Kerri Dianne Davis

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.

John Essigman is a financial advisor with Moors & Cabot, Inc. in Cleveland, GA, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. Prior to joining Moors & Cabot in 2022, he held roles at Prudential Insurance Company of America, PRUCO Securities, LLC, and operated his own advisory firms from 2008 to 2020. He serves as Treasurer and Bookkeeper for the White County Rotary Club, a nonprofit civic organization. Moors & Cabot provides investment advisory services to individual and institutional clients, employing a variety of analytic approaches and offering discretionary portfolio management, financial planning, and consulting. The firm serves a broad client base and utilizes third-party sub-advisors and wrap programs to implement strategies.

Timothy Garber is a financial advisor with United Advisor Group, holding a Series 66 designation and bringing 25 years of industry experience. He previously spent 19 years with Stifel Independent Advisors, LLC. United Advisor Group serves individuals, small businesses, trusts, charities, and broker-dealer customers through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial and retirement planning, family office services, and financial education, utilizing proprietary model portfolios, custom-traded accounts, and third-party money managers.

Troy Webb is a financial advisor at Lincoln Investment with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Valic Financial Advisors and Agia. Additionally, Webb is the owner of Personal Data Bank, Inc., which focuses on the development and protection of algorithms, designs, and programming. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm combines strategic and tactical investment approaches, offering both discretionary and non-discretionary programs supported by an 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.