Elevate Wealth Advisory

10/23/2026

Meet our interns, Lilly Collins and Austin Allred!

Lilly is a student at the UGA College of Family and Consumer Sciences and will graduate in May 2027. Originally from Newnan, Georgia, she enjoys running, hiking, Pilates, reading, cooking, and exploring new coffee and food spots around Athens. Lilly joined Elevate to expand her knowledge of the wealth management industry while giving back to the Athens community.

Austin is a recent graduate of UGA’s Financial Planning Program and grew up in Monroe, Georgia. His passion for financial planning comes from seeing firsthand the impact that financial education can have on a family’s future. Outside of work, Austin enjoys golf, weightlifting, writing about personal finance and philosophy, and learning more about behavioral psychology and Stoicism.

We’re excited to have Lilly and Austin on the Elevate team and look forward to watching them continue to learn and grow!

10/22/2026

For many of our clients, travel is something they look forward to and intentionally plan for as part of their retirement goals. Travel is important to our team at Elevate, too! For our Client Service Associate Joseph Hardeman, travel often comes with a soundtrack!

One of his favorite trips was seeing Post Malone at Mercedes-Benz Stadium just one week after graduation—a graduation gift to himself and a pretty memorable way to celebrate! Next up, he’s heading to Nashville in October to see Phoebe Bridgers.

When he’s not traveling for live music, Joseph enjoys spending time with his family in the Outer Banks, a longtime family vacation destination that his parents now call home.

For Joseph, the destination is great—but the people, music, and memories are what make the trip worth taking.

10/21/2026

Did you miss our Year-End Planning Webinar? The recording is now available.

Brian Rosso, our Vice President and Wealth Adviser, walks through some of the financial decisions and deadlines to consider before December 31—from retirement accounts and RMDs to tax planning, charitable giving, Roth conversions, open enrollment, and more.

If year-end planning is still on your to-do list, this is a great place to start!

Watch the full recording here: https://bit.ly/4zFfC02

Join Elevate Wealth Advisory for a retirement planning webinar focu...

10/19/2026

There’s still time to make smart financial moves before the calendar turns.

Join Elevate Wealth Advisory for our upcoming Year-End Planning Webinar, presented by Brian Rosso, our Vice President and Wealth Adviser.

Brian will walk through key deadlines and planning opportunities to consider before December 31, including:

• Required Minimum Distributions (RMDs)
• Retirement account contribution deadlines
• Open enrollment windows
• Tax-loss harvesting
• Charitable giving, QCDs, and donor-advised funds
• Roth conversion considerations
• Potential tax traps, including Medicare IRMAA and the Net Investment Income Tax

You’ll leave with a practical checklist of items to consider as you prepare for year-end.

Register today: https://bit.ly/3WesT1a

10/15/2026

Happy Birthday to Joseph Hardeman!

Joseph brings thoughtfulness, knowledge, and a willingness to jump in wherever he’s needed to our team and the clients we serve.

We hope you’ll join us in wishing Joseph a very happy birthday and a great year ahead!

10/14/2026

Happy Ele-versary to Jose Colmenarez!

As our Special Projects Manager, Jose helps keep projects moving, tackles the unexpected, and works behind the scenes on initiatives across Elevate.

We’re grateful for everything Jose brings to the team and are excited to celebrate another year of having him at Elevate.

Happy Ele-versary, Jose!

10/09/2026

How many items are still on your year-end financial to-do list?

Our Year-End Planning Checklist is designed to help you identify areas that may deserve a closer look before the year comes to a close.

A few things to consider:

• Have you reviewed your realized and unrealized investment gains and losses?
• Are you maximizing retirement plan contributions?
• Should you analyze a Roth conversion?
• Have you taken any required minimum distributions?
• Does your portfolio need to be rebalanced?
• Have you reviewed your charitable giving plans?
• Have there been major changes in your family, career, or financial situation this year?

The checklist also covers taxes, investments, insurance, healthcare, important age-based milestones, family planning, and major life changes.

Visit our Lifelong Learning Library to download the checklist and see what may need your attention before December 31: https://bit.ly/4e2PlAj

10/07/2026

We had a great time at last night’s UGA SFPA meeting!🎓📈

Our President & CEO, Deanne Smith Rosso and Client Service Associate Joseph Hardeman—both proud FACS graduates—joined our Client Service Associate Aspen Townley to present and share their experiences with students interested in pursuing careers in financial planning.

It was especially meaningful for Deanne and Joseph to return to UGA and connect with the next generation of financial professionals while giving back to the program that helped shape their own careers.

We were also excited to be part of SFPA’s first collaborative meeting with ALPFA — the Association of Latino Professionals for America. Bringing students and organizations together creates opportunities to build relationships, expand professional networks, and make meaningful connections across the financial planning community. 🤝

Thank you to UGA SFPA for having us and to all of the students who joined us! We’re proud to support the next generation of financial planners and look forward to continuing to invest in the future of our profession.

10/01/2026

Don't be spooked...plan for the year end!

Don’t let year-end sneak up on you.

October is a great time to look ahead at the financial decisions and deadlines that may need your attention before December 31. From retirement accounts and tax planning to investments, charitable giving, and open enrollment, a little planning now can help you head into the end of the year feeling more prepared.

So don’t be spooked by year-end planning! Your Elevate team is here to help you sort through what matters for your financial plan. Reach out today and ask us for our year-end planning checklist!

09/29/2026

ICYMI: Your Medicare Roadmap 🎥

If you missed our recent webinar, Your Medicare Roadmap: Enroll Right, Shop Smart, Plan Ahead, you can watch it on demand!

Gary Stoller, Wealth Adviser at Elevate Wealth Advisory, breaks down Medicare and some of the important decisions you’ll face, including:

• When and how to enroll
• Original Medicare vs. Medicare Advantage
• Medigap and Part D coverage
• Planning for healthcare costs in retirement
• Expenses Medicare typically doesn’t cover, including long-term care

Understanding your options can help you make more informed decisions about your healthcare and retirement plan.

▶️ Watch the webinar here: https://bit.ly/4xAPfaj

Two years ago, in a blog post titled “Worried about the National Debt?”, I compared our government’s fiscal situation with that of Japan. The point was to