Clayton Heath Simmons

Tommie Goggans is the sole advisor at Goggans Group Inc, an independent firm based in Gadsden, Alabama. He holds Series 63 and Series 65 licenses and has 21 years of industry experience, including 13 years with Goggans Group Inc. Goggans Group Inc is a fee-only investment adviser serving individual and small business clients with discretionary portfolio management and integrated financial planning. The firm emphasizes asset allocation and primarily uses exchange-traded funds, supplemented by stocks and bonds, to manage portfolios on a discretionary basis while incorporating client preferences and market conditions.

Charles Johnson is a financial advisor at Longview Financial Advisors, Inc. in Glencoe, AL, holding a Series 65 designation with six years of industry experience. He has been with Longview Financial Advisors since 2010. Longview Financial Advisors provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a research-driven, multi-asset class approach and offers discretionary and non-discretionary advisory services, pension consulting, and planning-only engagements.

John Day II is a financial advisor at Level Four Advisory Services with one year of industry experience. He holds a Series 66 designation and previously worked at Bain & Company for seven years. His background also includes roles at AssetVault and the University of Virginia. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset management, retirement-plan consulting, and fiduciary services through model portfolios, wrap platforms, and sub-advisors.

Bryan Mc Cain is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with T. Rowe Price since 2017 and previously worked at Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services from 2016 to 2017. T. Rowe Price Advisory Services offers a retirement-focused advisory service that combines financial planning, retirement income planning, and discretionary investment management using model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs. The service targets individual investors and households aiming for retirement goals and features electronic enrollment and proprietary fund investments.

Brian Nelson is a financial advisor with Cetera who holds the Series 63 and Series 65 licenses and has 19 years of industry experience. His prior roles include positions at OSAIC, N&P Private Wealth Management, SagePoint Financial, and MWA Financial Services. Nelson is a co-founder and board member of Mayhem Missions, a fitness-based nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party managers.

Micah Langston is a Financial Advisor with Merrill Lynch Wealth Management, serving individuals, families, and small business owners by providing personalized financial guidance. He focuses on building strong relationships and understanding clients' unique goals to deliver strategies aimed at growing, preserving, and effectively using wealth. Micah emphasizes a planning-first approach that aligns financial decisions with broader life priorities, including retirement planning, investment management, risk management, and multigenerational planning. He holds a Bachelor's Degree from the University of Alabama System and maintains the Personal Investment Advisor (PIA) designation. His expertise includes employee benefits planning, managing new wealth, personal retirement planning, small business strategies, and working with clients in sports and entertainment sectors. Micah is also involved with professional and community organizations such as the Church of the Highlands, and volunteers with the Local Juvenile Center, Ronald McDonald House, and Samaritan's Purse - Operation Christmas Child. Outside of his professional role, Micah enjoys golfing, painting, pickleball, skiing, table tennis, and volleyball.