Cannon Financial Strategists, Inc.

Kelly Dixon is a financial advisor with Cannon Financial Strategists, Inc. in Athens, GA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has been with Cannon Securities, Inc. and Cannon Financial Strategists since 2010. Outside of her advisory role, Dixon is a minority owner of a mortgage brokerage firm and manages an investment holding company. Cannon Financial Strategists serves individuals, families, and institutional clients, including high-net-worth individuals and retirement plans. The firm employs a multi-advisor platform focused on wealth management, financial planning, and retirement plan advisory, utilizing written Investment Policy Statements, diversified asset allocation, and tax-aware strategies.

Landon Ragle is a financial advisor at Cannon Financial Strategists, Inc. with one year of industry experience. He holds a Series 65 designation and has previous experience at The Avenue Wealth Management and Bar South Athens. Cannon Financial Strategists serves individuals, families, and institutional clients with wealth management, financial planning, and retirement plan advisory through a multi-advisor platform managing approximately $1.43 billion in assets. The firm emphasizes written Investment Policy Statements, asset allocation, diversification, and tax-aware strategies, offering both actively and passively managed funds.

Robert Carlton is a financial advisor at Cannon Financial Strategists, Inc. with four years of industry experience. He holds a Series 65 designation and has previously worked at Plantation Properties and Rowell Auctions. Outside of his advisory role, he is involved in real estate investing. Cannon Financial Strategists serves individuals, families, and institutional clients, including high-net-worth individuals and pension plans. The firm employs a multi-advisor platform focused on wealth management, financial planning, and retirement plan advisory, utilizing written Investment Policy Statements, diversified asset allocation, and both active and passive investment strategies.

Stephen Kuzniak is a CFP® with nine years of industry experience, currently serving at Cannon Financial Strategists, Inc. He has been involved with the firm since 2016 and concurrently teaches in the University of Georgia’s Financial Planning Program. Outside of advisory work, he operates an e-commerce business that purchases and resells used goods online. Cannon Financial Strategists serves individuals, families—including high-net-worth clients—and institutional clients such as pension and profit-sharing plans. The firm offers wealth management, financial planning, and retirement plan advisory through a multi-advisor platform managing approximately $1.43 billion in assets, employing both active and passive investment strategies with a focus on asset allocation, diversification, and tax efficiency.

Kelly Goekjian is a financial advisor with Cannon Financial Strategists, Inc. in Athens, GA, holding a Series 66 designation and having eight years of industry experience. She has been with Cannon Financial Strategists since 2014 and Cannon Securities, Inc. since 2015. Outside of her advisory work, Goekjian is involved in coordinating rental property management. Cannon Financial Strategists serves individuals, families, and institutional clients, including high-net-worth clients and retirement plans. The firm emphasizes asset allocation, diversification, and tax-aware strategies, providing wealth management, financial planning, and retirement plan advisory through a multi-advisor platform managing approximately $1.43 billion in assets.

Joseph Lyons is a financial advisor at Cannon Financial Strategists, Inc. in Athens, GA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Fiserv, Inc. and the University of Georgia. Cannon Financial Strategists serves individuals, families, and institutional clients, managing approximately $1.43 billion in assets through a multi-advisor platform. The firm emphasizes written Investment Policy Statements, asset allocation, broad diversification, and tax-aware strategies, offering wealth management, financial planning, and retirement plan advisory services.

Kristen Manweiler is a CFP® and holds a Series 65 license, with seven years of industry experience. She has been with Cannon Financial Strategists, Inc. since 2017 and previously worked at Garcia Hasler Tax Group. Cannon Financial Strategists serves individuals, families, and institutional clients, offering wealth management, financial planning, and retirement plan advisory. The firm employs a disciplined investment process emphasizing asset allocation, diversification, and tax efficiency, managing approximately $1.43 billion in client assets across a multi-advisor platform.

