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Christopher S

Series 63, Series 65

Watkinsville, GA

Kingswood Wealth Advisors, LLC

Christopher Scarborough is an investment advisor representative at Kingswood Wealth Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Eudaimonia Partners, LLC, M.S. Howells & CO, and Citigroup Global Markets. Outside of finance, he performs as a guitarist and vocalist with the musical group Kinchafoonee Cowboys. Kingswood Wealth Advisors serves a diverse client base that includes individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, using an open-architecture platform with various third-party managers and sub-advisors to tailor investment advice to client profiles.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Founder/Business Owner Executive
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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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Brian M

Series 65

Watkinsville, GA

Steward Partners Investment Advisory, LLC

Brian Moore is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 65 credential and bringing 13 years of industry experience. His prior roles include positions at Advisory Services Network, LLC, and Precision Capital Management. Outside of his advisory work, he is involved in several non-investment business activities including ownership roles in insurance commissions and land ownership ventures. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as institutional clients such as pension plans, corporations, and charitable organizations, offering a range of investment advisory and financial planning services.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Business sale tax planning Retirement income strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
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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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Joseph P

Series 65

Watkinsville, GA

Steward Partners Investment Advisory, LLC

Joseph Pitt is a Series 65 licensed advisor with Steward Partners Investment Advisory, LLC, where he has worked since 2025. He has a decade of industry experience, including prior roles at Advisory Services Network, LLC, Moore's Wealth Management, and Precision Capital Management. Outside of his advisory work, he is the managing member of THE TRADING PITT LLC, a venture focused on forex market trading. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, institutions, and charitable organizations, offering a range of investment advisory, financial planning, and managed account solutions supported by a national advisor network.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Business sale tax planning Retirement income strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
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John G

Series 63, Series 65

Athens, GA

Wealth Enhancement Advisory Services, LLC

John Gholson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at LPL Financial and FinTrust Capital Partners, among other firms. Outside of his advisory role, he is involved with GR Productions and has served on the board of The Cancer Foundation of Northeast Georgia. 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 manages over $122 billion in assets and emphasizes diversified, risk-class based allocations using a blend of passive and active managers overseen by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Elizabeth C

Series 66

Athens, GA

Wealth Enhancement Advisory Services, LLC

Elizabeth Carter is a financial advisor at Wealth Enhancement Advisory Services, LLC with three years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for seven years. Outside of finance, she managed Beca Designs for 18 years. 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 manages over $122 billion in regulatory assets under management and employs a diversified, risk-class based investment approach that blends passive and active managers overseen by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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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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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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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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James T

CFA®, Series 63

Athens, GA

Wealth Enhancement Advisory Services, LLC

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.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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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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Andrew T

Series 65

Watkinsville, GA

Private Advisor Group, LLC

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.

Annuities Founder/Business Owner
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William O

ChFC®, Series 63, Series 66

Monroe, GA

Tlg Advisors, Inc.

William Oliver is a financial advisor with TLG Advisors, Inc. in Monroe, GA, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked at The Leaders Group Inc since 2019 and previously spent 11 years with Nationwide Securities, LLC. Oliver also serves as president of Oliver Insurance & Financial Services, managing an agency that sells and services property, casualty, and life insurance. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, providing services such as portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services. Its investment approach combines fundamental analysis and Modern Portfolio Theory, with a direct-to-consumer program called Starlight Portfolios that uses risk questionnaires to tailor client portfolios.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations Founder/Business Owner Retired
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Teresa S

Series 65

Athens, GA

Wealth Enhancement Advisory Services, LLC

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.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Lee B

Series 63, Series 65

Athens, GA

Wealth Enhancement Advisory Services, LLC

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.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Carlas A

Series 63, Series 65

Watkinsville, GA

Carson Wealth

Carlas Allgood is a financial advisor with Carson Wealth, holding Series 63 and Series 65 registrations and bringing 42 years of industry experience. He has worked at firms including Cetera Wealth Services and LPL Financial, and has owned Allgood Financial Advisory since 1997. CWM, LLC operates an enterprise platform managing approximately $50.6 billion through over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that oversees model portfolios and provides tailored investment solutions.

Wealth management Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Options & derivatives strategies
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