Rodney Tate Martin

Karolyn Lunsford is a CFP® professional with 32 years of industry experience, currently serving at Geneos Wealth Management, Inc. since 2015. She also leads The Flo Approach, a non-investment related business, and is a head coach for a travel softball team. Geneos Wealth Management serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations, providing financial planning, investment advisory, and brokerage services with a range of portfolio management strategies and third-party manager referrals.

Jerry Spivey is a CFP® professional with 41 years of industry experience. He is currently associated with Silver Oak Securities, Inc. and also owns Spivey Financial Group, where he manages life, fixed annuity, disability, and long-term care insurance products. His prior experience includes long tenures at New York Life Insurance Company and Nylife Securities Inc. Silver Oak Securities, Inc. serves a broad client base including individuals, corporations, and trusts through a network of over 100 financial professionals, managing approximately $2.4 billion in discretionary assets. The firm provides a variety of advisory programs with a primarily discretionary investment approach tailored to client objectives and risk tolerances.

Liliya Gubceac is a financial advisor with Summit Wealth Group who holds Series 65 and Series 66 licenses and has 19 years of industry experience. Her career includes over a decade at Commonwealth Financial Network and an extended tenure with Summit Wealth Group. Summit Wealth Group LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes investment strategies based on client-specific financial profiles and employs a variety of analytical approaches, often implementing solutions through third-party money managers and sub-advised models.

Garrett Major is a financial advisor with First Citizens Investor Services, Inc., holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining First Citizens Investor Services, he worked at First Citizens Bank and has experience in educational roles at Lander University and Greenwood High School. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and businesses. The firm emphasizes IAR-led financial assessments and applies fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Gregory Briscoe is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has worked at Cetera and its affiliates since 2017, with prior experience at Wells Fargo Clearing and Wells Fargo Bank. Outside of his advisory role, he participates in the University of Georgia Running Study. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party managers through a multi-manager platform supported by a large nationwide network of independent advisors.

Timothy Askew is a CFP® with 29 years of experience in the financial industry, currently serving at Raymond James Financial Services Advisors, Inc. He has held roles at Raymond James since 2004 and has managed Askew Family Farm since 2013. Additionally, he owns and operates Abbeville Ammo and Arms, a business involved in the sales and manufacturing of firearms and ammunition. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using risk profiling and analytical tools, and supports municipal and public-finance advisory work through its affiliation with a municipal advisor.