William Saville is a CFP® professional with eight years of experience at Starr-Mathews Financial, LLC, where he has worked since 2017. Prior to that, he spent 24 years at Regions Bank. Starr-Mathews Financial serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary portfolio management, financial planning, and qualified retirement plan services. The firm employs a long-term investment approach with written Investment Policy Statements and offers a wrap-fee program alongside managed accounts.

Mariah Wisely is a financial advisor at Axxcess Wealth Management, LLC with six years of industry experience. She holds the Series 65 designation and has worked at Axxcess Wealth Management since 2018, with prior roles at Peachtree Wealth Strategies and State Farm. Outside of finance, she was involved with Lake Lanier Island Resort’s Sunset Cove Beach Cafe and Club for six years. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers customized multi-asset portfolios and supports third-party managers through its distinctive Third-Party Asset Management Platform (TAMP) and sleeve-manager capabilities.

Andrew Rodgers is a financial advisor at Blackridge Asset Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dempsey Lord Smith, LLC for over a decade and at Cambridge Investment Research Advisors, Inc. prior to his current role. Rodgers is based in Dawsonville, GA. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm employs a network of investment adviser representatives and offers model-based portfolio management, estate-planning support, and third-party money manager referrals through an online platform.

Lisa Evans is a financial advisor at Kovack Advisors, Inc. with 33 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Kovack Securities Inc. since 2014. Evans is also involved in her local community as a finance committee member at Pine Crest Baptist Church of Forsyth County. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension and profit-sharing plans, and banking institutions nationwide. The firm provides discretionary and non-discretionary asset management, financial planning, and third-party manager recommendations, emphasizing diversified asset-class exposure primarily through mutual funds and ETFs.

Reynolds Cutchin is an advisor at Csenge Advisory Group, LLC and holds the Series 65 designation. He has been with Csenge Advisory Group and Cinder Wealth Advisory since 2026. Prior to his advisory roles, he worked at Cherry Bekaert and has experience at the University of Georgia and in other fields. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate clients. The firm uses a combination of fundamental and technical analysis with an emphasis on a relative strength methodology, offering customized portfolios through discretionary management or model-based allocations.

Matthew Losanno is a financial advisor with Csenge Advisory Group, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with seven years of industry experience. He has worked at firms including Cinder Wealth Advisors, Vaikus Advisory Group, and Primerica Advisors, and previously held a position at Dell Technologies. Outside of his advisory roles, he owns and operates North GA Business Coach, a business coaching service focused on helping owners improve the value of their companies. Csenge Advisory Group serves charitable organizations, corporations, business entities, and high-net-worth families by providing asset management, financial planning, and corporate retirement plan consulting. The firm employs a disciplined investment process combining fundamental and technical analysis with a relative-strength methodology, constructing portfolios primarily with mutual funds and ETFs tailored to individual client goals.

Brian Cantel is a financial advisor with Berthel Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Berthel Fisher since 2006 and previously at BFC Planning, Inc. from 2016 to 2018. Cantel is also involved with the Rotary Club of South Hall as a director organizing service projects and social outings and serves as a sales representative for rare gold and silver coins. Berthel Fisher & Company Financial Services, Inc. offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and institutional clients. The firm provides a range of asset management solutions through multiple platforms and allows advisors to construct portfolios using various securities and strategies.

Larry Hales is a financial advisor at Advisor Share Wealth Management, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Gradient Advisors LLC and Wealth Watch Advisors. Outside of his advisory role, he is the owner of Life Concepts, Inc., where he has been involved in insurance sales since 1992. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and pension plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, typically implementing client strategies through third-party sub-advisers and model portfolios.

George Nickels is a financial advisor at First Advisors National, LLC with four years of industry experience. He holds Series 65 and Series 66 licenses and previously spent nine years with Edward Jones. Outside of his advisory role, he is also an insurance agent at ETS Financial, Insurance Services. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm uses a combination of third-party money managers and direct advice on equities, ETFs, and mutual funds, with portfolios managed largely on a discretionary basis and subject to formal annual reviews.

April Sheldon is a financial advisor at Concurrent Investment Advisors, LLC with 18 years of industry experience. She holds the Series 66 designation and previously worked at Raymond James & Associates and Raymond James Financial Services. Concurrent Investment Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets through customized portfolios using ETFs, mutual funds, individual securities, and alternative investments, employing a long-term investment approach with opportunistic trading.

