Dwight Langley is a financial advisor at Langley Wealth Management in Watkinsville, GA, holding Series 63 and Series 65 licenses with 16 years of industry experience. He previously worked at Vickery Financial Services, Inc. and Vickery Langley Wealth Management. Outside of advisory services, Langley is also an independent life insurance agent. Langley Wealth Management serves individual investors and other client types, focusing on non-discretionary portfolio management and standalone financial planning. The firm emphasizes strategic asset allocation across diversified mutual fund portfolios, periodic rebalancing, and a long-term investment approach, implementing recommendations only with client approval.

Arch Financial Planning is a fee-only, fiduciary firm based in Oconee County, serving clients across Athens, Watkinsville, Monroe, Social Circle, and the Lake Oconee area. We specialize in helping retirees and those approaching retirement turn years of saving into a clear, tax-efficient income plan. Our clients are often successful professionals and business owners who want more than generic advice—they want a coordinated strategy that aligns their investments, taxes, and long-term goals. Our planning process is built around simplifying complex financial decisions. We focus on retirement income planning, tax strategy, Social Security timing, and portfolio design—helping clients understand how to draw income sustainably while minimizing unnecessary taxes. This includes strategies like Roth conversions, managing required minimum distributions, and structuring portfolios to support both stability and long-term growth. Every recommendation is grounded in a comprehensive financial plan, not product sales or one-size-fits-all models. At Arch Financial Planning, we believe great advice starts with a strong relationship. We work closely with each client to provide ongoing guidance, proactive planning, and clarity through every stage of retirement. If you're nearing retirement or already retired and want confidence that you're making the most of what you've built, we help you turn complexity into a clear, actionable plan. Arch Financial Planning partners with clients who want clarity and proactive guidance—crafting retirement plans that incorporate Social Security timing, tax-efficient withdrawal strategies, Roth conversion analysis, investment allocation, healthcare planning, estate considerations, and long-term financial security. Whether you're in Athens, Metro Atlanta, North Georgia, or along the Georgia coast, Arch Financial Planning delivers personalized, modern financial planning to help you retire with confidence and live a life aligned with your values.

Kyle Roney is a Series 65-credentialed financial advisor with 19 years of industry experience, currently operating as the sole advisor at TROIKA CAPITAL ADVISORS, LLC since 2010. Based in Athens, GA, he focuses on discretionary portfolio management and financial planning. Troika Capital Advisors is an independent registered investment adviser serving individuals, high-net-worth clients, trusts, estates, corporations, and pension or profit-sharing plans. The firm manages approximately $44 million using fundamental analysis and a long-term trading approach, occasionally incorporating options strategies, and emphasizes individualized Investment Policy Statements to document client objectives and risk tolerance.

Talbert Cooper is a financial advisor with Black Lake Capital Corp. in Athens, GA, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Black Lake Capital Corp. since 2008. Outside of advisory services, he is involved in private land management for a private holding, which may account for up to 10% of his time. Black Lake Capital is an independent SEC-registered investment adviser managing approximately $17.2 million for individuals, trusts, and limited partnerships. The firm employs a Modern Portfolio Theory-based approach with diversified strategies across equities, fixed income, and options, and provides portfolio management, investment counseling, and financial planning tailored to client objectives and risk tolerance.

Randall Christian is the founder of RChristian Financial Consultants, LLC and holds the ChFC® and Series 63 designations, with 18 years of experience in the financial industry. He has operated his own firm since 2010 and is also the owner and president of Christian Financial, Inc., a non-investment-related business. RChristian Financial Consultants provides discretionary portfolio management, comprehensive financial planning, and retirement plan advisory services to individuals, corporations, and plan sponsors. The firm uses fundamental analysis with a focus on long-term, buy-and-hold strategies, and offers an electronic planning portal to consolidate client assets for holistic planning.

Thomas Greene III is the principal of Liberty Street Capital, LLC in Athens, GA, holding Series 63 and Series 65 credentials with 19 years of industry experience. He has led Liberty Street Investment Management since 2011. Outside of investment management, he serves as a director for Provident Resources Group, focusing on healthcare, housing, and government burden reduction. Liberty Street Capital provides fee-based, discretionary portfolio management primarily for pooled and entity clients. The firm employs an allocation-driven approach with diversified proprietary portfolios emphasizing low turnover and cost containment, and it maintains a unique affiliation with the principal’s legal practice.

