Joshua Harris

James Hankinson is a CFP®, CFA®, and PFS™ credentialed advisor with 18 years of industry experience. He is the sole advisor at Hankinson Wealth Advisors LLC in Greensboro, GA, where he has worked since 2018. Prior to that, he was with Hankinson Wealth Management, Inc. for over two decades. Hankinson also holds Series 63 and Series 65 licenses. Hankinson Wealth Advisors provides discretionary and non-discretionary wealth management services, combining ongoing financial planning and portfolio management for individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations. The firm emphasizes personalized asset allocation using mutual funds, ETFs, and individual securities, with continuous monitoring and rebalancing.

Timothy Pierson is a financial advisor at Blueprint Financial Strategies, LLC with 15 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. In addition to his advisory role, he is involved as a board member of the Lake Oconee Builders Association and co-owns a company that distributes Stone Canyon Cabins. Blueprint Financial Strategies provides discretionary portfolio management and ongoing financial planning primarily for individual investors and business retirement plans. The firm emphasizes individualized asset allocation and uses third-party platforms and sub-advisors, offering ERISA plan services for employer-sponsored plans alongside an affiliated insurance business.

Gordon Lackey is a CFP® professional with 22 years of experience in financial advisory services. He has worked at Relativity Capital Advisors, LLC since 2015 and previously spent over a decade at Barber Lackey Financial Group. Relativity Capital Advisors provides personalized investment advisory and financial planning services to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities. The firm employs a combination of technical and fundamental analysis to manage portfolios tailored to client risk tolerance and time horizon, offering both discretionary and non-discretionary management.

Jennifer Lackey is a financial advisor at Relativity Capital Advisors, LLC with 17 years of industry experience. She holds the Series 66 designation and has worked at Relativity Capital Advisors since 2015, following 15 years at Barber Lackey Financial Group. Relativity Capital Advisors offers personalized investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of technical and fundamental analysis to manage portfolios through both discretionary and non-discretionary approaches, incorporating longer-term core positions and shorter-term tactical strategies.

Gregory Partalis is a financial advisor at The Foundation Investment Group with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including CommonWealth Financial Network and Global Assets Advisory. He serves as co-trustee for the Lynn N Partalis Living Trust. The Foundation Investment Group is a four-advisor team managing approximately $255.7 million for individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm integrates alternative investments with traditional asset classes, emphasizing capital preservation and risk management through a global macro investment approach.

Ralph Lancaster is a CFP® with 23 years of industry experience, currently serving at LongView Wealth Management. He has worked at M. S. Howells & Co. since 2023 and has been with LongView Wealth Management since 2015. He also has experience as an independent insurance agent. LongView Wealth Management serves individuals, pension and profit-sharing plans, and business clients, offering portfolio management, financial planning, and specialized services such as divorce financial consulting. The firm uses a combination of economic, fundamental, and technical analysis and employs various investment vehicles through both discretionary and non-discretionary programs.