John Essigman

Zachary Phillips is a financial advisor at LVZ, Inc. with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Securities America Advisors and NEXT Financial Group. Phillips serves as a board member of the Clarkesville Planning Commission. LVZ, Inc. provides investment management, financial planning, consulting, and third-party manager selection for a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm manages approximately $1.125 billion in assets across 17 advisors and employs a range of portfolio strategies that combine fundamental and technical analysis.

Troy Webb is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and 31 years of industry experience. He previously worked at Valic Financial Advisors for 28 years and Agia for 4 years. In addition to his advisory role, Webb is the owner of Personal Data Bank, Inc., a company focused on protecting intellectual property related to algorithm scripts and programming. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a notable history of working with educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, advisor-led consulting, and portfolio management through a combination of model portfolios, third-party managers, and a dedicated Investment Management & Research team.

Laura Latourette is a CFP® professional with 29 years of industry experience. She is currently with CWM, LLC and has held prior roles at Family Wealth Management Group, WCG Wealth Advisors, IFG Advisory, and LPL Financial. Outside of her advisory work, she volunteers as an education ambassador for the National Resource Center on LGBT Aging and serves on the advisory board of the Markets Group. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages portfolios on a discretionary basis using model portfolios overseen by an in-house Investment Committee and offers a range of services including financial planning, retirement-plan solutions, and access to alternative investments.

Heidi Lane is a financial advisor at Empower Advisory Group with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Jackson Hewitt Tax Service and Primerica Financial Services. Outside of financial services, she is a partner and co-author in an LLC that publishes children's books. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s approach includes point-in-time financial plans and managed account solutions, delivered through an integrated model connected to Empower’s recordkeeping and administrative platforms.

John Bowling Jr. is a financial advisor at Edward Jones with 10 years of industry experience and holds the Series 66 designation. His prior experience includes roles at Dempsey Lord Smith, LLC and Mccormack Financial Planning Inc. He has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary advisory strategies under a fiduciary standard.

Caleb Stokes is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Before joining LPL Financial and South State Bank in 2025, he was with Edward Jones for two years and has held various roles across multiple industries. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.