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.

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.

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.

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.

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.

Seth Waltman is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His prior roles include positions at Kingswood Capital Partners, Eudaimonia Partners, MS Howells & Co., and Harmony Grove Wealth Management. Outside of his advisory work, he coaches triathlons through a non-investment business, TricoachGeorgia, LLC. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm provides portfolio management, financial planning, ERISA plan advisory, and consulting services, offering customized investment solutions through an open-architecture platform that utilizes both affiliated and unaffiliated managers.

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 financial advisor at Integrity Advisory Solutions with one year of industry experience. He holds a Series 65 credential and has prior experience at Summit Life Financial, LLC, River Oak Risk, and various state agencies in Georgia. He is involved in assisting school system employees with life insurance and annuity products through Summit Life Group. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and model portfolio programs, utilizing various asset-allocation frameworks 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.

Branch Lawson Jr. is a CFP® professional with 12 years of industry experience, currently serving at Mariner Independent. He is the CEO and founder of Branch Partners, providing investment advisory services through Mariner Platform Solutions since 2020. Prior to this, he worked at Truewealth, LLC (Fna Windham Brannon) from 2014 to 2020. Mariner Independent offers 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’s platform supports both model portfolios and advisor-level discretionary management, supplemented by affiliate investment resources and third-party sub-advisory relationships, with a notable emphasis on integrated institutional and retirement plan capabilities.

Mark Christenson is a financial advisor at Kingswood Wealth Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Raymond James Financial Services and Freedom Street Partners. Outside of advising, he is a partner in Blueprint Wealth Solutions, a financial services business based in Watkinsville, GA. 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.

James Gillis IV is a CFP® with 22 years of experience in financial advising, currently practicing at Northwest Asset Management since 2020. Prior to this, he worked at Raymond James Financial Services Advisors, Inc. and Carson Advisory, Inc. from 2009 to 2020. Outside of his advisory role, Gillis serves on the boards of the Georgia Forestry Association and the Athens Homeless Property Corporation, and is president of Soperton Naval Stores, Inc., overseeing timberland operations. Northwest Asset Management serves nearly 3,000 clients, including individuals, pension plans, charities, and corporations, managing approximately $3.6 billion in assets. The firm employs a fiduciary, customized investment approach grounded in Modern Portfolio Theory, combining fundamental and technical analysis to build diversified portfolios and offering additional services such as retirement planning, tax preparation, and ERISA consulting.

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.

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.