Richard Michael Curcio

Harold Vincent is a financial advisor with Attainment Asset Management LLC in Clayton, GA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior work includes roles at Oppenheimer & Co. Inc. and Bb&T Investment Services, Inc. He is also a licensed insurance agent. Attainment Asset Management provides discretionary asset management and separate financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm uses fundamental and technical analysis to manage client portfolios according to their objectives and risk tolerance.

Logan Mc Coy is a financial advisor at Freedom Capital Advisors Inc with a Series 65 credential and one year of industry experience. Prior to his current role, he worked at NewLife Auto for five years and Firestone for four years. Freedom Capital Advisors Inc. provides personalized investment advisory and financial planning services to individual and institutional clients, employing a disciplined approach that combines fundamental, technical, and economic analysis to implement conservative, value- and income-oriented strategies.

Stephen Nash is a CFP®-designated financial advisor with 16 years of industry experience. He is currently with Empower Advisory Group and previously worked at TIAA and TIAA-CREF for 13 years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through a model integrated with Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns and client savings rates, offering point-in-time financial plans and optional managed account solutions.

Lee Penland is a financial advisor with Guardian Life who holds a Series 63 designation and has 47 years of industry experience. He previously worked at Kestra Advisory and Kestra Investment Services, LLC for over 20 years before joining Guardian Life. Outside of his advisory role, Penland is involved with the Lake Burton Civic Association and operates Penland Associates, LLC. Guardian Life’s subsidiary, Park Avenue Securities LLC, serves individuals, pension plans, charitable organizations, and corporate clients by offering brokerage services, financial planning, and investment advisory programs that include proprietary and third-party models.

Robert Restino is a financial advisor with Lincoln Investment who holds Series 63 and Series 65 credentials and has 36 years of industry experience. He has been associated with Legend Equities Corporation for over three decades. Outside of his advisory role, he serves as Secretary and Treasurer of Palm Beach Liquidators, Inc., a real estate liquidation company, and owns Pinnacle Financial Advisors, focusing on insurance sales and service. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with particular expertise in educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment solutions, employing both strategic and tactical approaches managed by an internal Investment Management & Research team.

James Duncan is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has worked with various Cetera entities since 2017 and previously with AIG Advisor Group. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers.