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.

Michael Lassiter is the principal of Michael W. Lassiter CLU ChFC Inc., an independent advisory firm based in Covington, GA. He holds the ChFC® designation and has 19 years of industry experience, including prior work with Ameritas Investment Company, LLC. Lassiter is also a licensed insurance agent, active in the sale of fixed insurance products. His firm provides financial planning and advisory services to individuals, high-net-worth clients, and business entities by recommending unaffiliated third-party investment advisers. Rather than managing assets directly, the firm focuses on developing individualized plans and overseeing third-party portfolio managers through co-adviser arrangements.

Dally East is a Series 65–licensed financial advisor with nine years of industry experience, currently affiliated with Executive Money Managers, Inc. since 2016. The firm serves individual and high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and advisory consulting tailored to client objectives. Executive Money Managers emphasizes fundamental, value-oriented equity investing focused on balance-sheet strength and dividend yield, offering both customized and model portfolios under discretionary authority.

Benjamin Eggers is a financial advisor at Executive Money Managers, Inc. with 16 years of industry experience. He holds the Series 65 designation and has been with Executive Money Managers since 2010. Executive Money Managers, Inc. serves individual and high-net-worth clients, charitable organizations, and business entities with discretionary portfolio management and advisory consulting. The firm employs a fundamental, value-oriented equity investment approach focused on balance-sheet strength and dividend yield, offering customized or model portfolio solutions managed under discretionary authority.

Margaret Hubbard is a financial advisor at Executive Money Managers, Inc. with 22 years of industry experience. She holds a Series 65 designation and has been involved with Executive Money Managers since 1989, alongside running Beyond Measure Consulting, Inc., a management consulting business focused on business planning and accounting systems. Executive Money Managers, Inc. serves individual and high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and advisory consulting tailored to client objectives. The firm emphasizes fundamental, value-oriented equity investing with a focus on balance-sheet strength and dividend yield.

Ralph Lancaster Jr. is a CFP® professional with 24 years of experience in financial advising. He is currently affiliated with Longview Wealth Management and M. S. Howells & Co. His work history includes roles at Cambridge Investment Research Inc. Ralph also serves as an independent insurance agent. Longview Wealth Management is a multi-advisor registered investment adviser managing approximately $1.15 billion in assets. The firm serves individual, pension, profit-sharing, and corporate clients, offering asset management, financial planning, divorce consulting, and access to third-party manager programs.

Joel Greenway is a financial advisor with LongView Wealth Management in Madison, GA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at M. S. Howells & Co., Cambridge Investment Research, and Bank of Madison. In addition to his advisory work, Greenway is an independent insurance agent. LongView Wealth Management is a multi-advisor registered investment adviser managing approximately $1.15 billion in assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, and corporate clients, offering asset management, financial planning, divorce consulting, and access to third-party manager programs.

Ashley Bradford is a CFP® professional with two years of industry experience, currently serving with Hendershott Wealth Management, LLC. Prior to joining Hendershott, Ashley held roles at Trinity Wealth Securities, Florida Financial Advisors, and other firms, and is the founder and CEO of Wealthy and Winning Financial Solutions, LLC, providing personal and business financial coaching. Hendershott Wealth Management advises individuals, trusts, estates, charitable organizations, and business entities, managing approximately $305.8 million in client assets. The firm emphasizes non-discretionary portfolio management through firm model portfolios and third-party managers, focusing on fundamental analysis and long-term strategies while offering services like financial coaching and 401(k) consulting.

Robert Galloway is a Series 65-licensed advisor at CapSouth Wealth Management in Covington, GA, with one year of industry experience. His prior roles include positions at Claris Financial Advisors and several non-financial roles during his time at the University of Georgia. CapSouth Wealth Management provides investment management, financial planning, and institutional consulting services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers tailored recommendations based on clients’ financial backgrounds and risk tolerance, managing approximately $1.0 billion in client assets with a focus on diversified, long-term portfolios.

Stuart Swan is a financial advisor with Sowell Management, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at Sowell Management and Sapphire Wealth Management, LLC, among other roles, and was a candidate for the U.S. House representing Georgia's 10th Congressional District from 2021 to 2022. Additionally, Swan served in the U.S. Marine Corps Reserves for 16 years. Sowell Management is a multi-team registered investment adviser that serves individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm supports over 100 independent advisory representatives and offers a range of management styles and model portfolios, including collaborations with Goldman Sachs and sub-advisory relationships.

Hayden Guthrie is a financial advisor at Sowell Management with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Trinity Wealth Securities, Florida Financial Advisors, and Sapphire Wealth Management. Guthrie has been involved as a camp counselor with the University of Georgia 4-H Camp Counselor Program and as an employee at Jennings Mill Country Club. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm offers a range of management styles and model portfolios, including partnerships with Goldman Sachs and other sub-advisors, and supports its over 100 independent advisory representatives with trading, compliance, technology, and back-office services.

Leslie Ferrone is a financial advisor with Sowell Management, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining Sowell in 2016, Ferrone worked at Concert Wealth Management from 2012 to 2016. Additionally, Ferrone is the owner and managing partner of Sapphire Wealth Management, a wealth management firm based in Watkinsville, GA. Sowell Management is a multi-team registered investment adviser that serves individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers a range of solutions, including customized portfolios and sub-advisory relationships.

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.

Erik Thompson is a CFP®-certified financial advisor with 19 years of industry experience, currently serving at Cornerstone Wealth Management, LLC since 2012. He also teaches continuing education courses at Emory University. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting, utilizing a combination of advisor-led discretionary management and various LPL-sponsored programs tailored to client goals.

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.

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.

Zebediah Chapman is a financial advisor at Ameritas Advisory Services, LLC with a Series 66 credential. He has been active in the financial services industry since 2023, including roles at Chapman Financial Services and Nowlin & Associates. Prior to his advisory career, he held positions at Caterpillar and Sandersville Builder's Supply. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a mix of model portfolios, mutual funds, ETFs, and individual securities across various program platforms and leverages third-party technology and managers to offer customized portfolio solutions.

Samson Gris is a financial advisor with Empower Advisory Group in Madison, GA, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. His career includes roles at Truist Investment Services, SunTrust, Edward Jones, Bank of America, and Merrill. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders, using an integrated approach tied to Empower’s recordkeeping and administrative platforms.

Morten Oftedal is a financial advisor with Sanctuary Advisors, LLC in Covington, GA, holding Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at Heimdal Forvaltning, Cornerstone Bank, and Fidelity Bank. Outside of his advisory work, he volunteers periodically with his family-owned fuel distribution business. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, trusts, and charitable organizations, through a large network of independent advisers. The firm offers portfolio management, retirement plan consulting, and employs various analytical approaches, operating as a fiduciary under written advisory agreements.