Saul Levy

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.

Jordan Lee is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors and CMS. Outside of his advisory role, Lee participates in a local business networking group and assists with administrative tasks at English Financial Group. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by a large network of advisors and employs a technology-driven investment process that includes asset allocation, portfolio optimization, and access to various investment products and custodial platforms.