Mark Reagan is the sole advisor at Reagan Financial Planning LLC in Oxford, GA, holding a Series 65 designation with 10 years of industry experience. He has been operating Reagan Financial Planning since 2016. Reagan Financial Planning provides financial planning and investment consulting to individuals, families, and small business owners, offering one-time written plans and ongoing advisory services without discretionary portfolio management or custody of assets. The firm applies a consultative approach that includes fundamental, technical, and cyclical investment analyses, while clients execute recommendations through their chosen custodians.

J Davis is a financial advisor with Butler-Davis Financial Group, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. He previously worked with Avantax Investment Services and HD Vest Investment Services and serves as the chief operating officer of Butler-Davis Tax & Accounting LLC. Outside of his advisory role, Davis is also an independent insurance agent. Butler-Davis Financial Group, LLC offers asset management, financial planning, and retirement plan services to individual investors, plan sponsors, and institutional clients. The firm employs a value-oriented, long-term investment approach using mutual funds and ETFs, provides fiduciary consulting and discretionary management for retirement plans, and conducts educational seminars and workshops.

Andrew Brown is the sole advisor at Brown Wealth Management, LLC in Conyers, GA. He holds the CFP® designation and a Series 65 license, with 20 years of industry experience. Brown has managed his independent advisory firm since 2002. Brown Wealth Management serves individual and high-net-worth clients as well as pension plans, foundations, and other institutional entities. The firm operates as a fee-only fiduciary, providing tailored portfolio management and financial planning services, and is notable for its active work with pension plans and charitable organizations alongside a diverse investment approach.

Michael Lassiter is the principal of Michael W. Lassiter CLU ChFC Inc. in Covington, GA, and holds the ChFC® designation. He has 18 years of industry experience and has operated his firm since 2010. In addition to his advisory role, he is a licensed insurance producer with longstanding involvement in selling fixed insurance products. The firm provides advisory services primarily by recommending unaffiliated third-party investment advisers and offering financial planning to individuals, high-net-worth clients, and business entities. It does not directly manage client assets but focuses on selecting and monitoring third-party managers while providing written financial plans and hourly fee-based planning.

Ruel Samuels Jr. is a Series 65-licensed financial advisor with 28 years of industry experience. He is the sole advisor at Cereli Inc., an independent firm located in Stockbridge, GA. Samuels has also been associated with C & R Management Services, Inc. since 1991. Cereli Inc. serves individuals, retirement plans, and small corporate and nonprofit clients by managing portfolios of stocks, mutual funds, and fixed-income instruments. The firm uses Modern Portfolio Theory combined with qualitative and quantitative analysis and offers discretionary portfolio management tailored to client risk tolerance and time horizon.

Dally East is a financial advisor at Executive Money Managers, Inc. with nine years of industry experience. He holds a Series 65 designation and has been with the firm since 2016. Executive Money Managers, Inc. serves individual and high-net-worth clients, charitable organizations, and business entities, offering discretionary portfolio management and advisory consulting tailored to client objectives. The firm employs a fundamental, value-oriented equity investment approach focused on balance-sheet strength and dividend yield, managing portfolios primarily under discretionary authority with ongoing monitoring and periodic reviews.

Benjamin Eggers is a financial advisor at Executive Money Managers, Inc. in Social Circle, GA, holding a Series 65 designation with 15 years of industry experience. He has been with Executive Money Managers since 2010. Executive Money Managers, Inc. is a small SEC-registered advisory firm managing approximately $82 million in client assets through a three-adviser team. The firm serves individual and high-net-worth clients, charitable organizations, and business entities, employing a fundamental, value-oriented equity investment approach with regular portfolio monitoring and rebalancing.

Chad Lackey is a financial advisor at Beacon Financial Advisers, Inc. in Conyers, GA, holding Series 63 and Series 65 credentials with 15 years of industry experience. He has been with Beacon Financial Advisers since 2010. Beacon Financial Advisers serves individuals, including high-net-worth clients, as well as trusts, retirement plans, corporations, and not-for-profit entities, managing approximately $108.8 million across about 96 households. The firm provides fee-only wealth and asset management, comprehensive financial planning, and specialized retirement plan services, employing a process centered on written Financial Goals Plans and Investment Policy Statements to guide globally diversified, value-biased portfolios.

