Troy Lincoln Webb

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 advisor with First Citizens Asset Management, Inc. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. Prior to his current role, he spent several years with First Citizens Bank and First Citizens Investor Services. Outside of his advisory work, he occasionally assists with his wife's e-commerce business, which sells products on eBay. First Citizens Asset Management, Inc. provides sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and municipalities. The firm employs model-based, multi-asset class portfolios using a blend of fundamental, quantitative, and technical analysis, with a focus on discretionary investment management and strategic asset allocation.

John Essigman is a financial advisor with Moors & Cabot, Inc., holding Series 65 and Series 63 licenses and possessing 21 years of industry experience. His career includes prior roles at Prudential Insurance Company of America and PRUCO Securities, LLC, as well as operating his own advisory firms. Outside of his advisory work, he serves as Treasurer and Bookkeeper for the White County Rotary Club. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and consulting services, utilizing various investment approaches and third-party sub-advisors.

Cody Wilson is a financial advisor with Guardian Life, holding Series 63 and Series 66 credentials and seven years of industry experience. He has previously worked at Morgan Stanley and E*TRADE Securities LLC, and earlier in his career at Liberty Mutual Insurance/Safeco Insurance. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement consulting, and a range of advisory programs.

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.

Aaron Plaisted is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1999. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.