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®-designated financial advisor with 40 years of industry experience. He is currently affiliated with Silver Oak Securities, Incorporated and Spivey Financial Group. His career includes long-term roles at New York Life Insurance Company and Nylife Securities Inc., spanning several decades. Outside of advisory services, he is the owner of Spivey Financial Group, which focuses on life, fixed annuity, disability, and long-term care insurance products. Silver Oak Securities, Inc. provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets through a network of more than 100 financial professionals. The firm offers individualized portfolio management, unified managed accounts, financial planning, and solutions for held-away retirement plan assets.

Liliya Gubceac is a financial advisor with Summit Wealth Group, holding Series 65 and Series 66 credentials and 19 years of industry experience. She has worked with Summit Wealth Group and Commonwealth Financial Network since 2006 in various capacities. 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 offers discretionary investment management, standalone financial planning, family office and wealth planning, and retirement plan advisory, using customized target allocations and a range of analytical approaches including asset allocation and direct indexing.

Garrett Major is a financial advisor at First Citizens Investor Services, Inc. with two years of industry experience. He holds Series 65 and Series 63 licenses and has prior work experience at First Citizens Bank, Lander University, and Greenwood High School. First Citizens Investor Services, Inc. provides investment advisory, brokerage, and licensed insurance services to a range of clients including individuals, pension plans, corporations, and charitable organizations. The firm offers portfolio management, financial planning, and uses a combination of strategic and tactical asset allocation informed by fundamental, quantitative, and technical analysis.

Gregory Briscoe is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 14 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Regions Bank. Outside of his advisory work, he participates in a running study at the University of Georgia. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a large network of advisors and multiple program options.

Timothy Askew is a CFP® certified financial advisor with Raymond James Financial Services Advisors, Inc., bringing 29 years of industry experience. He has held various roles within Raymond James since 2004 and is also involved in several business ventures, including ownership of a firearms sales and manufacturing company and agricultural operations. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, providing financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans developed through detailed client assessments and offers multiple implementation options, with a significant portion of its advisory business conducted on a non-discretionary basis.