Elevate Wealth Advisory, Inc.

Gary Stoller is a financial advisor at Elevate Wealth Advisory, Inc. in Athens, GA, holding a Series 65 designation with 14 years of industry experience. He previously worked at ETS Financial and Southern Hills Financial. Elevate Wealth Advisory serves high-net-worth individuals, pension plans, and charitable organizations by providing investment management, wealth planning, and retirement plan consulting. The firm uses a customized, asset-class diversified approach with institutional mutual funds and ETFs, managing client portfolios on a non-discretionary basis with ongoing monitoring and regular reviews.

Cynthia Rosso is a Certified Financial Planner™ (CFP®) with 18 years of industry experience. She has been with Elevate Wealth Advisory, Inc. since 2005. Elevate Wealth Advisory is a team-based firm serving high-net-worth individuals, pension plans, and charitable organizations. The firm provides investment management, wealth planning, and retirement plan consulting, managing over $338 million in non-discretionary assets through customized, globally diversified portfolios and a structured investing process that includes regular client reviews and educational seminars.

Jose Colmenarez is a financial advisor at Elevate Wealth Advisory, Inc. in Athens, GA, holding a Series 65 designation. He joined Elevate Wealth Advisory in 2024 and has prior experience operating a small business, Taqueria La Parrilla, from 2022 to 2024. Elevate Wealth Advisory provides investment management, wealth planning, and retirement plan consulting primarily to high-net-worth individuals, pension plans, and charitable organizations. The firm manages client assets non-discretionarily using diversified portfolios constructed with institutional mutual funds and ETFs, following a structured investing process emphasizing global diversification and regular rebalancing.

Clarke Holt is a financial advisor at Elevate Wealth Advisory, Inc. in Athens, GA, holding Series 63 and Series 65 designations with 22 years of industry experience. He has been with Elevate Wealth Advisory since 2003. Elevate Wealth Advisory provides investment management, wealth planning, and retirement plan consulting primarily to high-net-worth individuals, pension plans, and charitable organizations. The firm manages non-discretionary, customized portfolios emphasizing global diversification and regular rebalancing, and offers ongoing monitoring with at least quarterly reviews.

Deanna Bloom is a financial advisor at Elevate Wealth Advisory, Inc. in Athens, GA, holding Series 63 and Series 66 licenses with 10 years of industry experience. She has been with Elevate Wealth Advisory since 2015. Elevate Wealth Advisory serves high-net-worth individuals, pension plans, and charitable organizations by providing investment management, wealth planning, and retirement plan consulting. The firm emphasizes customized, globally diversified portfolios managed on a non-discretionary basis, with regular client reviews and a focus on educational seminars.

Joseph Hardeman is a financial advisor at Elevate Wealth Advisory, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Elevate Wealth Advisory, he worked at Equitable Advisors, LLC and held positions in the retail and hospitality sectors. Elevate Wealth Advisory serves high-net-worth individuals, pension plans, and charitable organizations, offering investment management, wealth planning, and retirement plan consulting. The firm constructs customized, globally diversified portfolios using institutional mutual funds and ETFs, managing all assets on a non-discretionary basis with ongoing monitoring and regular client reviews.

Charles Vickery is a ChFC® and Series 63 licensed advisor with Elevate Wealth Advisory, Inc. in Athens, GA, where he has worked for over 40 years. He has 18 years of industry experience and also operates a life and health insurance practice as a sole proprietor. Elevate Wealth Advisory serves high-net-worth individuals, pension plans, and charitable organizations by providing investment management, wealth planning, and retirement plan consulting. The firm uses a non-discretionary approach with customized, diversified portfolios and conducts periodic educational seminars for clients and plan sponsors.

Robert Fezekas is a CFA® charterholder with 11 years of experience at Elevate Wealth Advisory, Inc. in Athens, GA, where he has worked since 2015 as part of a seven-advisor team. He also operates under his own name, Robert M. Fezekas, CFA, since 2007. Elevate Wealth Advisory serves high-net-worth individuals, pension plans, and charitable organizations by providing investment management, wealth planning, and retirement plan consulting. The firm employs a non-discretionary approach to managing approximately $338 million in client assets, utilizing globally diversified portfolios constructed with institutional mutual funds and ETFs.

Brian Rosso is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He is currently with Elevate Wealth Advisory, Inc., where he has worked since 2023. Prior to that, he spent nine years at Stadion Money Management. Elevate Wealth Advisory provides investment management, wealth planning, and retirement plan consulting primarily to high-net-worth individuals, pension plans, and charitable organizations. The firm manages client portfolios on a non-discretionary basis, constructing diversified portfolios using institutional mutual funds and ETFs, with an emphasis on global diversification and regular rebalancing.

Benjamin Hall is a financial advisor at Elevate Wealth Advisory, Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at Evergreen Financial Solutions, LLC, where he is the owner and provides financial services to clients. Prior to entering the financial industry, he held roles in the homebuilding and forestry sectors. Elevate Wealth Advisory primarily serves high-net-worth individuals and their related entities, offering investment management, wealth planning, retirement consulting, and tax preparation services. The firm emphasizes customized, diversified portfolios managed on a non-discretionary basis, integrating global diversification and academic research in its investment approach.

Preston Wilkie is a financial advisor at Elevate Wealth Advisory, Inc. with one year of industry experience. He holds a Series 65 designation and has work history including roles at Elevate Wealth Advisory, the University of Georgia, and Homrich Berg. Elevate Wealth Advisory serves primarily high-net-worth individuals and their related entities, offering investment management, wealth planning, retirement plan consulting, and tax preparation services. The firm focuses on customized, globally diversified portfolios implemented through the Focus Partners Advisor Solutions Structured Investing program and manages client assets on a non-discretionary basis.

Aspen Townley is a financial advisor at Elevate Wealth Advisory, Inc. in Athens, GA, holding a Series 65 credential. Aspen has recently transitioned from roles in education and sports organizations, with no prior industry experience before joining Elevate Wealth Advisory in 2025. Elevate Wealth Advisory serves primarily high-net-worth individuals and their related entities, offering customized, globally diversified portfolios primarily composed of mutual funds and ETFs. The firm manages client assets on a non-discretionary basis and provides additional services such as tax preparation and retirement plan consulting.