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Lamartine H

Series 63, Series 65

Athens, GA

FourStar Wealth Advisors, LLC

Lamartine Hardman IV is a financial advisor at FourStar Wealth Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Nobles & Richards, Inc., Resurgent Financial Advisors, Harmony Grove Wealth Management, and Wells Fargo Advisors among others. Outside of his advisory role, he serves as a director for the Northeast Georgia Boy Scouts, a nonprofit organization. FourStar Wealth Advisors serves a broad client base including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs a combination of fundamental and technical analysis to tailor portfolios across various securities and investment vehicles while providing financial planning, wealth management, and retirement plan consulting services.

Charitable giving & philanthropy Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Charles B

ChFC®, Series 63, Series 65

Athens, GA

Guardian Life

Charles Buffington is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation and Series 63 and 65 licenses. He has 37 years of industry experience, with a career that includes long-term roles at State Mutual Companies, Guardian Life Insurance, Park Avenue Securities, and Peachtree Planning Corporation. Buffington also operates an insurance services business, Innovative Underwriters, for client needs not met by Guardian products. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and advisory solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Daniel B

Series 66

Athens, GA

Truist Advisory Services

Daniel Bledsoe is a financial advisor with Truist Advisory Services who holds a Series 66 designation and has seven years of industry experience. He has worked within the Truist organization since 2019, including roles at Truist Advisory Services, Truist Investment Services, and previously BB&T Securities and BB&T. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and integrates third-party platforms and AI-enabled research tools to support its investment and manager selection processes.

Founder/Business Owner Executive
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Nancy B

Series 63, Series 65

Athens, GA

Truist Advisory Services

Nancy Bishop is a financial advisor with Truist Advisory Services in Athens, GA, holding Series 63 and Series 65 licenses and seven years of industry experience. Her career includes roles at Truist Investment Services and Suntrust, spanning over a decade in various advisory and banking capacities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver and oversee investment solutions.

Founder/Business Owner Executive
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Paul D

Series 63, Series 65

Athens, GA

Guardian Life

Paul Demersseman is a financial advisor with Guardian Life in Athens, GA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Guardian Life since 1999 and also has a longstanding association with Peachtree Planning Corporation. Outside of his advisory role, he is involved as a trustee of Epworth By The Sea and is an investor in franchised fast-food businesses including Zaxby’s and Freddy’s Hamburger franchises. Guardian Life, operating through its subsidiary Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning and consulting services, combining discretionary management and model-based strategies with access to proprietary and third-party platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Paul E

Series 63, Series 66

Athens, GA

Empower Advisory Group

Paul Eberenz is a financial advisor with Empower Advisory Group in Athens, GA, holding Series 63 and Series 66 licenses and having three years of industry experience. His prior work includes roles at Cetera Investment Services, Regions Bank, Robins Financial Credit Union, and First American Bank & Trust. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Jacqueline E

CFP®, Series 66

Athens, GA

Truist Advisory Services

Jacqueline Ekard is a CFP® professional with 21 years of industry experience. She is currently with Truist Advisory Services and Truist Investment Services, having held roles within the Truist enterprise and its predecessor organizations since 2009. Truist Advisory Services provides investment consulting and advisory for individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management approaches and integrates multiple affiliated services and technology platforms to support client investment needs.

Founder/Business Owner Executive
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Cara H

CFP®, Series 66

Athens, GA

Farther

Cara Hedden is a CFP® with seven years of industry experience, currently advising at Farther since 2025. Her prior roles include positions at Commonwealth Financial Network and CONCOURSE FINANCIAL, along with running Stable Waters Financial. Hedden holds the Series 66 designation and is based in Athens, GA. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates using a web and mobile platform alongside in-person meetings. The firm employs a Modern Portfolio Theory-based approach implemented through proprietary model portfolios, algorithmic rebalancing, and a range of investment vehicles including ETFs, mutual funds, and individual securities.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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Dustin D

Series 66

Athens, GA

Guardian Life

Dustin Demersseman is a Series 66-licensed financial advisor with Guardian Life, based in Athens, GA, and has two years of industry experience. Prior to joining Guardian Life, he worked at Lee University and in various administrative and service roles. Guardian Life, through its Park Avenue® Wealth Management subsidiary, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party advisory programs.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Millie R

Series 66

Athens, GA

Merrill

Millie Rovny is a financial advisor with Merrill in Athens, GA, holding a Series 66 designation and 8 years of industry experience. She has been with Merrill since 2005. Outside of her advisory role, she is involved in seasonal work at Washington Farms, an assisted living facility in Athens, and performs data entry and customer follow-up for a pressure washing business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, and institutional investors with model-based and discretionary investment strategies supported by internal and third-party managers.

