Benjamin Hall is a financial advisor at Elevate Wealth Advisory, Inc. in Athens, GA, holding a Series 65 designation. He has been with Elevate Wealth Advisory since 2025 and also owns Evergreen Financial Solutions, LLC, where he provides financial services to clients. Prior to his advisory roles, Mr. Hall worked in the homebuilding and forestry industries. Elevate Wealth Advisory serves high-net-worth individuals, pension plans, and charitable organizations, offering investment management, wealth planning, and retirement plan consulting. The firm manages client portfolios on a non-discretionary basis using a globally diversified approach with institutional mutual funds and ETFs, and provides ongoing monitoring and regular reviews.

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 credentials and 10 years of industry experience. His work history includes roles at Sowell Management and Sapphire Wealth Management, LLC, as well as a candidacy for the U.S. House representing Georgia's 10th Congressional District. He also served 16 years in the U.S. Marine Corps Reserves. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through an independent-contractor model with over 100 investment adviser representatives.

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.

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.

Brian Cranford is a financial advisor with Capital Analysts in Winder, GA, holding Series 63 and Series 65 credentials and 20 years of industry experience. His work history includes roles at Capital Analysts since 2023, Lincoln Investment from 2017, and prior positions at Legend Advisory Corporation and Legend Equities Corporation. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients, providing discretionary and non-discretionary portfolio management through various programs and access to third-party managers. The firm employs an in-house Investment Management & Research team that drives investment decisions using proprietary screening tools and supports advisors in delivering customized portfolios and fiduciary services.

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.

Christopher Bach is a financial advisor at First Advisors National, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Ets Financial Services and Gwinnett County Fire and Emergency. Outside of his advisory role, he owns and operates County Line Sprinklers, a landscaping business in Homer, GA. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment process includes selecting and monitoring third-party managers and supplementing with individual securities analysis.

Hayden Guthrie is a financial advisor with Sowell Management, holding Series 65 and Series 63 licenses and with one year of industry experience. Prior to joining Sowell Management, he worked at Trinity Wealth Securities, Florida Financial Advisors DBA Georgia Financial Advisors, and Sapphire Wealth Management. Outside of advisory work, he is licensed 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 uses multiple management styles and offers model portfolios, sub-advisory relationships, third-party manager selection, and unified managed account solutions.

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.

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.

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.

Matthew Goodwin is a financial advisor with Strategic Blueprint, LLC, holding Series 63 and Series 65 licenses and 20 years of industry experience. He previously worked at Peachtree Capital Tax and Advisory and Peachtree Capital Corporation from 2015 to 2022. Additionally, he is involved in fixed insurance sales, including life, disability, long-term care insurance, and annuities. Strategic Blueprint, LLC serves individuals, pension plans, trusts, charitable organizations, and business entities through customized, goal-based investment strategies and financial planning. The firm offers a formal Subscription Advisory Services program, client education seminars, and access to alternative investments across its multi-team advisory platform.