Jordan Lee

Durene Helbling is a CFP® certified financial advisor with eight years of industry experience, currently serving at OpenArc Corporate Advisory, LLC. She previously worked at Bank of America, N.A. and Merrill, and has a background that includes employment in the education sector with Buford City Schools. OpenArc Corporate Advisory, LLC provides investment management and retirement-plan services to pooled and institutional clients, as well as wealth management and financial planning for individual investors. The firm serves both ERISA and non-ERISA retirement plans and employs a diverse investment approach that includes alternatives, direct indexing, digital assets, and oversight of third-party managers.

Brian English is a financial advisor with OSAIC, holding the ChFC® designation and Series 63 and 65 licenses, and has 21 years of industry experience. His prior roles include positions at Securities America Advisors and GUARDIAN LIFE INSURANCE CO of AMERICA. Outside of advisory work, he owns a motivational speaking and leadership training business and hosts a podcast focused on the history and progression of Wakulla County, Florida. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base, including individuals, retirement plans, corporations, and nonprofits. The firm employs a comprehensive investment process that integrates risk tolerance assessments with advanced portfolio optimization and offers access to a wide range of investment products and custodial platforms.

Lisa Mc Pherson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She previously worked at VALIC Financial Advisors for 12 years and has roles at Capital City Bank and Agia. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a wide range of financial planning, model-portfolio advisory programs, and asset management solutions through a large network of investment adviser representatives.

Saul Levy is a financial advisor with Morgan Stanley in Crawfordville, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as a board member for a technology firm in Pearl River, New York. Morgan Stanley Wealth Management is a large, SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm‑approved tools.