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 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.

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.

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 17 years of experience in financial advisory. She has worked at Elwood & Goetz Wealth Advisory Group since 2020 and previously held roles at TIAA and Truist Investment Services. At Elwood & Goetz, team members receive a year-end bonus tied to recruiting new clients who meet the firm’s asset minimum. Elwood & Goetz Wealth Advisory Group is a fee-only firm serving affluent and emerging-affluent individuals, families, trusts, estates, family businesses, and plan sponsors. The firm provides discretionary portfolio management and financial planning based on Modern Portfolio Theory, emphasizing diversification, asset allocation, and tax efficiency through passive investment 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® professional with three years of industry experience. She currently works at Elwood & Goetz Wealth Advisory Group, LLC and has previously held positions at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Elwood & Goetz is a fee-only investment management and financial planning firm serving affluent and emerging-affluent individuals, families, trusts, estates, family businesses, and plan sponsors. The firm employs a diversified, predominantly passive investment approach grounded in Modern Portfolio Theory and offers discretionary portfolio management along with comprehensive financial planning.

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.