Michael Howard Greenspun

Andrew Ferguson is a CFP® and PFS™ with 17 years of industry experience. He is the sole advisor at Gateway Wealth Management, LLC in Guntersville, AL, where he has worked since 2014. In addition to financial advising, he is a partner and CPA at Gateway Group, LLC, providing tax and accounting services and offering continuing education primarily for CPAs and attorneys. Gateway Wealth Management, LLC is an independent registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm offers portfolio management, financial planning, and consultation tailored to client objectives and risk tolerance, using a range of investment strategies and often recommending Charles Schwab for custody.

Marcel Doumerc is a financial advisor at Eden Financial with two years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is an owner of Anvil Wealth, Place 2 B, LLC, and Jasuco, LLC. Eden Financial serves individuals, retirement plans, charitable organizations, and small businesses with fee-only investment management and financial planning. The firm emphasizes a target asset allocation approach using both passive and active investment vehicles, offers discretionary management, and provides educational seminars and speaking engagements on finance and investing.

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® with 27 years of industry experience, currently serving at Steward Partners Investment Advisory, LLC since 2024. Prior to joining Steward Partners, he spent 23 years at Raymond James Financial and its affiliate firms. Outside of his advisory role, Chatham is involved in estate planning consulting using specialized software and operates a small business focused on sporting collectibles and antiques. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services through both proprietary and third-party solutions.

Mitchell Gore is a financial advisor at Private Advisor Group, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial LLC, Citizens Bank & Trust, and Booz Allen Hamilton. Outside of his advisory role, Gore is also active as a notary public and insurance agent with multiple firms. Private Advisor Group serves a diverse range of clients, including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a variety of advisory programs and third-party platforms.

Mark Narrell is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 63, 65, and 66 licenses. His prior experience includes roles at Allstate Financial Advisors, Farmers Insurance, Cetera, and Regions Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders. The firm delivers integrated services tied to Empower’s recordkeeping platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.