Mark Reagan is the sole advisor at Reagan Financial Planning LLC in Oxford, GA, holding a Series 65 designation with 10 years of industry experience. He has been operating Reagan Financial Planning since 2016. Reagan Financial Planning provides financial planning and investment consulting to individuals, families, and small business owners, offering one-time written plans and ongoing advisory services without discretionary portfolio management or custody of assets. The firm applies a consultative approach that includes fundamental, technical, and cyclical investment analyses, while clients execute recommendations through their chosen custodians.

J Davis is a financial advisor with Butler-Davis Financial Group, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. He previously worked with Avantax Investment Services and HD Vest Investment Services and serves as the chief operating officer of Butler-Davis Tax & Accounting LLC. Outside of his advisory role, Davis is also an independent insurance agent. Butler-Davis Financial Group, LLC offers asset management, financial planning, and retirement plan services to individual investors, plan sponsors, and institutional clients. The firm employs a value-oriented, long-term investment approach using mutual funds and ETFs, provides fiduciary consulting and discretionary management for retirement plans, and conducts educational seminars and workshops.

Andrew Brown is the sole advisor at Brown Wealth Management, LLC in Conyers, GA. He holds the CFP® designation and a Series 65 license, with 20 years of industry experience. Brown has managed his independent advisory firm since 2002. Brown Wealth Management serves individual and high-net-worth clients as well as pension plans, foundations, and other institutional entities. The firm operates as a fee-only fiduciary, providing tailored portfolio management and financial planning services, and is notable for its active work with pension plans and charitable organizations alongside a diverse investment approach.

Michael Lassiter is the principal of Michael W. Lassiter CLU ChFC Inc., an independent advisory firm based in Covington, GA. He holds the ChFC® designation and has 19 years of industry experience, including prior work with Ameritas Investment Company, LLC. Lassiter is also a licensed insurance agent, active in the sale of fixed insurance products. His firm provides financial planning and advisory services to individuals, high-net-worth clients, and business entities by recommending unaffiliated third-party investment advisers. Rather than managing assets directly, the firm focuses on developing individualized plans and overseeing third-party portfolio managers through co-adviser arrangements.

Dally East is a Series 65–licensed financial advisor with nine years of industry experience, currently affiliated with Executive Money Managers, Inc. since 2016. The firm serves individual and high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and advisory consulting tailored to client objectives. Executive Money Managers emphasizes fundamental, value-oriented equity investing focused on balance-sheet strength and dividend yield, offering both customized and model portfolios under discretionary authority.

Benjamin Eggers is a financial advisor at Executive Money Managers, Inc. with 16 years of industry experience. He holds the Series 65 designation and has been with Executive Money Managers since 2010. Executive Money Managers, Inc. serves individual and high-net-worth clients, charitable organizations, and business entities with discretionary portfolio management and advisory consulting. The firm employs a fundamental, value-oriented equity investment approach focused on balance-sheet strength and dividend yield, offering customized or model portfolio solutions managed under discretionary authority.

Margaret Hubbard is a financial advisor at Executive Money Managers, Inc. with 22 years of industry experience. She holds a Series 65 designation and has been involved with Executive Money Managers since 1989, alongside running Beyond Measure Consulting, Inc., a management consulting business focused on business planning and accounting systems. Executive Money Managers, Inc. serves individual and high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and advisory consulting tailored to client objectives. The firm emphasizes fundamental, value-oriented equity investing with a focus on balance-sheet strength and dividend yield.

Chad Lackey is a financial advisor at Beacon Financial Advisers, Inc. in Conyers, GA, holding Series 63 and Series 65 credentials with 15 years of industry experience. He has been with Beacon Financial Advisers since 2010. Beacon Financial Advisers serves individuals, including high-net-worth clients, as well as trusts, retirement plans, corporations, and not-for-profit entities, managing approximately $108.8 million across about 96 households. The firm provides fee-only wealth and asset management, comprehensive financial planning, and specialized retirement plan services, employing a process centered on written Financial Goals Plans and Investment Policy Statements to guide globally diversified, value-biased portfolios.

