Ashish Doshi is the sole advisor at Mars Capital Management LLC in Columbus, GA, holding a Series 65 designation and bringing 16 years of industry experience. He has been with Mars Capital Management since 2014 and also serves as Director of Orthotics and Prosthetics at Medical and Health Resources, a role he has held since 1999. Mars Capital Management provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities through its Mars Capital Global Portfolio, an active, trend-focused strategy employing relative strength, momentum, and technical analysis across global equities and ETFs. The firm uses systematic entry and exit rules with defined risk controls and requires accounts to be held at Interactive Brokers, incorporating LIFO cost-basis reporting to align with its trading approach.

Brent Hudson is a financial advisor at Fluid Financial Planning, LLC with 13 years of industry experience. He holds a Series 66 designation and operates as the sole advisor at an independent firm based in Columbus, GA. Fluid Financial Planning provides investment management and comprehensive financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and businesses. The firm primarily uses passive, asset-class diversified portfolios with low-cost index funds and ETFs, complemented by multiple analytical methods, and offers ongoing planning access through a fixed monthly subscription.

Bryan Oglesby is a CFP® professional with 19 years of industry experience, currently serving at Wealth Intelligence, LLC. His prior experience includes roles at Raymond James Financial and its affiliated entities from 2013 to 2025. Outside of his advisory work, he is involved in agriculture as the owner of Oglesby Farms and serves on the Pike County Industrial Development Authority and the Black Hereford Foundation boards. Wealth Intelligence, LLC provides integrated wealth management services primarily to individuals and families, including high-net-worth and multi-generational clients. The firm offers financial planning, investment advisory, business consulting, and family office services, managing approximately $247.5 million in discretionary assets with a customized investment approach that combines top-down thematic and bottom-up company research.

Andrew Fletcher is a Series 65-licensed advisor at Wealth Intelligence, LLC with one year of industry experience. Prior to joining Wealth Intelligence, he worked four years at First Bank of Pike and served three years in the United States Army. Wealth Intelligence provides integrated wealth management primarily to individuals and families, including high-net-worth and multi-generational clients. The firm’s investment approach combines top-down, theme-based analysis with fundamental, bottom-up research to build customized portfolios, and it offers financial planning, investment advisory, business consulting, and family office services.

Alfredo Gonzalez is a financial advisor at Wealth Intelligence, LLC with four years of industry experience. He holds a Series 66 designation and previously worked with Raymond James Financial Services Advisors, Inc. and served in the United States Army. He is a board member of the National Civil War Naval Museum. Wealth Intelligence provides integrated wealth management primarily to individuals and families, including high-net-worth and multi-generational clients, offering services such as financial planning, investment advisory, business consulting, and family office support. The firm uses a combination of top-down thematic analysis and fundamental research to build customized portfolios emphasizing U.S. equities, ETFs, fixed income, and cash.

Michael Mckay is a CFP®-designated financial advisor with Longview Wealth Management in Columbus, GA, bringing 23 years of industry experience. He has worked at Longview Wealth Management since 2005 and previously spent 15 years with Cambridge Investment Research, Inc. In addition to his advisory role, Mckay serves as a compensation consultant at Longview Wealth Management. Longview Wealth Management is a multi-advisor registered investment adviser managing approximately $1.15 billion in assets. The firm serves individuals, pension and profit-sharing plans, and corporate clients, offering services including financial planning, asset management, divorce consulting, and access to third-party manager programs.

Timothy Fuller is a CFP® and ChFC® with nine years of experience in financial advisory. He is currently with CoreVision Financial Group and has previously worked at Edward Jones and LPL Financial. Prior to entering the financial industry, he was employed at Cancer Treatment Centers of America. CoreVision Financial Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term investment philosophy with tactical adjustments and utilizes low-cost mutual funds, ETFs, individual stocks, bonds, and options, managing approximately $1.15 billion in discretionary assets.

Amber Hinds is a Series 65 licensed advisor with nine years of industry experience, currently working at Sollinda Capital Management LLC since 2023. She founded and serves as president of Ashber, LLC, an insurance agency specializing in Medicaid compliant annuities and long-term care solutions. Her prior experience includes roles at Capital Investment Advisory Services, LLC and Eldercare Financial / America's First Financial. Sollinda Capital Management provides discretionary portfolio management and financial planning for individuals, high-net-worth clients, and retirement/profit-sharing plans, while also offering sub-advisory services to other registered investment advisers. The firm employs a combination of systematic, rules-based and discretionary investment strategies and sponsors a Brazil-focused private investment fund.