K. Collins is a Series 65-licensed advisor with Collins/Moody Financial Services, L.L.C. in Athens, GA, bringing 22 years of industry experience. He has been with Collins/Moody Financial Services since 2001 and has worked at the affiliated accounting firm Collins/Moody & Company, PC since 1980. Collins’s background includes significant involvement in accounting and tax work through his CPA role. Collins/Moody Financial Services, LLC provides investment advisory and portfolio management services to individuals, high-net-worth clients, nonprofits, and retirement plans. The firm emphasizes long-term asset allocation based on Modern Portfolio Theory, utilizing passive asset-class mutual funds and model portfolios through Savant Wealth Management while maintaining oversight of trade execution and portfolio administration.

Thomas Wilkins is a CFA charterholder and principal of Joseph Jekyll Advisers LLC in Athens, GA, with 19 years of industry experience. He has been with Joseph Jekyll Advisers since 2006. Wilkins also serves as chairman of the Wilkins Foundation, Inc., a private foundation involved in charitable activities including book publishing. Joseph Jekyll Advisers provides investment management, financial planning, business consulting, trust management, and estate administration services to individuals, high-net-worth clients, businesses, trusts, and charitable organizations. The firm’s investment approach is based on fundamental analysis and balance-sheet review, emphasizing long-term buy-and-hold strategies while incorporating selective trading and a range of investment vehicles. It is notable for its paid subscription financial publications and performance-based fee arrangements for qualified clients.

Ben has been a practicing fee-only financial planner for more than 10 years. He co-founded Fully Financial to pursue his dream of opening his own financial planning firm and offering an even greater level of personal financial planning services to more people and families. Fully Financial is a premier boutique firm by design — intentionally and carefully built to prioritize high-touch, responsive, and full-service financial planning and investment management to individuals and families. At Fully, our purpose is to provide real financial advice that helps more people live their lives to the fullest. That's why we treat every single one of our clients as if they are family — and as a legal fiduciary, we always put their best interests first. Prior to opening Fully, Ben worked at a midsize fee-only firm where he served as partner and chief financial officer in addition to leading a financial planning team responsible for 200+ client households, managing $200M+ in assets, and overseeing the firm's HQ in Athens, Georgia. Ben is a CFP® Professional and an Enrolled Agent licensed to practice before the IRS. Committed to both his profession and his community, Ben currently serves on the board of directors for the National Association of Personal Financial Advisors (NAPFA) and as treasurer of Athens-based nonprofits Books for Keeps and Athens Pride. He also teaches part-time in UGA's financial planning program and previously served as chair of the UGA College of Family and Consumer Sciences Alumni Association. Ben is a "Double Dawg," having received both his master's degree in Financial Planning and bachelor's degree in Consumer Economics (summa cum laude with highest honors) from the University of Georgia.

Ryan Rasmussen is a CFP® professional with one year of industry experience, currently with Fully Financial in Athens, GA. His prior roles include positions at the University of Georgia and several wealth advisory firms. He also serves as a Personal Finance Educator for the Teachers Retirement System of Georgia, conducting educational presentations for retirement system participants. Fully Financial is a fee-only SEC-registered investment adviser serving affluent and emerging-affluent households, related entities, endowments, and corporate retirement plans. The firm offers comprehensive wealth management with an investment approach based on Modern Portfolio Theory, emphasizing diversified, passive portfolios with active asset allocation and tax-aware strategies.

Jacob Holt is a financial advisor at Cannon Financial Strategists, Inc. in Athens, GA, holding a Series 65 designation. He has one year of industry experience, including prior work at The Sign Brothers and five years at the University of Georgia. Cannon Financial Strategists serves individuals, families, corporations, non-profits, trusts, and employer-sponsored retirement plans. The firm emphasizes asset allocation, diversification, and tax efficiency, offering wealth management, financial planning, and retirement plan advisory services.

Kelly Dixon is a financial advisor with Cannon Financial Strategists, Inc. in Athens, GA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has been with Cannon Securities, Inc. and Cannon Financial Strategists since 2010. Outside of her advisory role, Dixon is a minority owner of a mortgage brokerage firm and manages an investment holding company. Cannon Financial Strategists serves individuals, families, and institutional clients, including high-net-worth individuals and retirement plans. The firm employs a multi-advisor platform focused on wealth management, financial planning, and retirement plan advisory, utilizing written Investment Policy Statements, diversified asset allocation, and tax-aware strategies.

