Lauren Wixson

James Marsh is a financial advisor with TAVCO Financial Advisory, Inc., holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has worked at firms including Kovack Advisors, Inc. and W H Colson & Associates, Inc., and has managed The Marsh Agency since 1999. Marsh also spends part of his time involved in insurance sales, including final expense, Medicare Supplement, life, and health insurance products. TAVCO Financial Advisory, Inc. serves individual clients, including high-net-worth individuals, and retirement plans by providing portfolio management primarily through third-party money managers and ERISA plan services. The firm employs fundamental analysis and typically manages assets on a non-discretionary basis while leveraging platform solutions such as Orion and TAMP.

Owen Paulk is a financial advisor at Principal Financial Services with four years of industry experience. He holds a Series 66 designation and has worked previously at Cambridge Investment Research, Inc. and Innotek. Outside the financial industry, he is the owner of Old Soul Coffee Company, a coffee roastery serving wholesale and retail customers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs delivered under various advisory and promoter arrangements.

James Story is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 29 years of industry experience. He has worked at Cetera and its affiliates since 2019, and previously at Summit Financial Group and Summit Brokerage Services. Outside of his advisory role, he serves as President and CEO of Colony Financial Services, Inc., a financial advisory business. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a wide range of services including portfolio management, financial planning, retirement plan solutions, and access to third-party money managers, supported by a combination of advisor-managed accounts, model portfolios, and third-party managed solutions.

Logan Carswell is a financial advisor with Cetera, holding a Series 66 license and three years of industry experience. He has worked with Cetera and its affiliated entities since 2021 and is also involved with BEL Management LLC. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering portfolio management, financial planning, and fiduciary solutions supported by a variety of managed account platforms and institutional services.

Loren Purvis is a financial advisor with Cambridge Investment Research Advisors who holds the PFS™ designation and has 24 years of industry experience. His career includes long tenures at Cetera and operating his own CPA firms, Purvis & Veal CPAs LLC and L. Lamar Purvis Jr., CPA. Outside of advisory work, he is involved in public accounting and insurance sales. 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, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and both discretionary and non-discretionary investment strategies.

Matthew Seale is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 24 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and Cambridge Investment Research, Inc. since 2003. Outside of his advisory role, Seale is an independent insurance agent and owner of several businesses including a marketing and business consulting firm and a food service retail company. He also serves as an employee for the Douglas Coffee County Chamber of Commerce and Economic Development Authority. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans. The firm offers financial planning, discretionary and non-discretionary portfolio management, and retirement plan advisory services through a wide network of independent financial professionals and multiple account platforms.