John Franklin Lanier

Sean Lankard is a CFP® and ChFC® with 30 years of experience in the financial services industry. He has been with Valic Financial Advisors since 1998 and is also associated with Agia, where he works with non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants, offering managed-account programs, financial planning, and brokerage services.

Tyler Adams is a financial advisor at Eagle Strategies (NY Life) with credentials including Series 63 and Series 65 licenses and one year of industry experience. Before entering the financial sector, he served five years in the U.S. House of Representatives and was involved in several political campaigns. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages a predominantly non-discretionary asset base within an integrated New York Life affiliate structure.

Ryan Painter is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked with firms affiliated with Truist since 2011, including Bb&T Securities and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its investment and fiduciary solutions.

Gregory Nicholas is a financial advisor with Cetera and holds Series 63 and Series 65 licenses. He has four years of industry experience and has worked at firms including Avantax Advisory Services and Massanutten Financial Services Inc. Outside of his advisory role, he manages payroll and accounting at Massanutten Financial Services and serves as assistant treasurer at Portering the Glory International, a religious organization. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with various program structures and custodial relationships.

Amy Helsley is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones. Prior to her current role, she operated her own CPA firm, Amy B Helsley CPA LLC, and has experience as the owner of The Winery at Kindred Pointe. In addition to her advisory work, she has business oversight responsibilities related to her winery ownership. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and associated financial services. The firm is notable for its extensive national network of advisors and branch offices, as well as integrated capabilities including a trust company and affiliated mutual funds.

Nathan Dofflemyer is a financial advisor with LPL Financial holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2022, he worked for the Town of Luray from 2016 to 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment programs and platforms while supporting advisors with research and operational tools.