Lewis Scruggs is a financial advisor with Lanier Financial Group LLC in Athens, GA, holding a Series 66 designation and 28 years of industry experience. He previously worked at Synovus Bank and Synovus Securities Inc. from 1998 to 2023. Scruggs is also a licensed independent insurance agent involved in insurance sales. Lanier Financial Group LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, families, business entities, trusts, and retirement plans. The firm customizes portfolios based on client goals and employs various analysis techniques across multiple investment strategies.

Samuel Bahde is a CFP® professional with three years of experience at Elwood & Goetz Wealth Advisory Group, LLC. Prior to his current role, he worked in mortgage services and has experience as a farm independent contractor. Elwood & Goetz provides fee-only investment management and comprehensive financial planning to individuals, families, trusts, estates, business owners, and retirement plan sponsors. The firm emphasizes Modern Portfolio Theory, global diversification, and predominately passive investment strategies using index funds and ETFs.

Paul Brown is a CFP® and Series 65-registered advisor with 16 years of industry experience. He has been with Elwood & Goetz Wealth Advisory Group since 2013 and is also the owner of New Planner Recruiting, a business he operates full-time. Elwood & Goetz is an independent, fee-only firm serving affluent individuals, families, trusts, estates, and institutional clients. The firm emphasizes strategic asset allocation using low-cost index funds and ETFs, providing comprehensive financial planning and discretionary portfolio management.

Landon Ragle is a financial advisor at Cannon Financial Strategists, Inc. with one year of industry experience. He holds a Series 65 designation and has previous experience at The Avenue Wealth Management and Bar South Athens. Cannon Financial Strategists serves individuals, families, and institutional clients with wealth management, financial planning, and retirement plan advisory through a multi-advisor platform managing approximately $1.43 billion in assets. The firm emphasizes written Investment Policy Statements, asset allocation, diversification, and tax-aware strategies, offering both actively and passively managed funds.

Vincent Clark is a CFP® and holds a Series 66 license with three years of industry experience. He has worked at Elwood & Goetz since 2022 and previously held roles at Wipfli Financial, Redwood Wealth Management, and The Ayco Company. Elwood & Goetz is an independent, fee-only investment management and financial planning firm that serves affluent individuals, families, trusts, estates, and institutional clients. The firm emphasizes strategic asset allocation using low-cost index funds and ETFs, offering discretionary portfolio management and comprehensive financial planning.

Alden Shmerling is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Elwood & Goetz Wealth Advisory Group, LLC since 2010. He is based in Atlanta, GA, and holds the Series 65 credential. Elwood & Goetz is an independent, fee-only firm that provides investment management and comprehensive financial planning to affluent individuals, families, trusts, estates, and institutional clients. The firm employs a strategic asset allocation approach grounded in Modern Portfolio Theory, primarily using low-cost index funds and ETFs, while managing employer-based retirement accounts alongside other client assets within a single discretionary portfolio.

Robert Carlton is a financial advisor at Cannon Financial Strategists, Inc. with four years of industry experience. He holds a Series 65 designation and has previously worked at Plantation Properties and Rowell Auctions. Outside of his advisory role, he is involved in real estate investing. Cannon Financial Strategists serves individuals, families, and institutional clients, including high-net-worth individuals and pension plans. The firm employs a multi-advisor platform focused on wealth management, financial planning, and retirement plan advisory, utilizing written Investment Policy Statements, diversified asset allocation, and both active and passive investment strategies.

Stephen Kuzniak is a CFP® professional with nine years of industry experience, currently serving at Cannon Financial Strategists, Inc. He has been with the firm since 2016 and also teaches in the University of Georgia Financial Planning Program. Outside of finance, he operates an e-commerce business that involves purchasing and reselling used goods online. Cannon Financial Strategists is a registered investment adviser serving individuals, families, corporations, non-profits, trusts, and retirement plans. The firm emphasizes asset allocation, diversification, tax efficiency, and offers a range of wealth management, financial planning, and retirement plan advisory services.