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.

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.

Nathan Hriczo is a financial advisor with Lanier Financial Group LLC in Athens, GA, holding a Series 65 designation and 14 years of industry experience. He has been with Lanier Financial Group since 2011. Outside of his advisory role, he is involved with Peach Capital Management LLC, a private investment company where he performs portfolio management services on a limited basis. Lanier Financial Group provides discretionary and non-discretionary investment management and financial planning to individuals, families, business entities, trusts, and retirement plans. The firm constructs portfolios based on client goals and employs a variety of investment strategies using diverse instruments including stocks, bonds, ETFs, and derivatives when appropriate.

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.

Richard Chester is a financial advisor with Carson Advisory Group in Athens, GA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Carson Advisory Group since 2006 and previously operated Chester Wealth Management, Inc. from 2003 to 2022. Outside of advisory work, he is involved in managing several short-term rental properties through various family and partnership entities. Carson Advisory Group is a team-based registered investment adviser serving individuals, retirement plans, trusts, foundations, and small businesses. The firm emphasizes strategic asset allocation using institutional no-load mutual funds, ETFs, bonds, and select individual equities, offering both active and passive management across globally diversified portfolios.

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.

David Miller is a financial advisor at Lanier Financial Group LLC in Athens, GA, holding a Series 65 credential with three years of industry experience. Prior to joining Lanier Financial Group, he worked at Pathwise CPA Group, DMM Capital, and Rhodes, Young, Black, and Duncan. Outside of his advisory role, he is involved with KDM Realty, LLC, a business unrelated to investments. Lanier Financial Group provides discretionary and non-discretionary investment management and financial planning to individuals, families, business entities, trusts, and retirement plans. The firm tailors portfolios based on client goals, risk tolerance, and other factors, employing a range of investment strategies across multiple asset classes.

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.

Jonathan North is a financial advisor at Cannon Financial Strategists, Inc. with 13 years of industry experience. He holds the Series 66 designation and has worked previously at ALPS Distributors Inc. and Marathon, a subsidiary of Stadion Money Management. Outside of his advisory role, he serves as President and CEO of Faith Presbyterian Church. Cannon Financial Strategists is a registered investment adviser serving individuals, families, corporations, non-profits, trusts, and retirement plans. The firm focuses on wealth management and comprehensive financial planning using both active and passive investment strategies, emphasizing asset allocation, diversification, and tax efficiency.

Robert Farr is a financial advisor with Cannon Financial Strategists, Inc. in Athens, GA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at LPL Financial LLC and Merit Financial Advisors, as well as a long tenure at Phoebe Putney Health System. Cannon Financial Strategists serves individuals, families, and institutional clients, including high-net-worth individuals and retirement plans, providing wealth management, financial planning, and retirement plan advisory services. The firm employs a multi-advisor platform with a disciplined investment process focused on asset allocation, diversification, and tax efficiency.

Kristin Smith is a financial advisor at Cannon Financial Strategists, Inc. with seven years of industry experience. She holds Series 63 and Series 65 licenses and has been with Cannon since 2018. Outside of her advisory role, she is co-owner of PD & Product, LLC, a furniture design and fabrication business, where she serves as client liaison, project manager, and HR. Cannon Financial Strategists serves individuals, families, and institutional clients, offering wealth management, financial planning, retirement plan advisory, and direct mutual fund services. The firm emphasizes written Investment Policy Statements, asset allocation, diversification, and tax-aware strategies across a multi-advisor platform managing approximately $1.43 billion in client assets.

Kevin Van Cise is a financial advisor at Cannon Financial Strategists, Inc. with five years of industry experience. He holds a Series 65 designation and has worked at Cannon Financial Strategists since 2020. Prior to his advisory role, he held various positions including work at Atlanta Financial Associates and roles related to the University of Georgia and other organizations. Cannon Financial Strategists serves individuals, families, corporations, non-profits, trusts, and employer-sponsored retirement plans. The firm offers wealth management, comprehensive financial planning, and retirement plan advisory services, emphasizing asset allocation, diversification, and tax efficiency.

William Bodrey is a financial advisor at Cannon Financial Strategists, Inc. in Athens, GA, with five years of industry experience. He holds a Series 65 designation and has prior work experience at Patten Seed Company and Bodrey Poultry Farm. Cannon Financial Strategists serves individuals, families, corporations, non-profits, trusts, and retirement plans, offering wealth management, financial planning, and retirement plan advisory services. The firm focuses on asset allocation, diversification, and tax-efficient portfolio management using both actively- and passively-managed mutual funds and ETFs.

Kevin Wilson is a CFP® professional with 16 years of industry experience, currently serving at Carson Advisory Group since 2012. He also has a background with Raymond James Financial Services dating back to 2011. Outside of his advisory role, Wilson is a committee member of the Food Bank of Northeast Georgia, contributing to development efforts for a new facility. Carson Advisory Group is a team-based registered investment adviser serving individuals, retirement plans, trusts, foundations, and small businesses. The firm provides financial planning, portfolio management, retirement-plan consulting, and wealth-transition advice, using a strategic asset allocation approach with a range of investment vehicles and both active and passive management.

Fletcher Sheffield is a financial advisor at Cannon Financial Strategists, Inc. based in Athens, GA. He holds a Series 65 designation and has been with the firm since 2021. Prior to joining Cannon, he worked at Westwood Schools for 13 years and attended the University of Georgia from 2021 to 2025. Cannon Financial Strategists serves individuals, families, and institutional clients with wealth management, financial planning, and retirement plan advisory services across a multi-advisor platform managing approximately $1.43 billion in client assets. The firm’s investment process emphasizes written Investment Policy Statements, asset allocation, diversification, and tax-aware trading, offering both actively- and passively-managed mutual funds and ETFs.

Daniel Mosseri is a financial advisor with Carson Advisory Group in Athens, GA, holding a Series 66 designation and 11 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Carson Advisory Group and Raymond James Financial Services in 2020. He also serves as a co-trustee for his parents' irrevocable trust. Carson Advisory Group is a team-based registered investment adviser serving individuals, retirement plans, trusts, foundations, and small businesses. The firm provides financial planning, portfolio management, and retirement-plan consulting, emphasizing strategic asset allocation through a combination of active and passive managers and global diversification.

Jordan Slingo is a CFP® professional with six years at Elwood & Goetz and a total of four years in the financial industry. Prior to joining Elwood & Goetz, Jordan worked at Intrepid Capital Management for nine years. Elwood & Goetz is an independent, fee-only investment management and comprehensive financial planning firm serving affluent and emerging affluent individuals, families, trusts, estates, and institutional clients. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory, utilizing predominantly passive investments through low-cost index funds and ETFs, along with personalized financial planning and fiduciary retirement plan consulting.