Jerry Spivey

Karolyn Lunsford is a CFP® professional with 32 years of industry experience, currently serving at Geneos Wealth Management, Inc. since 2015. She also leads The Flo Approach, a non-investment related business, and is a head coach for a travel softball team. Geneos Wealth Management serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations, providing financial planning, investment advisory, and brokerage services with a range of portfolio management strategies and third-party manager referrals.

Michael Giddeons is a financial advisor with Wealth Watch Advisors, INC, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has been with Valic Financial Advisors since 2015. In addition to his advisory role, he works as an agent for Prosperitas Financial Group, selling fixed insurance products as an independent contractor. Wealth Watch Advisors serves individual, high-net-worth, and institutional clients by providing portfolio management, financial planning, and access to third-party model portfolios. The firm employs a model-driven investment approach primarily implemented through approved sub-advisors and SAM programs, using mutual funds, ETFs, and select option strategies, with a focus on tailored recommendations within a pre-approved manager universe.

Rodney Martin is a financial advisor at Brookstone Capital Management LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Transamerica Premier Insurance Company. Martin also owns Senior Retirement Services, LLC, operating as an independent life and health insurance agent through Blue Suit Advisors, LLC. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Gregory Briscoe is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior roles include positions at Wells Fargo and New York Life Insurance Company. Outside of his advisory work, he participates in a running study at the University of Georgia. 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, supported by various managed account programs and a combination of retirement and institutional capabilities.

Nicolas Smith is a financial advisor with Cetera, holding the PFS™ and Series 66 credentials and bringing 19 years of industry experience. His prior roles include positions at Avantax Investment Services, Avantax Advisory Services, and 1st Global Advisors, among others. He is also the managing member of Compass Financial Advisors, LLC, a financial services firm. 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 solutions, utilizing a combination of advisor-managed accounts, model portfolios, and third-party managed options.

Melvin Crawford is a financial advisor with Edward Jones in Elberton, GA, holding Series 63 and Series 66 licenses and having 30 years of industry experience. He has been with Edward Jones since 1995. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment advisory programs and services through a large network of advisors and branch offices across the country.