Jonathan R Powers

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 Series 66 and Series 63 licenses and previously worked at Raymond James & Associates, Inc. for seven years and Vidant Medical Center for five years. CrossGen Wealth LLC provides investment advisory and financial planning services to a range of clients, including individuals, trusts, estates, retirement plans, corporations, foundations, and non-profits. The firm combines fundamental and technical analysis in managing discretionary portfolios and offers comprehensive financial planning, retirement plan consulting, and estate-planning tools.

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 is a financial advisor at CrossGen Wealth LLC in Greenville, NC, with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Raymond James & Associates for 15 years. Outside of advising, he is involved in agricultural business as a manager and member of Litchfield Farms LLC. CrossGen Wealth LLC provides discretionary portfolio management, comprehensive financial planning, and pension consulting to individuals, trusts, estates, corporations, and non-profits. The firm employs a long-term strategic asset allocation approach supported by fundamental and technical analysis and offers client education services and access to managed programs through Raymond James.