Jackson Grillo

Lamar Plunkett is a CFA® charterholder with 20 years of experience in financial advising. He has been the sole advisor at Plunkett & Associates, Inc. since 1998. Plunkett & Associates serves individuals, trusts, estates, and charitable organizations, focusing on financial planning and discretionary portfolio management through individualized client relationships. The firm primarily uses direct selection of individual stocks and bonds, combining fundamental analysis with technical and cyclical methods, and conducts regular account reviews.

Adonis Roberson is a financial advisor with Principal Advised Services and holds Series 63 and Series 65 licenses. He has three years of industry experience with prior roles at Principal Securities Inc., Principal Life Insurance Company, Wells Fargo, and Amazon. Roberson also serves as an Assistant Vice President at Principal Bank, focusing on sales of bank deposit products. Principal Advised Services provides investment advice and related services mainly to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm is affiliated with Principal Financial Group and integrates proprietary models and third-party tools to serve its clients.

Jason Backus is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Independent Advisor Alliance since 2018 and previously at Independent Financial Partners and LPL Financial. Backus is also involved with Villa Rica First United Methodist Church. Independent Advisor Alliance is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm utilizes a network of 219 advisors and employs a mix of model portfolios, sub-advisors, and technology platforms to manage client assets.

Jason Norton is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 credential and 21 years of industry experience. He has worked at Independent Advisor Alliance since 2018 and has prior experience with Independent Financial Partners, LPL Financial, and Norton Financial Inc. Norton also serves as a notary public. Independent Advisor Alliance, LLC is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, pooled vehicles, charities, and estates. The firm offers asset management, financial planning, retirement plan consulting, and acts as a sponsor for third-party managers and model portfolios, utilizing a combination of fundamental, quantitative, and portfolio-theory analysis.

Kimberly Moore is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and five years of industry experience. She has been affiliated with LPL Financial, LLC since 2016 and provides administrative support to Independent Advisor Alliance. Outside of her advisory role, she is a commissioned notary. Independent Advisor Alliance is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm offers a range of services including asset management, financial planning, and retirement plan consulting, utilizing model portfolios, third-party managers, and technology platforms to manage client allocations.

John White is a financial advisor with Advisor Share Wealth Management, LLC in Carrollton, GA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at Sequent Planning, LLC and operated his own advisory and insurance business as a sole proprietor. Advisor Share Wealth Management serves individuals, professional advisers, and retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm employs third-party sub-advisers and model portfolios, using quantitative and qualitative evaluations to manage client strategies.