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.

Britian Bickley is the sole advisor at Bickley Investments, LLC, based in Macon, GA. He holds Series 65 and Series 66 licenses and has 10 years of industry experience. Prior to his advisory role, he has been a homemaker since 2013. Bickley Investments focuses on financial planning and discretionary investment management for high net worth and ultra-high net worth individuals. The firm employs a passive, low-cost investment strategy centered on market-tracking index ETFs and select mutual funds, guided by a client-specific Investment Policy Statement.

Delmas Wilson is a financial advisor at Wilson Wealth Stewardship with 13 years of industry experience. He holds a Series 65 designation and previously worked at Christy Capital Management for nine years. In addition to his advisory role, he is individually licensed to sell fixed insurance products in Georgia. Wilson Wealth Stewardship serves individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations, managing approximately $58.9 million for about 155 clients. The firm primarily recommends sub-advisers or co-advisors to manage client portfolios, while it monitors performance and provides consulting on topics such as 529 college savings plans and employer benefits selections.

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.

Randall Norris is a financial advisor at Smith, Brown & Groover, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with his current firm since 2010. Outside of his advisory role, he provides consulting services in board governance, profitability, and tax planning through Southeastern Management Coop, Inc. Smith, Brown & Groover, Inc. offers discretionary investment advice and portfolio management to individuals, trusts, estates, charitable organizations, and corporations. The firm emphasizes tailored portfolio construction and continuous account supervision, combining charting, fundamental, and technical analysis while generally holding individual equities for the long term.

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.

Tim Hemingway is a financial advisor at Smith, Brown & Groover, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with the firm since 2005. Outside of his advisory role, Hemingway is a licensed professional counselor providing services to individuals, couples, and families, and he serves as a United Methodist pastor in Macon, Georgia. He is also involved in community financial initiatives as president of The East Macon Foundation, Inc., which supports the establishment of a local federal credit union. Smith, Brown & Groover, Inc. offers discretionary investment advice and portfolio management to individuals, trusts, estates, charitable organizations, and corporations. The firm employs a tailored investment approach combining charting, fundamental, and technical analysis, with an emphasis on continuous account supervision and generally holding equities for the long term.

Trent Solomon is a financial advisor with Solomon Investments & Financial Planning, LLC in Macon, GA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Calton & Associates, Dominion Investor Services, and Cambridge Investment Research. Outside of his advisory work, Solomon is a co-founder of Joshua's Wish, a nonprofit organization that supports pediatric cancer research and assists families during Christmas. Solomon Investments & Financial Planning provides fee-based financial planning, asset-allocation management through a third-party program, and retirement-plan advisory services to individuals, businesses, and tax-exempt organizations. The firm also offers educational seminars and workshops at no charge and delivers both retail asset allocation and formal ERISA plan consulting services.

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.

Raymond Smith Jr. is a financial advisor at Smith, Brown & Groover, Inc. with 44 years of industry experience. He holds Series 63 and Series 65 designations and has been with the firm since 1992. Outside of his advisory role, he serves on the boards of Purefy.com and Goodwill of Macon and is involved with a tire stem manufacturing venture, TWISTEM.COM, on a voluntary basis. Smith, Brown & Groover, Inc. (d/b/a SBG Wealth Management) provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm emphasizes continuous account supervision and tailors portfolios using technical, fundamental, and cyclical analysis, generally pursuing long-term stock holdings and institutional or F-/C-class mutual fund share classes.

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.

Owen Freel is a financial advisor at Christy Capital Management, Inc. in Macon, GA, holding a Series 65 designation with four years of industry experience. He has been with Christy Capital Management since 2018 and previously worked for Fountain Car Wash from 2016 to 2018. Christy Capital Management serves individuals, high-net-worth clients, trusts, estates, and retirement plans by providing investment advisory, wealth management, financial planning, and related services. The firm uses a client profile and risk-tolerance questionnaire to tailor recommendations and implements discretionary management through a subadvisor program, offering values- or faith-based model portfolios managed by EverSource Wealth Advisors.

Jeremy Johnston is a financial advisor at Christy Capital Management, Inc. in Macon, GA, holding a Series 65 designation. He joined Christy Capital Management in 2026 and previously worked at Covenant Academy for over a decade. Christy Capital Management serves individuals, high-net-worth clients, trusts, estates, and retirement plans with investment advisory and wealth management services, employing a subadvisor program to implement discretionary management and tailoring recommendations based on client profiles and risk tolerance.

Carly Elliott is a financial advisor at Patton Albertson Miller Group, LLC with a Series 65 designation and three years of industry experience. She previously worked at Hodges, Harbin, Newberry & Tribble Inc for seven years before joining her current firm. Patton Albertson Miller Group is a fee-only wealth management and financial planning firm serving affluent individuals and families, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of services including investment management, trust and fiduciary services, and project-based consulting, and provides discretionary portfolio management with access to alternative investments for qualified clients.

Joe Mathews III is a financial advisor at Christy Capital Management, Inc. in Macon, GA, with 12 years of industry experience. He holds a Series 65 designation and has been with Christy Capital Management for 15 years. In addition to his advisory role, he is licensed to sell fixed insurance products. Christy Capital Management provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers financial planning, federal employee benefit analysis, tax and estate planning, and non-variable insurance and annuity products, often implementing discretionary management through a subadvisor program.