Anthony Dalton

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.