Matthew Cardella

Len Graddy is a financial advisor with Capital Investment Advisory Services, LLC, holding a ChFC® designation and Series 63 and 65 licenses. He has 52 years of industry experience, including roles at ProEquities, Inc., and operating his own firm, Graddy & Associates Financial Group, since 1980. Capital Investment Advisory Services, LLC provides advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, employing various analytical methods and regular portfolio reviews.

Travis Bowen is a financial advisor with First Command Advisory Services in Hinesville, GA, holding a Series 66 designation and four years of industry experience. He served in the U.S. Army for 23 years before joining First Command in 2021. Bowen is also the CEO of T Bowen Consulting, LLC, a business used for payroll purposes. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking product distribution. The firm emphasizes face-to-face financial coaching and structured, advisor-led planning relationships delivered through its Tailored Professional Services engagement and Asset Management Solutions programs.

Ralph Kauzlarich is a financial advisor with First Command Advisory Services, holding a Series 66 designation and seven years of industry experience. He has worked with various entities within the First Command family since 2019 and previously was employed at APR Energy, LLC and Georgia Military College. Outside of his advisory role, he is president and COO of Kauz & Effect Consulting, LLC, through which he consults a law firm on a specific case. First Command serves a diverse client base including individual, high-net-worth, corporate, and charitable clients through a multi-service platform offering financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led planning relationships and delivers structured, ongoing financial coaching and portfolio management through its Tailored Professional Services and Asset Management Solutions programs.

Alexander Stewart is a financial advisor with First Command Advisory Services, holding a Series 66 designation and three years of industry experience. He has been with First Command in various capacities since 2021. Outside of his advisory role, Stewart serves as a Commander and Qualified Intelligence Officer with the Louisiana Army National Guard. First Command Advisory Services provides financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products to a diverse client base, including individual, high-net-worth, corporate, and charitable clients. The firm offers advisor-led planning relationships and structured financial coaching through its Tailored Professional Services engagement, alongside discretionary portfolio management via its Asset Management Solutions program.

Douglas Overbey is a financial advisor with First Command Advisory Services in Richmond Hill, GA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with First Command Advisory Services and its affiliated entities since 2015. First Command serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led planning relationships and offers structured engagements with written financial plans, periodic reviews, and access to designated advisors.

Robert Lacy is a financial advisor at Edward Jones with eight years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones, Lacy served 25 years in the United States Navy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.