Jovan Johnson

James Stanhouse is the sole advisor at Stanhouse Financial Planning and Management, LLC in Duluth, GA. He holds a Series 65 designation and has 16 years of industry experience. Since 2009, he has been preparing to start Oakworth, a separate business activity. Stanhouse Financial Planning and Management, LLC provides fee-only financial planning, investment advisory, and asset management services to individuals, families, small businesses, and trusts. The firm follows a long-term, buy-and-hold investment philosophy based on Modern Portfolio Theory and emphasizes low-cost, tax-efficient investment options.

Fredrick Standfield is a CFP® with 17 years of industry experience, currently serving as the sole advisor at LifeWater Wealth Management in Duluth, GA. His prior work includes roles at Origin Financial, Liberate, Inc., and MANHEIM, Inc. LifeWater Wealth Management provides financial planning, portfolio and investment management, and separately managed portfolio access to individual, high-net-worth, and corporate clients. The firm employs a diversified investment approach based on modern portfolio theory, combining passive and active strategies with customized portfolio management and integrates bookkeeping and tax preparation services through third-party providers.

Robert Fordham is a CFP® with 22 years of experience in financial advising and is the principal of Fordham Financial Services, Inc., an independent firm he has led since 1999. He is also a practicing CPA, providing accounting and tax services alongside his advisory work. Fordham Financial Services, Inc. manages approximately $24.8 million for around 41 clients, primarily individual and high-net-worth investors and trusts. The firm offers financial planning, discretionary portfolio management, and project-based tax and small-business consulting, utilizing a long-term investment approach that combines fundamental and technical analysis.

Hieu Nguyen is a financial advisor at LegacITree Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at WeathTree Capital Management, LLC since 2020 and Pruco Securities LLC since 2015. LegacITree Wealth Management provides discretionary portfolio management and comprehensive financial planning services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental, technical, quantitative, and cyclical analysis, utilizing proprietary models and third-party research, and offers strategies ranging from long-term holdings to active trading techniques with ongoing supervision and periodic rebalancing.

James Dowdy is a financial advisor with Legacy Partner Group in Duluth, GA. He holds the ChFC® designation and Series 63 and 66 licenses, with 24 years of industry experience. His prior work includes roles at Avantax Insurance Agency, Avantax Advisory Services, Avantax Investment Services, and Cetera. Legacy Partner Group is an investment manager offering fee-based, discretionary portfolio management and custom investment services to individuals, trusts, estates, charitable organizations, corporations, and other entities. The firm employs a tactical allocation strategy using fundamental and cyclical analysis across a broad range of securities.

Manishkumar Jain is a financial advisor with BluePrism Wealth Management LLC in Johns Creek, GA. He holds Series 63 and Series 66 licenses and has three years of industry experience, including roles at Merrill, Wells Fargo Clearing Services, and J.P. Morgan Securities. He is also a licensed insurance agent and spends part of his time selling insurance products. BluePrism Wealth Management LLC is an independent, state-registered advisory firm serving individuals, trusts, small businesses, and high-net-worth clients. The firm offers discretionary asset management and financial planning, focusing on asset allocation, portfolio monitoring, and Monte Carlo retirement planning.