Ralph Brooks Jr. is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Kingsview Wealth Management, LLC. He previously worked at Edward Jones for 15 years before joining Kingsview in 2024. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led financial planning combined with model-based and separately managed strategies, including proprietary ETFs and access to alternative investments.

Brian Cranford is a financial advisor with Capital Analysts in Winder, GA, holding Series 63 and Series 65 credentials and 20 years of industry experience. His work history includes roles at Capital Analysts since 2023, Lincoln Investment from 2017, and prior positions at Legend Advisory Corporation and Legend Equities Corporation. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients, providing discretionary and non-discretionary portfolio management through various programs and access to third-party managers. The firm employs an in-house Investment Management & Research team that drives investment decisions using proprietary screening tools and supports advisors in delivering customized portfolios and fiduciary services.

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.

Christopher Bach is a financial advisor at First Advisors National, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Ets Financial Services and Gwinnett County Fire and Emergency. Outside of his advisory role, he owns and operates County Line Sprinklers, a landscaping business in Homer, GA. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment process includes selecting and monitoring third-party managers and supplementing with individual securities analysis.

Chase Parker is a financial advisor with First Advisors National, LLC, holding a Series 65 designation and beginning his industry career in 2023. He has 17 years of service with the Gwinnett County Fire Department. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants, managing approximately $506.8 million in discretionary assets. The firm uses third-party money managers and supplements portfolios with advice on individual equities, ETFs, and mutual funds, applying tactical and strategic asset allocation methodologies.

Nelly Stoneburner is a financial advisor with First Advisors National, LLC, holding a Series 65 credential and beginning her advisory career in 2023. Prior to entering the financial industry, she worked for over 30 years with Gwinnett County Public Schools. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment approach combines selection and monitoring of third-party money managers with fundamental analysis for supplemental individual security recommendations.

Amy Parrish is a financial advisor with IFG Advisory, LLC in Athens, GA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with IFG Advisory and LPL Financial since 2015. Parrish serves as a nonprofit board member for the Oconee County School System. IFG Advisory, LLC provides advisory services to a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting, employing a multi-faceted investment process that includes fundamental, technical, and cyclical analysis and utilizes various management strategies and third-party models.

Jonathan Frazier is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 65 licenses and 24 years of industry experience. His prior work includes roles at Woodbury Financial, Sage Point Financial, Royal Alliance Associates, and FSC Securities. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, providing customized strategies that utilize model asset allocations and manager relationships across multiple custodians.

David Lamb is a financial advisor at Chelsea Advisory Services, Inc. with Series 63 and Series 65 credentials and over 10 years of experience in the industry. He has been with Chelsea Financial Services since 2016 and previously worked at Humana for 14 years. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, including high-net-worth clients, trusts, and some corporate entities. The firm focuses on fundamental, long-term investment strategies and manages diversified portfolios primarily on a discretionary basis across various asset classes.

Aaron Das is a financial advisor with Kingsview Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Kingsview Partners in 2020. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led and model-based strategies, including proprietary ETFs and access to alternative investments.

Richard Carnes is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior roles include positions at Lincoln Investment and Legend Equities Corporation. Outside of his advisory work, he serves as treasurer for the Oconee Bass Club, a local fishing organization. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management team and utilizes a proprietary mutual fund screening process.

John Caldwell is a financial advisor at IFG Advisory, LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with IFG Advisory and LPL Financial since 2015. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management and financial planning, employing a combination of fundamental, technical, and cyclical analysis through various management strategies and third-party resources.

Branch Lawson Jr. is a CFP® professional with 12 years of industry experience, currently serving at Mariner Independent. He is the CEO and founder of Branch Partners, providing investment advisory services through Mariner Platform Solutions since 2020. Prior to this, he worked at Truewealth, LLC (Fna Windham Brannon) from 2014 to 2020. Mariner Independent offers investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm’s platform supports both model portfolios and advisor-level discretionary management, supplemented by affiliate investment resources and third-party sub-advisory relationships, with a notable emphasis on integrated institutional and retirement plan capabilities.

Eric Scoggins is a CFP® with 13 years of industry experience, currently serving as an advisor at First Advisors National, LLC since 2015. He also owns and operates ETS Financial Insurance Services, providing insurance and annuities in Hoschton, GA. First Advisors National manages discretionary assets for individual and high-net-worth clients, focusing on selecting and monitoring third-party money managers while supplementing with fundamental analysis of individual securities. The firm offers investment management, retirement plan consulting, and uses the Pontera platform for retirement savings aggregation when clients opt in.

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.

Alexandra Wilson is a CFP® professional at Facet with six years of industry experience. She has worked at Facet Wealth since 2020 and previously held roles at SmartPath Advisors, SmartPath Financial, and 8 Degrees Financial Wellness. Facet serves individual members across a broad range of wealth levels, offering tiered, subscription-based financial planning and implementation services. The firm provides holistic financial planning through its Total Financial Life Resources framework and discretionary asset-allocation programs that primarily use ETFs, with a focus on fixed subscription fees rather than percentage-of-AUM charges.

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 a Series 66 designation and has previously worked at B Riley Wealth Management, Inc. and Eudaimonia Partners, LLC. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and 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 investment approaches.

Amelia Ostenson is a CFP® professional with one year of experience at Mariner Independent. She previously worked at Soliant Health, LLC and Homrich Berg, and has experience balancing her career with periods as a stay-at-home mother. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers a range of portfolio management options and retirement plan services, supported by institutional resources and affiliated investment managers.

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.