James Franklin is a financial advisor at J. Franklin Financial LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at TLG Advisors, Inc., The Leaders Group, Inc., MML Investors Services, LLC, and Massachusetts Mutual Life Insurance Company. In addition to his advisory work, he operates as an independent insurance agent. J. Franklin Financial LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm utilizes a tailored investment approach combining fundamental and technical analysis, managing accounts primarily under discretionary authority and leveraging third-party platforms such as AssetMark and American Funds.

Molly Lanier is a financial advisor at Sound View Wealth Advisors Group, LLC with 22 years of industry experience. She holds a Series 66 designation and previously worked at Synovus Securities and Synovus Trust Co. Lanier serves on the boards of the Statesboro Regional Sexual Assault Center and Skidaway Health & Living Services, Inc. Sound View Wealth Advisors Group provides holistic financial planning and portfolio management to individuals, families, trusts, and institutions. The firm employs a long-term investment approach based on detailed client discovery and fundamental analysis, utilizing model portfolios and external managers as appropriate.

Tara Tremblay Jeffers is a financial advisor at CWM, LLC with a Series 65 designation and one year of industry experience. Prior to her current role, she worked in various capacities within healthcare-related companies, including Mako Medical Laboratories and Scientia Diagnostics. She also founded and served as CEO of a management consulting business, Healthcare Business Partners, LLC, which is currently inactive. CWM serves a diverse client base, including individuals, high-net-worth families, corporations, endowments, and institutional sponsors, offering services such as asset management, financial planning, and retirement plan consulting. The firm employs a discretionary portfolio management approach utilizing an Investment Committee, in-house models, third-party sub-advisors, and technology partners.