Rickie Gale Walters

Evan Brockmeier is a financial advisor at Commonwealth Financial Services with three years of industry experience. He holds a Series 65 credential and has prior work experience at Chevron Corporation and Marietta College. Outside of his advisory role, he serves as an assistant baseball coach at Marietta High School. Commonwealth Financial Services is an SEC-registered firm that serves individual clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan advisory services, and lending solutions, utilizing a range of investment strategies and third-party manager options.

Neal Watson is a CFP® professional with 30 years of experience in the financial services industry. He has worked at Commonwealth Financial Services since 2023 and previously spent two years at Arbor Point Advisors and 25 years at Fleming Watson Financial Advisors, LLC. Neal is also licensed as an insurance agent. Commonwealth Financial Services is an SEC-registered advisory firm serving individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, trusts, estates, and corporations. The firm offers portfolio management, financial planning, retirement plan advisory services, and lending solutions, utilizing both fundamental and technical investment strategies.

Brayden Sallee is a financial advisor at Maridea Wealth Management with one year of industry experience. He holds the Series 66 designation and previously worked at LPL Financial LLC. Outside of his advisory role, he is involved with Dietz, Futrell & Walters Insurance Inc. Maridea Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach centered on diversified, low-cost mutual funds and ETFs, managing portfolios on a discretionary basis with ongoing monitoring and tailored planning.

Dustin Becker is a financial advisor at Maridea Wealth Management with four years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial LLC. Outside of his advisory role, he is involved with Dietz, Futrell & Walters Insurance Inc., an insurance agency. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing investment advisory, financial planning, and retirement-plan fiduciary services. The firm employs a long-term investment approach centered on diversified, low-cost mutual funds and ETFs, managing portfolios on a discretionary basis with ongoing monitoring and tailored planning.

James Harper is a financial advisor at Trustmont Advisory Group, Inc. with 40 years of industry experience. He has been with Trustmont Advisory Group since 2011 and has operated as a self-employed advisor since 1991. Outside of advisory work, he manages a group health and life insurance division as an independent contractor for an insurance agency. Trustmont Advisory Group serves a diverse client base including individuals, trusts, pension plans, and corporations. The firm employs a long-term investment approach drawing on various public research sources and offers discretionary portfolio management alongside financial planning and brokerage services.

Stacey Brooks is a financial advisor at Maridea Wealth Management with 29 years of industry experience. She holds a Series 63 designation and previously worked at LPL Financial LLC and Cetera Advisors LLC. Brooks serves on the Board of Public Affairs for the Village of Beverly, Ohio, where she helps oversee local water and sewer systems. Maridea Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term investment strategies using diversified, low-cost mutual funds and ETFs, along with discretionary portfolio management tailored to client objectives.