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.

Richard Kinnard is a financial advisor with CoreCap Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with CoreCap Advisors since 2020 and previously worked at Ameritas Investment Corp. He is also president and CEO of Capital Choice Financial Services, an insurance agency and investment product firm, and owner of RLK Marketing LLC. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to a diverse client base, including high-net-worth individuals, retirement accounts, and corporations. The firm employs a relationship-oriented, individualized approach with a generally long-term investment horizon and utilizes sub-advisors and third-party asset managers to support its services.

Brian Doe is a CFP® and holds a Series 66 license with 23 years of industry experience. He has been with Farther since 2025 and previously worked for MAIN STREET FINANCIAL SOLUTIONS, LLC d/b/a Livingworth from 2013 to 2025. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm applies Modern Portfolio Theory using bespoke or algorithmic model portfolios, focusing on ETFs, mutual funds, equities, and fixed income, and provides discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds.

Kenneth Hyatt is a financial advisor at CL Wealth Management LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including IFS Advisory, LLC and Cabot Lodge Securities LLC. Outside of finance, he officiates high school and elite showcase baseball tournaments as a baseball umpire. CL Wealth Management LLC is a multi-advisor SEC-registered firm serving individuals, pension plans, trusts, charitable organizations, and business entities. The firm provides portfolio advisory services, financial planning, and client education, tailoring investment strategies through a combination of fundamental and technical analysis and custom model portfolios.

Eric Rader is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior work includes roles at Lion Street Advisors, Lion Street Financial, The Leaders Group, Inc., and Clearpoint Advisors, LLC, where he is also president. Outside of his advisory work, Rader serves as a board member for the Oconee Heights Homeowners Association. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides asset management, financial planning, and retirement plan consulting, employing various portfolio strategies and offering access to multiple custodial platforms and third-party manager programs.

William Mccartney Jr. is a CFP® professional with 21 years of industry experience, currently serving at Truist Advisory Services. His prior roles include positions at Suntrust Investment Services, Cetera Investment Services LLC, and Regions Bank. Truist Advisory Services is a large SEC-registered investment adviser with approximately 2,455 advisors and $67.7 billion in assets under management. The firm serves individuals, corporations, retirement plan sponsors and participants, and charitable organizations, offering both discretionary and non-discretionary investment solutions that combine model portfolios, third-party managers, and advisor-led asset allocation.

John Cubic is a financial advisor at Mercer Global Advisors Inc. with 22 years of industry experience. He holds a Series 65 designation and has been a partner at Cubic Pye LLP since 2001, where he provides tax preparation and filing services. Prior to joining Mercer Global Advisors in 2025, he was associated with Cfs Cubic Financial Services, Inc. for 27 years. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios with multi-factor tilts, utilizing a range of investment vehicles and platforms.

Jon Mills is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. His prior experience includes roles at OrthoGeorgia Orthopedics and positions associated with Valdosta State University, Lowndes County Probate Court, Chick-fil-A, Dallas Wayne Boot Company, and Abraham Baldwin Agricultural College. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Eloise Camp is a financial advisor with LPL Financial in Greensboro, GA, holding a Series 66 designation and two years of industry experience. She previously worked at Edward Jones and has experience in marketing consulting through her own firm, Ellie Camp LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a variety of advisory and brokerage services.

Robert Thomaier is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Ic Advisory Services, Inc. and The Investment Center, Inc. for 19 years. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and combines advisory operations with non-advisory product offerings.

Marvin Strozier is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has nine years of industry experience and has worked at firms including Dempsey Lord Smith, LLC and State Farm Investment Management. Outside of advisory work, Strozier is involved with Timothy Broyles’s Insurance Agency and serves as an agent for multiple insurance and mortgage-related businesses. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and investment strategies.

Michael Mc Cabe is a financial advisor with Edward Jones in Greensboro, GA, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he is involved with The Vibe Dance Company LLC, where he helps maintain the books and serves as a point of contact for business matters. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with over $1 trillion in assets under management and a large network of financial advisors and branch offices. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard.

Ronald Carter is a CFP® professional with 34 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to that, he worked at Wells Fargo Advisors LLC from 2009 to 2016. He holds Series 63 and Series 65 licenses. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Robert Mc Neill Sr. is a financial advisor with Edward Jones in Greensboro, GA, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a large nationwide network of financial advisors and branch offices.

