Lynn Phillips Gaines is a CFP® with 44 years of industry experience, currently serving at Phillips Wealth Planners LLC since 2022. She previously worked at Raymond James Financial Services Advisors, Inc. for 13 years and operated Phillips Financial and Lynn Phillips Inc. for over a decade. Outside of advisory work, she owns and partners in several businesses, including Early Building Construction, LLC and Endeavour Enterprises, LLC. Phillips Wealth Planners provides discretionary wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, estates, and small businesses. The firm employs a primarily long-term investment approach tailored to client goals, utilizing fundamental and technical analysis, and offers customized portfolios including equities, ETFs, bonds, and mutual funds.

Lauren Black is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Phillips Wealth Planners LLC since 2022. Her prior experience includes roles at Raymond James Financial Services Advisors and Phillips Financial. She is involved with the nonprofit Bridges Out of Poverty as Treasurer and holds several board positions in local educational organizations. Phillips Wealth Planners provides discretionary wealth management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, and small businesses. The firm employs a primarily long-term investment approach with strategic asset allocation, internal due diligence, and ongoing portfolio monitoring.