Zachary Phillips is a financial advisor with LVZ, Inc. in Clarkesville, GA, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at Securities America Advisors and NEXT Financial Group. Outside of his advisory work, he serves as a board member on the Clarkesville Planning Commission. LVZ, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm employs a blend of fundamental and technical analysis combined with a top-down review of economic and social trends, offering portfolios in Classic and Specialty styles primarily through ETFs, mutual funds, and related vehicles.

Alexander Andrews is a financial advisor with First Citizens Asset Management, Inc., holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked primarily within the First Citizens organization since 2011, including roles at First Citizens Bank and First Citizens Investor Services. Outside of his advisory work, he occasionally assists with his wife's e-commerce business, which involves reselling items online through an LLC. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million on a discretionary basis through a multi-team platform of 33 advisors, offering global, multi-asset model portfolios with dynamic asset allocation and ongoing monitoring.

Russell Beasley is a financial advisor at Creative Financial Designs, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Creative Financial Designs since 2017. In addition to his advisory role, Beasley teaches math at Foothills Charter School and operates a tax preparation service. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and financial planning. The firm utilizes asset-class model allocations informed by third-party research and offers a range of investment strategies, including Biblical Responsible Investing options.

David Plaisted is a financial advisor at Edward Jones with 43 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 1982. Outside of his advisory role, he owns a small real estate business in Toccoa, Georgia. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

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.

Caleb Stokes is a Series 66-credentialed financial advisor with two years of industry experience. He is currently affiliated with LPL Financial and South State Bank, having previously worked at Edward Jones and several other companies across different sectors. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with additional product offerings such as insurance and credit services.

Anthony Dalton is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and 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 over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with both discretionary and non-discretionary strategies, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Jonathan Morphew is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked in the automotive industry with Piedmont CDJR and Scenic Chevrolet. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Donavan Layton is a financial advisor with Edward Jones in Lavonia, GA, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he manages Layton Holdings LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Dini is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. Outside of his advisory work, he has been involved with Dini Enterprises Inc., a business entity unrelated to investment activities. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Randall Leblanc is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera and its affiliated entities since 2013. Outside of his advisory role, he serves as a minister, leading choirs in worship activities at various churches. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Richard Russillo Jr. is a CFP® professional with over 32 years of industry experience, currently serving at OSAIC since 2024. His prior roles include positions at Securities America Advisors, Inc., Securities America, Inc., and Securities Service Network. In addition to his advisory work, he owns and oversees an online sports cards and memorabilia business. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that provides advisory and brokerage services through a large network of financial advisers. The firm serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, utilizing a comprehensive investment process with access to multiple custodial platforms and a wide range of investment options.

Benjamin Lewis is a CFP® and holds a Series 66 license, with seven years of industry experience. He has worked at Edward Jones since 2018 and was previously employed at Lift Technologies, Inc. from 2006 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large network of financial advisors and branch offices nationwide.

Byron Young is a financial advisor at OSAIC with 10 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Lincoln Financial Advisors for 10 years. Outside of his advisory role, he is the president and owner of Byron Young & Associates, LLC, which sells insurance and fixed annuities. OSAIC is a large institution serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a comprehensive investment process involving risk-tolerance assessments, asset-allocation software, and portfolio optimization, offering a range of investment options and access to multiple custodial platforms.

Sonya Legg is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Outside of her advisory role, she is a candidate for county probate judge and serves as treasurer for Savannah River Productions. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts with firm-sponsored model portfolios and third-party managed options.

Carlos Vazquez is a financial advisor with Edward Jones in Cornelia, GA, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he volunteers with a family hunting club, assisting with dues collection and budget management. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors.

Jennifer Hughes Murdock is a financial advisor at Ameriprise with 23 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory role, she is co-owner of Lake Hartwell Kitchen & Design, a cabinet and countertop business. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm offers a broad range of advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team and algorithmic tools to deliver tailored, tax-efficient recommendations.

Andrea Bradford is a financial advisor at Cetera with 19 years of industry experience and holds a Series 66 designation. She has been with Cetera and its related entities since 2013. Outside of her advisory role, Bradford is involved in community and performing arts activities, serving as choir director and pianist at Concord United Methodist Church and as president and managing director of Savannah River Productions, a nonprofit theater group in Northeast Georgia. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services supported by proprietary and third-party investment solutions.

Hunter Plaisted is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Mansfield Oil Company and Southern Wave Express Wash, and spent four years at Stephens County High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.