Samuel Hogan is a PFS™ credentialed advisor with over 10 years of experience, currently serving as the sole advisor at Windemere Advisors, LLC. He previously worked at Ashworth Sullivan Wealth Management Group and has maintained his own CPA practice since 2001. Hogan is also a CPA/PFS partner at Plummer Hogan, LLP and acts as trustee for various trusts. Windemere Advisors, LLC is a small independent firm providing discretionary portfolio management, financial planning, and third-party adviser selection primarily to individual and high-net-worth clients. The firm employs modern portfolio theory and a long-term trading approach, managing approximately $23.8 million across 42 accounts with tailored investment policy statements and regular portfolio reviews.

Cristie Dasher is a financial advisor at UL Wealth LLC in Valdosta, GA, holding a Series 65 designation with one year of industry experience. Prior to joining UL Wealth, she worked at Prime Properties Services LLC for eight years and was employed at Valwood School for two years. UL Wealth LLC advises individual and high-net-worth clients, as well as pension plans, charitable organizations, and small businesses. The firm focuses on discretionary and non-discretionary investment management, financial planning, and consulting, utilizing model portfolios with an emphasis on ETFs and diversified strategies tailored to client objectives.

Thomas Walker is a financial advisor at UL Wealth LLC with a Series 65 designation and two years of industry experience. His prior work includes roles at S&J Water Residual, Griffin Chrysler Dodge, and Fisherman Inc. outside the financial sector. UL Wealth LLC serves individual and high-net-worth clients, as well as pension plans, charitable organizations, and small businesses. The firm offers investment management, financial planning, and pension consulting, focusing on model portfolios with ETFs and diversified strategies tailored to client objectives.

Michael Browning is a financial advisor at UL Wealth LLC in Valdosta, GA, holding a Series 65 designation with five years of industry experience. Prior to his current role since 2020, he worked for Vulcan Steel for 20 years. Outside of advising, he serves as president of M.B. Browning Homes, Inc., a real estate rental, lease-to-own, and sales business he has operated since 1994. UL Wealth LLC advises individual and high-net-worth clients, as well as pension plans, charitable organizations, and small businesses. The firm offers investment management, financial planning, and consulting services, focusing on tailored portfolios that emphasize ETFs and diversified strategies.

Matthew Pittman is a financial advisor at UL Wealth LLC with a Series 65 designation and four years of industry experience. His prior roles include positions at Brookwood North Investment Advisors and work in the agricultural sector at Ag Mart Produce. UL Wealth LLC primarily serves individual and high-net-worth clients, as well as pension plans, charitable organizations, and small businesses. The firm offers investment management, financial planning, and pension consulting services, focusing on model portfolios with ETFs and diversified strategies tailored to client objectives.

Stacy Bush is a financial advisor at Bush Wealth Management in Valdosta, GA, with 25 years of industry experience. She holds Series 63 and Series 66 licenses and worked at LPL Financial LLC for 15 years before joining Bush Wealth Management, where she has been since 2004. Outside of her advisory role, she serves as Vice Chair of the Valdosta City School Board and chairs its Finance Committee. Bush Wealth Management serves individual and high-net-worth clients as well as retirement plan sponsors, offering discretionary portfolio management and financial planning. The firm manages approximately $213 million in discretionary assets and employs a range of investment strategies including mutual funds, ETFs, individual equities, and fixed income.

Matthew Craven is a financial advisor at Bush Wealth Management in Valdosta, GA, holding a Series 65 designation. He has been with Bush Wealth Management since 2023 and previously worked at Dallas Wayne Boot Company and Onward Reserve. Bush Wealth Management serves individual and high-net-worth clients as well as retirement plan sponsors, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $213 million in discretionary assets and employs a variety of investment strategies including mutual funds, ETFs, individual equities, and fixed income.

Aaron Taylor is a financial advisor at Bush Wealth Management in Valdosta, GA, holding a Series 65 designation with three years of industry experience. He previously worked at Southwest Georgia Bank / The First, ANBA from 2018 to 2022 and has been with Bush Wealth Management since 2017. Bush Wealth Management serves individual and high-net-worth clients as well as retirement plan sponsors, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $213 million in discretionary assets, utilizing a range of investment strategies including mutual funds, ETFs, individual equities, and fixed-income instruments.

Courtney Gooding is a financial advisor at Bush Wealth Management in Valdosta, GA, with eight years of industry experience. She holds the Series 66 designation and has worked at Bush Wealth Management since 2017, including a prior stint from 2017 to 2019, as well as at LPL Financial and Southeastern Credit Union. Outside of her advisory role, she serves as Vice President of Park Terrace Properties, where she is involved in strategic planning and property design. Bush Wealth Management serves individual and high-net-worth clients as well as retirement plan sponsors, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $213 million in discretionary assets and employs a range of investment strategies including mutual funds, ETFs, and individual securities.

