Robert Carson Jr. is a financial advisor with Carson Advisory Group in Athens, GA, holding a Series 63 designation and over 44 years of industry experience. He has been with Carson Advisory, Inc. since 2006 and has also worked at Raymond James Financial Services, Inc. since 1981. Outside of advising, he manages a support company related to Carson Advisory Group. Carson Advisory Group is a team-based registered investment adviser serving individuals, retirement plans, trusts, foundations, and small businesses. The firm focuses on strategic asset allocation using a mix of institutional no-load mutual funds, ETFs, bonds, and select individual equities, and offers both discretionary and non-discretionary financial planning and portfolio management services.

Phillip Yancey is a financial advisor with Cannon Financial Strategists, Inc. in Athens, GA, holding a Series 63 designation and bringing 30 years of industry experience. He has worked with Cannon Securities, Inc. since 2011 and has been self-employed as an independent insurance agent and consultant since 2006. Cannon Financial Strategists serves individuals and families, including high-net-worth clients, as well as institutional clients such as pension and profit-sharing plans. The firm offers wealth management, financial planning, direct mutual fund services, and retirement plan advisory through a multi-advisor platform managing approximately $1.43 billion in client assets, emphasizing asset allocation, diversification, and tax-aware strategies.

Scott Harlan is a financial advisor with Inspire Advisors, LLC, holding a Series 65 designation and four years of industry experience. His prior roles include positions at Fiduciary Capital, Inc., Richlife Advisors LLC, SunTrust Banks, Inc., and Wells Fargo Bank, N.A. He is also an independent licensed insurance agent in Georgia, authorized to offer life, accident and sickness, long-term care, and annuity products. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, charitable organizations, and broker-dealers. The firm incorporates Biblically Responsible Investing through its proprietary Inspire Impact Score™ and employs a range of strategies including index-based, strategic, and tactical allocations, often utilizing model portfolios and affiliated proprietary ETFs.

Ralph Brooks Jr. is a CFP® professional with 16 years of experience in the financial services industry. He currently serves at Kingsview Wealth Management, LLC and previously spent 15 years with Edward Jones. Kingsview Wealth Management is a multi-advisor wealth management firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning, wealth management, and asset management services utilizing a blend of in-house strategies, third-party managers, and alternative investments.

Alexander Mason is a financial advisor at Capital Investment Advisory Services, LLC with five years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Raymond James & Associates Inc. and Northwestern Mutual Investment Services LLC. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement plans, trusts, and charitable institutions. The firm tailors portfolios to client objectives and manages the majority of assets on a discretionary basis using a range of analysis methods and investment strategies.

Christopher Bach is a financial advisor with First Advisors National, LLC, holding a Series 65 credential and three years of industry experience. He has worked at firms including E.T.S. Wealth Management and Landers Appraisal Service. Outside of finance, he owns and operates County Line Sprinklers, a landscaping services business. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm utilizes third-party money managers and supplements portfolios with advice on individual equities, ETFs, and mutual funds, managing approximately $506.8 million in discretionary assets.

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 at First Advisors National, LLC with one year of experience. She holds a Series 65 designation and previously worked at E.T.S. Financial Services, LLC d/b/a ETS Wealth Management, and spent over three decades with Gwinnett County Public Schools before retiring in 2020. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients. The firm employs tactical and strategic asset allocation methodologies and relies on third-party money managers to implement client strategies.

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 at Kingsview Wealth Management, LLC with 15 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Wells Fargo Clearing from 2016 to 2020 before joining Kingsview Partners in 2020. Kingsview Wealth Management is an SEC-registered, multi-advisor firm serving individuals—including high-net-worth clients—retirement plans, registered investment companies, endowments, trusts, and state or municipal entities. The firm offers financial planning, wealth management, and asset management through a blend of in-house strategies, third-party managers, and alternative investments.

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 financial advisor with First Advisors National, LLC, holding CFP® and ChFC® designations and 14 years of industry experience. He has worked at First Advisors National since 2015 and has also been involved with ETS Financial Services since 1997, where he owns and operates an insurance and annuities business. Additionally, Scoggins worked at Fusion Capital Management from 2013 to 2017. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm focuses on selecting and overseeing third-party money managers and combines tactical and strategic asset allocation with fundamental analysis to manage discretionary portfolios.

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.

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 the Series 66 designation and has previously worked at Eudaimonia Partners, LLC, B Riley Wealth Management, Inc., and Wells Fargo Clearing. Kingswood Wealth Advisors serves a broad mix of retail and institutional clients, including individual and high-net-worth investors, retirement plan sponsors, and other 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 approaches tailored to client profiles.

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.