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.

Michael Giddeons is a financial advisor with Wealth Watch Advisors, Inc, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Valic Financial Advisors since 2015. In addition to his advisory role, he works as an agent for Prosperitas Financial Group, representing various insurance companies as an independent contractor. Wealth Watch Advisors serves a diverse client base including individuals, retirement plans, trusts, and financial institutions. The firm employs a blend of quantitative, qualitative, and technical methods, utilizing third-party model managers and offering alternative private placements to eligible investors.

Lamartine Hardman IV is a financial advisor at FourStar Wealth Advisors, LLC with 31 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work experience includes roles at Nobles & Richards, Inc., Resurgent Financial Advisors, Harmony Grove Wealth Management, Eudaimonia Partners, LLC, and MS Howells & Co. Outside of his advisory work, he serves as a director for the Northeast Georgia Boy Scouts, a nonprofit organization. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, discretionary portfolio management, and retirement-plan consulting, combining fundamental and technical analysis with diverse investment options tailored to clients' risk tolerance and time horizon.

Charles Buffington is a financial advisor at Primerica Advisors with 36 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Park Avenue Securities, Guardian Life Insurance, Peachtree Planning Corporation, and State Mutual Companies. Outside of his advisory work, he is involved in insurance services through Innovative Underwriters. Primerica Advisors serves a diverse retail client base with a range of brokerage and advisory services, including financial and retirement planning. The firm employs a mix of proprietary and third-party investment strategies and supports various account-level features such as lending solutions and donor-advised funds.

Daniel Bledsoe is a financial advisor at Truist Advisory Services with seven years of industry experience. He holds a Series 66 designation and has worked in various roles within the Truist organization since 2017, including Truist Investment Services and BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes both discretionary and non-discretionary approaches, supported by third-party platforms and an AI-enabled Equity Research team, with a focus on inter-affiliate integration and manager selection oversight.

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.

Paul Demersseman is a financial advisor with Primerica Advisors in Athens, GA, holding Series 63 and Series 65 licenses and having 35 years of industry experience. He has been with Primerica Advisors since 1999 and also has longstanding affiliations with Peachtree Planning Corporation and Guardian Life Insurance Company of America. Outside of his advisory work, he is involved as a trustee for Epworth By The Sea and has business interests in franchised fast food operations, including Zaxby's locations. Primerica Advisors serves a diverse retail client base including individuals, high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services. The firm utilizes a range of investment strategies through proprietary and third-party models, supporting various account types and financial planning needs.

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.

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.

Dustin Demersseman is a financial advisor at Guardian Life with two years of industry experience. He holds a Series 66 designation and has worked at Guardian Life since 2024. Prior to his current role, he spent five years at Lee University and has experience as a caddie master and at a high school. He is also involved with DeMersseman and Associates Incorporated, an investment-related business. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by offering brokerage services, financial planning, retirement plan consulting, and a variety of advisory programs, including discretionary and non-discretionary portfolios using both proprietary and third-party strategies.

Kelsey Mc Knight is a financial advisor at Edward Jones in Commerce, GA, holding a Series 66 designation with three years of industry experience. Kelsey has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets under management and operates through a large network of financial advisors and branch offices nationwide.

Jessica Juanico is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. Before joining Wells Fargo in 2024, she was self-employed for two years and has a background that includes several roles at the University of Kansas and Trumpet Behavioral Health. She is involved in communications training and article publication through Translingual Function Communication, a side activity based in London. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 advisors, offering both brokerage and advisory solutions with a research-driven investment approach.

William Cook is a financial advisor at Edward Jones in Athens, GA, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked for ten years at Advantage Industrial Automation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

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.

Angela Loudermilk is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney for 10 years before joining Wells Fargo in 2019. Outside of her advisory work, she co-owns a bread business with her spouse. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Mark Mc Cannon is a financial advisor with Edward Jones in Commerce, GA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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.