Lisa R Mc Pherson

Durene Helbling is a CFP® professional with nine years of industry experience. She is currently with OpenArc Corporate Advisory, LLC and previously worked at Bank of America, N.A. and Merrill. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans, offering wealth management, financial planning, and portfolio management services. The firm features both discretionary and non-discretionary models, utilizing a wide range of investment options and maintains a substantial institutional retirement practice alongside private markets and digital-asset capabilities.

Brian English is a financial advisor at OSAIC with 22 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Brian’s prior experience includes eight years with Securities America Advisors and Securities America Inc., as well as a long-standing role with Guardian Life Insurance Co. of America. Outside of his advisory work, he owns and hosts the Wavemaker Podcast, which focuses on the history and development of Wakulla County, Florida. OSAIC serves a diverse client base, including individual investors, high-net-worth clients, pension plans, corporations, and charities, offering integrated brokerage and investment advisory services across multiple platforms. The firm employs various asset-allocation tools and third-party solutions to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Carolyn Mann is a financial advisor with Primerica Advisors in Coral Springs, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1998. Outside of her advisory role, she serves as an officer for Unity in the Community of Pompano Beach, Inc. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Saul Levy is a financial advisor with Morgan Stanley in Crawfordville, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as a board member for a technology firm in Pearl River, New York. Morgan Stanley Wealth Management is a large, SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm‑approved tools.

Jordan Lee is a financial advisor at OSAIC with five years of industry experience. He holds the ChFC® and Series 66 designations and previously worked at Securities America Advisors and CMS. Jordan participates in a local business networking group, BNI Crawfordville, and assists with administrative tasks at English Financial Group. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage, advisory, and financial planning services through a wide network of affiliated advisors. The firm employs asset-allocation tools and third-party platforms to construct portfolios across multiple asset classes with discretionary and non-discretionary management options.