Kenneth Bowley

Roxanne Spencer is a financial advisor at Stephens with 21 years of industry experience. She holds a Series 66 designation and has worked at Stephens since 2018, with prior experience at Wells Fargo Advisors. Stephens provides investment advisory and brokerage services to a diverse client base, including individuals, corporations, foundations, pension plans, and public entities. The firm’s investment process involves centralized committees and affiliated sub-advisors to manage equity, fixed-income, and alternative strategies, supported by in-house equity research and specialized client platforms.

Nathaniel Collier is a financial advisor at United Advisor Group with Series 65 and Series 66 licenses and four years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and Ameriprise. Outside of his advisory work, he is an independent insurance agent and utilizes estate planning software to assist clients with document preparation. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent advisers, offering investment management, financial planning, family office services, and financial education. The firm employs a range of investment strategies, including proprietary model portfolios and custom-traded accounts, tailored to client needs.

Nolan Hughes is a financial advisor at Accelerate Retirement with 18 years of industry experience and a Series 66 designation. His prior roles include positions at LPL Financial, NewEdge Advisors, Wunderlich Securities, and Eudaimonia Partners. In addition to his advisory work, he provides outsourced compliance consulting through Oyster Consulting LLC. Accelerate Investment Advisors serves individual and high-net-worth clients, trusts, corporations, and employer plan sponsors by offering investment management, financial planning, and retirement plan consulting. The firm emphasizes retirement-plan due diligence and fiduciary compliance under ERISA, managing both retail portfolios and large-scale plan assets.

Matthew Pennington is an investment advisor at TLG Advisors, Inc. based in Collierville, TN. He holds Series 63 and Series 65 licenses and has recent experience with Wealth Strategies Group and MML Investor Services, LLC. Prior to his advisory roles, he worked in education at Mississippi State University and Evangelical Christian School. He is also licensed as an independent insurance agent. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services including portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Charles Auerbach is a CFP® and ChFC® with 42 years of industry experience. He is currently with TLG Advisors, Inc., where he has worked since 2023. Previously, he held roles at MAS Advisors LLC, LPL Financial, LLC, and Advantage Investment Management LLC. Outside of advising, he is an independent insurance agent specializing in non-variable life and disability insurance. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios that uses risk questionnaires for portfolio placement and quarterly reviews.

William Krag is a financial advisor with Principal Financial Services, holding a Series 63 designation and 42 years of industry experience. His prior roles include positions with Principal Securities Inc, Principal Life Insurance Company, and SunTrust Advisory Services. Outside of his advisory work, he is involved in a fixed insurance business focusing on life, annuities, and long-term care products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.