Swarnankur Chatterjee is a CFP® and holds a Series 65 license, currently serving as an advisor at Elwood & Goetz Wealth Advisory Group with one year of industry experience. He has been affiliated with the University of Georgia since 2007. Elwood & Goetz Wealth Advisory Group is a fee-only firm that provides investment management and financial planning to affluent and emerging-affluent clients, including individuals, families, trusts, and plan sponsors. The firm employs a Modern Portfolio Theory-based approach focused on diversification, strategic asset allocation, and primarily passive investments using index funds and ETFs.

Kelly Goekjian is a financial advisor with Cannon Financial Strategists, Inc. in Athens, GA, holding a Series 66 designation and having eight years of industry experience. She has been with Cannon Financial Strategists since 2014 and Cannon Securities, Inc. since 2015. Outside of her advisory work, Goekjian is involved in coordinating rental property management. Cannon Financial Strategists serves individuals, families, and institutional clients, including high-net-worth clients and retirement plans. The firm emphasizes asset allocation, diversification, and tax-aware strategies, providing wealth management, financial planning, and retirement plan advisory through a multi-advisor platform managing approximately $1.43 billion in assets.

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 two years of industry experience. His prior work includes roles at Fiserv, Inc. and the University of Georgia. Cannon Financial Strategists serves individuals, families, corporations, non-profits, trusts, and employer-sponsored retirement plans, offering wealth management, financial planning, and retirement advisory services. The firm emphasizes asset allocation, broad diversification, and tax-efficient strategies, managing many client relationships on a discretionary basis using both actively- and passively-managed funds.

Lance Palmer is a CFP® professional with 16 years of industry experience. He has been with Elwood & Goetz Wealth Advisory Group, LLC since 2010 and also serves as a professor at the University of Georgia, where he has worked since 2004. Outside of his advisory role, Palmer is involved as a co-author of a personal finance textbook and participates in administrative and leadership functions in a software service company and a fitness coaching business. Elwood & Goetz is a fee-only investment management and financial planning firm serving affluent and emerging-affluent clients, including individuals, families, trusts, and plan sponsors. The firm’s approach incorporates Modern Portfolio Theory with broad diversification and a focus on tax efficiency, managing approximately $1.07 billion in discretionary assets across a team of 21 advisors.

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 with 23 years of industry experience. He has worked at Cannon Financial Strategists since 2011 and previously at Osaic FA, Inc. from 2007 to 2011. Cannon Financial Strategists serves individuals, families, corporations, non-profits, trusts, and employer-sponsored retirement plans, offering wealth management, financial planning, and retirement plan advisory services. The firm focuses on asset allocation, diversification, and tax efficiency, managing many client relationships on a discretionary basis using both actively- and passively-managed funds.

Connor Siegelski is a CFP® professional with one year of industry experience, currently serving at Elwood & Goetz Wealth Advisory Group, LLC. His prior roles include positions at Abrigo, Landmark Properties, PwC, and H. Lee Moffitt Cancer Center. Elwood & Goetz Wealth Advisory Group is a fee-only firm offering investment management and comprehensive financial planning to affluent and emerging-affluent individuals, families, trusts, family businesses, and plan sponsors. The firm employs a Modern Portfolio Theory-based approach focusing on broad diversification, strategic asset allocation, and tax efficiency, managing roughly $1.07 billion in discretionary assets with a team of 21 advisors.

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 joining the firm, he held positions at the University of Georgia and The Home Depot. Elwood & Goetz Wealth Advisory Group is a fee-only investment management and financial planning firm serving affluent and emerging-affluent clients, including families, trusts, and plan sponsors. The firm employs a Modern Portfolio Theory-based investment approach, focusing on broad diversification and tax efficiency through passive strategies using index funds and ETFs.

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 at Cannon Financial Strategists, Inc. with Series 65 and Series 63 licenses and approximately one year of industry experience. Prior to joining Cannon, he worked at Abound Wealth Management and Consolidated Planning and was a full-time student at the University of Georgia from 2016 to 2025. Cannon Financial Strategists serves individuals, families, corporations, non-profits, trusts, and employer-sponsored retirement plans, offering wealth management, financial planning, and retirement advisory services. The firm emphasizes asset allocation, diversification, and tax efficiency, managing many client portfolios on a discretionary basis using both actively and passively managed funds.

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 financial advisor with Elwood & Goetz Wealth Advisory Group, LLC, holding a Series 65 designation and 14 years of industry experience. He has been with Elwood & Goetz since 2010. Outside of his advisory role, Goetz serves as a faculty member at the University of Georgia and holds executive positions in businesses involved in solar equipment leasing and AI software development for higher education accreditation. Elwood & Goetz Wealth Advisory Group is a fee-only firm that provides investment management and comprehensive financial planning to affluent and emerging-affluent clients, including individuals, families, trusts, estates, and plan sponsors. The firm employs a Modern Portfolio Theory-based approach focused on diversification, strategic asset allocation, and predominantly passive implementation using index funds and ETFs.

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 III is a ChFC® with 18 years of industry experience, currently serving at Cannon Financial Strategists, Inc. since 2015. He previously worked at J.R. Cole & Associates, Inc. from 2008 to 2015. Outside of his advisory role, he is the president and owner of Cole Cattle Co, a farm and timber management business. Cannon Financial Strategists is a registered investment adviser serving individuals, families, corporations, non-profits, trusts, and retirement plans. The firm focuses on wealth management, financial planning, and retirement advisory services, 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.