Amy Grammer

Miller Jones III is a CFP® with 17 years of industry experience, currently serving as an advisor at Dalton Wealth Planners since 2024. He previously worked at Commonwealth Financial Network from 2015 to 2024. His other business activities include fixed insurance sales conducted outside of regular business hours. Dalton Wealth Planners serves individual and high-net-worth clients with wealth management that integrates discretionary investment management and comprehensive financial planning. The firm combines passive and active investment strategies based on modern portfolio theory and uses an external model marketplace for portfolio implementation.

Christopher Shiflett is a financial advisor at Dalton Wealth Planners with a Series 65 designation and over a decade of experience in the financial industry. His background includes roles at North Georgia National Bank, Builtwell Bank, and Northside Bank. Dalton Wealth Planners serves individual and high-net-worth clients by providing wealth management that integrates discretionary investment management with comprehensive financial planning. The firm employs a combination of passive and active strategies based on modern portfolio theory and utilizes external model portfolios and independent advisers through the Altruist platform.

Grant Goldberg is a financial advisor with Kingswood Wealth Advisors, LLC in Dalton, GA, holding a Series 66 designation and two years of industry experience. Prior to joining Kingswood, he worked at Dempsey Lord Smith, LLC and has been involved with Medical Business Concepts, Inc., where he consults with doctors on business, bookkeeping, and tax matters. Kingswood Wealth Advisors serves a diverse client base, including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to each client’s goals and risk tolerance, offering a range of portfolio management and consulting services.

Matthew Land is a financial advisor at Kingswood Wealth Advisors, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including FSC Securities Corporation and Dempsey Lord Smith, LLC. Land is also the founder and owner of Stern Investments, LLC, where he provides financial advisory services. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to client goals and risk tolerance, offering portfolio management, third-party manager oversight, and various consulting services.

Charles Miller Jr. is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Wells Fargo and Morgan Stanley. Outside of his advisory work, he is a 50% owner of CMSW Farms, LLC, where he oversees farm operations. Steward Partners Investment Advisory, LLC manages approximately $28.34 billion in assets and serves a diverse client base, including individuals, charitable organizations, and institutional clients. The firm offers discretionary and non-discretionary portfolio management using proprietary and third-party strategies across a wide range of asset classes.

Charles Miller III is a financial advisor with Steward Partners Investment Advisory, LLC and holds a Series 66 designation. He has one year of industry experience, including prior roles at Wells Fargo Advisors and Americold Logistics. Outside of his advisory work, he is a partner at ChuckTini, LLC, a brand based in Woodstock, GA, where he oversees brand and design. Steward Partners Investment Advisory, LLC manages approximately $28.34 billion in regulatory assets and serves a diverse client base ranging from non-high-net-worth individuals to institutional clients. The firm offers discretionary and non-discretionary portfolio management through proprietary strategies and third-party money managers, utilizing a range of investment vehicles tailored to client objectives.