Richard Swink Jr.

Robert Chedester is a financial advisor with Sovereign Financial Group, Inc. He holds a Series 66 designation and has nine years of industry experience. His prior work includes roles at Credentialed Wealth Advisors, LLC and Edward Jones. He is also licensed as an insurance agent, selling life insurance and fixed annuity products. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company. The firm offers portfolio management, financial planning, retirement plan advisory, and cash-management solutions, with an investment approach that emphasizes low-cost, diversified mutual funds and ETFs alongside individual securities and alternative strategies.

Tyler Snow is a financial advisor at Sequent Planning, LLC with two years of industry experience. He holds a Series 65 credential and has worked previously at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. Outside of advisory work, he is an insurance agent offering life, health, Medicare, and annuity products and is also contracted through Vista Solutions Group to provide Medicare Advantage and prescription drug plans. Sequent Planning, LLC is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and retirement plan sponsors. The firm manages approximately $394.7 million in assets across roughly 70 advisors and employs ETF-based strategic models alongside a structured financial planning process.

Mark Tevebaugh is a financial advisor with OneAscent Wealth Management, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at OneAscent Financial Services and OneAscent Wealth Management since 2020, and previously spent six years at Next Financial Group Inc. OneAscent Wealth Management is a team-based firm with nine advisors that provides wealth management services.

Austin Joyce is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at First Command Brokerage Services from 2021 to 2023 and served in the United States Air Force for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branches.

Warner Williams is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He has worked at LPL Financial since 2018 and previously spent eight years with Stone, Houston & Associates. Williams is also involved with Midland Insurance, focusing on non-variable insurance products. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team, combining large-scale advisory operations with a broad range of financial products.

David Cross is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Prior to joining Edward Jones, he worked at Sweet Frog for five years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts.