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.

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.

Clarke Holt is a financial advisor at Elevate Wealth Advisory, Inc. in Athens, GA, holding Series 63 and Series 65 designations with 22 years of industry experience. He has been with Elevate Wealth Advisory since 2003. 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 non-discretionary, customized portfolios emphasizing global diversification and regular rebalancing, and offers ongoing monitoring with at least quarterly reviews.

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.

Deanna Bloom is a financial advisor at Elevate Wealth Advisory, Inc. in Athens, GA, holding Series 63 and Series 66 licenses with 10 years of industry experience. She has been with Elevate Wealth Advisory since 2015. Elevate Wealth Advisory serves high-net-worth individuals, pension plans, and charitable organizations by providing investment management, wealth planning, and retirement plan consulting. The firm emphasizes customized, globally diversified portfolios managed on a non-discretionary basis, with regular client reviews and a focus on educational seminars.

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.

David Denham is a financial advisor at Trademark Capital Management Inc. in Watkinsville, GA, with 10 years of industry experience. He holds a Series 65 credential and is the owner of Denham Wealth Management, LLC, through which he conducts a licensed life and health insurance business. Denham has been with Trademark Capital Management since 2016. Trademark Capital Management advises a diverse client base, including investment professionals, retirement plans, private pooled vehicles, and individual clients. The firm employs an active, rules-based tactical asset allocation strategy using a proprietary quantitative model and offers sub-advisory services, model portfolios, and retirement plan consulting.

Joseph Hardeman is a financial advisor at Elevate Wealth Advisory, Inc. in Athens, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Elevate Wealth Advisory, he worked at Equitable Advisors and held roles in the retail sector at Brinker International/Chili's and Target. Elevate Wealth Advisory serves primarily high-net-worth individuals and their related entities, providing investment management, wealth planning, retirement plan consulting, educational seminars, and tax preparation. The firm emphasizes customized, globally diversified portfolios managed on a non-discretionary basis, incorporating academic research-based risk targeting through the Focus Partners Advisor Solutions program.

Charles Vickery is a ChFC® and Series 63 licensed advisor with Elevate Wealth Advisory, Inc. in Athens, GA, where he has worked for over 40 years. He has 18 years of industry experience and also operates a life and health insurance practice as a sole proprietor. Elevate Wealth Advisory serves high-net-worth individuals, pension plans, and charitable organizations by providing investment management, wealth planning, and retirement plan consulting. The firm uses a non-discretionary approach with customized, diversified portfolios and conducts periodic educational seminars for clients and plan sponsors.

Anthony Rodriguez is a financial advisor at Elwood & Goetz Wealth Advisory Group, LLC with one year of industry experience. He holds CFP® and Series 66 designations. His prior roles include positions at Vanguard Group and Parsec Financial, as well as various academic and other professional experiences in Georgia. 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 emphasizes a Modern Portfolio Theory-based investment approach with broad diversification and predominantly passive strategies, managing approximately $1.07 billion in discretionary assets through a team of 21 advisors.

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.