Daniel Kundla is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services and Auburn University. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory solutions supported by an in-house research team and combines large-scale advisory operations with additional product offerings such as insurance and lending services.

Tracy Aufleger is a financial advisor with Ameriprise in Greensboro, GA, holding the ChFC® and Series 63 designations and bringing 33 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Hannah Varnado is a CFP® with six years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. She previously worked at Ameriprise and has a background that includes roles in higher education and the US Soccer Federation Referee Program. Outside of her advisory role, she owns Wood Opal Financial Advisors, LLC, which focuses on insurance and benefits. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers a range of advisory services, including financial planning, portfolio management, and retirement plan consulting, utilizing multiple account platforms and both discretionary and non-discretionary investment approaches.

William Cullens is a financial advisor at Cetera with 36 years of industry experience and holds a Series 63 designation. His prior roles include positions at Commonwealth Financial Network and Hornor Townsend & Kent Inc. Outside of his advisory work, he is a financial professional and president of Piedmont Financial Partners and is involved in managing hunting properties through several LLCs. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing both advisor-managed accounts and third-party managed solutions.

Mary Woodward is a financial advisor at LPL Financial with 39 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for nine years. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Charles Ethridge is a financial advisor with Edward Jones in White Plains, GA, holding Series 63 and Series 66 designations and 26 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and maintains a large network of financial advisors and branch offices across the country.

Gena Barbato is a financial advisor with LPL Financial in Greensboro, GA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She previously worked at UBS Financial Services Inc for nine years before joining LPL Financial in 2021. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house Research team and a large network of investment adviser representatives.

Joshua Harris is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, based in Greensboro, GA. He has one year of industry experience and has worked in various roles including positions at Federated Mutual Insurance Company and as a coach for Pickens County Schools football. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services using model portfolios, third-party strategists, and multiple account platforms.

Robert Bosart is a financial advisor at RBC Capital Markets with 30 years of industry experience. He holds Series 63 and Series 65 licenses. His work history includes positions at City National Bank, Wells Fargo Clearing, and Wells Fargo Advisors. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies, combining in-house and third-party managers, and provides integrated financial planning, custody, and brokerage services.

James Fallon is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 66 licenses and has 30 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he serves as a board member for a music and publishing company and a technology services firm, and he is president of American Retirement Services LLC. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, employing a range of investment approaches including model portfolios and third-party strategists.

William Cullens is a financial professional at Cetera with four years of industry experience. He holds a Series 66 designation and has worked at Cetera Investment Advisers and Cetera Wealth Services since 2025, as well as Piedmont Financial Partners since 2021. Outside of advising, he is also licensed to sell fixed insurance products. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining retirement capabilities with an extensive institutional and trust platform.

Ralph Rhodes III is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His career includes roles at Piedmont Financial Partners, Commonwealth Financial Network, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. Outside of finance, he serves as a State Representative for the Georgia State House of Representatives. Cetera Investment Advisers supports a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of over 6,800 independent advisors. The firm offers a range of investment management, financial planning, and fiduciary services, combining advisor-managed accounts with firm-sponsored and third-party managed solutions.

Scott Johnson is a CFP® with 29 years of industry experience and has been with Edward Jones since 1996. He is based in Greensboro, GA, and holds a Series 63 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment advisory programs and maintaining a substantial nationwide network of financial advisors and branch offices.

David Cohen is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 19 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, Cohen serves as a director for Generations Wealth Advisors, LLC. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers a range of advisory services such as financial planning, discretionary and non-discretionary portfolio management, and retirement plan advisory, utilizing various account platforms and third-party strategists.

Christopher Aufleger is a financial advisor at Ameriprise with 28 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise since 2020, following a 23-year tenure at American Express Financial Advisors Inc. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its advisory approach and operates as a large institutional firm with a broad range of advisory, brokerage, and insurance solutions.

Charles Crist is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at BB&T Securities for six years before joining Raymond James in 2020. Outside of his advisory role, Crist serves as Chairman of the Board for United Way of St. Johns County and is a member of the Planned Giving Advisory Council for the Flagler Healthcare Foundation. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Randall Powers is a financial advisor at Stifel with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2016, following a one-year tenure at Morgan Stanley Private Bank. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm's investment approach is based on a proprietary methodology using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.