Zachary Gerrells is a financial advisor at Blackridge Asset Management, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research Advisors and Peak Brokerage Services. Outside of advising, he is involved in tax services through his ownership of Gerrells CPA, LLC and has other business interests including ownership in Affirm Financial Partners LLC and a role as an agent with Financial Independence Group. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm uses model-based portfolio management through an affiliated turnkey asset management platform and offers access to third-party money managers alongside estate-planning support.

Timothy Garber is a financial advisor with United Advisor Group, holding a Series 66 designation and bringing 25 years of industry experience. He previously spent 19 years with Stifel Independent Advisors, LLC. United Advisor Group serves individuals, small businesses, trusts, charities, and broker-dealer customers through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial and retirement planning, family office services, and financial education, utilizing proprietary model portfolios, custom-traded accounts, and third-party money managers.

Hugh Stallworth is a Series 65 licensed financial advisor with 13 years of industry experience. He has worked at Virtue Capital Management, LLC since 2020 and previously spent four years at Retirement Wealth Advisors. Stallworth is also the owner and agent of Insurance Brokerage Services, DBA Retirement Design Solutions, where he has managed annuity and life insurance sales since 1997. Virtue Capital Management, LLC is an SEC-registered enterprise adviser serving individuals, trusts, estates, charitable organizations, corporations, and qualified plans. The firm uses a combination of active tactical, strategic, and dynamic strategies alongside quantitative analysis and third-party manager selection to tailor portfolios to clients' objectives and risk tolerances.

Timothy Eckel is a financial advisor with Blackridge Asset Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 33 years of industry experience, including roles at Dempsey Lord Smith, Arete Wealth Advisors, Center Street Advisors, and Bales & Eckel Financial Group. Eckel is also president of the Rural Electric Planning Group, a nonprofit investment-related organization. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes a model-based portfolio management approach delivered through an online platform and offers access to third-party money managers and estate-planning support.

Timothy Bush is a financial advisor at Tucker Asset Management LLC with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Tucker Asset Management since 2017. Outside of advisory work, he owns and manages a tree farm and serves on the board of the Donalsonville/Seminole County Chamber of Commerce. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management, financial planning, and retirement plan advisory through a team of independent investment adviser representatives. The firm uses a top-down, macroeconomic asset-allocation approach and offers access to alternative investments, including private and non-liquid opportunities.

James Cook Jr. is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and 35 years of industry experience. His career includes roles at Capital Investment Group, Inc., Equity Services, Inc., and National Life of Vermont. In addition to advisory work, he is an insurance agent selling risk management products. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement plans, trusts, foundations, and charitable institutions. The firm offers tailored investment solutions through separately managed accounts, third-party asset managers, and financial planning services, managing the majority of its assets on a discretionary basis.

Timothy Duffy is a financial advisor at Capital Analysts with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment since 2017, following 16 years at Legend Equities Corporation. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management with support from an in-house Investment Management & Research team and provides various advisory services through wrap programs, custom portfolios, and third-party managers.

Joseph Latour is a financial advisor at Sowell Management with 35 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with Sowell since 2016. Prior to that, he was with CONCERT Wealth Management, Inc. and Symetra Investment Service, Inc. Latour is also an owner and agent involved in the sales and service of fixed and immediate annuities, as well as various insurance products including life, health, disability, and Medicare-related plans. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs through discretionary and non-discretionary portfolio management and financial planning. The firm offers a range of investment strategies including strategic and tactical allocation, individual equity selection, and model portfolios, and supports its network of independent advisers with trading, compliance, technology, and back-office services.

Melanie Hill is a financial advisor with Truist Advisory Services in Gainesville, GA, holding a Series 66 designation and 15 years of industry experience. Her career includes roles at BB&T and its affiliated entities from 2011 through their integration into Truist, where she has been since 2017. Hill is also a sustaining member of the Junior League of Hall County, participating as a volunteer in local community events. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and manager-selection programs implemented through a combination of discretionary and non-discretionary approaches.

Natalia Korop is a financial advisor at Truist Advisory Services with 16 years of industry experience. She holds the Series 66 designation and has worked previously at Morgan Stanley and Morgan Stanley Private Bank. Her current roles have included positions at both Truist Advisory Services and Truist Investment Services since 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.