John Morris

Charles Cammack Jr. is a financial advisor at BFC Planning, Inc. with 34 years of industry experience. He holds the Series 63 and Series 65 designations and has been with BFC Planning since 2019. Prior to that, he was associated with Berthel Fisher & Company Financial Services, Inc. since 2010. He is also the owner of a term life insurance business. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various sub-advisory programs, with portfolios typically comprising stocks, bonds, mutual funds, and ETFs.

Julie Simmons is a CFP® with 41 years of experience in the financial industry. She has been with Cetera since 2014 and has been associated with Cetera Investment Services LLC since 1987. She serves as a committee member of Elkdale Baptist Church, where she oversees the compensation of church employees. Cetera Investment Advisers LLC serves a diverse client base, including individual, corporate, retirement plan, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing various platforms and investment models through an extensive network of independent advisors.

Kevin Simmons is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. His prior work includes roles with various minor league baseball teams and Northeastern University. Outside of advising, he serves as a deacon at Elkdale Baptist Church and is a trustee for a family trust. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining retirement and institutional capabilities with multiple program options and affiliated trust services.

Howard Schoeffler is a financial advisor with Cambridge Investment Research Advisors in Lafayette, AL, holding a Series 66 designation and 24 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and has a background that includes ownership and presidency of a CPA firm providing accounting, attest, and tax services. Schoeffler is also involved in payroll processing through Total HR Solutions, LC, and serves as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent Financial Professionals. The firm offers financial planning, discretionary and non-discretionary portfolio management, and retirement plan advisory services, utilizing multiple account platforms and third-party strategists.

David Smith is a financial advisor at Cetera with eight years of industry experience. He holds the Series 66 designation and previously worked at Norfolk Southern for eleven years. Smith serves on the board of the North Dallas County Water Authority and is a trustee at Crosspoint Christian Church, where he helps oversee operations and finances. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining retirement capabilities with a broad institutional and trust network.

Zeb Schofield IV is a financial advisor at Edward Jones with seven years of industry experience. He has held his current position since 2018 and previously worked for Simpson Sales Company for six years. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households with varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large nationwide network of advisors and branch offices.