Ashley Bradford is a CFP® professional with two years of industry experience, currently serving with Hendershott Wealth Management, LLC. Prior to joining Hendershott, Ashley held roles at Trinity Wealth Securities, Florida Financial Advisors, and other firms, and is the founder and CEO of Wealthy and Winning Financial Solutions, LLC, providing personal and business financial coaching. Hendershott Wealth Management advises individuals, trusts, estates, charitable organizations, and business entities, managing approximately $305.8 million in client assets. The firm emphasizes non-discretionary portfolio management through firm model portfolios and third-party managers, focusing on fundamental analysis and long-term strategies while offering services like financial coaching and 401(k) consulting.

Robert Galloway is a Series 65-licensed advisor at CapSouth Wealth Management in Covington, GA, with one year of industry experience. His prior roles include positions at Claris Financial Advisors and several non-financial roles during his time at the University of Georgia. CapSouth Wealth Management provides investment management, financial planning, and institutional consulting services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers tailored recommendations based on clients’ financial backgrounds and risk tolerance, managing approximately $1.0 billion in client assets with a focus on diversified, long-term portfolios.

Carlos Ingram is a financial advisor with Brookwood Investment Group, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. His career includes roles at firms such as Redwood Private Wealth, Silver Oak Securities Inc, and Verity Investments Inc. He is based in Conyers, GA. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans, offering portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios with a range of strategies and utilizes ongoing monitoring and due diligence, operating through a network of proprietary partner offices and affiliated businesses.

Courtney Ingram is a financial advisor at Brookwood Investment Group with a Series 65 designation and two years of industry experience. Prior to joining Brookwood, Ingram worked at Cornerstone Advisors LLC, Advisor Share Wealth Management, and Fiscal Wisdom Wealth Management, each for one year. Brookwood Investment Group serves individual investors, businesses, and retirement plans by providing portfolio management, financial planning, and advisory services. The firm uses a range of investment strategies tailored to client objectives and offers both discretionary and non-discretionary management.

Rufus Hunley III is a financial advisor with AlphaStar Capital Management holding a Series 65 designation and six years of industry experience. He has worked at Path Financial LLC and ARP Advisors, LLC, and maintains roles outside of finance including a position with Delta Airlines and as an independent insurance agent. He also has longstanding involvement with Advanced Retirement Planning, LLC and Paramount Hospitality. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, estates, small businesses, and other investment advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, employing both model portfolios and custom strategies that incorporate quantitative analysis and tactical asset allocation.

Adam Billups is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently with Primerica Advisors and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing a variety of proprietary and third-party investment strategies.

Maxine Allen is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 credentials and 15 years of industry experience. Her prior roles include positions at Truist Advisory Services and SunTrust Investment Services. Outside of finance, she owns M.ASHA DESIGNS LLC, a business focused on creating and selling handmade textured art. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals, providing discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor investment strategies aligned with clients' goals and risk tolerances.

Ivory Johnson is a financial advisor with Truist Advisory Services and holds Series 63 and Series 66 licenses. He has 10 years of industry experience, including roles at Wells Fargo Clearing and Wells Fargo Bank. Johnson has been with Truist since 2024. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers various services including asset allocation analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enhanced research tools.

Chantel Sainsbury is a financial advisor at Truist Advisory Services with five years of industry experience. She holds a Series 66 designation and has worked at SunTrust Advisory Services, SunTrust Investment Services, and SunTrust Bank since 2017. Prior to her current roles, she had positions at Delaware North Companies, Premier Global Services, and Dantanna's. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, implementing advice through discretionary and non-discretionary manager arrangements supported by AI-enabled research tools and inter-affiliate integration.

Benton Rhodan is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and E*TRADE Securities. Outside of finance, he owns Rockin Rhodan Printing Services LLC, a vinyl printing business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, their participants, and certain retail accounts. The firm uses an integrated service model tied to Empower’s recordkeeping platform, focusing on long-term portfolio returns and savings rates.

Morten Oftedal is a financial advisor with Sanctuary Advisors, LLC in Covington, GA, holding Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at Heimdal Forvaltning, Cornerstone Bank, and Fidelity Bank. Outside of his advisory work, he volunteers periodically with his family-owned fuel distribution business. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, trusts, and charitable organizations, through a large network of independent advisers. The firm offers portfolio management, retirement plan consulting, and employs various analytical approaches, operating as a fiduciary under written advisory agreements.

Chanel Brown is a financial advisor at Empower Advisory Group with two years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including T Rowe Price and BMO Harris Bank. In addition to her financial services career, she has experience in academia at the University of Antwerp. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as IRA and brokerage account holders. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing in its planning approach.