James Grant Taunton

Don Keel is a CFP® professional with 17 years of industry experience, currently serving at Keel & Long Financial Management, LLC since 2018. Prior to that, he worked with First Command Advisory Services and affiliated firms from 2009 to 2018. Outside of his advisory role, he is president of Don Keel Financial Group, Inc. Keel & Long Financial Management serves individual and high-net-worth clients as well as small businesses, providing discretionary and non-discretionary portfolio management, financial planning, and managed account programs. The firm tailors its advisory process to client objectives and risk tolerances and sponsors a wrap fee program, an uncommon service for a small adviser team.

Ashley Stockdale is a financial advisor at Crossgen Wealth LLC with six years of industry experience. She holds the Series 66 and Series 63 designations and previously worked at Raymond James & Associates, Inc. for seven years and Vidant Medical Center for five years. CrossGen Wealth LLC provides advisory services to individuals, high-net-worth clients, trusts, estates, corporations, foundations, non-profits, and other business entities. The firm offers discretionary portfolio management, comprehensive financial planning, selection of third-party managers, pension and retirement plan consulting, and access to estate planning resources through a digital platform.

Thomas Long is a financial advisor with Keel & Long Financial Management, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Keel & Long since 2018 and previously held roles at First Command Advisory Services and related First Command entities from 2011 to 2018. Outside of his advisory work, he serves as president of Long Financial Management, Inc. Keel & Long Financial Management serves individual and high-net-worth clients as well as small businesses, offering portfolio management, financial planning, and managed account programs. The firm uses a tailored advisory process incorporating asset allocation, dollar-cost averaging, and technical analysis, and sponsors a wrap fee program, which is uncommon among firms of its size.

Curtis Cone is a financial advisor at Cone Advisory Group, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Symmetry Partners and AlphaStar Capital Management. Outside of advising, he manages several real estate-related business interests. Cone Advisory Group, Inc. serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing portfolio management, financial planning, and consulting. The firm emphasizes mutual funds, ETFs, model portfolios, and third-party money managers in its investment approach.

George Pate is a CFP® and Series 65 licensed financial advisor with six years of industry experience. He has been with The Journeys Group, Inc. since 2018 and previously worked at Wake Forest Baptist Health. Outside of his advisory role, he is a licensed insurance agent selling life insurance and annuities. The Journeys Group, Inc. provides investment supervisory services, financial planning, and third-party money manager referrals for individuals, pension and profit-sharing plans, and business entities. The firm manages approximately $63 million in non-discretionary assets, emphasizes cyclical analysis with regular portfolio reviews, and operates with a small team from a single office.

William Litchfield Jr. is a financial advisor with CrossGen Wealth LLC in Greenville, NC, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. Prior to joining CrossGen Wealth in 2025, he worked at Raymond James & Associates for 15 years. Outside of advisory work, he is a manager and member of Litchfield Farms LLC, an agriculture business. CrossGen Wealth provides advisory services to individuals, high-net-worth clients, trusts, estates, corporations, foundations, non-profits, and other business entities. The firm offers discretionary portfolio management, financial planning, pension consulting, and estate planning resources, implementing investment strategies primarily through Raymond James-sponsored wrap fee programs with a focus on long-term asset allocation and rebalancing.