Eugene Gard

Nicholette Hamel is a financial advisor at Dougherty Investment Advisors with four years of industry experience. She holds a Series 65 designation and previously worked at Schwend and the Department of Veterans Affairs. Prior to her advisory roles, she was employed at Portsmouth Naval Shipyard for seven years. Dougherty Investment Advisors is a team-based firm managing approximately $114 million for around 180 clients, including individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management and financial planning services, using fundamental analysis to construct portfolios that include equities, debt securities, mutual funds, ETFs, and government securities.

Carlos Uriarte is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior work includes roles at Wholehearted Financial Services LLC, Columbia Financial Group, and Primerica Financial Services, among others. In addition to his advisory work, he is also an insurance agent affiliated with Columbia Financial Group and operates as a sole proprietor in insurance product sales. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment approach emphasizes selecting and monitoring third-party money managers combined with fundamental analysis for supplemental individual security recommendations.

Ian Maddox is a financial advisor with Independent Financial Partners, holding a Series 66 designation and 18 years of industry experience. He has worked at Independent Financial Partners since 2012 and previously at LPL Financial from 2012 to 2019. Outside of his advisory role, Maddox serves as Vice Chair on the board of the Trussville Redevelopment Authority and is a board member of both the Trussville Area Chamber of Commerce and the Trussville City Schools Foundation. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of approximately 261 independent advisors. The firm supports a decentralized advisory model with a notable focus on retirement-plan advisory and pension consulting services.

Matthew Kiser is a financial advisor with PNC Wealth Management in Birmingham, Alabama. He holds the Series 66 designation and has 16 years of industry experience. His prior roles include positions at BBVA Securities Inc., BBVA Compass Insurance Agency, BBVA Wealth Solutions Inc., and Compass Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available by invitation. The firm primarily utilizes approved model strategies managed by PNC or third-party strategists, with portfolio implementation and proxy voting delegated to external parties.

Peyton Jones is a CFP® professional with three years of industry experience, currently serving at Creative Planning. Prior to joining Creative Planning, he worked for seven years at Bridgeworth Wealth Management. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Martin Adams is a financial advisor with Planmember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Planmember and Innovative Financial Solutions, Inc. since 2014 and has also operated as a self-employed advisor since 2011. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation process to manage risk-based mutual fund portfolios and offers education, support, and personalized planning services to plan sponsors and participants.