Michael Louis Stone

Lamar Plunkett is a CFA® charterholder with 20 years of experience in financial advising. He has been the sole advisor at Plunkett & Associates, Inc. since 1998. Plunkett & Associates serves individuals, trusts, estates, and charitable organizations, focusing on financial planning and discretionary portfolio management through individualized client relationships. The firm primarily uses direct selection of individual stocks and bonds, combining fundamental analysis with technical and cyclical methods, and conducts regular account reviews.

Adonis Roberson is a financial advisor with Principal Advised Services, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked across several Principal affiliates since 2022 and held prior roles at Amazon, GoHealth, and Wells Fargo. His current responsibilities include providing one-on-one investment advice to retirement plan participants at Principal Advised Services and a sales role at Principal Bank. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm provides both non-discretionary recommendations and a discretionary, wrap-fee investment management program, leveraging proprietary models and third-party tools within the Principal Financial Group family.

John White is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. His career includes roles at Sequent Planning, LLC and JAWCLU, LLC dba Financial Guideposts. He also operates as a sole proprietor offering advisory and insurance services. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform used by independent advisers.

Christopher Kitchens is a CFP® professional with two years of experience, currently serving with United Planners' Financial Services of America. He has held various roles including ownership of a BBQ supply company that operates a YouTube channel featuring hunting, fishing, and cooking content. He is also an associate pastor at Hope Church in Carrollton, GA, a position he has held since 2014. United Planners Financial Services is a national wealth-management enterprise that serves a broad client base including individuals, retirement plans, corporations, trusts, and institutional clients. The firm delivers advisory and brokerage services through independent Investment Adviser Representatives and utilizes a range of custodians and third-party managers to implement investment strategies.

Jonathon Monsour is a CFP® with 30 years of experience in financial advisory. He has worked at United Planners Financial Services of America since 2017 and previously spent eight years with Cambridge Investment Research Advisors. Outside of advisory work, he owns M&M Property Group, a real estate sales and property management business in Carrollton, GA. United Planners Financial Services is a national wealth-management enterprise serving a broad client base, including individuals, retirement plans, corporations, and trusts. The firm offers advisory and brokerage services through independent advisors, with a notable focus on client-directed, non-discretionary account management.

Jason Backus is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 11 years of industry experience. He has worked at Independent Advisor Alliance since 2018 and previously with Independent Financial Partners. Outside of his advisory roles, he is affiliated with Villa Rica First United Methodist Church. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm provides asset management, financial planning, and retirement consulting, using a combination of discretionary and non-discretionary portfolio management strategies supported by various analytical techniques and technology platforms.