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.

Clayton Keffer is an advisor at Trademark Capital Management Inc. He holds a Series 65 designation and began his advisory career in 2024. Prior to entering the financial industry, he worked for seven years at Mutty Paws and spent several years in education at the University of North Georgia and Oconee County High School. Trademark Capital Management Inc. serves a diverse client base including investment professionals, retirement plans, and individual wealth-management clients. The firm employs an active, rules-based tactical asset allocation strategy and offers sub-advisory services, model portfolios, and private fund management.

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.

Robert Fezekas is a CFA® charterholder with 11 years of experience at Elevate Wealth Advisory, Inc. in Athens, GA, where he has worked since 2015 as part of a seven-advisor team. He also operates under his own name, Robert M. Fezekas, CFA, since 2007. Elevate Wealth Advisory serves high-net-worth individuals, pension plans, and charitable organizations by providing investment management, wealth planning, and retirement plan consulting. The firm employs a non-discretionary approach to managing approximately $338 million in client assets, utilizing globally diversified portfolios constructed with institutional mutual funds and ETFs.

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.

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 designation and 11 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Carson Advisory Group and Raymond James Financial Services in 2020. He also serves as a co-trustee for his parents' irrevocable trust. 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 combination of active and passive managers and global diversification.

Jordan Slingo is a CFP® professional with six years at Elwood & Goetz and a total of four years in the financial industry. Prior to joining Elwood & Goetz, Jordan worked at Intrepid Capital Management for nine years. Elwood & Goetz is an independent, fee-only investment management and comprehensive financial planning firm serving affluent and emerging affluent individuals, families, trusts, estates, and institutional clients. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory, utilizing predominantly passive investments through low-cost index funds and ETFs, along with personalized financial planning and fiduciary retirement plan consulting.

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.

Joseph Maxey is a CFP® with 15 years of industry experience, currently working at Trademark Capital Management Inc. He has held roles at Trademark Capital since 2011, with additional experience at Zacks Investment Management and Independent Financial Partners. Outside of financial advising, he is a partner in Skywater Construction, a custom home builder, where he spends significant time managing operations. Trademark Capital Management advises a diverse client base including investment professionals, retirement plans, and individual wealth-management clients, utilizing an active, rules-based tactical asset allocation approach supported by proprietary quantitative models. The firm also serves as a private fund adviser and sponsor, managing affiliated pooled funds and providing sub-advisory, consulting, and financial planning services.

Brian Rosso is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He is currently with Elevate Wealth Advisory, Inc., where he has worked since 2023. Prior to that, he spent nine years at Stadion Money Management. Elevate Wealth Advisory provides investment management, wealth planning, and retirement plan consulting primarily to high-net-worth individuals, pension plans, and charitable organizations. The firm manages client portfolios on a non-discretionary basis, constructing diversified portfolios using institutional mutual funds and ETFs, with an emphasis on global diversification and regular rebalancing.

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.

Benjamin Hall is a financial advisor at Elevate Wealth Advisory, Inc. in Athens, GA, holding a Series 65 designation. He has been with Elevate Wealth Advisory since 2025 and also owns Evergreen Financial Solutions, LLC, where he provides financial services to clients. Prior to his advisory roles, Mr. Hall worked in the homebuilding and forestry industries. Elevate Wealth Advisory serves high-net-worth individuals, pension plans, and charitable organizations, offering investment management, wealth planning, and retirement plan consulting. The firm manages client portfolios on a non-discretionary basis using a globally diversified approach with institutional mutual funds and ETFs, and provides ongoing monitoring and regular reviews.