Sarah Clayton is a CFP® certificant with seven years of industry experience, currently serving as an advisor at LongView Wealth Management. She previously worked at Cambridge Investment Research and FineLine Technologies. LongView Wealth Management is a multi-advisor registered investment adviser managing approximately $1.15 billion in assets, serving individuals, pension and profit-sharing plans, and corporate clients. The firm offers financial planning, asset management, and specialized services such as divorce consulting, using a combination of economic, fundamental, and technical analysis alongside third-party program solutions.

Lydia Stephens is a financial advisor with United Advisor Group and holds a Series 66 designation. She has 20 years of industry experience, having previously worked at Osaic Wealth, Inc., American Portfolios Advisors, American Portfolios Financial Services Inc., and NEXT Financial Group, Inc. Outside of her advisory role, she is involved in an independent insurance business under the name BHT Wealth Management. United Advisor Group serves a diverse client base including individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives. The firm offers a range of services such as discretionary and non-discretionary investment management, financial and retirement planning, and family office services, using proprietary model portfolios and a variety of investment strategies.

William Kepley Jr. is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 designations and 11 years of industry experience. He has been with First Command Advisory Services since 2015 and also works with First Command Financial Planning, Inc. since 2014. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, utilizing a centralized investment management team to oversee model portfolios and select third-party managers from approved lists.

Patrick Hojan is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and bringing 14 years of industry experience. His prior roles include positions at Edward Jones, Merrill Lynch/Bank of America, Cetera, and Regions Bank. He serves as a board member for the Columbus Symphony Orchestra, a nonprofit organization in Columbus, GA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled equity research.

Kermit Griner Jr. is a financial advisor with Eagle Strategies (NY Life) in Columbus, GA, holding the ChFC® and Series 63 designations and possessing 43 years of industry experience. He has been associated with Eagle Strategies since 2004 and has operated Griner-Isom Financial Strategies since 2014. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Lauren Isom is a financial advisor with Eagle Strategies (NY Life) based in Columbus, GA, holding a Series 66 designation and 14 years of industry experience. She has been associated with Eagle Strategies since 2014 and has operated Griner-Isom Financial Strategies since the same year. Outside of her advisory work, Isom serves on several boards including the Council of Finance and Administration for the South Georgia Methodist Conference, the Planned Giving Council at Berry College, the Columbus, Georgia Sports Council, and MercyMed of Columbus, Inc. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered primarily through non-discretionary asset management within an integrated New York Life affiliate structure.

Jody Davis is a financial advisor at NewEdge Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Capital Wealth Management Group prior to joining NewEdge Advisors in 2020. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management and consulting services and employs multiple program structures combining in-house and third-party manager selections.

Bryan Norris is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 registrations and bringing 13 years of industry experience. He has worked at NewEdge Advisors since 2020 and has prior experience at LPL Financial and Capital Wealth Management Group. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Brian Alford is a financial advisor with Raymond James & Associates in Columbus, GA, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves as a board member and officer involved in fundraising for American Little League in Columbus, GA. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and various organizations, offering financial planning, investment consulting, and institutional fiduciary solutions with a focus on non-discretionary client relationships and diverse portfolio management strategies.

Silvia Newell is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 26 years of industry experience. She has been with Cetera since 2004 and is also the managing principal of Newell & Newell P.C., a tax and accounting practice she has operated since 1986. Additionally, she serves as trustee and executor for several family trusts. Cetera Investment Advisers LLC is an SEC-registered firm with a nationwide network of over 10,000 independent advisors serving individuals, retirement plans, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform that includes both affiliated and third-party managers across various program structures.

Susan Lombardo is a CFP® professional with 30 years of experience in the financial services industry. She has worked at LPL Financial since 2019, following tenures at Wells Fargo Advisors Financial Network and Merrill. Lombardo operates under the business name Advanced Wealth Solutions, which supports her LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services provided through a large network of investment adviser representatives.

Theresa Mayes is a Series 66-licensed financial advisor with Edward Jones, based in Columbus, GA, and has 12 years of industry experience. She has worked at Edward Jones since 2017 and previously at First Command Advisory Services and First Command Financial Planning, Inc. from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.