Michael Phillips

Andrew Ferguson is a CFP® and PFS™ with 16 years of industry experience. He is the principal of Gateway Wealth Management, LLC, where he has worked since 2014. In addition to his advisory role, Ferguson is a certified public accountant and partner at Gateway Group, LLC, providing tax and accounting services to individuals and small businesses. He also delivers continuing education in tax topics for CPAs and attorneys, often through Auburn University’s Outreach Program. Gateway Wealth Management, LLC offers investment advisory and portfolio management services to individuals, trusts, employee benefit plans, and other entities. The firm employs a tailored investment approach and integrates tax and investment services through its affiliation with an accounting and consulting firm.

Marcel Doumerc is a financial advisor at Eden Financial with Series 63 and Series 65 licenses and one year of industry experience. He is an owner of Anvil Wealth, Place 2 B, LLC, and Jasuco, LLC, activities conducted outside of trading hours. Eden Financial is a fee-only registered investment adviser serving individuals, retirement plan sponsors, charitable organizations, and businesses. The firm focuses on discretionary portfolio management and comprehensive financial planning, emphasizing asset allocation and primarily passive management with flexibility for active strategies and ESG considerations.

James Gore is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. His career includes roles at MetLife Securities Inc., Massachusetts Mutual Life Insurance Company, Mass Mutual Investors Services, and LPL Financial. Gore is based in Albertville, Alabama. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering discretionary and non-discretionary portfolio management along with financial planning and access to third-party asset management programs.

Kerry Chatham is a CFP® professional with 26 years of experience in the financial industry. He is currently with Steward Partners Investment Advisory, LLC and has a background that includes 15 years at Raymond James Financial. Outside of his advisory role, Chatham is involved in small business consulting related to sporting collectibles and antiques, and he also provides estate planning consultation using specialized software. Steward Partners Investment Advisory, LLC manages over $28 billion in assets and serves a diverse client base including individuals, charitable organizations, and institutional clients. The firm offers a range of portfolio management services that combine proprietary investment models with third-party money managers across multiple asset classes.

Sarah Morgan is a financial advisor with Steward Partners Investment Advisory, LLC in Huntsville, Alabama. She holds a Series 66 designation and has three years of industry experience. Her prior roles include positions at Raymond James Financial Services Advisors, Inc. and Freedom Street Partners. Morgan also works as an independent contractor providing support services for Cornerstone Legacy Advisors and Freedom Street. Steward Partners Investment Advisory, LLC manages approximately $28.34 billion in regulatory assets and serves a diverse client base ranging from non-high-net-worth individuals to institutional clients. The firm offers discretionary and non-discretionary portfolio management through a combination of proprietary strategies and third-party money managers, utilizing a range of asset classes tailored to client objectives.

Mitchell Gore is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at LPL Financial, Citizens Bank & Trust, and Booz Allen Hamilton. Outside of his advisory duties, he is a notary public. Private Advisor Group, LLC manages over $41 billion for a diverse client base including individuals, trusts, and corporate entities. The firm offers a range of portfolio management and financial planning services, utilizing various strategies and third-party asset management programs.