Jacob Binner is a financial advisor at BinnerInvestments with four years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Fidelity, Merrill Lynch, and E*Trade Securities. BinnerInvestments provides ongoing portfolio management and standalone financial planning for individual and high-net-worth clients. The firm’s investment approach combines multiple analytical methods to construct diversified portfolios and typically manages discretionary assets while delivering quarterly reports and written investment policy statements.

Delmas Wilson is a Series 65-licensed financial advisor with 14 years of industry experience. He has worked at Wilson Wealth Stewardship since 2018 and previously spent nine years at Christy Capital Management. Wilson is individually licensed to sell fixed insurance products in Georgia. Wilson Wealth Stewardship provides advisory and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm manages approximately $58.9 million for about 155 clients, typically implementing portfolios through platform-approved sub-advisers and co-advisors while monitoring performance and offering tailored advice.

Todd George is a financial advisor at J. L. Perkins Wealth Management, LLC in Macon, GA, holding a Series 65 designation. He has prior experience with Revolt Financial, Cetera ADVISORS LLC, Totus Wealth Management, Capstone Financial/MassMutual, Coldwell Banker Real Estate, and the Houston County Board of Education. J. L. Perkins Wealth Management serves individual investors and retirement plans through a manager-of-managers approach, relying on model and third-party manager relationships rather than direct stock selection. The firm provides due diligence, periodic reviews, and discretionary allocation among outside managers while also operating as a licensed insurance agency.

Lucinda Dallas is a financial advisor at CFS Wealth Management with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with CFS Wealth Management since 2010. Outside of her advisory role, she is a minority owner of a family business, Top Level, L.L.C., in a passive capacity. CFS Wealth Management provides fee-based investment advisory and financial planning services to a diverse client base, including individuals, couples, and business owners. The firm emphasizes capital preservation and uses third-party research to guide portfolio construction, managing approximately $158.7 million primarily in discretionary accounts.

Keith Dykes is a financial advisor with J. L. Perkins Wealth Management, LLC in Macon, GA, holding a Series 65 designation and 2 years of industry experience. He has been with J. L. Perkins Wealth Management since 2023 and is also involved in Dykes Foods, Inc., a food service business he has been associated with since 2012. J. L. Perkins Wealth Management serves individual investors and retirement plans using a manager-of-managers approach, focusing on model and third-party manager relationships rather than direct stock selection. The firm provides due diligence, periodic reviews, and discretionary allocation among third-party managers, distinguishing itself by also operating as a licensed insurance agency.

James Beall is a Series 65-licensed financial advisor with 22 years of industry experience. He has been with Beall Financial Planning, Inc. in Macon, GA since 1987. Beall Financial Planning serves individual and high-net-worth clients, including trusts, offering portfolio management, comprehensive financial planning, and life-planning advisory services. The firm operates as a fee-only fiduciary, emphasizing conservative, long-term asset allocation with a focus on capital preservation and low-cost investments.

Wade Chapman is a financial advisor at CFS Wealth Management in Macon, GA, with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with CFS Wealth Management since 2005, also working at CFS Capital Advisors LLC from 2013 to 2025. Outside of advisory services, he serves as an executor and trustee for individuals who are not clients. CFS Wealth Management provides fee-based investment advisory and financial planning services to a diverse client base, including individuals, couples, custodians, IRA owners, trustees, and business owners. The firm emphasizes capital preservation and uses third-party research to guide portfolio management across discretionary accounts.

Colleen Giffin is a CFP® with 22 years of industry experience, currently serving at Beall Financial Planning, Inc. in Macon, GA. She has worked at Beall Financial Planning since 2011 and has held roles at Belpointe Asset Management and Zeiders Enterprise. Giffin is a board member of the Knoxville Chapter of the Accounting & Financial Women's Alliance and provides bookkeeping consultation through N A Jones & Associates. Beall Financial Planning serves individual and high-net-worth clients, offering portfolio management, comprehensive financial planning, and life-planning services as a fee-only fiduciary. The firm emphasizes conservative, long-term asset allocation focused on capital preservation and uses low-cost mutual funds and fixed-income holdings.

Stephen Anderson is a financial advisor with CFS Wealth Management in Macon, GA, holding a Series 63 license and bringing 32 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and CFS Wealth Management since 2005. CFS Wealth Management is a fee-based advisory firm with three advisors that serves individuals, couples, custodians, IRA owners, trustees, and business owners. The firm manages approximately $189 million across about 465 clients, providing portfolio management, financial planning, and retirement evaluations, with an investment approach that combines model portfolios and emphasizes capital preservation.

Adam Wilson is a financial advisor at Wilson Wealth Stewardship in Macon, GA, holding a Series 65 designation with four years of industry experience. Prior to his advisory role, he was a full-time student and worked at Kathy's Cleaning Company. He is also licensed to sell fixed insurance products in Georgia. Wilson Wealth Stewardship serves individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm offers portfolio management primarily through platform-approved sub-advisers and co-advisors, along with consulting on college savings plans and employer benefits, managing approximately $58.9 million for about 155 clients.

