Jack Reilley is a CFP® with 13 years of experience at Cannon Financial Strategists, Inc. He also holds the Series 66 designation. Based in Athens, GA, he has been working with Cannon Financial Strategists and affiliated entities since 2013. Cannon Financial Strategists serves individuals, families, corporations, non-profits, trusts, and employer-sponsored retirement plans with wealth management, financial planning, and retirement advisory services. The firm focuses on documented investment guidelines, asset allocation, diversification, and tax efficiency, offering both discretionary management and a mix of actively- and passively-managed mutual funds and ETFs.

Jacobus Abrahamse is a CFP® with one year of industry experience, currently serving at Elwood & Goetz Wealth Advisory Group in Athens, GA. His prior work experience includes roles outside the financial industry, such as positions at Chick-fil-A and the Georgia Center for Continuing Education & Hotel. Elwood & Goetz Wealth Advisory Group is a fee-only investment management and financial planning firm serving affluent and emerging-affluent clients, including individuals, families, trusts, and plan sponsors. The firm employs a disciplined investment approach grounded in Modern Portfolio Theory, emphasizing diversification, strategic allocation, and tax efficiency through predominantly passive strategies.

Benjamin Hall is a financial advisor at Elevate Wealth Advisory, Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at Evergreen Financial Solutions, LLC, where he is the owner and provides financial services to clients. Prior to entering the financial industry, he held roles in the homebuilding and forestry sectors. Elevate Wealth Advisory primarily serves high-net-worth individuals and their related entities, offering investment management, wealth planning, retirement consulting, and tax preparation services. The firm emphasizes customized, diversified portfolios managed on a non-discretionary basis, integrating global diversification and academic research in its investment approach.

Preston Wilkie is a financial advisor at Elevate Wealth Advisory, Inc. with one year of industry experience. He holds a Series 65 designation and has work history including roles at Elevate Wealth Advisory, the University of Georgia, and Homrich Berg. Elevate Wealth Advisory serves primarily high-net-worth individuals and their related entities, offering investment management, wealth planning, retirement plan consulting, and tax preparation services. The firm focuses on customized, globally diversified portfolios implemented through the Focus Partners Advisor Solutions Structured Investing program and manages client assets on a non-discretionary basis.

Aspen Townley is a financial advisor at Elevate Wealth Advisory, Inc. in Athens, GA, holding a Series 65 credential. Aspen has recently transitioned from roles in education and sports organizations, with no prior industry experience before joining Elevate Wealth Advisory in 2025. Elevate Wealth Advisory serves primarily high-net-worth individuals and their related entities, offering customized, globally diversified portfolios primarily composed of mutual funds and ETFs. The firm manages client assets on a non-discretionary basis and provides additional services such as tax preparation and retirement plan consulting.

Camden Leak is a financial advisor at Cannon Financial Strategists, Inc. in Athens, GA, holding a Series 65 designation. Camden has been with Cannon Financial Strategists since 2024, with prior experience at Blue Trust and involvement with the Young Woman's Christian Organization and Camp Kerusso. Camden has also worked at Patorio Auto Wash and has been affiliated with the University of Georgia since 2022. Cannon Financial Strategists serves individuals, families—including high-net-worth clients—and institutional clients such as pension and profit-sharing plans. The firm provides wealth management, financial planning, mutual fund services, and retirement plan advisory, managing approximately $1.43 billion in client assets across a multi-advisor platform.

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.

Stuart Swan is a financial advisor with Sowell Management, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at Sowell Management and Sapphire Wealth Management, LLC, among other roles, and was a candidate for the U.S. House representing Georgia's 10th Congressional District from 2021 to 2022. Additionally, Swan served in the U.S. Marine Corps Reserves for 16 years. Sowell Management is a multi-team registered investment adviser that serves individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm supports over 100 independent advisory representatives and offers a range of management styles and model portfolios, including collaborations with Goldman Sachs and sub-advisory relationships.

Leslie Sinyard is a financial advisor with The Burney Company in Watkinsville, GA, holding a Series 65 designation and nine years of industry experience. She has been with Burney Campbell Investments since 2012. The Burney Company serves primarily 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 approximately $3.59 billion in discretionary assets using a multi-team advisory platform with a focus on discretionary equity portfolio management, employing proprietary fundamental and quantitative models alongside active ETFs and sub-advisory services.

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.

Coleman Benko is a financial advisor with Strategic Blueprint, LLC, holding a Series 66 credential and 18 years of industry experience. Prior to joining Strategic Blueprint in 2020, he worked at Oconee State Bank and LPL Financial. He serves on the board of St. Mary’s Health Care System – Highland Hills, a community providing independent living, assisted living, and memory care services. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based investment strategies and a range of services including portfolio management, financial planning, retirement plan consulting, and educational seminars.

Gregory Garcia is a financial advisor with Strategic Blueprint, LLC, holding a Series 65 credential and one year of industry experience. He has worked at Garcia & Associates, ATTYs since 1982. Outside of advisory work, he is managing partner of Research Partners Inc, a real estate corporation, and a managing member of Athens Arches, LLC, a real estate limited liability company. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension plans, trusts, charitable organizations, and business entities. The firm offers customized, goal-based portfolio management and financial planning services through a network of independent advisory representatives, featuring a formal Subscription Advisory Services program and a focus on client education.

Alexander Mason is a financial advisor at Capital Investment Advisory Services, LLC in Athens, GA, holding Series 66 and Series 63 licenses with five years of industry experience. His background includes roles at Raymond James & Associates Inc., Northwestern Mutual Investment Services, and Frazier And Deeter LLC. He has also been involved with the Athens-Clarke County Unified Government and Athens Academy. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement and profit-sharing plans, trusts, estates, foundations, and charitable institutions. The firm customizes portfolios based on client objectives, time horizons, and risk tolerance, managing most assets on a discretionary basis across a range of investment strategies.

Hayden Guthrie is a financial advisor at Sowell Management with two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Trinity Wealth Securities, Florida Financial Advisors, Sapphire Wealth Management, and Best Western among other roles. Outside of advising, he is a licensed insurance producer authorized to sell life insurance policies. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers various model portfolios and third-party manager solutions through an independent-contractor network of over 100 advisors.

Leslie Ferrone is a financial advisor with Sowell Management, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining Sowell in 2016, Ferrone worked at Concert Wealth Management from 2012 to 2016. Additionally, Ferrone is the owner and managing partner of Sapphire Wealth Management, a wealth management firm based in Watkinsville, GA. Sowell Management is a multi-team registered investment adviser that serves individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers a range of solutions, including customized portfolios and sub-advisory relationships.

Sherrie Campbell is a financial advisor with The Burney Company in Watkinsville, GA, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. She has been with The Burney Company since 1994. The Burney Company advises 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 approximately $3.59 billion in discretionary assets and offers discretionary equity portfolio management and financial planning, utilizing proprietary fundamental and quantitative models alongside actively managed ETFs and customized account options.

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.

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.

Mason Bachelor is a CFP® certificant and holds a Series 65 license with four years of industry experience. He is currently with Strategic Blueprint, LLC and has prior experience at Benko Financial Services and Northwestern Mutual. Mason also worked at the University of Georgia and Union Grove High School before entering the financial advisory field. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based investment strategies alongside financial planning, retirement consulting, and educational seminars through a network of independent advisors.