Margaret Hall

Anthony Buchanan is a financial advisor at Let Bob Advisory, LLC with a Series 65 credential and two years of industry experience. He has held roles at AppSolutions, LLC, SunGuard, and BBVA Compass. Let Bob Advisory, LLC operates as an independent, solo advisor firm providing algorithm-driven robo-advisory portfolio management primarily to credit unions and their members through an online platform. The firm uses automated algorithms for investment allocations and rebalancing, serving a high number of client accounts relative to its single-advisor structure.

Scott Cole is a CFP® with 21 years of experience and has been with Cole Financial Planning since 2004. He holds a Series 65 license and serves as a board member of GPN Alliance, Inc., the parent organization of the Garrett Planning Network. Cole also occasionally teaches financial planning courses as an adjunct professor and works as a financial neutral on interdisciplinary teams. Cole Financial Planning and Wealth Management, Inc. provides financial planning and investment advisory services to individuals, families, small businesses, nonprofits, trusts, and estates. The firm emphasizes long-term asset allocation and buy-hold-rebalance strategies, offering both discretionary and non-discretionary portfolio management tailored to client preferences.

Brian Paulk is a financial advisor at TrueWealth Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at Cetera Wealth Services, LLC, Concourse Financial Group Securities, Inc., and Benefit Planners, Inc., where he serves as Vice President offering life, supplemental health, and annuity insurance products. He is also Treasurer and a board member of Arrowhead Country Club. TrueWealth Advisors, LLC serves individual clients, including high-net-worth individuals, and sponsors employer retirement plans by providing portfolio management, financial planning, and ERISA fiduciary services. The firm employs strategic asset allocation using in-house and third-party model portfolios, offers ESG and faith-aligned investing options, and supports held-away account management and participant education.

Jerry McDonald is a financial advisor with TrueWealth Advisors, LLC in Hoover, AL, holding the ChFC® designation and Series 63 and 65 licenses. He has 38 years of experience in the industry, including prior roles at Cetera Wealth Services, LLC and Concourse Financial Services Securities. He has also operated his own financial services firm since 2007, offering fixed and variable annuities, life insurance, and financial planning services. TrueWealth Advisors serves individual clients, including high-net-worth individuals, and sponsors of employer retirement plans by providing portfolio management, financial planning, and ERISA fiduciary services. The firm employs strategic asset allocation with a mix of in-house and third-party model portfolios, offers ESG and faith-aligned investment options, and supports retirement plan participant education and rollover guidance.

Daniel Jones is a CFP® with 19 years of industry experience, currently serving as a financial advisor at TrueWealth Advisors, LLC. He has held positions at Cetera Wealth Services, Concourse Financial Group Securities Inc, and ProEquities, Inc. Jones is also a licensed insurance producer offering select insurance products. TrueWealth Advisors, LLC serves individual clients, including high-net-worth individuals, and employer retirement plan sponsors by providing portfolio management, financial planning, and ERISA fiduciary services. The firm employs strategic asset allocation through in-house and third-party model portfolios, with options for ESG and faith-aligned investing.

Gary Ely is a CFP® with 34 years of industry experience and currently serves as a financial advisor at TrueWealth Advisors, LLC. His prior roles include positions at Cetera Wealth Services, LLC, Concourse Financial Group Securities Inc, and operating under the dba LEGACY PLANNING. In addition to his advisory work, he is a licensed insurance agent and offers commission-based life insurance products as an independent contractor. TrueWealth Advisors, LLC serves individual clients, including high-net-worth individuals, and sponsors of employer retirement plans, providing portfolio management, financial planning, and ERISA fiduciary services. The firm employs strategic asset allocation through in-house and third-party model portfolios, offers ESG and faith-aligned investment options, and supports held-away account management and participant education.