Nicholas Jose Pruner

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.

Alexander Andrews is a financial consultant with First Citizens Asset Management, Inc., holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. He has worked throughout his career within the First Citizens organization, including roles at First Citizens Bank and First Citizens Investor Services. Outside of his advisory work, he occasionally assists his wife with an e-commerce business that resells thrift store items on eBay. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, charitable organizations, municipalities, and institutions. The firm offers multi-asset class portfolios combining fundamental, quantitative, and technical analysis, with a focus on strategic asset allocation and manager research.

John Essigman is a financial advisor at Moors & Cabot, Inc. with 21 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Prudential Insurance Company of America, PRUCO Securities, and operated his own advisory firms. Outside of his advising role, he serves as Treasurer and Bookkeeper for the White County Rotary Club, a nonprofit civic organization. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations by providing investment management, financial planning, consulting, and access to third-party wrap-fee programs. The firm tailors portfolios using asset allocation, fundamental and technical analysis, and quantitative techniques, and offers both discretionary and non-discretionary services.

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.

Cody Wilson is a financial advisor at Guardian Life with seven years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley and E*TRADE Securities LLC. Guardian Life’s affiliate, Park Avenue® Wealth Management, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses by offering brokerage and advisory services. The firm employs a combination of advisor-led discretionary management and model-based strategies, leveraging proprietary programs and third-party platforms to tailor client relationships.

David Plaisted is a financial advisor with Edward Jones in Toccoa, GA, holding Series 63 and Series 66 credentials and 44 years of industry experience. He has been with Edward Jones since 1982. Outside of his advisory role, he is the owner of a real estate business in Toccoa. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.