Cannon Financial Strategists, Inc.

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.

Landon Ragle is a financial advisor at Cannon Financial Strategists, Inc. with two years 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, corporations, non-profits, trusts, and employer-sponsored retirement plans, providing wealth management, comprehensive financial planning, and retirement plan advisory services. The firm emphasizes asset allocation, diversification, and tax efficiency, managing portfolios with both actively- and passively-managed funds.

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.

Kelly Goekjian is a financial advisor with Cannon Financial Strategists, Inc. in Athens, GA, holding a Series 66 designation and having eight years of industry experience. She has been with Cannon Financial Strategists since 2014 and Cannon Securities, Inc. since 2015. Outside of her advisory work, Goekjian is involved in coordinating rental property management. Cannon Financial Strategists serves individuals, families, and institutional clients, including high-net-worth clients and retirement plans. The firm emphasizes asset allocation, diversification, and tax-aware strategies, providing wealth management, financial planning, and retirement plan advisory through a multi-advisor platform managing approximately $1.43 billion in assets.

Joseph Lyons is a financial advisor at Cannon Financial Strategists, Inc. in Athens, GA, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Fiserv, Inc. and the University of Georgia. Cannon Financial Strategists serves individuals, families, corporations, non-profits, trusts, and employer-sponsored retirement plans, offering wealth management, financial planning, and retirement advisory services. The firm emphasizes asset allocation, broad diversification, and tax-efficient strategies, managing many client relationships on a discretionary basis using both actively- and passively-managed funds.

Kristen Manweiler is a CFP® and holds a Series 65 license, with seven years of industry experience. She has been with Cannon Financial Strategists, Inc. since 2017 and previously worked at Garcia Hasler Tax Group. Cannon Financial Strategists serves individuals, families, and institutional clients, offering wealth management, financial planning, and retirement plan advisory. The firm employs a disciplined investment process emphasizing asset allocation, diversification, and tax efficiency, managing approximately $1.43 billion in client assets across a multi-advisor platform.

R. Danner is a financial advisor at Cannon Financial Strategists, Inc. with two years of industry experience. He holds a Series 65 designation and has a background that includes roles in education and retail prior to joining the firm. Cannon Financial Strategists serves individuals, families, and institutional clients with wealth management, financial planning, and retirement plan advisory. The firm manages approximately $1.43 billion in client assets using a disciplined investment process focused on asset allocation, diversification, and tax efficiency.

Jeffrey Young is a financial advisor with Cannon Financial Strategists, Inc. in Athens, GA, holding Series 65 and Series 66 licenses with 23 years of industry experience. He has worked at Cannon Financial Strategists since 2011 and previously at Osaic FA, Inc. from 2007 to 2011. Cannon Financial Strategists serves individuals, families, corporations, non-profits, trusts, and employer-sponsored retirement plans, offering wealth management, financial planning, and retirement plan advisory services. The firm focuses on asset allocation, diversification, and tax efficiency, managing many client relationships on a discretionary basis using both actively- and passively-managed funds.

George Williams is a financial advisor at Cannon Financial Strategists, Inc. in Athens, GA, with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cannon Financial Strategists since 2012. Williams also provides retirement plan consulting as an additional business activity. Cannon Financial Strategists serves individuals, families, and institutional clients, including high-net-worth households and pension plans. The firm offers wealth management, financial planning, and retirement plan advisory through a multi-advisor platform, employing a disciplined investment process that emphasizes asset allocation, diversification, and tax efficiency.

Louis Pappas is a financial advisor with Cannon Financial Strategists, Inc. in Athens, GA, holding CFP®, Series 63, and Series 65 designations, and has 21 years of industry experience. He has worked at Cannon Financial Strategists since 2011 and previously held roles at Osaic FA, Inc. and Signator Investors, Inc. Pappas is also involved in insurance and fixed annuity sales as well as plan administration, including the design, implementation, and communication of insurance programs. Cannon Financial Strategists serves individuals, families, corporations, non-profits, trusts, and employer-sponsored retirement plans, providing wealth management, financial planning, and retirement plan advisory services. The firm emphasizes asset allocation, diversification, and tax efficiency, manages many client portfolios on a discretionary basis, and offers both actively- and passively-managed investment options.

Bryan Pulliam is a financial advisor with Cannon Financial Strategists, Inc. He holds Series 63 and Series 65 licenses and has been in the industry since 2024. Prior to joining Cannon Financial Strategists, he worked at Abound Wealth Management and Consolidated Planning. Cannon Financial Strategists serves individuals and families, corporations, non-profits, trusts, and employer-sponsored retirement plans. The firm offers wealth management, mutual fund implementation, financial planning, and retirement plan advisory services with a focus on asset allocation, diversification, and tax efficiency.

Logan Harr is a financial advisor with Cannon Financial Strategists, Inc. in Athens, GA. He holds a Series 65 designation and has six years of industry experience, including four years in full-time education prior to joining Cannon Financial Strategists in 2020. Cannon Financial Strategists serves individuals, families, corporations, non-profits, trusts, and retirement plans. The firm focuses on wealth management, comprehensive financial planning, and retirement plan advisory services, utilizing both actively- and passively-managed mutual funds and ETFs with an emphasis on asset allocation, diversification, and tax efficiency.

John Cole is a ChFC® credentialed financial advisor with 17 years of industry experience, currently with Cannon Financial Strategists, Inc. since 2015. He is also the president and owner of Cole Cattle Co., a farm and timber management business. Cannon Financial Strategists serves individuals, families, and institutional clients with wealth management, financial planning, and retirement plan advisory services. The firm employs a multi-advisor platform and a disciplined investment process emphasizing asset allocation, diversification, and tax efficiency.