Jordan Slingo is a CFP® professional with five years of experience in the financial advisory industry. He has been with Elwood & Goetz since 2020 and previously worked at Intrepid Capital Management for nine years. Elwood & Goetz Wealth Advisory Group is a fee-only investment management and financial planning firm serving affluent and emerging-affluent clients, including families, trusts, estates, and plan sponsors. The firm emphasizes a Modern Portfolio Theory-based approach, using broad diversification and predominantly passive strategies with index funds and ETFs, while managing clients’ employer-based retirement accounts alongside other holdings as integrated portfolios.

Benjamin Cannon is a financial advisor at Tillman Hartley LLC in Athens, GA, holding a Series 65 designation with 11 years of industry experience. He has been with Tillman Hartley LLC since 2014. Tillman Hartley LLC provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm’s investment approach is based on Modern Portfolio Theory and includes individualized Investment Policy Statements, model portfolios, and regular portfolio reviews.

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.

Edward Ariail is a financial advisor at Carson Advisory Group with 16 years of industry experience. He holds a Series 66 designation and has been with Carson Advisory and Raymond James Financial Services since 2012. Outside of his advisory work, he has been involved with Education for Ministry at Sewanee-University of the South since 2016. Carson Advisory Group is a team-based registered investment adviser serving individuals, retirement plans, trusts, foundations, and small businesses. The firm provides financial planning, portfolio management, and retirement-plan consulting, emphasizing strategic asset allocation through a mix of institutional no-load mutual funds, ETFs, bonds, and selective equities.

Lindsey Seagraves is a financial advisor with Carson Advisory Group in Athens, GA, holding a Series 66 designation and 11 years of industry experience. She has worked at Raymond James Financial Services since 2015 and has been associated with Carson Advisory Inc. since 2009. Carson Advisory Group is a team-based registered investment adviser serving individuals, retirement plans, trusts, foundations, and small business entities. The firm emphasizes strategic asset allocation using a mix of institutional no-load mutual funds, ETFs, bonds, and individual equities, offering both discretionary and non-discretionary financial planning and portfolio management services.

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® with one year of industry experience, currently serving at Elwood & Goetz Wealth Advisory Group in Athens, GA. His prior work experience includes roles outside the financial industry, such as positions at Chick-fil-A and the Georgia Center for Continuing Education & Hotel. Elwood & Goetz Wealth Advisory Group is a fee-only investment management and financial planning firm serving affluent and emerging-affluent clients, including individuals, families, trusts, and plan sponsors. The firm employs a disciplined investment approach grounded in Modern Portfolio Theory, emphasizing diversification, strategic allocation, and tax efficiency through predominantly passive strategies.

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.

Robert Carson Jr. is a financial advisor with Carson Advisory Group in Athens, GA, holding a Series 63 designation and over 44 years of industry experience. He has been with Carson Advisory, Inc. since 2006 and has also worked at Raymond James Financial Services, Inc. since 1981. Outside of advising, he manages a support company related to Carson Advisory Group. Carson Advisory Group is a team-based registered investment adviser serving individuals, retirement plans, trusts, foundations, and small businesses. The firm focuses on strategic asset allocation using a mix of institutional no-load mutual funds, ETFs, bonds, and select individual equities, and offers both discretionary and non-discretionary financial planning and portfolio management services.

Phillip Yancey is a financial advisor with Cannon Financial Strategists, Inc. in Athens, GA, holding a Series 63 designation and bringing 30 years of industry experience. He has worked with Cannon Securities, Inc. since 2011 and has been self-employed as an independent insurance agent and consultant since 2006. Cannon Financial Strategists serves individuals and families, including high-net-worth clients, as well as institutional clients such as pension and profit-sharing plans. The firm offers wealth management, financial planning, direct mutual fund services, and retirement plan advisory through a multi-advisor platform managing approximately $1.43 billion in client assets, emphasizing asset allocation, diversification, and tax-aware strategies.

