Robert Raymond Restino

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 Series 65-licensed financial advisor at Freedom Capital Advisors Inc. with one year of industry experience. Prior to joining Freedom Capital Advisors, he worked at NewLife Auto and Firestone. Freedom Capital Advisors provides personalized investment advisory and financial planning services primarily to individual investors, joint accounts, IRAs, trusts, and corporate accounts. The firm follows a conservative, value-driven investment approach emphasizing income generation and risk-adjusted returns through strategies such as dividend and fixed-income allocations, covered call writing, and an actively managed options-based Levered Options Writing Strategy.

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.

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.

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.