Leah Ruark is a financial advisor at Lanier Financial Group LLC with 24 years of industry experience. She holds the Series 66 designation and has worked extensively with Synovus Bank and Synovus Securities, Inc. Leah is also a licensed independent insurance agent. Lanier Financial Group LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, families, business entities, trusts, and retirement plans. The firm constructs portfolios based on client goals, risk tolerance, tax status, liquidity needs, and investment history, utilizing fundamental, technical, and cyclical analysis across multiple strategies.

Joseph Lyons is a financial advisor at Cannon Financial Strategists, Inc. in Athens, GA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Fiserv, Inc. and the University of Georgia. Cannon Financial Strategists serves individuals, families, and institutional clients, managing approximately $1.43 billion in assets through a multi-advisor platform. The firm emphasizes written Investment Policy Statements, asset allocation, broad diversification, and tax-aware strategies, offering wealth management, financial planning, and retirement plan advisory services.

Lance Palmer is a CFP® professional with 15 years of industry experience, currently serving at Elwood & Goetz Wealth Advisory Group since 2010. He is also a professor at the University of Georgia, where he has been involved in teaching, research, and faculty service since 2004. Palmer is a co-author of the textbook *Introduction to Personal Finance* and holds leadership and investment roles in software services and fitness enterprises. Elwood & Goetz provides fee-only investment management and comprehensive financial planning to affluent and emerging-affluent clients, including individuals, families, trusts, estates, business owners, and corporate retirement plans. The firm employs a Modern Portfolio Theory framework with broad global diversification, primarily using passive index funds and ETFs alongside strategic asset allocation and rebalancing.

Leading an Elite Team Lindsay’s exceptional expertise in tax-efficient investment strategies, portfolio management, and financial planning has empowered countless clients to reach their life and financial goals. Under her leadership, Elwood & Goetz has become the go-to firm for clients seeking a comprehensive, evidence-based approach to financial planning. Her ability to distill complex financial concepts into actionable, personalized advice has set her apart in the profession. Her strategic foresight and commitment to excellence have not only driven the firm's remarkable success but have also redefined the standard of care clients can expect from their financial advisory team. A Global Perspective with Deep Roots Lindsay’s rich personal and professional journey—growing up in Wyoming, studying in Texas, living abroad in Spain, and working in Miami before making Athens, Georgia her home—provides her with a broad, worldly perspective. This diverse background enables Lindsay to connect deeply with clients from all walks of life, helping her understand their unique needs and craft personalized financial strategies that resonate on a personal level. A Champion for the Future of Financial Planning In a profession where only 23% of Certified Financial Planner™ professionals are women, she is committed to mentoring and uplifting the next generation of female financial planners and fostering an inclusive environment within Elwood & Goetz that mirrors her dedication to excellence. Her team’s diverse makeup is a testament to her belief that the best results come from a variety of perspectives and experiences. Academic Excellence and a Commitment to Education Lindsay’s academic achievements underscore her status as a leader in the financial planning world. Graduating summa cum laude from Texas Tech University as the top student in investment management, she passed the rigorous CFP exam before even completing her degree. Her dedication to education extends beyond her own credentials; she has co-taught investment courses at the University of Georgia, sharing her vast knowledge and passion with future financial planners. Her role as both a practitioner and educator exemplifies her commitment to advancing the profession and empowering the next generation.

Kristen Manweiler is a CFP® and holds a Series 65 license, with seven years of industry experience. She has been with Cannon Financial Strategists, Inc. since 2017 and previously worked at Garcia Hasler Tax Group. Cannon Financial Strategists serves individuals, families, and institutional clients, offering wealth management, financial planning, and retirement plan advisory. The firm employs a disciplined investment process emphasizing asset allocation, diversification, and tax efficiency, managing approximately $1.43 billion in client assets across a multi-advisor platform.

R. Danner is a financial advisor at Cannon Financial Strategists, Inc. with two years of industry experience. He holds a Series 65 designation and has a background that includes roles in education and retail prior to joining the firm. Cannon Financial Strategists serves individuals, families, and institutional clients with wealth management, financial planning, and retirement plan advisory. The firm manages approximately $1.43 billion in client assets using a disciplined investment process focused on asset allocation, diversification, and tax efficiency.

Jeffrey Young is a financial advisor with Cannon Financial Strategists, Inc. in Athens, GA, holding Series 65 and Series 66 licenses and having 22 years of industry experience. He has been with Cannon Financial Strategists and its affiliated broker-dealer, Cannon Securities, Inc., since 2011. Cannon Financial Strategists serves individuals, families, and institutional clients, including high-net-worth individuals and retirement plans. The firm uses written Investment Policy Statements and a diversified investment approach that incorporates both active and passive strategies, tax-aware trading, and customized model portfolios.

Connor Siegelski is a CFP® professional with one year of industry experience, currently serving at Elwood & Goetz Wealth Advisory Group, LLC. His background includes roles at Abrigo, Landmark Properties, PwC, and the H. Lee Moffitt Cancer Center. Elwood & Goetz provides fee-only investment management and comprehensive financial planning to affluent and emerging-affluent clients, including individuals, 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, alongside discretionary portfolio management and retirement-plan consulting.

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 CFP® professional with 20 years of industry experience, currently serving at Cannon Financial Strategists, Inc. since 2011. Based in Athens, GA, he is involved in plan administration, including the design and implementation of insurance programs and participant education. Cannon Financial Strategists serves individuals, families, and institutional clients, offering wealth management, financial planning, and retirement plan advisory through a multi-advisor platform managing approximately $1.43 billion in assets. The firm emphasizes documented Investment Policy Statements, diversified asset allocation, and tax-aware strategies using both active and passive investment vehicles.

Bryan Pulliam is an advisor at Cannon Financial Strategists, Inc. He holds Series 65 and Series 63 licenses and has recent experience at Abound Wealth Management and Consolidated Planning. Bryan completed his studies at the University of Georgia in 2025. Cannon Financial Strategists serves individuals and families, corporations, non-profits, trusts, and employer-sponsored retirement plans. The firm provides wealth management and comprehensive financial planning with a focus on asset allocation, diversification, and tax efficiency, utilizing both actively- and passively-managed mutual funds and ETFs.

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.

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.

Leslie Allen is a financial advisor at Family WMS, LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Advocacy Wealth Management Services, LLC since 2006 and Family Wealth Management Services Inc. since 2003, where she serves as president. Family WMS, LLC serves individual and high-net-worth clients, providing discretionary and non-discretionary portfolio management alongside complimentary financial planning. The firm also offers bundled accounting services and focuses its investment advice on asset allocation and third-party money managers rather than in-house security analysis.

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.

Jason Jacobs is a financial advisor at Lanier Financial Group LLC with one year of industry experience. He holds a Series 65 credential and has been involved in a retail business, Catherine Jacobs, LLC, where he serves as CFO. In addition, he works as a technical analyst for the University of Georgia Athletic Association, focusing on baseball games. Lanier Financial Group LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, families, business entities, trusts, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, employing fundamental, technical, and cyclical analysis across a range of investment strategies.

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.