Amy K Essary

Victor Phillips is a financial advisor with Ameriprise, holding a Series 66 designation and four years of industry experience. He previously worked at Blumark Financial and has experience outside finance, including landscape design and retail. Phillips is also involved in independent insurance brokering with a focus on disability income. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, using a combination of research, modeling, and tax-efficient strategies to generate personalized recommendations delivered through a centralized consulting team.

Brandon McAnally is a financial advisor with LPL Financial and holds a Series 66 designation. He has three years of industry experience, including prior roles at Wells Fargo Clearing and Caterpillar Inc. He is also involved in a personal business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services, including financial planning and model portfolio programs, and supports advisors with research and operational tools while overseeing more than $819 billion in discretionary assets.

Joshua McAnally is a financial advisor with LPL Financial, holding a Series 66 credential and 10 years of industry experience. He previously worked at Wells Fargo Clearing for eight years before joining LPL Financial in 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology and a large network of over 22,800 advisors.

John McAnally is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Edward Jones. Outside of his advisory work, he owns Charlotte Lakeside Pottery, a business unrelated to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services through a large network of representatives, utilizing strategies including model portfolios, third-party subadvisors, and customized solutions across various asset classes.

Jeffrey Moyers is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.