Ashley Bradford is a CFP® professional associated with Hendershott Wealth Management, LLC and holds Series 65 and Series 63 licenses. She has two years of industry experience, with prior roles at Trinity Wealth Securities, LLC and Florida Financial Advisors DBA Georgia Financial Advisors. Outside of her advisory work, Bradford is the founder and CEO of Wealthy and Winning Financial Solutions, LLC, providing coaching services focused on budgeting, strategic planning, and money mindset. Hendershott Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities with both non-high-net-worth and high-net-worth clients. The firm emphasizes non-discretionary portfolio management using mutual funds and ETFs, fundamental analysis, and integrates financial coaching and fiduciary 401(k) consulting into its offerings.

Robert Galloway is a financial advisor at CapSouth Wealth Management in Covington, GA. He holds a Series 65 designation and has recently begun his career in the industry, joining CapSouth Partners in 2025 after a year at Claris Financial Advisors. Prior to entering financial services, his work experience includes roles at Texas Roadhouse and the University of Georgia. CapSouth Wealth Management provides investment management, financial planning, and institutional consulting to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm manages approximately $884 million in assets and offers a range of strategies combining fundamental analysis with long-term portfolio management, supported by a multidisciplinary team that includes a CPA and an attorney.

Carlos Ingram is a financial advisor at Brookwood Investment Group with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Redwood Private Wealth, Cornerstone Advisors LLC, and Silver Oak Securities Inc. His career spans multiple roles across wealth management and financial advisory firms. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a range of passive, active, tactical, and blended investment strategies.

Matthew Goodwin is a financial advisor with Strategic Blueprint, LLC, holding Series 63 and Series 65 licenses and 20 years of industry experience. He previously worked at Peachtree Capital Tax and Advisory and Peachtree Capital Corporation from 2015 to 2022. Additionally, he is involved in fixed insurance sales, including life, disability, long-term care insurance, and annuities. Strategic Blueprint, LLC serves individuals, pension plans, trusts, charitable organizations, and business entities through customized, goal-based investment strategies and financial planning. The firm offers a formal Subscription Advisory Services program, client education seminars, and access to alternative investments across its multi-team advisory platform.

Suzanne Presley is a financial advisor with Gladstone Wealth Partners, holding a Series 65 credential and two years of industry experience. She previously worked at Cetera Advisors, LLC, and Pyke & Associates, PC, where she is also a practicing attorney and owner. Outside of advising, she owns DocuClub, LLC, a document portal service for health care directives and related personal information. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, with investment approaches tailored by representatives and supported by platform-level due diligence.

Courtney Ingram is a financial advisor at Brookwood Investment Group with a Series 65 designation and one year of industry experience. Prior to joining Brookwood, Ingram held roles at Cornerstone Advisors LLC, Advisor Share Wealth Management, and Fiscal Wisdom Wealth Management, LLC. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a range of passive, active, tactical, and blended investment strategies.

Rufus Hunley III is a financial advisor with AlphaStar Capital Management holding a Series 65 designation and six years of industry experience. He has worked at Path Financial LLC and ARP Advisors, LLC, and maintains roles outside of finance including a position with Delta Airlines and as an independent insurance agent. He also has longstanding involvement with Advanced Retirement Planning, LLC and Paramount Hospitality. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, estates, small businesses, and other investment advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, employing both model portfolios and custom strategies that incorporate quantitative analysis and tactical asset allocation.

Michael Green is a financial advisor with Truist Advisory Services, holding a Series 66 designation and possessing 25 years of industry experience. He has been with SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2013. Outside of his advisory role, he is a partner in Hairrox Pro, a hair care distribution company focused on professional-grade products for textured and multicultural hair, and he also works as an attendant at Planterra Ridge Golf Club. 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 manager relationships supported by third-party platform arrangements and employs AI-enabled tools alongside traditional research in its investment process.

Adam Billups is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently with Primerica Advisors and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing a variety of proprietary and third-party investment strategies.

Maxine Allen is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 credentials and 15 years of industry experience. Her prior roles include positions at Truist Advisory Services and SunTrust Investment Services. Outside of finance, she owns M.ASHA DESIGNS LLC, a business focused on creating and selling handmade textured art. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals, providing discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor investment strategies aligned with clients' goals and risk tolerances.

Torrey Thompson is a financial advisor at Brookstone Capital Management LLC with a Series 65 credential. Thompson has been with Brookstone since 2025 and has prior experience at AmeriLife and AAOK Bail Bonding of Gwinnett. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

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.