Kandice Gupta

Tommie Goggans is the sole advisor at Goggans Group Inc, an independent firm based in Gadsden, Alabama. He holds Series 63 and Series 65 licenses and has 21 years of industry experience, including 13 years with Goggans Group Inc. Goggans Group Inc is a fee-only investment adviser serving individual and small business clients with discretionary portfolio management and integrated financial planning. The firm emphasizes asset allocation and primarily uses exchange-traded funds, supplemented by stocks and bonds, to manage portfolios on a discretionary basis while incorporating client preferences and market conditions.

Charles Johnson is a financial advisor at Longview Financial Advisors, Inc. in Glencoe, AL, holding a Series 65 designation with six years of industry experience. He has been with Longview Financial Advisors since 2010. Longview Financial Advisors provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a research-driven, multi-asset class approach and offers discretionary and non-discretionary advisory services, pension consulting, and planning-only engagements.

John Day II is a financial advisor at Level Four Advisory Services with a Series 66 designation and one year of industry experience. Prior to joining Level Four Advisory Services and Level Four Financial in 2025, he held roles at Bain & Company, AssetVault, Extended Travel, EY-Parthenon, and the University of Virginia. Level Four Advisory Services is an enterprise investment adviser managing over $5 billion across more than 13,000 client relationships, serving a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers fee-only financial planning and asset management services, utilizing model portfolios and a combination of direct management and third-party sub-advisers.

Brandon White is a Financial Advisor with Merrill Lynch Wealth Management, a position he has held since April 2014. He specializes in investment management and wealth planning, focusing on developing strategies and advice tailored to the financial objectives of individuals, families, and businesses. His role involves understanding both short- and long-term financial goals to provide comprehensive financial guidance. Brandon has over 17 years of experience in the financial services industry, including previous roles at a regional bank and a privately owned wealth management firm. He holds a bachelor's degree in business from the University of Alabama at Birmingham and a master's degree in entrepreneurship from Western Carolina University. His professional credentials include the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designation, and the Retirement Accredited Financial Advisor (RAFA) designation. Additionally, he has completed advanced training on cash balance retirement plans.

Brian Nelson is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SagePoint Financial, MWA Financial Services, and Modern Woodmen of America. Outside of his advisory role, Nelson is a co-founder and board member of Mayhem Missions, a fitness-based nonprofit organization. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, employing a structured investment process that incorporates risk tolerance, asset allocation, and portfolio optimization tools.

Beverly Boatwright is a financial advisor at Merrill with 24 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 1988. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm emphasizes a variety of Program Strategy types and manager-constructed strategies, supported by oversight from its CIO and platform governance, along with integration within the Bank of America affiliates.