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 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.

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.

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.

Andrew Torbert is a financial advisor at Private Advisor Group, LLC with one year of industry experience. He also provides investment advice through WP Financial, an independently owned business name. His prior work includes roles at Level Team Contracting, LLC and Taff Claim Services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a range of portfolio management and financial planning services. The firm employs a fiduciary-based advisory model, utilizing both proprietary and third-party investment platforms to implement diversified strategies.

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 a financial advisor with CWM, LLC and holds Series 63 and Series 65 licenses. He has 42 years of industry experience, including prior roles at Cetera Wealth Services, LPL Financial, and operating his own firm, Allgood Financial Advisory. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion across a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, employing an Investment Committee to construct and monitor model portfolios and providing tailored solutions such as custom indexing and alternative investments.

Chung Lieu is a financial advisor at Benjamin F. Edwards & Company, Inc. with 28 years of industry experience. He holds a Series 63 designation and has previously worked at J.J.B. Hilliard, W.L. Lyons, LLC, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of advisory programs and financial services, including discretionary and non-discretionary managed solutions that combine proprietary strategies with third-party model providers.

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.

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 Series 66-licensed financial advisor with Guardian Life, based in Athens, GA, and has two years of industry experience. Prior to joining Guardian Life, he worked at Lee University and in various administrative and service roles. Guardian Life, through its Park Avenue® Wealth Management subsidiary, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party advisory programs.

Harry Popper III is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 38 years of industry experience. His prior roles include positions at FinTrust Capital Advisors, LLC, Fintrust Capital Partners, LLC, UBS Financial Services, and LPL Financial LLC. He operates out of Athens, GA. 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 uses diversified, risk-class based investment strategies blending passive and active management, supported by an internal Investment Committee and a range of implementation tools and sub-advisory relationships.

Jason Norton is a CFP® with 23 years of experience in the financial services industry. He is currently with Private Advisor Group, LLC and previously worked at LPL Financial, IFG Advisory, LLC, and Wells Fargo Clearing. Norton is based in Watkinsville, GA. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and provides access to proprietary and third-party managed account solutions.

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 at LPL Financial with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Cetera Advisors LLC and Green Financial Resources, LLC. Outside of his advisory role, he is involved with Rich Music Inc., a communications-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

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.