James Bowers III is a financial advisor at BFC Planning, Inc. in Athens, GA, with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bay Financial Advisors, Inc. and LPL Financial, LLC. Outside of his advisory role, he is involved with Panoramic Wealth Strategies, providing financial advisory and insurance services. BFC Planning, Inc. serves a diverse client base including individuals, corporations, and trusts through a network of approximately 200 investment adviser representatives. The firm offers financial planning, portfolio management, and access to various institutional platforms and sub-advisors, with investment strategies typically involving stocks, bonds, mutual funds, and ETFs.

Lamartine Hardman IV is a financial advisor at FourStar Wealth Advisors, LLC with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Nobles & Richards, Inc. and Resurgent Financial Advisors. Outside of his advisory role, he serves as a director for Northeast Georgia Boy Scouts, a nonprofit organization. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a combination of fundamental and technical analysis to manage diversified portfolios, often on a discretionary basis and tailored to clients’ risk tolerance and time horizon.

Charles Buffington is a financial advisor at Primerica Advisors with 36 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Park Avenue Securities, Guardian Life Insurance, Peachtree Planning Corporation, and State Mutual Companies. Outside of his advisory work, he is involved in insurance services through Innovative Underwriters. Primerica Advisors serves a diverse retail client base with a range of brokerage and advisory services, including financial and retirement planning. The firm employs a mix of proprietary and third-party investment strategies and supports various account-level features such as lending solutions and donor-advised funds.

Daniel Bledsoe is a financial advisor at Truist Advisory Services with seven years of industry experience. He holds a Series 66 designation and has worked in various roles within the Truist organization since 2017, including Truist Investment Services and BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes both discretionary and non-discretionary approaches, supported by third-party platforms and an AI-enabled Equity Research team, with a focus on inter-affiliate integration and manager selection oversight.

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.

Natalia Korop is a financial advisor at Truist Advisory Services with 16 years of industry experience. She holds the Series 66 designation and has worked previously at Morgan Stanley and Morgan Stanley Private Bank. Her current roles have included positions at both Truist Advisory Services and Truist Investment Services since 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

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.

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.

David Gleeson is a financial advisor at Independent Financial Partners with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including IFP Securities, LLC and LPL Financial. Gleeson is also an agent for Physicians Financial Services, LLC, where he sells term and non-variable life insurance products. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform with a notable focus on retirement-plan advisory and pension consulting, providing both discretionary and non-discretionary services along with trustee solutions.

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.

Paige Simmons is a financial advisor with Truist Advisory Services, holding a Series 66 designation and nine years of industry experience. She has worked at Truist Investment Services, BB&T Securities, and Raymond James & Associates. Outside of her advisory role, she co-manages a rental property business with her husband. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, 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.

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.

Jason Gay is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021 and has been with Morgan Stanley and Morgan Stanley Private Bank since 2014. Outside of his advisory work, he is the sole member of MODERN 12 CUSTOMS LLC, a holding company focused on collector cars and restoration. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and leverages third-party platforms and AI-enabled research tools to support its investment process.

Samuel Madaris Jr. is a CFP® with 17 years of industry experience, currently affiliated with Independent Financial Partners. He has worked at IFP Securities, LLC since 2019 and has been involved with Madaris Investment Group and Independent Financial Partners since 2012. He is a member of the Knights of Columbus, a Catholic fraternal organization, participating 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 decentralized advisory model and a notable retirement-plan advisory and pension consulting capability.

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.

Cody Wilson is a financial advisor at Guardian Life with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Morgan Stanley and E*TRADE Securities LLC. Wilson’s background also includes experience at Liberty Mutual Insurance/Safeco Insurance. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and a range of investment advisory programs, including discretionary and non-discretionary models from in-house and third-party managers.

Roxana Farrar is a financial advisor with Schwab Wealth Advisory in Jefferson, GA, holding a Series 66 designation and 15 years of industry experience. She previously worked at Morgan Stanley and Ameriprise Financial Services. Farrar is a co-owner of a family restaurant business but does not have an active role in its operations. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews and investment recommendations using Schwab’s research tools, with client-directed trading and periodic account reviews.

Stephan Barton is a financial advisor with Independent Financial Partners who holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has worked at Independent Financial Partners since 2011 and was previously with LPL Financial and IFP Securities. Outside of his advisory work, Barton is involved with Physicians Financial Services, LLC, which offers financial advisory and insurance products. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients with both discretionary and non-discretionary account management options.

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.

Jacqueline Ekard is a CFP® professional with 21 years of industry experience. She is currently with Truist Advisory Services and Truist Investment Services, having held roles within the Truist enterprise and its predecessor organizations since 2009. Truist Advisory Services provides investment consulting and advisory for individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management approaches and integrates multiple affiliated services and technology platforms to support client investment needs.