Barry Macklin Guess

Andrew Ferguson is a CFP® and PFS™ with 17 years of industry experience. He is the sole advisor at Gateway Wealth Management, LLC in Guntersville, AL, where he has worked since 2014. In addition to financial advising, he is a partner and CPA at Gateway Group, LLC, providing tax and accounting services and offering continuing education primarily for CPAs and attorneys. Gateway Wealth Management, LLC is an independent registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm offers portfolio management, financial planning, and consultation tailored to client objectives and risk tolerance, using a range of investment strategies and often recommending Charles Schwab for custody.

Marcel Doumerc is a financial advisor at Eden Financial with two years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is an owner of Anvil Wealth, Place 2 B, LLC, and Jasuco, LLC. Eden Financial serves individuals, retirement plans, charitable organizations, and small businesses with fee-only investment management and financial planning. The firm emphasizes a target asset allocation approach using both passive and active investment vehicles, offers discretionary management, and provides educational seminars and speaking engagements on finance and investing.

Kerry Chatham is a CFP® with 27 years of industry experience, currently serving at Steward Partners Investment Advisory, LLC since 2024. Prior to joining Steward Partners, he spent 23 years at Raymond James Financial and its affiliate firms. Outside of his advisory role, Chatham is involved in estate planning consulting using specialized software and operates a small business focused on sporting collectibles and antiques. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services through both proprietary and third-party solutions.

Mark Narrell is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 63, 65, and 66 licenses. His prior experience includes roles at Allstate Financial Advisors, Farmers Insurance, Cetera, and Regions Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders. The firm delivers integrated services tied to Empower’s recordkeeping platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Daniel Moroney is a financial advisor with TLG Advisors, Inc. in Guntersville, Alabama, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Nationwide Advisory Services and Nationwide Insurance Company, where he worked for over two decades, as well as more recent experience with Millennium Brokerage Group and Randy Jones & Associates. He also provides guidance to federal employees regarding their pension, healthcare, and retirement benefits as a federal retirement consultant. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers a range of services including investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services, utilizing manager selection, ongoing monitoring, and asset allocation-based portfolio construction.

John Dollar is a financial advisor at LPL Financial with seven years of industry experience. He previously worked at Raymond James Financial Services Advisors, Team Wealth Solutions, and Edward Jones. Outside of his advisory role, he serves as a board member of the nonprofit Guntersville Ducks Unlimited. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with access to model portfolios, research, and both discretionary and non-discretionary management.