James Davenport is a financial advisor with Jt Stratford, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Triad Advisors, Inc. for 23 years and briefly at Silver Oak Securities, Inc. Davenport is also a partner in Colhoun Robins Davenport & Co, LLC, where he is involved in insurance and employee benefits. Jt Stratford, LLC is an SEC-registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $815 million across a 14-person advisory team, providing portfolio management, financial planning, retirement plan services, and access to third-party model portfolios and sub-advisory strategies.

Hunter Parker is a CFA® charterholder with five years of industry experience. He has worked at JT Stratford, LLC since 2021 and has prior experience at Triad Advisors LLC, Onsyte Performance, Forrester Manufacturing, Outdoor Environments, and Yonah Mountain Vineyards. JT Stratford, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $815 million for roughly 1,151 clients through a 14-person advisory team, offering portfolio management, financial planning, employer retirement plan services, and access to model portfolios and sub-advisory strategies.

Antonio Maselli is a financial advisor at Weaver Capital Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at The Home Depot and DecisionLink, among other roles. Weaver Capital Management serves individual clients, including high-net-worth families, as well as employer-sponsored retirement plans, trusts, estates, and charitable organizations. The firm offers discretionary investment management and comprehensive wealth management with a long-term, value-oriented investment approach, and employs tactical risk-management tools on a discretionary basis.

James Eggers is a financial advisor at JT Stratford, LLC with five years of industry experience. He holds the PFS™ designation and has worked previously at Avantax Advisory Services and Smith Leonard PLLC. Outside of his advisory role, he is a member of Tanglewood Pizza Company, LLC, a full-service restaurant where he handles bookkeeping and tax filings. JT Stratford, LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a variety of investment strategies and offers access to alternative investments, while incorporating technology and third-party resources to support portfolio management and client service.

Contey Smith is a CFP® professional with five years of industry experience, currently with Origin Investment Advisory LLC. Prior to joining Origin, Smith worked at Motus Wealth, LLC, Elwood & Goetz Wealth Advisory Group, and TrueWealth. Smith also provides financial planning services under contract for Blend Financial, Inc. doing business as Origin Financial. Origin Investment Advisory offers financial planning, budgeting, and portfolio management services to individual retail clients through a subscription model and employer-sponsored programs. The firm uses a Modern Portfolio Theory-based investment approach enhanced with behavioral finance adjustments and employs an AI-driven advisory platform to deliver personalized recommendations.

Thomas Sherrill is a Series 65-licensed advisor at JT Stratford, LLC with one year of industry experience. Prior to joining JT Stratford, he worked at Home Depot for ten years. JT Stratford, LLC serves individuals including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations with investment advisory and financial planning services. The firm offers a range of portfolio management solutions and incorporates fundamental, technical, and charting analysis, along with emerging technology tools, to support research and operations.

Connor Wilkins is a financial advisor at Loftin Wealth Partners in Johns Creek, GA, holding a Series 65 designation with one year of industry experience. Prior to joining Loftin Wealth Partners, he worked at River Club Golf Course and studied at the University of Georgia and the University of North Georgia. Loftin Wealth Partners is an SEC-registered investment adviser serving individuals, charitable organizations, and corporations with portfolio management, financial planning, and managed account services. The firm offers both discretionary and non-discretionary management, employing strategies such as hedging, leverage, options, and margin when appropriate, and manages approximately $292.4 million in discretionary assets for about 363 clients.

David Harvey is a financial advisor with Loftin Wealth Partners in Johns Creek, GA, holding a Series 65 credential and six years of industry experience. He has worked at GER Loftin Wealth Advisors, LLC since 2020 and concurrently has a long-term employment history with American Airlines beginning in 1992. Loftin Wealth Partners provides investment advisory and financial planning services to individuals, charitable organizations, and corporations. The firm customizes portfolios based on clients’ objectives, time horizons, and risk tolerances, employing a range of strategies including asset allocation, dollar-cost averaging, and tactical trading approaches.

Gregory Wilson is a financial advisor with Jt Stratford, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at SFS Financial Inc. since 2000 and at Triad Advisors, Inc. from 2005 to 2018. Wilson is also the owner of Benefit Resources LLC, an insurance business specializing in group employer benefits and life insurance. Jt Stratford, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $815 million across a 14-person advisory team, offering portfolio management, financial planning, employer retirement plan services, and access to third-party model portfolios and sub-advisory strategies.

Gary Klaric is a financial advisor with Jt Stratford, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Triad Advisors LLC, GER Loftin Wealth Advisors, and Integrated Financial Advisory, Inc., where he also owns and operates an insurance agency specializing in fixed and life insurance. Jt Stratford, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $815 million across a 14-person advisory team, offering portfolio management, financial planning, and access to third-party strategies.

William Saville is a CFP® professional with eight years of experience at Starr-Mathews Financial, LLC, where he has worked since 2017. Prior to that, he spent 24 years at Regions Bank. Starr-Mathews Financial serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary portfolio management, financial planning, and qualified retirement plan services. The firm employs a long-term investment approach with written Investment Policy Statements and offers a wrap-fee program alongside managed accounts.

Mariah Wisely is a financial advisor at Axxcess Wealth Management, LLC with six years of industry experience. She holds the Series 65 designation and has worked at Axxcess Wealth Management since 2018, with prior roles at Peachtree Wealth Strategies and State Farm. Outside of finance, she was involved with Lake Lanier Island Resort’s Sunset Cove Beach Cafe and Club for six years. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers customized multi-asset portfolios and supports third-party managers through its distinctive Third-Party Asset Management Platform (TAMP) and sleeve-manager capabilities.

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.

Andrew Rodgers is a financial advisor at Blackridge Asset Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dempsey Lord Smith, LLC for over a decade and at Cambridge Investment Research Advisors, Inc. prior to his current role. Rodgers is based in Dawsonville, GA. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm employs a network of investment adviser representatives and offers model-based portfolio management, estate-planning support, and third-party money manager referrals through an online platform.

William Porter Jr. is a ChFC® and Series 66-licensed financial advisor with 50 years of industry experience. He has been with Madison Avenue Securities, LLC since 2017 and previously worked at Dempsey Lord Smith, LLC and Integrated Financial Planning Services. Outside of his advisory work, he produces and records podcasts for the public. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, and consulting services through a network of investment adviser representatives.

Lisa Evans is a financial advisor at Kovack Advisors, Inc. with 33 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Kovack Securities Inc. since 2014. Evans is also involved in her local community as a finance committee member at Pine Crest Baptist Church of Forsyth County. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension and profit-sharing plans, and banking institutions nationwide. The firm provides discretionary and non-discretionary asset management, financial planning, and third-party manager recommendations, emphasizing diversified asset-class exposure primarily through mutual funds and ETFs.

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.

Joshua Vaughan is a CFP® with nine years of industry experience and is currently an advisor at Mission Wealth Management, LP. His prior roles include positions at Homrich Berg, the Detroit Lions, Bank of America, and Merrill. Outside of his advisory work, Vaughan engages in public speaking and motivational talks and provides private football training for athletes, drawing on his background as a former professional athlete. Mission Wealth Management is an SEC-registered, multi-team advisory firm that serves affluent and high-net-worth individuals and families, as well as institutional clients. The firm employs customized, long-term investment strategies across a range of asset classes and offers a tiered service model that includes financial planning, portfolio management, and consulting.