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Lamartine H

Series 63, Series 65

Athens, GA

FourStar Wealth Advisors, LLC

Lamartine Hardman IV is a financial advisor at FourStar Wealth Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Nobles & Richards, Inc., Resurgent Financial Advisors, Harmony Grove Wealth Management, and Wells Fargo Advisors among others. Outside of his advisory role, he serves as a director for the Northeast Georgia Boy Scouts, a nonprofit organization. FourStar Wealth Advisors serves a broad client base including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs a combination of fundamental and technical analysis to tailor portfolios across various securities and investment vehicles while providing financial planning, wealth management, and retirement plan consulting services.

Charitable giving & philanthropy Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Charles B

ChFC®, Series 63, Series 65

Athens, GA

Guardian Life

Charles Buffington is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation and Series 63 and 65 licenses. He has 37 years of industry experience, with a career that includes long-term roles at State Mutual Companies, Guardian Life Insurance, Park Avenue Securities, and Peachtree Planning Corporation. Buffington also operates an insurance services business, Innovative Underwriters, for client needs not met by Guardian products. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and advisory solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Daniel B

Series 66

Athens, GA

Truist Advisory Services

Daniel Bledsoe is a financial advisor with Truist Advisory Services who holds a Series 66 designation and has seven years of industry experience. He has worked within the Truist organization since 2019, including roles at Truist Advisory Services, Truist Investment Services, and previously BB&T Securities and BB&T. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and integrates third-party platforms and AI-enabled research tools to support its investment and manager selection processes.

Founder/Business Owner Executive
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Melanie H

Series 66

Gainesville, GA

Truist Advisory Services

Melanie Hill is a financial advisor with Truist Advisory Services in Gainesville, GA, holding a Series 66 designation and 15 years of industry experience. Her career includes roles at BB&T and its affiliated entities from 2011 through their integration into Truist, where she has been since 2017. Hill is also a sustaining member of the Junior League of Hall County, participating as a volunteer in local community events. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and manager-selection programs implemented through a combination of discretionary and non-discretionary approaches.

Founder/Business Owner Executive
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Natalia K

Series 66

Gainesville, GA

Truist Advisory Services

Natalia Korop is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 16 years of industry experience. Her career includes roles at Morgan Stanley and Merrill, with current dual affiliations at Truist Advisory Services and Truist Investment Services since 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management approaches and utilizes third-party platforms and AI-enabled tools in its research and investment processes.

Founder/Business Owner Executive
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Brian C

Series 63, Series 65

Winder, GA

Lincoln Investment

Brian Cranford is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held roles at Capital Analysts, Legend Advisory Corporation, and Legend Equities Corporation. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving individual and high-net-worth clients, trusts, charities, and corporate and ERISA retirement plans, with a focus on educators and participants in 403(b) and 457(b) programs. The firm offers a range of financial planning and portfolio management solutions supported by an in-house Investment Management & Research team and employs a layered delivery model combining independent advisors, model portfolios, and third-party managers.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Equity compensation tax strategy Educators, Teachers, and Academics Founder/Business Owner Executive Self-Employed Mid-Career Professionals Retired
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Nancy B

Series 63, Series 65

Athens, GA

Truist Advisory Services

Nancy Bishop is a financial advisor with Truist Advisory Services in Athens, GA, holding Series 63 and Series 65 licenses and seven years of industry experience. Her career includes roles at Truist Investment Services and Suntrust, spanning over a decade in various advisory and banking capacities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver and oversee investment solutions.

Founder/Business Owner Executive
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Brian N

Series 66

Gainesville, GA

Truist Advisory Services

Brian Neff is a Series 66-licensed financial advisor at Truist Advisory Services with 20 years of industry experience. He has been with Truist Advisory Services since 2016 and also works with Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, implementing advice through a combination of discretionary and non-discretionary arrangements supported by third-party research and technology.

Founder/Business Owner Executive
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David G

Series 63, Series 65

Winder, GA

Independent Financial Partners

David Gleeson is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been affiliated with Independent Financial Partners since 2011 and concurrently with IFP Securities, LLC since 2019. Outside of advisory work, he is an agent for Physicians Financial Services, LLC, selling term and non-variable life insurance products. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving tens of thousands of clients and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
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Brian K

CFP®, CFA®, Series 66

Gainsville, GA

Truist Advisory Services

Brian Killory is a CFP® and CFA® with eight years of experience in the financial industry. He has worked at Truist Financial Corp since 2020 and previously spent eight years at SunTrust Bank Inc. He is based in Gainesville, GA, and holds the Series 66 license. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools, to manage client portfolios and perform ongoing due diligence.