Bradley Bayless is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with Bush Wealth Management, where he has worked since 2024. His prior experience includes roles at The Swan Agency, Inc., Horace Mann Investors, Horace Mann Companies, and Financial Solutions for Educators. Bush Wealth Management serves individual and high-net-worth clients as well as retirement plan sponsors, providing discretionary portfolio management and financial planning. The firm manages approximately $213 million in assets, utilizing mutual funds, ETFs, individual equities, and fixed-income instruments within discretionary asset-allocation models.

Stanley Patrick Jr. is a financial advisor at Bush Wealth Management in Valdosta, GA, holding a Series 66 designation with 11 years of industry experience. He previously worked at LPL Financial from 2014 to 2019 and has been with Bush Wealth Management since 2013. Bush Wealth Management serves individual and high-net-worth clients as well as retirement plan sponsors, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $213 million in discretionary assets and employs a variety of investment strategies, including mutual funds, ETFs, individual equities, fixed-income instruments, and access to specialized funds.

John Washnock is a financial advisor at Ausdal Financial Partners, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Intervest International Equities Corp for 17 years. Outside of his advisory role, he is a co-owner of a local investment-unrelated business. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment strategies and custodial services.

James Washnock is a financial advisor at Ausdal Financial Partners, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Intervest International Equities Corp for 17 years. Ausdal Financial Partners manages over $2 billion in client assets through a network of approximately 152 advisors, offering investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm provides both discretionary and non-discretionary investment strategies across a range of asset types and maintains dual broker-dealer and insurance activities.

Daniel Kerrigan is a CFP® professional with 24 years of industry experience. He is currently with &PARTNERS and previously worked at LPL Financial, Kerrigan Capital & Risk Management, and Cetera. Kerrigan serves as a volunteer board member of the Valdosta Airport Authority and is an instrument-rated pilot with partial ownership of a Cirrus SR22T aircraft. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners, offering portfolio management, financial planning, estate consulting, and retirement plan advisory services. The firm combines platform technology with proprietary and third-party strategies, providing both discretionary and non-discretionary management with a range of operational capabilities including broker-dealer services and municipal advisory registration.

Jared Mcgahee is a CFP® with 16 years of industry experience, currently serving as a financial advisor at NewEdge Advisors since 2018. His prior experience includes roles at LPL Financial, Wiregrass Investment Management, Kerrigan Davis Capital & Risk Management, and Cetera. Outside of his advisory work, he is president and shareholder of Big Sky Transport, Inc., a transportation company. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, employing a range of analytic approaches and periodic portfolio reviews.

Labryn Depta is a financial advisor with NewEdge Advisors holding a Series 66 credential and has one year of industry experience. Prior to joining NewEdge Advisors, Depta worked at LPL Financial and has experience in various service and business roles including car wash operations. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, and charitable organizations, offering discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting. The firm’s investment approach involves asset allocation across mutual funds, ETFs, and individual securities with regular portfolio reviews and rebalancing.

Shannon Fernandez is a financial advisor at &PARTNERS with 13 years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, Kerrigan Davis Capital & Risk Management, and Cetera. Outside of her advisory role, Fernandez serves as treasurer for The Porch Community Church, where she provides financial oversight and assists with budgeting. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers a broad range of services such as portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, combining proprietary and third-party strategy models with both discretionary and non-discretionary management options.

Ellis Shiver is a financial advisor with NewEdge Advisors based in Valdosta, GA, holding a Series 63 license and bringing 38 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC, Wiregrass Investment Management, LLC, LPL Financial, LLC, and GWM Advisors, LLC, where he also provides investment advisory services through an independent registered investment advisor firm. Outside of his advisory work, he is involved with The Shiver Group, LLC, a non-investment-related business entity. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing various analytic approaches and periodic portfolio reviews.

Deborah Smith is a financial advisor with Valic Financial Advisors in Valdosta, GA, holding Series 63 and Series 65 licenses and with 29 years of industry experience. She has been with Valic Financial Advisors since 1999 and has also worked with Agia since 2022. Outside of her advisory role, she is a licensed insurance agent providing life and disability insurance to employees of Housing Authority groups. Valic Financial Advisors serves primarily U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models with various overlay options.

Donald Mc Arthur Jr. is a financial advisor with PlanMember Securities Corporation in Valdosta, GA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He is also involved with Financial U, Inc. in a financial sales and services role, and manages IT support and sales activities at CCB Tech Group. Additionally, he serves as Vice Chairman of the Valdosta-Lowndes Chamber of Commerce and is Treasurer and Board Member of Red Carpet of South Georgia, Inc., a 501(c)(3) nonprofit supporting Moody AFB. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm offers participant-level investment options through its PlanMember Asset Allocation Portfolios and supports plan sponsors and participants with education, personalized planning, and counseling. Its investment approach relies on a strategic asset allocation framework and risk-based mutual fund portfolios, with decisions guided by economic analysis and periodic rebalancing.