Georgia Lord is a CFP® and holds a Series 66 license with three years of industry experience. She is currently with Spire Wealth Management, LLC and has prior experience at Oppenheimer & Co, Wealthsimple, Morningstar Credit Ratings, and Snelleman Tom Financial Services. Spire Wealth Management, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing both discretionary and non-discretionary portfolios. The firm employs a range of strategies including passive, active, and hybrid tax-aware allocations, and offers access to model portfolios and alternative investments.

Barbara Doran is a financial advisor at Spire Wealth Management, LLC with 32 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Spire Investment Partners, Yorkbridge Wealth Partners, and Lebenthal Asset Management. Outside of her advisory role, Doran serves as Treasurer and chairs the finance committee for the Explorers Club, an international nonprofit focused on field exploration and scientific inquiry, and holds volunteer finance positions with Penn State University and the Catwalk Art Residency. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of investment strategies including passive, active, and tax-aware allocations. The firm manages discretionary and non-discretionary portfolios and delivers proprietary risk overlay strategies through its affiliate Corbett Road Capital Management.