Joseph Perkins Jr. is a Series 66 credentialed financial advisor with 18 years of industry experience. He has been with J. L. Perkins Wealth Management, LLC in Macon, GA since 2014. In addition to his advisory role, he is also licensed as an insurance agent and engages in insurance sales outside of securities trading hours. J. L. Perkins Wealth Management serves individual investors and retirement plans primarily through a manager-of-managers approach, utilizing model and third-party manager relationships instead of direct stock selection. The firm provides due diligence and discretionary allocation among outside managers and operates as both a registered investment advisor and a licensed insurance agency.

Denise Herring is a financial advisor with StoneX Advisors Inc. in Macon, GA, holding a Series 66 designation and eight years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2016 to 2018. Outside of her advisory role, she serves as Treasurer for the 8th District Republican Party of Georgia and is Recording Secretary for the Lt James Monroe National Society of the Daughters of the American Revolution. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, providing portfolio management, financial planning, and consulting services. The firm offers a range of advisor-managed and model-based investment solutions and operates as part of the StoneX Group, with integrated clearing, custody, and lending capabilities.

Daniel Nesmith is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Madison Avenue Securities since 2010 and is also the owner of Security First Asset Management, where he has worked since 2009. Outside of his advisory roles, Nesmith performs as a musician in the band The Shade Trees. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans, managing approximately $2.0 billion in assets. The firm offers various account platforms and programs with discretionary and non-discretionary management, employing multiple investment approaches and custodians.

Jonathan Gilbert is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Security First Asset Management and Midsouth Community FCU. Outside of finance, he has experience as a missionary volunteer and worked with community organizations including a local country club and a collegiate university. Madison Avenue Securities serves individual and high-net-worth clients, providing investment advisory and brokerage services along with pension consulting, college savings assistance, and services for charitable institutions. The firm employs multiple portfolio management approaches and works through a combination of advisor-managed models and third-party managers.

Skyelyn Layson is a financial advisor with Gradient Advisors, LLC in Macon, GA, holding a Series 65 credential and seven years of industry experience. She has worked at Gradient Advisors since 2019 and OSBS Inc since 2011. Outside of her advisory roles, she is an account manager for Hey PHD Regenerations Technologies, a company focused on stem cell treatments. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through third-party money managers and Investment Advisor Representatives, employing a largely non-discretionary model to align client objectives and risk tolerance with portfolio management.

Chadwick Payne is a financial advisor with Madison Avenue Securities, LLC, based in Macon, GA, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Madison Avenue Securities since 2008 and also owns Chad Payne Financial Services, where he is involved in the sales and service of life, health, and Medicare supplement insurance as well as annuity products. Additionally, he serves as Chief Operating Officer of William Danner Agency, which focuses on investments and insurance. Madison Avenue Securities provides investment advisory and brokerage services to individual and high-net-worth clients, as well as pension consulting, college-savings assistance, and services for charitable institutions. The firm manages approximately $2.0 billion across various advisory programs and utilizes both discretionary and non-discretionary portfolio management with a range of investment options.

Shayna Fossum is a financial advisor at Impact Partnership Wealth, LLC with eight years of industry experience. She holds a Series 66 designation and has previously worked at Security First Asset Management and Madison Avenue Securities, LLC. Outside of her advisory role, she is president and owner of S.E.L.F. Wealth LLC, where she engages in financial planning and investment advising. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a network of 87 advisors. The firm uses a variety of investment strategies including model portfolios and discretionary asset management, supporting its advisors with third-party operational platforms and custodial relationships with Charles Schwab and Fidelity.

Christopher Trawick is a financial advisor with Kovack Advisors, Inc. in Macon, GA, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has worked at Kovack Advisors since 2020 and previously worked at GWN Securities and Global Parts Distributors. Trawick operates two financial services businesses serving local clients, including a credit union, and is also a notary. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients, offering portfolio management, financial planning, and sub-advisory services through an Envestnet-supported process that uses both internal models and third-party managers.

William Ennis is a financial advisor at Mercer Global Advisors Inc. based in Macon, GA, holding the PFS™ designation and Series 65 license with 21 years of industry experience. Prior to joining Mercer Global Advisors in 2023, he worked for 17 years at Day & Ennis, LLC (formerly John R. Day & Co.). Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm uses a Modern Portfolio Theory-based approach emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

David Lucas is a financial advisor with Steward Partners Investment Advisory, LLC in Macon, GA, holding Series 63 and Series 65 credentials and bringing 56 years of industry experience. His career includes over two decades at Sterne Agee and eleven years at Stifel before joining Steward Partners in 2026. Outside of advising, he serves as president of a local social fishing club. Steward Partners Investment Advisory, LLC is an SEC-registered firm managing approximately $36.7 billion in assets and serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers investment advisory, financial planning, and managed account programs that include both discretionary and non-discretionary portfolio management through proprietary and third-party strategies.