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.

Grant Parker is a financial advisor with Trademark Capital Management Inc. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Trademark Capital Management, he worked at State Farm Investment Management Corp and State Farm VP Management Corp. Outside of his advisory role, he is involved in coaching and development through his work with Infinite Vision Sports Academy. Trademark Capital Management serves a diverse client base including other investment professionals, retirement plans, private pooled vehicles, and individual wealth-management clients. The firm employs an active, rules-based tactical asset allocation process supported by a proprietary quantitative model and offers sub-advisory services, model portfolios, and private fund management.

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.

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 Series 66-licensed financial advisor at Strategic Blueprint, LLC with 18 years of industry experience. He has worked at Strategic Blueprint and The Strategic Financial Alliance since 2020 and previously held positions at Oconee State Bank and LPL Financial from 2014 to 2020. Benko serves on the Board of Directors for St. Mary's Health Care System - Highland Hills, a community offering Independent Living, Assisted Living, and Memory Care. 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 portfolio management and financial planning services through independent advisory representatives, emphasizing client education and a formal subscription advisory program with flat-fee ongoing planning.

Gregory Garcia is a Series 65-licensed advisor at Strategic Blueprint, LLC with one year of experience in financial advising. He has over four decades of experience as an attorney with Garcia & Associates, ATTYs. Outside of his advisory role, he manages real estate entities, including Athens Arches, LLC and Research Partners Inc, both involved in owning and operating commercial and mixed-use properties. 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 advisors, emphasizing client education and a formal Subscription Advisory Services program with ongoing planning on a flat-fee basis.

Alexander Mason is a financial advisor at Capital Investment Advisory Services, LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Raymond James & Associates Inc. and Northwestern Mutual Investment Services LLC. Mason has also been involved with the Athens-Clarke County Unified Government and Athens Academy. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, with ongoing portfolio monitoring and a variety of analytical methods.

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.

Julius Lord III is a financial advisor with Good Life Advisors, LLC, holding a Series 66 designation and 20 years of industry experience. He has previously worked with Private Advisor Group, LLC and LPL Financial, among others. Good Life Advisors provides investment advisory, financial planning, retirement plan consulting, and related services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team approach and multiple methods of analysis to tailor advice, offering a range of programmatic solutions and educational resources to support clients’ financial goals.

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® and Series 65 licensed financial advisor with four years of industry experience. He is currently with Strategic Blueprint, LLC, where he has worked since 2022, following brief tenures at Benko Financial Services and Northwestern Mutual. Mason’s background also includes four years at the University of Georgia and prior work at Union Grove High School. Strategic Blueprint, LLC is an SEC-registered investment adviser that serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through a variety of services such as portfolio management, financial planning, retirement plan consulting, and educational seminars.

Seth Waltman is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He previously worked with firms including MS Howells & Co., Harmony Grove Wealth Management, and Eudaimonia Partners. Outside of his advisory role, he coaches triathlon through TricoachGeorgia, dedicating several hours per month outside market hours. Kingswood Wealth Advisors provides investment advisory and consulting services to a diverse client base, including individuals, corporations, and institutional investors. The firm uses an open-architecture approach to tailor strategies based on client objectives and risk tolerance, offering portfolio management, financial planning, and fiduciary plan advisory services.

Trent Perry is a financial advisor with Kovack Advisors, Inc. in Watkinsville, GA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Kovack Advisors since 2018 and has worked at Kovack Securities since 2002. Outside of his advisory role, he serves as executor and power of attorney for family members. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions nationwide. The firm offers discretionary and non-discretionary asset management, third-party manager recommendations, and financial planning, with an investment approach focused on diversified asset-class exposure primarily through mutual funds and ETFs.

William Florence is a Series 65-licensed financial advisor with Integrity Advisory Solutions, where he has worked since 2025. He has a total of one year of industry experience and previously held roles at Summit Life Financial, River Oak Risk, and various state insurance departments. Florence also assists school system employees with purchasing life insurance and annuity products through his work with Summit Life Group. Integrity Advisory Solutions serves a broad range of clients, including individuals, trusts, estates, and businesses, through a network of approximately 110 independent advisors managing about $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, utilizing fundamental and technical analysis alongside asset allocation strategies and third-party platforms.

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.