Richard Dale 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 small businesses, managing approximately $20.7 million across 43 client accounts. The firm employs a long-term, diversified investment approach focused primarily on common stocks and exchange-traded funds holding fixed-income securities, utilizing fundamental analysis and maintaining selective client relationships.

Padric Lee is a Series 65 licensed financial advisor with three years of industry experience. He is currently with McNaron Group, Inc. 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 to individuals, trusts, and small businesses. The firm employs a long-term, diversified investment approach focused mainly on common stocks and select fixed-income ETFs, managing approximately $20.7 million across 43 client accounts.

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 financial advisor at Truist Advisory Services with nine years of industry experience. She holds the Series 66 designation and has held various roles within the Truist organization and its predecessors since 2009. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary approaches with third-party platform support.

Tyler Pankey is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds the Series 66 designation and previously worked at Northwestern Mutual and Auburn University. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.