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.

John Washnock is a financial advisor at Ausdal Financial Partners, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Intervest International Equities Corp for 17 years. Outside of his advisory role, he is a co-owner of a local investment-unrelated business. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment strategies and custodial services.

James Washnock is a financial advisor at Ausdal Financial Partners, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Intervest International Equities Corp for 17 years. Ausdal Financial Partners manages over $2 billion in client assets through a network of approximately 152 advisors, offering investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm provides both discretionary and non-discretionary investment strategies across a range of asset types and maintains dual broker-dealer and insurance activities.

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.

Deborah Smith is a financial advisor with Valic Financial Advisors in Valdosta, GA, holding Series 63 and Series 65 licenses and with 29 years of industry experience. She has been with Valic Financial Advisors since 1999 and has also worked with Agia since 2022. Outside of her advisory role, she is a licensed insurance agent providing life and disability insurance to employees of Housing Authority groups. Valic Financial Advisors serves primarily U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models with various overlay options.

Donald Mc Arthur Jr. is a financial advisor with PlanMember Securities Corporation in Valdosta, GA, holding Series 65 and Series 63 credentials and bringing 10 years of industry experience. He also serves as Vice Chairman of the Valdosta-Lowndes Chamber of Commerce and as Board Member and Treasurer of Red Carpet of South Georgia, Inc., a 501(c)(3) organization supporting Moody Air Force Base. In addition to his advisory roles, he manages IT support services with CCB Tech Group and is involved with Financial U, Inc., a financial sales and services firm. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation process to manage risk-based mutual fund portfolios and offers education, personalized planning, and support services to plan sponsors and participants.

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.