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 at Elwood & Goetz with one year of industry experience. Prior to joining Elwood & Goetz, he worked at Abrigo for four years and held positions at Landmark Properties, PwC, and 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, and business owners. The firm’s investment approach centers on Modern Portfolio Theory, broad global diversification, and predominantly passive management using index funds and ETFs, combined with strategic asset allocation and ongoing portfolio oversight.

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.

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.

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.