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.

Richard Dawkins is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Raymond James Financial Services and Freedom Street Partners, and he is currently a partner in D & R Investment LLP and serves as executor for an estate. Kingswood Wealth Advisors serves a diverse client base including individual investors, high-net-worth clients, retirement plan sponsors, and institutions, offering portfolio management, financial planning, and ERISA plan advisory. The firm utilizes an open-architecture platform with both discretionary and non-discretionary investment approaches, incorporating affiliated and third-party managers and providing services linked to insurance-related accounts.

Zachary Ellington is a Series 65-licensed advisor at The Burney Company with one year of industry experience. Prior to joining Burney-Campbell Investments, he was self-employed for two years and worked at the University of Georgia and Kings Academy High School. The Burney Company manages approximately $3.59 billion in discretionary assets, serving individual investors, small businesses, pension plans, trusts, estates, and charitable organizations. The firm employs a blend of proprietary fundamental and quantitative models in its investment approach and offers customized portfolio options alongside actively managed ETFs and OCIO services.

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.

Charles Strickland is a financial advisor with Arkadios Wealth Advisors in Watkinsville, GA. He holds a Series 66 designation and has 15 years of industry experience. Prior to joining Arkadios, he worked at Dempsey Lord Smith, LLC and Lincoln Financial Advisors. He also has experience running Strickland Insurance, a business he has been involved with since 2010. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans with investment and wealth management services, offering various managed account options and financial planning. The firm supports advisors with an internal portfolio team that provides investment models and trade execution across multiple asset classes.

Neel Patel is a financial advisor at Strategic Blueprint, LLC with three years of industry experience. He holds a Series 65 designation and has prior experience at Elwood and Goetz, as well as operating ABC123 Consulting, a personal S-Corporation used for residual income. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through a network of independent advisors, providing portfolio management, financial planning, retirement plan consulting, and educational seminars.

Christopher Scarborough is a financial advisor at Kingswood Wealth Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Eudaimonia Partners, LLC, M.S. Howells & CO, and B. Riley. Outside of his advisory work, Scarborough is a guitarist and vocalist in a musical group called Kinchafoonee Cowboys. 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, and operates an open-architecture platform that frequently employs third-party managers and sub-advisors.

Brian Moore is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 65 credential and bringing 13 years of industry experience. His prior roles include positions at Advisory Services Network, LLC, and Precision Capital Management. Outside of his advisory work, he is involved in several non-investment business activities including ownership roles in insurance commissions and land ownership ventures. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as institutional clients such as pension plans, corporations, and charitable organizations, offering a range of investment advisory and financial planning services.

Charles Buffington is a financial advisor at Guardian Life with 36 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His career includes long tenures at Guardian Life Insurance and Park Avenue Securities, spanning over three decades. Outside of his advisory role, he is involved with Innovative Underwriters for insurance services when Guardian products do not meet client needs. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage services, financial planning, and retirement consulting to individuals, including high-net-worth clients, as well as organizations. The firm offers a range of investment advisory programs combining proprietary and third-party strategies.

Joseph Pitt is a Series 65 licensed advisor with Steward Partners Investment Advisory, LLC, where he has worked since 2025. He has a decade of industry experience, including prior roles at Advisory Services Network, LLC, Moore's Wealth Management, and Precision Capital Management. Outside of his advisory work, he is the managing member of THE TRADING PITT LLC, a venture focused on forex market trading. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, institutions, and charitable organizations, offering a range of investment advisory, financial planning, and managed account solutions supported by a national advisor network.

John Gholson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at LPL Financial and FinTrust Capital Partners, among other firms. Outside of his advisory role, he is involved with GR Productions and has served on the board of The Cancer Foundation of Northeast Georgia. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and emphasizes diversified, risk-class based allocations using a blend of passive and active managers overseen by an internal Investment Committee.

Elizabeth Carter is a financial advisor at Wealth Enhancement Advisory Services, LLC with three years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for seven years. Outside of finance, she managed Beca Designs for 18 years. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified, risk-class based investment approach that blends passive and active managers overseen by an internal Investment Committee.

Andrew Jordan is a CFP® certificant with eight years of experience in the financial services industry. He currently works at Farther and has previously held roles at Cetera Wealth Services, CWM, LLC, and Allgood Financial Advisory. His background includes providing portfolio management, financial planning, estate planning, and other advisory services. Farther offers discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm uses an investment approach based on Modern Portfolio Theory, employing proprietary model portfolios with algorithmic rebalancing and a mix of ETFs, mutual funds, individual equities, and fixed income.

Paige Simmons is a financial advisor with Truist Advisory Services in Athens, GA, holding a Series 66 designation and nine years of industry experience. Her prior work includes positions at Truist Investment Services, BB&T Securities, Raymond James & Associates, and two years at the University of Georgia. Outside of financial advising, she co-owns and manages a rental property with her husband. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, implementing advice through both discretionary and non-discretionary approaches supported by third-party platforms and manager relationships.

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.

James Treadwell is a CFA® charterholder with 25 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at FinTrust Brokerage Services, LLC and Silver Oak Securities, Inc. He is vice president of The Cancer Foundation of Northeast Georgia, where he provides financial assistance to cancer patients in a 25-county region. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and specialized retirement consulting services.

Andrew Torbert is a financial advisor at Private Advisor Group, LLC with a Series 65 credential. He has experience working at Level Team Contracting, LLC and Taff Claim Services prior to joining the financial industry in 2025. He operates under the business name WP Financial, which is independently owned from Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm utilizes both discretionary and non-discretionary approaches and offers managed account solutions through proprietary platforms and third-party managers.

William Oliver is a financial advisor with TLG Advisors, Inc. in Monroe, GA, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked at The Leaders Group Inc since 2019 and previously spent 11 years with Nationwide Securities, LLC. Oliver also serves as president of Oliver Insurance & Financial Services, managing an agency that sells and services property, casualty, and life insurance. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, providing services such as portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services. Its investment approach combines fundamental analysis and Modern Portfolio Theory, with a direct-to-consumer program called Starlight Portfolios that uses risk questionnaires to tailor client portfolios.

Teresa Sylvester is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and nine years of industry experience. She previously worked at FinTrust Capital Partners, LLC and FinTrust Capital Advisors, LLC before joining her current firm. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, employing a strategic investment process that combines passive and active management guided by quantitative and fundamental research.

Lee Brinson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes roles at LPL Financial, FinTrust Brokerage Services, and FinTrust Capital Partners, among others. He is based in Athens, GA. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base that includes individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that combines passive and active management overseen by an internal Investment Committee.