Arthur Montgomery

Roxanne Spencer is a financial advisor at Stephens with 21 years of industry experience. She holds a Series 66 designation and has worked at Stephens since 2018, with prior experience at Wells Fargo Advisors. Stephens provides investment advisory and brokerage services to a diverse client base, including individuals, corporations, foundations, pension plans, and public entities. The firm’s investment process involves centralized committees and affiliated sub-advisors to manage equity, fixed-income, and alternative strategies, supported by in-house equity research and specialized client platforms.

Nolan Hughes is a financial advisor at Accelerate Retirement with 18 years of industry experience and a Series 66 designation. His prior roles include positions at LPL Financial, NewEdge Advisors, Wunderlich Securities, and Eudaimonia Partners. In addition to his advisory work, he provides outsourced compliance consulting through Oyster Consulting LLC. Accelerate Investment Advisors serves individual and high-net-worth clients, trusts, corporations, and employer plan sponsors by offering investment management, financial planning, and retirement plan consulting. The firm emphasizes retirement-plan due diligence and fiduciary compliance under ERISA, managing both retail portfolios and large-scale plan assets.

Jerry Milligan II is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services, Waddell & Reed, and various insurance agencies. Outside of his advisory role, he is also a business owner involved in acting, modeling, and voice-over work. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and accommodates various advisory and brokerage needs through its extensive network of representatives.

Michael Turner is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Ameriprise since 2014. He is based in Oakland, TN, and is a member of the Board of Directors for King's Daughters and Sons Home. Outside of his advisory role, he also pursues woodworking, creating wood furniture. Ameriprise provides retirement-income planning services aimed at individuals nearing or in retirement with significant investable assets. The firm combines research-driven, algorithm-assisted recommendation reports with personalized financial advice, offering a broad range of advisory, brokerage, and insurance solutions.

Kenneth Bowley is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His work history includes roles at MassMutual Life Insurance Company and Allstate Financial Services, LLC. Outside of advising, he served as vice president and financial services representative in insurance and managed an apartment complex through his ownership of CRD Properties LLC. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software to deliver collaborative, goal-focused recommendations.

Amanda White is a Series 66 licensed financial advisor at Edward Jones with 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.