Jerry Goodson Jr.

Jacob Traylor is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Empower, he worked at Wells Fargo Bank and PNC Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s integrated service model emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Jeffery Vandiver is a financial advisor with LPL Financial in Pell City, AL, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Cetera Investment Services, Regions Bank, and PNC Bank. Outside of his advisory work, he is employed as a school bus driver with Pell City School Systems. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team and combines large-scale advisory operations with additional product offerings such as insurance and cash-management services.

Elizabeth Mitcham is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. She holds a Series 66 designation and previously worked at SA Stone Wealth Management and operated Mitcham Financial Services. Outside of advising, she owns businesses involved in retail sales and marketing in Birmingham, Alabama. Cambridge Investment Research Advisors serves a wide range of clients, including individual investors, retirement plans, and charitable organizations, through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and both discretionary and non-discretionary investment approaches.

Anna Otterson is a financial advisor at Edward Jones in Pell City, Alabama, holding a Series 66 designation with seven years of industry experience. She has worked at Edward Jones since 2018 and previously was employed at Kasai North America from 2015 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices, managing approximately $1.01 trillion in assets.

Edward Baldwin Sr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Raymond James and its affiliated entities since 2013. Outside of his advisory work, he serves as a trustee and successor trustee of a life insurance trust. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and public finance services, supporting both retail and institutional investment needs.