Samuel Hogan is a financial advisor at Windemere Advisors, LLC in Valdosta, GA, holding the PFS™ designation with 11 years of industry experience. He has been with Windemere Advisors since 2015 and has more than 25 years of experience as a CPA through his own firm, Samuel R. Hogan, CPA, PC. He is also a CPA/PFS partner at Plummer Hogan, LLP and acts as trustee for individual trusts. Windemere Advisors, LLC is an independent, single-advisor firm providing discretionary portfolio management, financial planning, and third-party adviser selection to individual and high-net-worth clients. The firm follows modern portfolio theory with a long-term approach and manages approximately $23.8 million across about 42 client accounts.

Cristie Dasher is a financial advisor with UL Wealth LLC, holding Series 65 and Series 66 licenses. She has one year of industry experience, including roles at Edward Jones and Horse Cove Partners. Prior to her advisory career, she worked in real estate services and education. UL Wealth LLC provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, employee benefit plans, charitable organizations, and businesses. The firm employs a range of investment methods and typically manages accounts on a discretionary basis with regular reviews.

Michael Browning is a financial advisor with UL Wealth LLC in Valdosta, GA, holding a Series 65 designation and six years of industry experience. Prior to joining UL Wealth, he worked for Vulcan Steel for 20 years. He is also president of M.B. Browning Homes, Inc., a real estate rental, lease-to-own, and sales business he has managed since 1994. UL Wealth LLC provides discretionary and non-discretionary investment management, financial planning, consulting, and pension consulting services to individuals, employee benefit plans, charitable organizations, and businesses. The firm employs a variety of investment strategies tailored to client objectives and risk tolerance, primarily recommending ETFs and managing accounts mostly on a discretionary basis.

Matthew Pittman is a financial advisor at UL Wealth LLC with a Series 65 designation and four years of industry experience. His prior roles include positions at Brookwood North Investment Advisors and work in the agricultural sector at Ag Mart Produce. UL Wealth LLC primarily serves individual and high-net-worth clients, as well as pension plans, charitable organizations, and small businesses. The firm offers investment management, financial planning, and pension consulting services, focusing on model portfolios with ETFs and diversified strategies tailored to client objectives.

Stacy Bush is a financial advisor at Bush Wealth Management in Valdosta, GA, with 25 years of industry experience. She holds Series 63 and Series 66 licenses and worked at LPL Financial LLC for 15 years before joining Bush Wealth Management, where she has been since 2004. Outside of her advisory role, she serves as Vice Chair of the Valdosta City School Board and chairs its Finance Committee. Bush Wealth Management serves individual and high-net-worth clients as well as retirement plan sponsors, offering discretionary portfolio management and financial planning. The firm manages approximately $213 million in discretionary assets and employs a range of investment strategies including mutual funds, ETFs, individual equities, and fixed income.

Matthew Craven is a financial advisor at Bush Wealth Management in Valdosta, GA, holding a Series 65 designation. He has been with Bush Wealth Management since 2023 and previously worked at Dallas Wayne Boot Company and Onward Reserve. Bush Wealth Management serves individual and high-net-worth clients as well as retirement plan sponsors, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $213 million in discretionary assets and employs a variety of investment strategies including mutual funds, ETFs, individual equities, and fixed income.

Aaron Taylor is a financial advisor at Bush Wealth Management in Valdosta, GA, holding a Series 65 designation with three years of industry experience. He previously worked at Southwest Georgia Bank / The First, ANBA from 2018 to 2022 and has been with Bush Wealth Management since 2017. Bush Wealth Management serves individual and high-net-worth clients as well as retirement plan sponsors, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $213 million in discretionary assets, utilizing a range of investment strategies including mutual funds, ETFs, individual equities, and fixed-income instruments.

Courtney Gooding is a financial advisor with Bush Wealth Management in Valdosta, GA, holding a Series 66 designation and nine years of industry experience. Prior to rejoining Bush Wealth Management in 2019, Gooding worked at LPL Financial and Southeastern Credit Union. Outside of advisory work, Gooding serves as Vice President of Park Terrace Properties, where responsibilities include strategic planning and design assistance. Bush Wealth Management serves individual and high-net-worth clients, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies and tools, and provides access to an online estate-planning tool as part of its services.

Bradley Bayless is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with Bush Wealth Management, where he has worked since 2024. His prior experience includes roles at The Swan Agency, Inc., Horace Mann Investors, Horace Mann Companies, and Financial Solutions for Educators. Bush Wealth Management serves individual and high-net-worth clients as well as retirement plan sponsors, providing discretionary portfolio management and financial planning. The firm manages approximately $213 million in assets, utilizing mutual funds, ETFs, individual equities, and fixed-income instruments within discretionary asset-allocation models.

