John Essigman

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.

Laura Latourette is a CFP® with 28 years of industry experience, currently serving at CWM, LLC since 2025. Her prior roles include positions at Family Wealth Management Group, WCG Wealth Advisors, IFG Advisory, and LPL Financial. She volunteers as an education ambassador for the National Resource Center on LGBT Aging and serves on the advisory board for Markets Group, in addition to speaking engagements at various events. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and other services, utilizing discretionary portfolio management through an Investment Committee and a combination of in-house models, third-party sub-advisors, and technology partners.

Heidi Lane is a financial advisor at Empower Advisory Group with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Jackson Hewitt Tax Service and Primerica Financial Services. Outside of financial services, she is a partner and co-author in an LLC that publishes children's books. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s approach includes point-in-time financial plans and managed account solutions, delivered through an integrated model connected to Empower’s recordkeeping and administrative platforms.

John Bowling Jr. is a financial advisor at Edward Jones with 10 years of industry experience and holds the Series 66 designation. His prior experience includes roles at Dempsey Lord Smith, LLC and Mccormack Financial Planning Inc. He has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary advisory strategies under a fiduciary standard.

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.