Diane Marie Bardon

Lynn Phillips Gaines is a CFP® with 44 years of industry experience, currently serving at Phillips Wealth Planners LLC since 2022. She previously worked at Raymond James Financial Services Advisors, Inc. for 13 years and operated Phillips Financial and Lynn Phillips Inc. for over a decade. Outside of advisory work, she owns and partners in several businesses, including Early Building Construction, LLC and Endeavour Enterprises, LLC. Phillips Wealth Planners provides discretionary wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, estates, and small businesses. The firm employs a primarily long-term investment approach tailored to client goals, utilizing fundamental and technical analysis, and offers customized portfolios including equities, ETFs, bonds, and mutual funds.

Lauren Black is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Phillips Wealth Planners LLC since 2022. Her prior experience includes roles at Raymond James Financial Services Advisors and Phillips Financial. She is involved with the nonprofit Bridges Out of Poverty as Treasurer and holds several board positions in local educational organizations. Phillips Wealth Planners provides discretionary wealth management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, and small businesses. The firm employs a primarily long-term investment approach with strategic asset allocation, internal due diligence, and ongoing portfolio monitoring.

Andrew George Sr. is a financial advisor at Savvy with 10 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at Cetera, Regions Bank, and Raymond James Financial. Savvy serves individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations by providing customized investment and financial planning services. The firm employs a primarily index-based, long-term approach enhanced by third-party sub-advisers, fintech tools, and an in-house tax preparation and estate planning support.

Elton Thomas III is a Certified Financial Planner (CFP®) with 25 years of industry experience. He has been with VALIC Financial Advisors since 2003 and also holds the Series 66 designation. Outside of his advisory work, he serves on the Finance Committee of the First United Methodist Church in Columbus, MS. VALIC Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning services through a large network of advisors, leveraging centralized technology and third-party model managers.

Ronald Kelley is a financial advisor at VALIC Financial Advisors with Series 66 credentials and less than one year of industry experience. Prior to joining VALIC, he held various positions including roles at Cannon Motor Company and Mississippi State University. VALIC Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting through a large network of advisors. The firm utilizes discretionary unified managed accounts and incorporates tax-aware and ESG overlay services using Envestnet’s platform.

Aaron Jones is a ChFC® credentialed financial advisor with 15 years of industry experience. He has worked at Eagle Strategies (NY Life) since 2018 and has been affiliated with Nylife Securities LLC and New York Life Insurance Company since 2013. Jones serves as Vice President on the board of the Local Learning Community Foundation, which focuses on empowering families and youth in the community. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.