Zeb Daniel Schofield IV

Charles Cammack Jr. is a financial advisor at Berthel, Fisher & Company Financial Services, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Berthel Fisher since 2010. Outside of his advisory role, he owns a term life insurance business. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in assets through various tailored platforms and strategies.

Julie Simmons is a CFP® and Series 63 credentialed advisor with 41 years of industry experience. She has been with Cetera since 2014 and has worked in various capacities at Cetera Investment Services LLC since 1987. Outside of her advisory role, she serves as a committee member at Elkdale Baptist Church, overseeing the compensation of church employees. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and approximately $256 billion in assets under management.

Kevin Simmons is a financial advisor at Cetera with Series 66 registration and two years of industry experience. His prior work includes several short-term roles with minor league baseball teams and a position at Northeastern University. Outside of his advisory role, he serves as a deacon at Elkdale Baptist Church and as a trustee for a family trust. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients from individual investors to institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and provides access to both affiliated and third-party investment managers.

John Morris is a Series 65-licensed financial advisor with Equitable Advisors in Selma, Alabama, where he has worked since 1999. He has 48 years of industry experience, including tenure at AXA Advisors. Outside of his advisory role, Morris serves as chairman of the board of trustees for Vaughan Regional Medical Center and chairman of the board of directors for Vaughan Community Health Services, both in Selma. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of investment adviser representatives and third-party managers.

Howard Schoeffler is a financial advisor at Cambridge Investment Research Advisors with 25 years of industry experience. He holds the Series 66 designation and has worked with Cambridge since 2001. In addition to his advisory role, Schoeffler is a CPA and president of an accounting firm providing tax and attest services. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals using a range of portfolio management and model-based solutions.

David Smith is a financial advisor with Cetera in Selma, Alabama, holding a Series 66 designation and eight years of industry experience. Prior to joining Cetera, he worked at Norfolk Southern for eleven years. He serves as a board member for the North Dallas County Water Authority and is a trustee for Crosspoint Christian Church, where he helps oversee the church’s operations and finances. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and retirement services, utilizing multiple program structures and manager options.