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.

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.

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.

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.

Kevin Wilson is a CFP® professional with 16 years of industry experience, currently serving at Carson Advisory Group since 2012. He also has a background with Raymond James Financial Services dating back to 2011. Outside of his advisory role, Wilson is a committee member of the Food Bank of Northeast Georgia, contributing to development efforts for a new facility. 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, retirement-plan consulting, and wealth-transition advice, using a strategic asset allocation approach with a range of investment vehicles and both active and passive management.

Gregory Waters is a financial advisor at Investors Asset Management of Georgia Inc with 22 years of industry experience. He holds a Series 63 designation and has been with Investors Asset Management of Georgia since 1990. Investors Asset Management of Georgia provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and retirement plans. The firm offers customized portfolios typically diversified among stocks, bonds, and mutual funds, using a buy-and-hold strategy with tactical adjustments based on economic cycles.

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.

Daniel Mosseri is a financial advisor with Carson Advisory Group in Athens, GA, holding a Series 66 credential and 12 years of industry experience. He has previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC, and has been with Carson Advisory Group and Raymond James Financial Services since 2020. Outside of his advisory role, he serves as a co-trustee for his parents' irrevocable trust. Carson Advisory Group provides financial planning and investment management services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, foundations, and small businesses. The firm’s investment approach focuses on strategic asset allocation using institutional no-load mutual funds, ETFs, individual equities, bonds, and select alternative investments, tailoring recommendations to clients' goals and risk tolerance.

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.