Zachary Purvis

Lawrence Stack is the principal of Stack Wealth Management, LLC, an independent advisory firm based in Perry, GA. He holds Series 63 and Series 65 designations and has 17 years of industry experience, including prior work at Asset Management Strategies, Inc. Lawrence is also a licensed insurance agent offering life insurance products and annuities. Stack Wealth Management provides referral-based advisory services to individuals, including high-net-worth clients, and business entities. The firm facilitates client relationships with a third-party investment adviser and supports the onboarding process without providing direct portfolio management or investment discretion.

Marilyn Mueller is a financial advisor with Jansson Financial Services in Warner Robins, GA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Ceros Financial Services, Inc. since 2009. Outside of her advisory role, she is involved in life insurance sales, focusing on term life and long-term care policies. Jansson Financial Services provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and pension plans. The firm employs a range of investment strategies and combines multiple analytical approaches to tailor advisory services to client objectives.

Eric Jansson is a CFP® with 43 years of industry experience, currently serving at Jansson Financial Services in Warner Robins, GA. He has worked at Ceros Financial Services, Inc. since 2009 and Corporate Village Inc. since 1990, alongside his long-standing role at Jansson Financial Services since 1988. Jansson Financial Services is a Georgia-registered investment adviser providing discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm employs a variety of investment strategies and combines fundamental, technical, and cyclical analysis to tailor advisory services to each client’s objectives.

Erin Watkins is a financial advisor at 56 Capital Partners, Ltd with 10 years of industry experience. She holds a Series 66 designation and has worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management prior to joining 56 Capital Partners in 2017. Watkins may earn commissions from insurance companies for sales of non-variable life, health, annuity, and disability income insurance products. 56 Capital Partners, Ltd provides discretionary investment management, financial planning, and pension consulting to individual clients, trusts, estates, and retirement plans. The firm emphasizes asset allocation, diversification, and integrated risk management, managing portfolios across multiple asset classes on a discretionary basis.

Heath Hampton is a Certified Financial Planner® with 12 years of industry experience. He currently works at Origin Investment Advisory LLC and has held prior roles at LPL Financial, Facet Wealth, and as a self-employed advisor. Outside of financial advising, he serves as a fractional CFO and business operations planner at Family Specialty Care. Origin Investment Advisory primarily serves individual retail clients through a subscription model and employer-sponsored workplace programs, offering AI-driven advice and automated index investing. The firm employs a rules-based investment approach grounded in Modern Portfolio Theory and behavioral finance, and operates with a subscription fee structure rather than percentage-of-AUM fees.

Lirime McGuire is a financial advisor with Synovus Securities, Inc., holding a Series 66 designation and nine years of industry experience. She has worked with Synovus entities and SunTrust affiliates since 2014 and recently joined Pinnacle Bank in 2026. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering a range of advisory and brokerage services including managed accounts, financial planning, and access to alternative investments. The firm employs a client risk-tolerance questionnaire and utilizes both internal and Envestnet due-diligence processes to guide portfolio management.