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.

Neel Patel is a financial advisor at Strategic Blueprint, LLC with three years of industry experience. He holds a Series 65 designation and has prior experience at Elwood and Goetz, as well as operating ABC123 Consulting, a personal S-Corporation used for residual income. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through a network of independent advisors, providing portfolio management, financial planning, retirement plan consulting, and educational seminars.

Christopher Scarborough is a financial advisor at Kingswood Wealth Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Eudaimonia Partners, LLC, M.S. Howells & CO, and B. Riley. Outside of his advisory work, Scarborough is a guitarist and vocalist in a musical group called Kinchafoonee Cowboys. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, and operates an open-architecture platform that frequently employs third-party managers and sub-advisors.

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. His prior work experience includes roles at Nobles & Richards, Inc., Resurgent Financial Advisors, Harmony Grove Wealth Management, Eudaimonia Partners, LLC, and MS Howells & Co. Outside of his advisory work, he serves as a director for the Northeast Georgia Boy Scouts, a nonprofit organization. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, discretionary portfolio management, and retirement-plan consulting, combining fundamental and technical analysis with diverse investment options tailored to clients' risk tolerance and time horizon.

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.

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.

Joseph Pitt is a Series 65-licensed financial advisor with nine years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has previously worked at Advisory Services Network, LLC, Precision Capital Management, and Moore's Wealth Management. Outside of his advisory work, he manages THE TRADING PITT LLC, where he trades in the Forex market. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services through both discretionary and non-discretionary programs.

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.

Elizabeth Carter is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and two years of industry experience. She previously worked at Edward Jones from 2018 to 2025 and was involved with Beca Designs for 18 years. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

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.

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.

Andrew Jordan is a CFP® professional with eight years of industry experience. He is affiliated with CWM, LLC and has prior experience at Cetera Wealth Services, LLC and Allgood Financial Advisory. Jordan is also involved in selling fixed insurance products and provides client referrals for app-based banking services. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of more than 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, managing accounts primarily on a discretionary basis using model portfolios and a combination of fundamental and technical analysis.

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.

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.

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.

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 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.

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.