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 with Private Advisor Group, LLC and holds a Series 65 designation. He has experience in financial services through his role at WP Financial, an independent business name he uses to provide investment advice. Prior to his advisory career, he worked in contracting and claims services. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion for a diverse client base including individuals, trusts, estates, and corporate plans. The firm offers portfolio management, financial planning, and access to third-party asset managers, utilizing a range of investment strategies and platforms.

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.

Carlas Allgood is an investment advisor at CWM, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Wealth Services, LPL Financial, and operates Allgood Financial Advisory. He is also an insurance agent specializing in life, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm provides portfolio management, financial planning, and retirement-plan services using model portfolios overseen by an internal Investment Committee and combines fundamental and technical analysis with third-party sub-advisors and customization tools.

Chung Lieu is a financial advisor at Benjamin F. Edwards & Company, Inc. with 28 years of industry experience. He has been with Benjamin F. Edwards since 2017 and previously worked at J.J.B. Hilliard, W.L. Lyons, LLC for nine years. He holds a Series 63 credential. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment and financial planning services through fee-based wrap programs and actively managed portfolios, supported by a large network of advisors and extensive operational capabilities.

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.

Cara Hedden is a CFP® with seven years of industry experience, currently advising at Farther since 2025. Her prior roles include positions at Commonwealth Financial Network and CONCOURSE FINANCIAL, along with running Stable Waters Financial. Hedden holds the Series 66 designation and is based in Athens, GA. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates using a web and mobile platform alongside in-person meetings. The firm employs a Modern Portfolio Theory-based approach implemented through proprietary model portfolios, algorithmic rebalancing, and a range of investment vehicles including ETFs, mutual funds, and individual securities.

Dustin Demersseman is a financial advisor at Guardian Life with two years of industry experience. He holds a Series 66 designation and has worked at Guardian Life since 2024. Prior to his current role, he spent five years at Lee University and has experience as a caddie master and at a high school. He is also involved with DeMersseman and Associates Incorporated, an investment-related business. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by offering brokerage services, financial planning, retirement plan consulting, and a variety of advisory programs, including discretionary and non-discretionary portfolios using both proprietary and third-party strategies.

Harry Popper III is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 63 credentials and possessing 38 years of industry experience. His career includes roles at FinTrust Capital Advisors, LLC, Fintrust Capital Partners, LLC, LPL Financial, and various Wealth Enhancement entities. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals for individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment approach that combines passive and active managers, supported by an internal Investment Committee overseeing portfolio construction and rebalancing.

Jason Norton is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC. His career includes roles at LPL Financial and IFG Advisory, LLC. Norton is based in Watkinsville, GA. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering a range of portfolio management and financial planning services.

Jacob Lindsey is a financial advisor at Raymond James Financial with three years of industry experience. He holds a Series 66 designation and previously worked in roles at Kelly Products, Inc. and Athens Dental Associates. Lindsey serves as Treasurer and Board Member for two nonprofit organizations focused on entrepreneurship and community activities in Georgia. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm emphasizes tailored, non-discretionary planning and analytical tools to support client goals and offers specialized municipal and employer advisory services.

Timothy Conway is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. He previously worked with Cetera Advisors LLC and Green Financial Resources, LLC. Outside of his advisory work, he is involved with Rich Music Inc, a communication conduit based in Miami. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Samuel Templeton is a financial advisor with Primerica Advisors in Cumming, GA, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been associated with PFS Investments, Inc. since 2007 and Primerica Financial Services since 2006. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of separately managed account options to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, with a focus on percentage-based tiered fees and ongoing oversight of manager selection.

Jessica Juanico is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. Before joining Wells Fargo in 2024, she was self-employed for two years and has a background that includes several roles at the University of Kansas and Trumpet Behavioral Health. She is involved in communications training and article publication through Translingual Function Communication, a side activity based in London. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 advisors, offering both brokerage and advisory solutions with a research-driven investment approach.

Judson Doherty is a CFA® charterholder with 23 years of industry experience, currently serving as a financial advisor at Charles Schwab. His prior roles include over a decade at Stadion Money Management, LLC. Doherty also serves on the Board of Athens Country Club, where he participates on the finance committee and will serve as Board President in his third year. Charles Schwab & Co., Inc. provides wealth advisory and related financial services primarily to high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, combining non-discretionary and discretionary investment management with integrated brokerage and custody solutions.

Michael Carbajal III is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 19 years of industry experience. He currently serves as Operations and Compliance Manager at The Avenue Wealth Management LLC and has roles with Citadel Continuity Consulting and Raymond James Financial Services Advisors, Inc. Outside of his advisory work, he owns a rental property in Georgia. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advice using comprehensive analytical tools and supports a range of advisory and municipal finance services across a large network of advisors.

Scott Godfrey is a financial advisor with Primerica Advisors in Watkinsville, GA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked with PFS Investments Inc. since 2006 and Primerica Financial Services since 2002. Outside of advising, he is owner of Persistence, LLC, an entity formed for Primerica business purposes, and is involved in sales of loan products and home-related services referrals through affiliated companies. Primerica Advisors is a large firm serving individual investors, corporate, and charitable clients through a wrap-fee asset management program that relies primarily on model-driven investment strategies managed by third parties. The firm operates with approximately 3,700 advisors and $15.5 billion in assets under management.