Richard Franklin Hoerlein

Hense Ellis II is a financial advisor with Retirement Plans, LLC in Auburn, Alabama, holding a Series 66 designation and having 11 years of industry experience. His prior roles include positions at Foundations Investment Advisors LLC and Insight Investments. He is also the managing member of Gilmer Hills Holdings, LLC, a non-investment-related business. Retirement Plans, LLC serves individual investors and small businesses by providing retirement-focused financial planning and investment management. The firm emphasizes a risk-controlled, diversified asset-allocation approach using ETFs and considers market cycles and valuations in its timing strategies, generally operating on a non-discretionary basis.

Logan Youngblood is a financial advisor at Aston Sandel with a Series 65 credential and no prior industry experience. Before joining the advisory field, he worked at L3Harris Technologies and was involved with the Association for Computing Machinery at Auburn University. He is also the managing member of an insurance agency that provides property and casualty products. Aston Sandel offers discretionary portfolio management primarily for individuals, including high-net-worth clients, and businesses, tailoring portfolios based on each client's financial situation and goals. The firm emphasizes a long-term growth approach using macroeconomic, fundamental, and technical research to construct diversified portfolios and reviews client accounts quarterly.

Timothy Aja is a financial advisor with AJA Financial LLC in Opelika, AL, holding a Series 66 designation and eight years of industry experience. His work history includes roles at PricewaterhouseCoopers and several advisory firms, as well as ongoing service as an Officer in the U.S. Navy Selected Reserves. AJA Financial LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, and other advisers. The firm employs Modern Portfolio Theory principles with a focus on passive mutual funds and ETFs, tailoring portfolios to client goals and risk tolerances, and offers life insurance and annuity products alongside advisory services.

Laurel Buckalew is a financial advisor with Insignia Wealth Advisory in Opelika, AL, holding a Series 66 designation and 10 years of industry experience. Her prior roles include positions at LPL Financial, Raymond James Financial Services, and Edward Jones. She is a partial owner of Piedmont Fertilizer Company. Insignia Wealth Advisory provides wealth management services to individuals, charitable organizations, and corporate clients, offering both investment management and financial planning. The firm employs a combination of passive and active strategies, including fundamental and technical analysis, and serves a client base that includes institutional accounts with primarily non-discretionary asset management.

A. Lipscomb is a financial advisor with Lipscomb Investment Group, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Lipscomb Investment Group since 2015 and previously worked at Cork Tree Wealth Partners, LLC. Outside of his advisory role, he has a minority interest and management responsibilities in a family partnership involved in the commercial and residential rental business. Lipscomb Investment Group advises individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and financial planning, employing diverse portfolio construction methods and providing access to private investment opportunities for qualified investors.

Thomas Meagher is a financial advisor with Lipscomb Investment Group, LLC, holding a Series 65 designation and four years of industry experience. He has worked at Lipscomb Investment Group since 2021 and has prior experience at Cork Tree Wealth Partners, LLC and Lipscomb Wealth Partners, LLC. Before entering the financial advisory field, he spent eight years at Pharmavite LLC. Lipscomb Investment Group advises individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management, financial planning, pension consulting, and access to private investment opportunities. The firm customizes advice based on client suitability and employs various portfolio construction methods, regularly monitors accounts, and sponsors a wrap fee program.