Anthony Richard Dalton

Zachary Phillips is a financial advisor at LVZ, Inc. with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Securities America Advisors and NEXT Financial Group. Phillips serves as a board member of the Clarkesville Planning Commission. LVZ, Inc. provides investment management, financial planning, consulting, and third-party manager selection for a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm manages approximately $1.125 billion in assets across 17 advisors and employs a range of portfolio strategies that combine fundamental and technical analysis.

Alexander Andrews is a financial advisor with First Citizens Asset Management, Inc. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. Prior to joining First Citizens Asset Management, he worked at First Citizens Bank and First Citizens Investor Services. Outside of his advisory role, he assists with an online resale business operated by his wife. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and various institutions. The firm emphasizes strategic asset allocation through global multi-asset class model portfolios, using a combination of fundamental, quantitative, and technical analysis.

John Essigman is a financial advisor with Moors & Cabot, Inc. in Cleveland, GA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, PRUCO Securities, LLC, and his own advisory firms. He is also a board member and treasurer of the White County Rotary Club. Moors & Cabot serves retail and high-net-worth clients, as well as corporations, pension plans, trusts, estates, and charitable organizations, offering investment management, financial planning, and consulting services with tailored portfolio strategies including asset allocation and quantitative techniques.

Troy Webb is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and 31 years of industry experience. He previously worked at Valic Financial Advisors for 28 years and Agia for 4 years. In addition to his advisory role, Webb is the owner of Personal Data Bank, Inc., a company focused on protecting intellectual property related to algorithm scripts and programming. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a notable history of working with educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, advisor-led consulting, and portfolio management through a combination of model portfolios, third-party managers, and a dedicated Investment Management & Research team.

Cody Wilson is a financial advisor at Guardian Life with seven years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley and E*TRADE Securities LLC. Guardian Life’s affiliate, Park Avenue® Wealth Management, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses by offering brokerage and advisory services. The firm employs a combination of advisor-led discretionary management and model-based strategies, leveraging proprietary programs and third-party platforms to tailor client relationships.

Robert Restino is a financial advisor at Lincoln Investment with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Legend Equities Corporation since 1994. Outside of his advisory role, he owns Pinnacle Financial Advisors, through which he provides insurance sales and service. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm combines advisor-led consulting with model portfolios and third-party managers, supported by an in-house Investment Management & Research team.