Tax-loss harvesting Active portfolio management Wealth management
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Meg P

Series 63, Series 66

Athens, GA

Merrill

Meg Parker is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been with Merrill Lynch since 2010, following eight years of experience at a local regional firm. In her role, she develops personal relationships with clients to provide goals-based wealth management strategies that address key areas of their finances. Meg's areas of expertise include divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, and women and wealth. She holds multiple professional designations, including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She graduated from the University of Georgia's Terry College of Business and has completed training at Wharton's Executive Education Program. Outside of her professional work, Meg enjoys cooking, gardening, hiking, music, reading, running, spending time with her family, traveling, and practicing yoga. She is a mother of two children, Maggie and William.

Wealth management Women Professionals
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Jennifer M

Series 63, Series 65

Athens, GA

Morgan Stanley

Jennifer Moulton is a financial advisor at Morgan Stanley with 14 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and market simulations.

General estate planning guidance
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Evariste F

Series 63, Series 66

Athens, GA

Morgan Stanley

Evariste Faucher III is a financial advisor with Morgan Stanley in Athens, GA, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. His career includes over a decade at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as prior experience at Edward Jones. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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John K

CFP®, ChFC®, Series 63, Series 65

Athens, GA

Cetera

John Keeble IV is a CFP® and ChFC® affiliated with Cetera, with 35 years of industry experience. His career includes roles at Cetera Advisors LLC and ownership of Full Cup Financial, LLC. He serves as a trustee on the board of Whitefield Academy, where he is involved in charitable gift solicitation. Cetera Investment Advisers LLC operates a nationwide network of independent advisors and offers a range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm provides access to multiple program platforms and third-party money managers, managing over $256 billion in assets.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Cary F

Series 66

Athens, GA

Cetera

Cary Foster is a financial advisor with Cetera, holding a Series 66 license and bringing 11 years of industry experience. He has worked with Cambridge Investment Research Advisors, Fixed Insurance, and Mitchell Investment Group, among others. Foster is also involved as a financial professional with Full Cup Financial, LLC, a financial services business. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a large network of independent advisors and provides access to multiple program platforms and third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Gregory B

Series 63, Series 66

Elberton, GA

Cetera

Gregory Briscoe is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has worked at Cetera and its affiliates since 2017, with prior experience at Wells Fargo Clearing and Wells Fargo Bank. Outside of his advisory role, he participates in the University of Georgia Running Study. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party managers through a multi-manager platform supported by a large nationwide network of independent advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Joseph F

Series 63

Athens, GA

Merrill

Joseph Frierson Jr. is a financial advisor at Merrill with Series 63 credentials and 59 years of industry experience. He has worked at Merrill since 1966 and has also been affiliated with Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Asa A

Series 63, Series 65

Athens, GA

Charles Schwab

Asa Alliston Jr. is a financial advisor with Charles Schwab & Co., Inc. in Athens, GA, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at Lincoln Financial Advisors, Trademark Capital Management, and Stadion Money Management. Charles Schwab & Co., Inc. serves a large client base mainly composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Theresa F

Series 66

Athens, GA

Morgan Stanley

Theresa Foster is a financial advisor with Morgan Stanley in Athens, GA, holding a Series 66 designation and seven years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and advanced modeling tools.

General estate planning guidance
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Timothy M

Series 63, Series 65

Athens, GA

Charles Schwab

Timothy Mc Cabe is a financial advisor with Charles Schwab who holds Series 63 and Series 65 licenses and has 32 years of industry experience. Prior to joining Charles Schwab in 2017, he worked at Riskalyze, Inc. and Stadion Money Management, LLC. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment solutions supported by a centralized operational structure and multi-asset model portfolios.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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