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.

John Essigman is a financial advisor at Moors & Cabot, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America and PRUCO Securities, LLC, as well as operating his own advisory firms from 2008 to 2020. Outside of his advisory role, Essigman serves as treasurer and bookkeeper for the White County Rotary Club, a nonprofit civic organization. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, high-net-worth investors, corporations, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Robert Restino is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been affiliated with Legend Equities Corporation since 1994. In addition to his advisory role, he owns Pinnacle Financial Advisors, providing insurance sales and service. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets through a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other advisers, offering financial planning, custom and model portfolios, third-party manager access, and brokerage and insurance products.

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.

James Duncan is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 22 years of industry experience. His career includes roles at several Cetera entities since 2017 as well as prior positions at First Allied Securities, Summit Brokerage Services, and AIG Advisor Group. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, retirement, and fiduciary services, combining advisor-managed accounts, model portfolios, and third-party solutions within a distinctive institutional and fiduciary framework.

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.

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.

Richard Kimpling is a financial advisor with Edward Jones in Cleveland, GA, holding Series 63 and Series 66 licenses and with 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he co-manages day-to-day ownership of office space through Brick Howser LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 financial advisors.

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.

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.

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.

Johnny Burkett III is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 27 years of industry experience. His prior roles include positions at Invest Financial Corporation and United Community Bank, where he continues to be involved. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a variety of advisory and brokerage services supported by an in-house research team and a broad platform of investment options.

Christopher Greene is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at LPL Financial since 2005. Based in Cleveland, GA, he holds Series 63 and Series 65 licenses. Outside of his advisory role, he manages a family LLC and engages in eBay sales. LPL Financial provides advisory and brokerage services to a diverse client base including individuals, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and a large network of investment adviser representatives.

Kevin McGrath is a financial advisor with UBS Financial Services and holds Series 63 and Series 65 designations. He has 31 years of industry experience, all spent with UBS since 1995. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management services and incorporates proprietary research and model-based asset allocations in its advisory approach.

Kerri Davis is a financial advisor with LPL Financial in Cleveland, GA, holding a Series 66 designation and bringing 19 years of industry experience. She previously worked at INVEST Financial Corporation and has a longstanding role at United Community Bank. Outside of her advisory work, she serves as a city councilman for Baldwin, GA, and operates a home-based bakery business. LPL Financial provides advisory and brokerage services to a diverse range of clients, including individual investors, retirement plan sponsors, and institutions. The firm offers various investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Neil Reems is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has been with Cetera and its related entities since 2013. Outside of his advisory role, he serves as president of the Hopes Landing Homeowners Association and participates on the finance committee of Level Grove Baptist Church, providing financial analysis and budget oversight. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts, firm-sponsored model portfolios, and third-party managed 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.