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 CFP® and Series 65-licensed financial advisor with two years of industry experience. He is currently with Cannon Financial Strategists, Inc., having previously worked at Signature Wealth Management Group LLC and Oshkosh Corporation. Payne is also a licensed insurance agent. Cannon Financial Strategists serves individuals, families, and institutional clients, providing wealth management, financial planning, and retirement plan advisory through a multi-advisor platform managing approximately $1.43 billion in assets. The firm emphasizes written Investment Policy Statements, asset allocation, and tax-aware strategies using 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 12 years of industry experience, currently serving as a financial advisor at Cannon Financial Strategists, Inc. in Athens, GA, where he has worked since 2013. He is also a partner in Real Green, LLC, a non-investment-related business. Cannon Financial Strategists serves individuals, families, and institutional clients, offering wealth management, financial planning, and retirement plan advisory services. The firm employs a multi-advisor platform focusing on asset allocation, diversification, and tax-aware strategies, managing approximately $1.43 billion in client assets.

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.

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 four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Raymond James & Associates Inc. and Northwestern Mutual Investment Services LLC. Mason has also been involved with the Athens-Clarke County Unified Government and Athens Academy. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, with ongoing portfolio monitoring and a variety of analytical methods.

Jerry Spivey is a CFP®-designated financial advisor with 40 years of industry experience. He is currently affiliated with Silver Oak Securities, Incorporated and Spivey Financial Group. His career includes long-term roles at New York Life Insurance Company and Nylife Securities Inc., spanning several decades. Outside of advisory services, he is the owner of Spivey Financial Group, which focuses on life, fixed annuity, disability, and long-term care insurance products. Silver Oak Securities, Inc. provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets through a network of more than 100 financial professionals. The firm offers individualized portfolio management, unified managed accounts, financial planning, and solutions for held-away retirement plan assets.

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 with Kingswood Wealth Advisors, LLC, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Eudaimonia Partners, LLC and B Riley Wealth Management, Inc. He is also a partner in University Planning Partners, a marketing name for Eudaimonia Partners. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach, tailoring strategies to clients’ goals and risk tolerance while providing both discretionary and non-discretionary portfolio management.

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 with Wealth Watch Advisors, INC, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has been with Valic Financial Advisors since 2015. In addition to his advisory role, he works as an agent for Prosperitas Financial Group, selling fixed insurance products as an independent contractor. Wealth Watch Advisors serves individual, high-net-worth, and institutional clients by providing portfolio management, financial planning, and access to third-party model portfolios. The firm employs a model-driven investment approach primarily implemented through approved sub-advisors and SAM programs, using mutual funds, ETFs, and select option strategies, with a focus on tailored recommendations within a pre-approved manager universe.

Lamartine Hardman IV is a financial advisor at FourStar Wealth Advisors, LLC with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Nobles & Richards, Inc. and Resurgent Financial Advisors. Outside of his advisory role, he serves as a director for Northeast Georgia Boy Scouts, a nonprofit organization. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a combination of fundamental and technical analysis to manage diversified portfolios, often on a discretionary basis and tailored to clients’ risk tolerance and time horizon.