Mark Mc Cannon

Michael Stetson is a financial advisor at Saint Francis Capital in Winder, GA, holding a Series 65 designation with 10 years of industry experience. He has been with Saint Francis Capital since 2015 and also serves as a senior advisor at Perpetual Trustees. Saint Francis Capital provides discretionary investment supervisory services to individuals and high-net-worth clients, managing personalized portfolios based on fundamental valuation, technical indicators, and macroeconomic factors. The firm oversees approximately $37.6 million in discretionary assets and emphasizes a mixed-methods research approach tailored to client objectives and risk tolerance.

Vincent Caine is a financial advisor with Saint Francis Capital, holding Series 63 and Series 65 licenses and 14 years of industry experience. He also serves as president and owner of RC Whatley & Company, a business consulting firm. Caine has worked at RC Whatley & Company since 2015 and joined Saint Francis Capital in 2022. Saint Francis Capital provides discretionary investment supervisory services to individuals and high-net-worth clients, managing personalized portfolios with an investment approach that combines fundamental valuation, technical indicators, and macroeconomic analysis. The firm oversees approximately $37.6 million in discretionary assets and focuses on individualized investment policies tailored to client objectives and risk tolerance.

Scott Harlan is a financial advisor with Inspire Advisors, LLC, holding a Series 65 designation and four years of industry experience. His prior roles include positions at Fiduciary Capital, Inc., Richlife Advisors LLC, SunTrust Banks, Inc., and Wells Fargo Bank, N.A. He is also an independent licensed insurance agent in Georgia, authorized to offer life, accident and sickness, long-term care, and annuity products. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, charitable organizations, and broker-dealers. The firm incorporates Biblically Responsible Investing through its proprietary Inspire Impact Score™ and employs a range of strategies including index-based, strategic, and tactical allocations, often utilizing model portfolios and affiliated proprietary ETFs.

Kelly Finger is a CFP® professional with 21 years of industry experience, currently serving at First Citizens Asset Management, Inc. since 2010 and First Citizens Investor Services, Inc. since 2016. She holds Series 63 and Series 65 licenses. First Citizens Asset Management, Inc. provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million on a discretionary basis through a multi-team platform of 33 advisors, offering global, multi-asset model portfolios across various implementation frameworks.

Cody Wilson is a financial advisor with Primerica Advisors holding Series 63 and Series 66 licenses and has seven years of industry experience. His prior roles include positions at Guardian Life Insurance Company, Morgan Stanley, and E*TRADE Securities LLC. Primerica Advisors operates under Park Avenue Securities LLC, serving a diverse retail client base with brokerage and advisory services. The firm offers a range of investment strategies through proprietary and third-party platforms, supporting both discretionary and non-discretionary accounts.

Roxana Farrar is a financial advisor with Schwab Wealth Advisory and holds a Series 66 designation. She has 15 years of industry experience, including prior roles at Morgan Stanley and Ameriprise Financial Services. She is co-owner of a family restaurant business with her husband, though she has no active role in its operations. Schwab Wealth Advisory, Inc. provides non-discretionary investment advice and wealth management services to clients enrolled in its managed account programs, leveraging Schwab’s proprietary asset-allocation models and research tools. The firm serves Schwab brokerage clients meeting eligibility requirements and operates within the broader Charles Schwab Corporation ecosystem.