation. Elwood & Goetz is an independent, fee-only investment management and financial planning firm serving affluent individuals, families, trusts, estates, and institutional clients. The firm emphasizes strategic asset allocation with primarily passive investment strategies, tax-aware portfolio management, and fiduciary standards.

Logan Harr is a financial advisor with Cannon Financial Strategists, Inc. in Athens, GA. He holds a Series 65 designation and has six years of industry experience, including four years in full-time education prior to joining Cannon Financial Strategists in 2020. Cannon Financial Strategists serves individuals, families, corporations, non-profits, trusts, and retirement plans. The firm focuses on wealth management, comprehensive financial planning, and retirement plan advisory services, utilizing both actively- and passively-managed mutual funds and ETFs with an emphasis on asset allocation, diversification, and tax efficiency.

Joel Greenway is a financial advisor with LongView Wealth Management in Madison, GA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at M. S. Howells & Co., Cambridge Investment Research, and Bank of Madison. In addition to his advisory work, Greenway is an independent insurance agent. LongView Wealth Management is a multi-advisor registered investment adviser managing approximately $1.15 billion in assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, and corporate clients, offering asset management, financial planning, divorce consulting, and access to third-party manager programs.

John Cole is a ChFC® credentialed financial advisor with 17 years of industry experience, currently with Cannon Financial Strategists, Inc. since 2015. He is also the president and owner of Cole Cattle Co., a farm and timber management business. Cannon Financial Strategists serves individuals, families, and institutional clients with wealth management, financial planning, and retirement plan advisory services. The firm employs a multi-advisor platform and a disciplined investment process emphasizing asset allocation, diversification, and tax efficiency.

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.

Melissa Barron is a CFP® and ChFC® with 16 years of industry experience. She has worked at Elwood & Goetz Wealth Advisory Group since 2020 and previously held roles at TIAA and TIAA-CREF Individual & Institutional Services from 2015 to 2020. Elwood & Goetz is an independent, fee-only investment management and financial planning firm serving affluent individuals, families, trusts, estates, and institutional clients. The firm employs a strategic asset allocation approach grounded in Modern Portfolio Theory, utilizing predominantly passive investments with personalized policies and tax-aware strategies.

Matthew Goyen is a CFP® professional with 17 years of industry experience. He has worked at Cannon Financial Strategists, Inc. since 2017 and previously spent nine years at Allgood Financial Advisory and LPL Financial, LLC. Outside of financial advising, he is a partner in KMD Farms, a farming business. Cannon Financial Strategists serves individuals, families, and institutional clients, including high-net-worth individuals and pension plans. The firm provides wealth management, financial planning, and retirement plan advisory through a multi-advisor platform that manages approximately $1.43 billion in assets, utilizing a documented investment process that emphasizes asset allocation, diversification, and tax efficiency.

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.

James Middleton is a financial advisor with Cannon Financial Strategists, Inc. in Athens, GA, holding a Series 66 designation and 16 years of industry experience. He has worked with Cannon Securities, Inc. since 2010 and Cannon Financial Strategists, Inc. since 2008. Outside of his advisory role, Middleton serves as the treasurer of East West Bistro, a local restaurant, and is a shareholder in a web-based training company. Cannon Financial Strategists serves individuals, families, corporations, non-profits, trusts, and employer-sponsored retirement plans. The firm emphasizes wealth management through documented investment policies, diversified asset allocation, and a combination of actively- and passively-managed funds, along with providing accounting, tax compliance, and retirement plan advisory services.

Lindsay Lynn is a CFP® and holds a Series 66 license with three years of industry experience. She is currently with Elwood & Goetz Wealth Advisory Group, LLC and previously worked at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Elwood & Goetz provides fee-only investment management and comprehensive financial planning to affluent and emerging-affluent clients, including families, trusts, estates, business owners, and corporate retirement plan sponsors. The firm emphasizes Modern Portfolio Theory, global diversification, and primarily passive investment strategies using index funds and ETFs, along with discretionary portfolio management and fiduciary retirement-plan services.

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.

Anthony Rodriguez is a financial advisor at Elwood & Goetz with CFP® and Series 66 credentials. He has been in the industry since 2023, including experience at The Vanguard Group and Elwood & Goetz Wealth Advisory Group. Prior to his advisory roles, he held various positions including work at the University of Georgia and Randstad. Elwood & Goetz is an independent, fee-only investment management and financial planning firm serving affluent individuals, families, trusts, estates, and institutional clients. The firm emphasizes strategic asset allocation using predominantly passive investments, tax-aware strategies, and fiduciary standards.