Stanley Patrick Jr. is a financial advisor at Bush Wealth Management with 12 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial for five years. Bush Wealth Management serves individual and high-net-worth clients and provides retirement plan consulting to plan sponsors. The firm offers discretionary investment management, financial planning, and access to online estate-planning tools, managing portfolios through a variety of strategies and investment vehicles.

Joseph Wainer is a financial advisor with Kingswood Wealth Advisors, LLC, holding a Series 66 designation and four years of industry experience. He has worked with firms including Kingswood Capital Partners, Benchmark Investments, and Thrivent Financial. Outside of his advisory role, Wainer serves as an adjunct professor teaching spiritual development and English literature. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm employs a tailored, open-architecture investment approach, frequently utilizing third-party managers and sub-advisors, and integrates insurance-linked account management alongside its advisory services.

Daniel Kerrigan is a CFP® with 25 years of industry experience. He is currently with &PARTNERS and previously worked at LPL Financial, Kerrigan Capital & Risk Management, and Cetera. He serves as a volunteer board member of the Valdosta Airport Authority Board and is a 50% owner of South GA Flyers LLC, holding a 2007 Cirrus SR22T aircraft, and is an instrument-rated pilot. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers a range of investment management and financial planning services using both proprietary and third-party strategies, with accounts managed on discretionary and non-discretionary bases.

Jared Mcgahee is a CFP® professional with 17 years of industry experience. He has been with NewEdge Advisors since 2018 and also has a history with LPL Financial and Wiregrass Investment Management LLC. Outside of advisory roles, he serves as president and shareholder of Big Sky Transport, Inc., a transportation company. 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 investment adviser representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing centralized due diligence and technology tools to support clients and advisors.

Labryn Depta is a Series 66 licensed financial advisor with NewEdge Advisors, based in Valdosta, GA. He has two years of industry experience with prior roles at LPL Financial and NewEdge Advisors. Outside of advisory work, Depta is involved with Prudent Man, LLC, providing tax preparation and accounting services. 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 investment adviser representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services and employs multiple program structures combining in-house manager selection with third-party models and advisor discretion.

Shannon Fernandez is a financial advisor at &Partners with 14 years of industry experience. She holds the Series 66 designation and has worked previously at Kerrigan Davis Capital & Risk Management, LPL Financial, and Cetera. Outside of advising, she serves as treasurer for The Porch Community Church, providing financial oversight and budget management. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement plan consulting, utilizing both proprietary and third-party strategies through a combination of discretionary and non-discretionary account management.

Ellis Shiver is a financial advisor at NewEdge Advisors with 38 years of industry experience. He holds a Series 63 designation and has worked at GWM Advisors, LLC (DBA Southern Point Investment Partners) since 2018 and at LPL Financial, LLC since 2016. Outside of his advisory roles, he is involved with The Shiver Group, LLC, a business entity for tax and investment purposes. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm provides a broad range of services including portfolio management, financial planning, retirement and pension consulting, and access to sponsored advisory programs, utilizing both in-house and third-party strategies supported by technology and centralized due diligence.

William Langdale IV is a financial advisor at NewEdge Advisors with a Series 66 designation and one year of industry experience. His career includes roles at LPL Financial LLC, Southern Point Investment Partners, and Langdale Vallotton, LLP. NewEdge Advisors is a large registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through independent representatives. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology-driven solutions.

Jo Pate is a financial advisor with NewEdge Advisors and holds a Series 63 designation, bringing 19 years of industry experience. Prior to joining NewEdge Advisors in 2019, Jo worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2019. Outside of advisory work, Jo is involved in several business ventures including ownership interests in multiple Smoothie King franchise entities and content creation as an author. NewEdge Advisors is a large registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a variety of portfolio management and consulting services and employs a range of program structures combining in-house and third-party solutions supported by centralized due diligence and technology tools.

Luke Voigt is a financial advisor at OSAIC Institutions, INC. with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Infinex Investments, Inc. and Cetera Investment Advisors LLC. Outside of his advisory role, he serves as president of the Valdosta North Rotary Club and is involved with the Valdosta Latino Association, Inc. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary account management.

Kaleb Cowart is a financial advisor with \u0026PARTNERS in Valdosta, GA, holding Series 65 and Series 63 licenses and three years of industry experience. Before joining \u0026PARTNERS in 2025, he worked at LPL Financial and previously had a professional baseball career with the Los Angeles Angels of Anaheim and the New York Yankees. He is the founder of the Play It Forward Baseball Camp, an annual event that teaches baseball and shares lessons about Jesus, with all proceeds donated to local children. \u0026PARTNERS serves a diverse client base including individuals, institutions, and charitable organizations, offering investment management, financial and tax planning, and retirement-plan services. The firm employs a mix of fundamental, technical, and quantitative analysis across discretionary and non-discretionary portfolios, utilizing both proprietary and third-party strategies.