Linda Denise Chappell

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 who holds Series 63 and Series 66 designations and has 30 years of industry experience. He has been with Cetera since 2019 and previously worked at Summit Financial Group Inc and Summit Brokerage Services Inc. He is also president and CEO of Colony Financial Services, Inc., where he offers investment advice and manages operations. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Logan Carswell is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He has worked with BEL Management LLC and Cetera Wealth Services since 2023 and has prior experience as a licensed sales associate beginning in 2021. Outside of advisory work, he is co-owner of BEL Management LLC, a business involved in purchasing residential rental properties. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to both affiliated and third-party managers.

Loren Purvis is a financial advisor with Cambridge Investment Research Advisors and holds the PFS™ designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience, including prior roles at Cetera and his own CPA firms. Outside of advisory work, he is involved in public accounting through Purvis & Veal CPAs LLC and operates a ranch partnership leasing farmland. Cambridge Investment Research Advisors serves a diverse clientele, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple investment implementation options tailored by independent Financial Professionals, including discretionary and non-discretionary strategies that utilize proprietary and third-party models.

Matthew Seale is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 25 years of industry experience, including over two decades with Cambridge-affiliated firms. Outside of his advisory work, he owns multiple businesses including a financial services firm, a marketing consultancy, and a retail food service, and he serves in the Navy Reserve. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing various platform arrangements and both proprietary and third-party model strategies.