Karolyn Lunsford is a CFP® professional with 32 years of industry experience, currently serving at Geneos Wealth Management, Inc. since 2015. She also leads The Flo Approach, a non-investment related business, and is a head coach for a travel softball team. Geneos Wealth Management serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations, providing financial planning, investment advisory, and brokerage services with a range of portfolio management strategies and third-party manager referrals.

Alexander Mason is a financial advisor at Capital Investment Advisory Services, LLC with five years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Raymond James & Associates Inc. and Northwestern Mutual Investment Services LLC. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement plans, trusts, and charitable institutions. The firm tailors portfolios to client objectives and manages the majority of assets on a discretionary basis using a range of analysis methods and investment strategies.

Jerry Spivey is a CFP® professional with 41 years of industry experience. He is currently associated with Silver Oak Securities, Inc. and also owns Spivey Financial Group, where he manages life, fixed annuity, disability, and long-term care insurance products. His prior experience includes long tenures at New York Life Insurance Company and Nylife Securities Inc. Silver Oak Securities, Inc. serves a broad client base including individuals, corporations, and trusts through a network of over 100 financial professionals, managing approximately $2.4 billion in discretionary assets. The firm provides a variety of advisory programs with a primarily discretionary investment approach tailored to client objectives and risk tolerances.

James Gillis IV is a CFP® with 22 years of experience in financial advising, currently practicing at Northwest Asset Management since 2020. Prior to this, he worked at Raymond James Financial Services Advisors, Inc. and Carson Advisory, Inc. from 2009 to 2020. Outside of his advisory role, Gillis serves on the boards of the Georgia Forestry Association and the Athens Homeless Property Corporation, and is president of Soperton Naval Stores, Inc., overseeing timberland operations. Northwest Asset Management serves nearly 3,000 clients, including individuals, pension plans, charities, and corporations, managing approximately $3.6 billion in assets. The firm employs a fiduciary, customized investment approach grounded in Modern Portfolio Theory, combining fundamental and technical analysis to build diversified portfolios and offering additional services such as retirement planning, tax preparation, and ERISA consulting.

Clayton Owen is a financial advisor at The Burney Company in Athens, GA, holding a Series 65 credential with two years of industry experience. Prior to joining Burney-Campbell Investments, LLC, he held roles at AT&T, Inc., SAP Insider, ABI Research, Gartner, and Machina Research. The Burney Company serves individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages discretionary equity portfolios using proprietary fundamental and quantitative models and offers customized account options alongside actively managed ETFs and OCIO services.

James Buckner is a financial advisor at Kingswood Wealth Advisors, LLC with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Eudaimonia Partners, LLC, B Riley Wealth Management, Inc., and Wells Fargo Clearing. Kingswood Wealth Advisors serves a broad mix of retail and institutional clients, including individual and high-net-worth investors, retirement plan sponsors, and other institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, utilizing an open-architecture platform with both discretionary and non-discretionary approaches tailored to client profiles.

James Bowers III is a financial advisor at BFC Planning, Inc. in Athens, GA, with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bay Financial Advisors, Inc. and LPL Financial, LLC. Outside of his advisory role, he is involved with Panoramic Wealth Strategies, providing financial advisory and insurance services. BFC Planning, Inc. serves a diverse client base including individuals, corporations, and trusts through a network of approximately 200 investment adviser representatives. The firm offers financial planning, portfolio management, and access to various institutional platforms and sub-advisors, with investment strategies typically involving stocks, bonds, mutual funds, and ETFs.

Michael Giddeons is a financial advisor at Wealth Watch Advisors, Inc with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Valic Financial Advisors, Independent Financial Partners, and Edward Jones. Outside of advisory work, he is an agent for Prosperitas Financial Group, representing various insurance companies as an independent contractor. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, financial institutions, and other registered investment advisers. The firm employs a blend of quantitative, qualitative, and technical investment strategies, utilizing third-party model managers and offering access to approved alternative private placements for eligible accredited investors.