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.

Clayton Keffer is an advisor at Trademark Capital Management Inc. He holds a Series 65 designation and began his advisory career in 2024. Prior to entering the financial industry, he worked for seven years at Mutty Paws and spent several years in education at the University of North Georgia and Oconee County High School. Trademark Capital Management Inc. serves a diverse client base including investment professionals, retirement plans, and individual wealth-management clients. The firm employs an active, rules-based tactical asset allocation strategy and offers sub-advisory services, model portfolios, and private fund management.

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.

Robert Fezekas is a CFA® charterholder with 11 years of experience at Elevate Wealth Advisory, Inc. in Athens, GA, where he has worked since 2015 as part of a seven-advisor team. He also operates under his own name, Robert M. Fezekas, CFA, since 2007. 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 employs a non-discretionary approach to managing approximately $338 million in client assets, utilizing globally diversified portfolios constructed with institutional mutual funds and ETFs.

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.

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.

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.

Joseph Maxey is a CFP® with 15 years of industry experience, currently working at Trademark Capital Management Inc. He has held roles at Trademark Capital since 2011, with additional experience at Zacks Investment Management and Independent Financial Partners. Outside of financial advising, he is a partner in Skywater Construction, a custom home builder, where he spends significant time managing operations. Trademark Capital Management advises a diverse client base including investment professionals, retirement plans, and individual wealth-management clients, utilizing an active, rules-based tactical asset allocation approach supported by proprietary quantitative models. The firm also serves as a private fund adviser and sponsor, managing affiliated pooled funds and providing sub-advisory, consulting, and financial planning services.

Brian Rosso is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He is currently with Elevate Wealth Advisory, Inc., where he has worked since 2023. Prior to that, he spent nine years at Stadion Money Management. 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 portfolios on a non-discretionary basis, constructing diversified portfolios using institutional mutual funds and ETFs, with an emphasis on global diversification and regular rebalancing.

Samuel Wages is a CFP® professional at Cannon Financial Strategists, Inc. in Athens, GA, with one year of industry experience. His background includes roles at Elwood & Goetz Wealth Advisory Group, Oconee State Bank, and multiple positions at The University of Georgia. Cannon Financial Strategists serves individuals, families, corporations, non-profits, trusts, and employer-sponsored retirement plans. The firm focuses on wealth management, comprehensive financial planning, and retirement plan advisory, employing asset allocation and diversification strategies with attention to tax efficiency.

Ian Payne is a financial advisor at Cannon Financial Strategists, Inc. with three years of industry experience. He holds the CFP® designation and a Series 65 license. His prior experience includes positions at Signature Wealth Management Group LLC and Oshkosh Corporation. Cannon Financial Strategists is a registered investment adviser serving individuals, families, corporations, non-profits, trusts, and employer-sponsored retirement plans. The firm focuses on wealth management, comprehensive financial planning, and retirement plan advisory services with an emphasis on asset allocation, diversification, tax efficiency, and the use of both actively- and passively-managed funds.

Rachel Smith is a financial advisor at Cannon Financial Strategists, Inc. with 20 years of industry experience. She holds a Series 66 designation and has worked at several firms including Raymond James and LPL Financial. Cannon Financial Strategists serves individuals, families, and institutional clients, providing wealth management, financial planning, and retirement plan advisory across a multi-advisor platform managing approximately $1.43 billion in client assets. The firm emphasizes asset allocation, diversification, and tax efficiency, employing both actively- and passively-managed mutual funds and ETFs.

Jack Reilley is a CFP® with 13 years of experience at Cannon Financial Strategists, Inc. He also holds the Series 66 designation. Based in Athens, GA, he has been working with Cannon Financial Strategists and affiliated entities since 2013. Cannon Financial Strategists serves individuals, families, corporations, non-profits, trusts, and employer-sponsored retirement plans with wealth management, financial planning, and retirement advisory services. The firm focuses on documented investment guidelines, asset allocation, diversification, and tax efficiency, offering both discretionary management and a mix of actively- and passively-managed mutual funds and ETFs.

Jacobus Abrahamse is a CFP® professional with one year of industry experience, currently advising at Elwood & Goetz Wealth Advisory Group, where he has worked since 2021. Prior to his financial advisory role, he held positions at Chick-fil-A and the Georgia Center for Continuing Education & Hotel. Elwood & Goetz is an independent, fee-only firm serving affluent individuals, families, trusts, estates, and institutional clients. The firm focuses on strategic asset allocation using Modern Portfolio Theory with a predominantly passive investment approach and offers comprehensive financial planning alongside discretionary portfolio management.

Benjamin Hall is a financial advisor at Elevate Wealth Advisory, Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at Evergreen Financial Solutions, LLC, where he is the owner and provides financial services to clients. Prior to entering the financial industry, he held roles in the homebuilding and forestry sectors. Elevate Wealth Advisory primarily serves high-net-worth individuals and their related entities, offering investment management, wealth planning, retirement consulting, and tax preparation services. The firm emphasizes customized, diversified portfolios managed on a non-discretionary basis, integrating global diversification and academic research in its investment approach.

Preston Wilkie is a financial advisor at Elevate Wealth Advisory, Inc. with one year of industry experience. He holds a Series 65 designation and has work history including roles at Elevate Wealth Advisory, the University of Georgia, and Homrich Berg. Elevate Wealth Advisory serves primarily high-net-worth individuals and their related entities, offering investment management, wealth planning, retirement plan consulting, and tax preparation services. The firm focuses on customized, globally diversified portfolios implemented through the Focus Partners Advisor Solutions Structured Investing program and manages client assets on a non-discretionary basis.

Aspen Townley is a financial advisor at Elevate Wealth Advisory, Inc. in Athens, GA, holding a Series 65 credential. Aspen has recently transitioned from roles in education and sports organizations, with no prior industry experience before joining Elevate Wealth Advisory in 2025. Elevate Wealth Advisory serves primarily high-net-worth individuals and their related entities, offering customized, globally diversified portfolios primarily composed of mutual funds and ETFs. The firm manages client assets on a non-discretionary basis and provides additional services such as tax preparation and retirement plan consulting.

Camden Leak is a financial advisor at Cannon Financial Strategists, Inc. in Athens, GA, holding a Series 65 designation. Camden has been with Cannon Financial Strategists since 2024, with prior experience at Blue Trust and involvement with the Young Woman's Christian Organization and Camp Kerusso. Camden has also worked at Patorio Auto Wash and has been affiliated with the University of Georgia since 2022. Cannon Financial Strategists serves individuals, families—including high-net-worth clients—and institutional clients such as pension and profit-sharing plans. The firm provides wealth management, financial planning, mutual fund services, and retirement plan advisory, managing approximately $1.43 billion in client assets across a multi-advisor platform.