Richard Self

Thomas McNaron III is a financial advisor at McNaron Group, Inc. in Anniston, Alabama, holding a Series 63 designation with 33 years of industry experience. He has been with McNaron Group since 1985. McNaron Group, Inc. provides discretionary portfolio management to individuals, trusts, and retirement plans, focusing on non-high-net-worth clients and smaller account relationships. The firm employs a long-term, value-oriented investment approach centered on fundamental analysis of common stocks, with an emphasis on limited trading and risk management through cash and fixed income holdings.

Padric Lee is a financial advisor at McNaron Group, Inc. with two years of industry experience. He holds a Series 65 designation and previously worked at StoneX Group Inc. and StoneX Financial Inc. Outside of his advisory role, he works part-time as a rideshare driver and bartender. McNaron Group, Inc. provides discretionary portfolio management primarily to non-high-net-worth individuals, focusing on a long-term, value-oriented investment approach that emphasizes fundamental analysis of common stocks. The firm manages approximately $17.1 million across 40 client accounts and maintains a single-custodian requirement with weekly account reviews.

Penny Mccall is a financial advisor at Advisory Services Network with a Series 65 credential and three years of industry experience. She also manages McCall Financial & Benefits Group LLC, where she has worked since 2019, and has prior experience as an independent insurance agent. In addition to her advisory roles, she conducts occasional workshops and training for federal employees on retirement benefits through Federal Employee Retirement Consultants. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisors. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets with tailored strategies across various asset classes.

Kenneth Reeves is a financial advisor at AE Wealth Management, LLC with a Series 65 license and experience in the industry since 2015. He previously worked at New York Life, Equis Financial, and founded Apex Financial Group, where he remains involved in insurance sales. AE Wealth Management is an SEC-registered investment adviser serving a wide range of clients, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers various services such as model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services through a platform that combines multiple model strategies and advisor-managed accounts.

Brittany Cobb is a Series 66-licensed financial advisor with eight years of industry experience. She is currently with Truist Advisory Services and Truist Investment Services, Inc., having been with these firms since 2019 through their predecessor entities, including Bb&T. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers discretionary and non-discretionary investment solutions that utilize firm-level model portfolios, third-party managers, and advisor-led asset allocation, supported by research shared across Truist’s affiliated channels.

Tyler Pankey is a financial advisor at Raymond James & Associates with six years of industry experience. He holds the Series 66 designation and has previously worked at Northwestern Mutual and in academic roles at Auburn University and Jacksonville State University. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through both non-discretionary and discretionary advisory programs, and it maintains capabilities in public finance and municipal work alongside its retail advisory services.