Donald Jeffrey Bentley

Collin Mccrary is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 63 designation and has 38 years of industry experience. Prior to joining Benjamin F. Edwards in 2022, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 13 years, and spent 35 years at Cox & Associates, Inc. Outside of his advisory work, he volunteers as a spotter for television announcers during PGA Tour golf events with NBC Sports Golf Operations. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, and investment management consulting, utilizing discretionary and non-discretionary strategies managed internally and through third-party managers.

Tyson Pugh is a financial advisor at Benjamin F. Edwards & Company, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Benjamin F. Edwards since 2022, following roles at Wells Fargo Clearing Services and American Fidelity Assurance. Outside of his advisory career, he manages a cattle operation in Troy, Alabama. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, institutions, and charitable organizations. The firm offers a range of investment strategies through discretionary and non-discretionary wrap programs, combining in-house management with third-party models and providing custody, execution, and advisory services.

Ashley Chaisson is a financial advisor at Benjamin F. Edwards & Company, Inc. with two years of industry experience. She holds a Series 66 designation and has previously worked with the Pike County Chamber of Commerce and Campus Outreach Birmingham. Outside of advising, she is a barre instructor in Troy, Alabama. Benjamin F. Edwards & Company serves a broad client base including individuals, pension and profit-sharing plans, and charitable organizations. The firm offers fee-based wrap programs, financial planning, and investment management consulting through a range of actively and passively managed strategies monitored by an Investment Strategy Committee.

Charles Carson is a financial advisor at Benjamin F. Edwards & Company, Inc. with 12 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Carson is also the author of a book titled *Made to Multiply*. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of investment strategies and advisory services through fee-based wrap programs and manages assets with both in-house and third-party strategies.

Ian Mc Gaughey is a financial advisor at Edward Jones in Troy, Alabama, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, he worked at New York Life and has been involved in several entrepreneurial ventures including Tackle Shack Outdoors and J and M Designs Athens, LLC. Outside of his advisory role, he volunteers as a golf coach at Charles Henderson High School. Edward Jones is a full-service wealth management firm serving a broad client base including individuals, institutions, and charitable organizations. The firm offers a range of investment strategies and affiliated products, operating under a fiduciary standard and managing over $1 trillion in assets through a large nationwide network of advisors and branch offices.

Walter Cotton Jr. is a financial advisor with Cetera in Troy, Alabama, holding Series 63 and Series 66 credentials and 24 years of industry experience. He previously worked for Avantax Investment Services, Inc., Avantax Insurance Agency, LLC, and Avantax Advisory Services for 11 years. Cotton also serves as treasurer for the nonprofit United Appeal and holds a board position on the Pike County Republican Executive Committee. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.