Julie Lynn Bird

Lester Brol is the principal advisor at Brol Capital Management, LLC with 15 years of industry experience. He holds the CFA® designation and Series 63 license. Prior to founding Brol Capital Management in 2010, he had no other firms listed. Outside of his advisory role, he has served as a finance instructor at the University of Alabama–Huntsville and provides expert witness analytic, consulting, and testimony services related to securities and commodities cases. Brol Capital Management offers investment and wealth management services to individuals, families, and institutional clients including foundations, endowments, and private funds. The firm employs a wealth-allocation framework using a core/satellite portfolio structure, focusing on ETFs, fixed income, active stock selection, and alternative investments with an emphasis on manager due diligence.

Marcel Doumerc is a financial advisor at Eden Financial with two years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is an owner of Anvil Wealth, Place 2 B, LLC, and Jasuco, LLC. Eden Financial serves individuals, retirement plans, charitable organizations, and small businesses with fee-only investment management and financial planning. The firm emphasizes a target asset allocation approach using both passive and active investment vehicles, offers discretionary management, and provides educational seminars and speaking engagements on finance and investing.

Mark Narrell is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 63, 65, and 66 licenses. His prior experience includes roles at Allstate Financial Advisors, Farmers Insurance, Cetera, and Regions Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders. The firm delivers integrated services tied to Empower’s recordkeeping platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Jason Pals is a financial advisor at PNC Wealth Management with three years of industry experience. He holds a Series 66 designation and has worked at PNC Investments LLC since 2022, following a 20-year tenure at PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and third-party-managed investment strategies.

Daniel Moroney is a financial advisor with TLG Advisors, Inc. in Guntersville, Alabama, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Nationwide Advisory Services and Nationwide Insurance Company, where he worked for over two decades, as well as more recent experience with Millennium Brokerage Group and Randy Jones & Associates. He also provides guidance to federal employees regarding their pension, healthcare, and retirement benefits as a federal retirement consultant. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers a range of services including investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services, utilizing manager selection, ongoing monitoring, and asset allocation-based portfolio construction.

John Dollar is a financial advisor at LPL Financial with seven years of industry experience. He previously worked at Raymond James Financial Services Advisors, Team Wealth Solutions, and Edward Jones. Outside of his advisory role, he serves as a board member of the nonprofit Guntersville Ducks Unlimited. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with access to model portfolios, research, and both discretionary and non-discretionary management.