R. Danner is a financial advisor at Cannon Financial Strategists, Inc. with two years of industry experience. He holds a Series 65 designation and has a background that includes roles in education and retail prior to joining the firm. Cannon Financial Strategists serves individuals, families, and institutional clients with wealth management, financial planning, and retirement plan advisory. The firm manages approximately $1.43 billion in client assets using a disciplined investment process focused on asset allocation, diversification, and tax efficiency.

Jeffrey Young is a financial advisor with Cannon Financial Strategists, Inc. in Athens, GA, holding Series 65 and Series 66 licenses and having 22 years of industry experience. He has been with Cannon Financial Strategists and its affiliated broker-dealer, Cannon Securities, Inc., since 2011. Cannon Financial Strategists serves individuals, families, and institutional clients, including high-net-worth individuals and retirement plans. The firm uses written Investment Policy Statements and a diversified investment approach that incorporates both active and passive strategies, tax-aware trading, and customized model portfolios.

George Williams is a financial advisor at Cannon Financial Strategists, Inc. in Athens, GA, with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cannon Financial Strategists since 2012. Williams also provides retirement plan consulting as an additional business activity. Cannon Financial Strategists serves individuals, families, and institutional clients, including high-net-worth households and pension plans. The firm offers wealth management, financial planning, and retirement plan advisory through a multi-advisor platform, employing a disciplined investment process that emphasizes asset allocation, diversification, and tax efficiency.

Louis Pappas is a CFP® professional with 20 years of industry experience, currently serving at Cannon Financial Strategists, Inc. since 2011. Based in Athens, GA, he is involved in plan administration, including the design and implementation of insurance programs and participant education. Cannon Financial Strategists serves individuals, families, and institutional clients, offering wealth management, financial planning, and retirement plan advisory through a multi-advisor platform managing approximately $1.43 billion in assets. The firm emphasizes documented Investment Policy Statements, diversified asset allocation, and tax-aware strategies using both active and passive investment vehicles.

Logan Harr is a financial advisor at Cannon Financial Strategists, Inc. in Athens, GA, holding a Series 65 designation with five years of industry experience. Prior to entering the financial industry, he spent ten years in full-time education. Cannon Financial Strategists serves individuals, families, and institutional clients, including high-net-worth individuals and pension plans. The firm emphasizes written Investment Policy Statements, asset allocation, diversification, and tax-aware strategies across a multi-advisor platform managing approximately $1.43 billion in assets.

John Cole is a ChFC® credentialed financial advisor with 17 years of industry experience, currently with Cannon Financial Strategists, Inc. since 2015. He is also the president and owner of Cole Cattle Co., a farm and timber management business. Cannon Financial Strategists serves individuals, families, and institutional clients with wealth management, financial planning, and retirement plan advisory services. The firm employs a multi-advisor platform and a disciplined investment process emphasizing asset allocation, diversification, and tax efficiency.

Matthew Goyen is a CFP® professional with 17 years of industry experience. He has worked at Cannon Financial Strategists, Inc. since 2017 and previously spent nine years at Allgood Financial Advisory and LPL Financial, LLC. Outside of financial advising, he is a partner in KMD Farms, a farming business. Cannon Financial Strategists serves individuals, families, and institutional clients, including high-net-worth individuals and pension plans. The firm provides wealth management, financial planning, and retirement plan advisory through a multi-advisor platform that manages approximately $1.43 billion in assets, utilizing a documented investment process that emphasizes asset allocation, diversification, and tax efficiency.

James Middleton is a financial advisor with Cannon Financial Strategists, Inc. in Athens, GA, holding a Series 66 designation and bringing 16 years of industry experience. He has been with Cannon Financial since 2008. Outside of his advisory role, Middleton serves as treasurer for East West Bistro, a local restaurant. Cannon Financial Strategists serves individuals, families—including high-net-worth clients—and institutional clients such as pension and profit-sharing plans. The firm offers wealth management, financial planning, direct mutual fund services, and retirement plan advisory through a multi-advisor platform managing approximately $1.43 billion in assets, with an investment approach focused on documented Investment Policy Statements, broad diversification, and tax-aware strategies.