Michael Dillon Smith

Robert Moody is a CFP®, CFA®, and Series 65-credentialed financial advisor with 13 years of industry experience. He is the sole advisor at Compass Advisors LLC, an independent firm he has been with since 1998, and has also been associated with Financial Preparedness LLC since 2023. Compass Advisors LLC is a fee-only financial planning firm that serves individual clients with a focus on risk management, income tax planning, retirement, investments, and estate planning. The firm emphasizes managing investment portfolios using individual stocks and exchange-traded funds, tailoring advice to clients’ financial goals, risk tolerance, and tax considerations.

Paul Kiker Jr. is a financial advisor at Kiker Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kiker Wealth Management since 2010. Outside of advisory work, he is involved in fixed insurance sales and is the owner of Kiker Ventures, an S corporation for tax purposes. Kiker Wealth Management provides financial planning and discretionary portfolio management for individuals, trusts, estates, and charitable organizations, as well as retirement plan consulting and ERISA fiduciary services. The firm employs a technical analysis-driven stock selection process, managing accounts with a range of strategies including long- and short-term purchases, short sales, and options trading.

Robert Snelgrove is a financial advisor at Kiker Wealth Management, LLC with one year of industry experience. He holds the Series 65 designation and previously worked at Northwestern Mutual. Outside of advisory work, he has experience in education and management roles spanning several years. Kiker Wealth Management provides financial planning and discretionary portfolio management for individuals, trusts, estates, and charitable organizations. The firm emphasizes technical analysis in its stock selection and employs strategies including long- and short-term purchases, short sales, and options trading, managing accounts on a discretionary basis with ongoing monitoring and rebalancing.

John Alexander is a Series 66-licensed financial advisor with 22 years of industry experience. He has been with Kiker Wealth Management, LLC since 2017 and previously worked at Raymond James & Associates from 2013 to 2017. He is also the president of Alexander Wealth Management, LLC, a pass-through entity for tax purposes. Kiker Wealth Management, LLC provides financial planning and discretionary portfolio management to individuals, trusts, estates, and charitable organizations. The firm employs a stock selection process emphasizing technical analysis and utilizes strategies including long- and short-term purchases, short sales, and options trading, managing accounts on a discretionary basis.

Stacia Bearden is a CFP® professional with one year of industry experience, currently serving at Wurz Financial Services, LLC. Her prior roles include two years at Compass Wealth Management and work in pet service businesses. Wurz Financial Services provides discretionary portfolio management, financial planning, and business consulting to individuals, high-net-worth clients, and business entities, with specialized business planning services for law firm owners. The firm employs a combination of fundamental, quantitative, technical, and modern portfolio theory approaches, offering both long- and short-term strategies and subscription-based financial planning.

Cheryl Farmer is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 65 credential and six years of industry experience. She has been with Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company since 2019 and also works with U.S. Health Advisors. Outside of advisory work, she is active as a licensed insurance agent specializing in life, health, long-term care, and disability insurance. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed accounts primarily through a network of Investment Advisor Representatives who utilize approved model portfolios and discretionary strategies.