Caleb Stokes

Zachary Phillips is a financial advisor with LVZ, Inc. in Clarkesville, GA, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at Securities America Advisors and NEXT Financial Group. Outside of his advisory work, he serves as a board member on the Clarkesville Planning Commission. LVZ, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm employs a blend of fundamental and technical analysis combined with a top-down review of economic and social trends, offering portfolios in Classic and Specialty styles primarily through ETFs, mutual funds, and related vehicles.

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 his current role, he spent several years with First Citizens Bank and First Citizens Investor Services. Outside of his advisory work, he occasionally assists with his wife's e-commerce business, which sells products on eBay. First Citizens Asset Management, Inc. provides sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and municipalities. The firm employs model-based, multi-asset class portfolios using a blend of fundamental, quantitative, and technical analysis, with a focus on discretionary investment management and strategic asset allocation.

John Essigman is a financial advisor with Moors & Cabot, Inc. in Cleveland, GA, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. Prior to joining Moors & Cabot in 2022, he held roles at Prudential Insurance Company of America, PRUCO Securities, LLC, and operated his own advisory firms from 2008 to 2020. He serves as Treasurer and Bookkeeper for the White County Rotary Club, a nonprofit civic organization. Moors & Cabot provides investment advisory services to individual and institutional clients, employing a variety of analytic approaches and offering discretionary portfolio management, financial planning, and consulting. The firm serves a broad client base and utilizes third-party sub-advisors and wrap programs to implement strategies.

Troy Webb is a financial advisor at Lincoln Investment with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Valic Financial Advisors and Agia. Additionally, Webb is the owner of Personal Data Bank, Inc., which focuses on the development and protection of algorithms, designs, and programming. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm combines strategic and tactical investment approaches, offering both discretionary and non-discretionary programs supported by an Investment Management & Research team.

David Plaisted is a financial advisor at Edward Jones with 43 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 1982. Outside of his advisory role, he owns a small real estate business in Toccoa, Georgia. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Aaron Plaisted is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1999. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.