Thomas Gowen Mcnaron III

Padric Lee is a financial advisor at McNaron Group, Inc. with three years of industry experience. He holds a Series 65 credential and previously worked at StoneX Group Inc. and StoneX Financial Inc. Outside of advisory work, he has engaged in ridesharing and food catering roles during non-trading hours. McNaron Group, Inc. provides discretionary portfolio management to individuals, trusts, and small businesses, focusing on a long-term, diversified stock and fixed-income ETF approach. The firm manages approximately $20.7 million across 43 client accounts and emphasizes fundamental analysis with a selective client base.

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.

Michael Hindman is a financial advisor at Belpointe Asset Management LLC with 19 years of industry experience. He has been with Belpointe since 2016. Outside of his advisory work, he serves in leadership roles for several nonprofit organizations, including as board chairman of the Wesley Foundation and the Jacksonville Commercial Development Authority, and as treasurer for the Institute of Clergy Excellence and Calhoun/Cleburne County Habitat for Humanity. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting through customized portfolios, model portfolios, and third-party manager relationships.

Kenneth Reeves is a financial advisor at AE Wealth Management, LLC with one year of experience at the firm and a total of ten years in the industry. He holds a Series 65 designation and previously worked at Apex Financial Group, Equis Financial, and New York Life. Reeves is also the founder of Apex Financial Group, where he manages insurance sales and services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a variety of investment strategies, supporting a large number of clients through a platform-oriented approach.

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.