Robert Restino

Harold Vincent is a financial advisor with Attainment Asset Management LLC in Clayton, GA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior work includes roles at Oppenheimer & Co. Inc. and Bb&T Investment Services, Inc. He is also a licensed insurance agent. Attainment Asset Management provides discretionary asset management and separate financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm uses fundamental and technical analysis to manage client portfolios according to their objectives and risk tolerance.

Logan Mc Coy is a financial advisor at Freedom Capital Advisors Inc with a Series 65 credential and one year of industry experience. Prior to his current role, he worked at NewLife Auto for five years and Firestone for four years. Freedom Capital Advisors Inc. provides personalized investment advisory and financial planning services to individual and institutional clients, employing a disciplined approach that combines fundamental, technical, and economic analysis to implement conservative, value- and income-oriented strategies.

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.

Stephen Nash is a CFP®-designated financial advisor with 16 years of industry experience. He is currently with Empower Advisory Group and previously worked at TIAA and TIAA-CREF for 13 years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through a model integrated with Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns and client savings rates, offering point-in-time financial plans and optional managed account solutions.

Lee Penland is a financial advisor with Primerica Advisors and holds a Series 63 designation. He has 46 years of industry experience, including prior roles at Kestra Advisory, Kestra Investment Services, and NFP Securities. Outside of his advisory work, he is involved with the Lake Burton Civic Association and operates Penland Associates, LLC. Primerica Advisors serves a broad retail client base and offers both transaction-based brokerage and fee-based advisory services. The firm provides a range of investment programs, financial planning, and consulting services supported by proprietary and third-party investment strategies.

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.