Jerry Leo Spivey

Karolyn Lunsford is a CFP® professional with 32 years of industry experience, currently serving at Geneos Wealth Management, Inc. since 2015. She also leads The Flo Approach, a non-investment related business, and is a head coach for a travel softball team. Geneos Wealth Management serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations, providing financial planning, investment advisory, and brokerage services with a range of portfolio management strategies and third-party manager referrals.

Michael Giddeons is a financial advisor with Wealth Watch Advisors, INC, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has been with Valic Financial Advisors since 2015. In addition to his advisory role, he works as an agent for Prosperitas Financial Group, selling fixed insurance products as an independent contractor. Wealth Watch Advisors serves individual, high-net-worth, and institutional clients by providing portfolio management, financial planning, and access to third-party model portfolios. The firm employs a model-driven investment approach primarily implemented through approved sub-advisors and SAM programs, using mutual funds, ETFs, and select option strategies, with a focus on tailored recommendations within a pre-approved manager universe.

Rodney Martin is a financial advisor at Brookstone Capital Management LLC with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including Transamerica Premier Insurance Company and operates as an independent insurance agent through his own business, Blue Suit Advisors, LLC. He is also the owner of Senior Retirement Services, LLC. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other entities. The firm offers discretionary portfolio management through a turnkey asset management platform and employs a variety of investment strategies, including strategic asset allocation models and options-enhanced strategies.

Gregory Briscoe is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 14 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Regions Bank. Outside of his advisory work, he participates in a running study at the University of Georgia. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a large network of advisors and multiple program options.

William Jones is a financial advisor at LPL Financial in Royston, Georgia, holding Series 63 and Series 65 licenses with one year of industry experience. He has worked at LPL Financial since 2024 and has an extended background with Gwinnett County since 2014. Outside of his advisory role, Jones is involved in managing a family farm in Royston. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Nicolas Smith is a financial advisor with Cetera who holds the PFS™ designation and a Series 66 license, bringing 20 years of industry experience. He has worked at firms including Avantax and 1st Global Advisors, and he is also managing member of Compass Financial Advisors, LLC. Smith is involved in his own business consulting firm, Smith Business Consultants, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various investment strategies and program structures.