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 at Wealth Watch Advisors, Inc with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Valic Financial Advisors, Independent Financial Partners, and Edward Jones. Outside of advisory work, he is an agent for Prosperitas Financial Group, representing various insurance companies as an independent contractor. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, financial institutions, and other registered investment advisers. The firm employs a blend of quantitative, qualitative, and technical investment strategies, utilizing third-party model managers and offering access to approved alternative private placements for eligible accredited investors.

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, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has worked at Cetera and its affiliates since 2017, with prior experience at Wells Fargo Clearing and Wells Fargo Bank. Outside of his advisory role, he participates in the University of Georgia Running Study. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party managers through a multi-manager platform supported by a large nationwide network of independent advisors.

William Jones is a financial advisor with LPL Financial in Royston, GA, holding Series 63 and Series 65 licenses and two years of industry experience. He has been with LPL Financial since 2024 and also has experience working with Gwinnett County since 2014. Outside of his advisory role, he is involved with a family farm based in Royston. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by research and technology tools.

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.