Jackson Tyler 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, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked across several Principal affiliates since 2022 and held prior roles at Amazon, GoHealth, and Wells Fargo. His current responsibilities include providing one-on-one investment advice to retirement plan participants at Principal Advised Services and a sales role at Principal Bank. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm provides both non-discretionary recommendations and a discretionary, wrap-fee investment management program, leveraging proprietary models and third-party tools within the Principal Financial Group family.

John White is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Sequent Planning, LLC, JAWCLU, LLC dba Financial Guideposts, and Onyx Wealth Advisors, Inc. He also operates a sole proprietorship offering advisory and insurance services. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, often implementing client strategies through third-party sub-advisers and model portfolios.

Christopher Kitchens is a CFP® professional with two years of experience, currently serving with United Planners' Financial Services of America. He has held various roles including ownership of a BBQ supply company that operates a YouTube channel featuring hunting, fishing, and cooking content. He is also an associate pastor at Hope Church in Carrollton, GA, a position he has held since 2014. United Planners Financial Services is a national wealth-management enterprise that serves a broad client base including individuals, retirement plans, corporations, trusts, and institutional clients. The firm delivers advisory and brokerage services through independent Investment Adviser Representatives and utilizes a range of custodians and third-party managers to implement investment strategies.

Jonathon Monsour is a CFP® with 30 years of experience in financial advisory. He has worked at United Planners Financial Services of America since 2017 and previously spent eight years with Cambridge Investment Research Advisors. Outside of advisory work, he owns M&M Property Group, a real estate sales and property management business in Carrollton, GA. United Planners Financial Services is a national wealth-management enterprise serving a broad client base, including individuals, retirement plans, corporations, and trusts. The firm offers advisory and brokerage services through independent advisors, with a notable focus on client-directed, non-discretionary account management.

Michael Stone is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at Commonwealth since 2018 and previously at IFG Advisory, Milestone Investment Management, and LPL Financial. Stone is also involved in fixed insurance sales and owns an operating company related to his securities and advisory business. Commonwealth Financial Network supports a national network of approximately 2,950 advisors by providing operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a range of advisory programs and model portfolios, allowing advisors discretion in portfolio construction while leveraging Commonwealth’s investment research and platform capabilities.