Elbert Smalls

James Mahaney is a ChFC® with three years of experience at Mavericus Retirement Services LLC and 25 years previously at Prudential Financial. He is the owner of FinLit Solutions, LLC, a financial education business focused on improving public financial literacy. Mavericus Retirement Services LLC provides flat-fee, advice-only financial planning specializing in retirement income design through virtual engagements. The firm emphasizes modern portfolio theory, asset allocation, and low-cost passive investments while avoiding portfolio management and percentage-of-assets fees.

Joshua Henry is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Series 65 license with eight years of industry experience. He is the sole advisor at Meridian Financial Advisory LLC, where he has worked since 2017. Prior to that, he was self-employed from 2013 to 2017 and spent a year at Bay Path University. Meridian Financial Advisory LLC serves individual investors and qualified retirement plans, offering discretionary portfolio management and comprehensive financial planning. The firm employs a tactical allocation strategy that incorporates fundamental, technical, and cyclical analysis across a diverse range of securities and investment instruments.

Robert Mclemore is a financial advisor at Abbot Financial Management, Inc. with 42 years of industry experience. He has held Series 63 and Series 65 licenses and has been with Abbot Financial Management since 2000. Prior to that, he worked at Winslow Evans & Crocker from 2000 to 2016. Abbot Financial Management provides discretionary investment management, financial and estate planning, retirement plan consulting, and trustee services to individuals, families, trusts, retirement plans, and charitable organizations. The firm emphasizes tailored portfolio management and operates under discretionary authority, managing approximately $303 million with a small team of advisors.

Brian Taylor is a financial advisor at Wildes Financial Strategies, Inc. He holds a Series 65 designation and has been with the firm since 2025. Prior to his advisory role, he served in the United States Marine Corps for 29 years. Wildes Financial Strategies provides investment advisory and portfolio management services primarily to individual clients, including high net worth individuals, as well as pension plans, charitable organizations, and businesses. The firm manages approximately $117 million in discretionary assets and offers portfolio management alongside financial planning and consulting services.

Jeffrey Wildes is a CFP® professional with 26 years of industry experience, currently serving at Wildes Financial Strategies, Inc. since 2012. He previously worked with Raymond James Financial Services from 2012 to 2017. Outside of advising, he co-manages a family-owned property through a partnership. Wildes Financial Strategies provides investment advisory and portfolio management services primarily to individual clients, including high net worth individuals, as well as pension plans, charitable organizations, and businesses. The firm manages approximately $117 million in discretionary assets across about 360 client accounts and sponsors its own wrap-fee program, employing a mix of technical and fundamental analysis along with modern portfolio theory in client portfolio management.

William Hardwick is a financial advisor at Hardwick Capital Management, LLC, holding a Series 65 credential with one year of industry experience. Prior to joining the firm, he worked in educational roles at Clemson University, Montreat College, and several middle and high schools. Hardwick Capital Management, LLC serves individual clients, including high-net-worth individuals, and charitable organizations by providing discretionary portfolio management, financial planning, and consulting services. The firm employs a combination of fundamental and technical analysis with an emphasis on asset allocation, managing portfolios on a discretionary basis with at least quarterly reviews.