Founder/Business Owner Executive
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Andrew J

CFP®, Series 63

Bogart, GA

Farther

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.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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Paige S

Series 66

Athens, GA

Truist Advisory Services

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.

Founder/Business Owner Executive
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Paul D

Series 63, Series 65

Athens, GA

Guardian Life

Paul Demersseman is a financial advisor with Guardian Life in Athens, GA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Guardian Life since 1999 and also has a longstanding association with Peachtree Planning Corporation. Outside of his advisory role, he is involved as a trustee of Epworth By The Sea and is an investor in franchised fast-food businesses including Zaxby’s and Freddy’s Hamburger franchises. Guardian Life, operating through its subsidiary Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning and consulting services, combining discretionary management and model-based strategies with access to proprietary and third-party platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Jason G

Series 63, Series 65

Gainesville, GA

Truist Advisory Services

Jason Gay is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley, and Merrill. Outside of his advisory work, he is the sole member of a holding company focused on collector car restoration. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, utilizing third-party platforms and AI-enabled research tools to support manager selection and oversight.

Founder/Business Owner Executive
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Samuel M

CFP®, Series 66

Braselton, GA

Independent Financial Partners

Samuel Madaris Jr. is a CFP®-designated financial advisor with 18 years of industry experience. He is currently affiliated with Independent Financial Partners and IFP Securities, LLC, and has managed his own firm, Madaris Investment Group, since 2012. Outside of his advisory work, he is a member of the Knights of Columbus, a Catholic fraternal organization, where he participates in monthly meetings and fundraising activities. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
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David C

Series 63, Series 66

Winder, GA

Centaurus Financial, Inc.

David Crane is a financial advisor at Centaurus Financial, Inc. with 41 years of industry experience. He has held positions at Centaurus Financial since 2018 and previously worked at Questar Asset Management and Questar Capital Corporation. Outside of his advisory role, he serves as president of the Mulberry Grove Homeowners Association. Centaurus Financial provides advisory and brokerage services to a diverse client base, offering financial planning, portfolio management, and retirement-plan consulting through a combination of discretionary and non-discretionary arrangements.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Richard C

Series 63, Series 65

Winder, GA

Lincoln Investment

Richard Carnes is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent 12 years with Legend Equities Corporation and three years with Capital Analysts. Outside of his advisory work, he serves as treasurer for the Oconee Bass Club, a local fishing organization. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, including educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management through model portfolios and third-party managers, and both wrap and non-wrap platform options, with an investment approach supported by an in-house Investment Management & Research team.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Equity compensation tax strategy Educators, Teachers, and Academics Founder/Business Owner Executive Self-Employed Mid-Career Professionals Retired
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Roxana F

Series 66

Jefferson, GA

Schwab Wealth Advisory

Roxana Farrar is a Series 66-licensed financial advisor at Schwab Wealth Advisory with 15 years of industry experience. Before joining Schwab in 2025, she worked at Morgan Stanley for four years and Ameriprise Financial Services for 14 years. Outside of her advisory role, she is a co-owner of a family restaurant business with her husband. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program. The firm’s approach is based on Charles Schwab & Co.’s asset-allocation models and research tools, offering tailored recommendations with trades executed only upon client approval.

Retirement income strategy Equity compensation tax strategy Tax-loss harvesting Retired
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Stephan B

Series 63, Series 65

Winder, GA

Independent Financial Partners

Stephan Barton is a financial advisor with Independent Financial Partners who holds Series 63 and Series 65 registrations and has 30 years of industry experience. His work history includes roles at IFP Securities, LLC, LPL Financial, and Physicians Financial Services, LLC, which he continues to be involved with outside of his work at Independent Financial Partners. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving a broad range of clients with customizable investment strategies and notable expertise in retirement-plan advisory and pension consulting.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
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Paul E

Series 63, Series 66

Athens, GA

Empower Advisory Group

Paul Eberenz is a financial advisor with Empower Advisory Group in Athens, GA, holding Series 63 and Series 66 licenses and having three years of industry experience. His prior work includes roles at Cetera Investment Services, Regions Bank, Robins Financial Credit Union, and First American Bank & Trust. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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