Douglas Tucker is a financial advisor with Tucker Financial Group in Montgomery, Alabama, holding the ChFC® designation and Series 63 and 65 licenses. He has 39 years of industry experience, including prior roles at Sagepoint Financial, Inc. and AIG American General Life Insurance Company. Outside of his advisory work, he is an independent insurance agent. Tucker Financial Group provides portfolio management and financial planning services to individuals and small businesses. The firm manages discretionary and non-discretionary accounts using tailored investment strategies and offers retirement and estate planning advice.

Daniel Dean is a financial advisor at Tucker Financial Group with a Series 65 designation and three years of industry experience. He previously worked at Alea for 23 years and has held roles at County Risk Services and the AC Board of Education. Outside of finance, he serves as a police officer at Central Alabama Community College. Tucker Financial Group is an SEC-registered investment adviser that provides portfolio management and financial planning services to individuals and small businesses. The firm manages discretionary and non-discretionary accounts using various strategies tailored to clients’ objectives and risk tolerances.

Benjamin Auman is a financial advisor at Tucker Financial Group in Montgomery, Alabama. He holds a Series 65 designation and has four years of industry experience. Prior to joining Tucker Financial Group in 2018, he worked for Huntsville City Schools from 2015 to 2018. Tucker Financial Group provides portfolio management and financial planning services to individuals and small businesses, managing discretionary and non-discretionary accounts across various asset types. The firm tailors portfolios based on clients’ objectives and risk tolerances, employing strategies such as asset allocation and dollar-cost averaging, with accounts reviewed quarterly.

Robert Allan is a CFP® and CFA® with six years of industry experience. He has worked at Welon Partners since 2020 and previously held roles at Empirian Health and Hayek Kallen Investment Management. Outside of his advisory role, he dedicates limited time to Welon Consulting, LLC, which advises small businesses on profitability and efficiency strategies. Welon Partners serves high-net-worth individuals, households, trusts, and small-business clients with discretionary investment management, financial planning, and consulting. The firm emphasizes asset allocation and tax-aware portfolio construction, often employing a core-satellite equity approach and coordinating closely with clients’ tax and legal advisors.

John Steiner is a CFA® charterholder with 10 years of industry experience. He has worked at Welon Partners since 2020 and previously held roles at White Oak Investment Counsel and Oakworth Capital Bank. In addition to his advisory role, Steiner serves as a managing director of Welon Fiduciary Services, a trust services company affiliated with Welon Partners, where he dedicates time to marketing activities. Welon Partners serves high-net-worth individuals, households, trusts, and small-business clients, providing discretionary investment management, financial planning, and consulting. The firm emphasizes a custom-tailored investment approach focused on asset allocation, tax-aware strategies, and coordination with clients’ tax and legal professionals.

Nancy Brown is a financial advisor at Jackson Thornton Wealth Management, LLC in Montgomery, AL. She holds a Series 65 designation and has 14 years of industry experience. Nancy has worked with Jackson Thornton and its related entities since 1996. Jackson Thornton Wealth Management provides discretionary and non-discretionary investment management, retirement plan advisory, and comprehensive wealth management services to individuals, retirement plans, trusts, charitable organizations, and small businesses. The firm emphasizes long-term, diversified portfolios using passive mutual funds and ETFs, supported by quantitative tools and discretionary portfolio management.

James Causey is a Certified Financial Planner™ (CFP®) and Personal Financial Specialist™ (PFS™) with 12 years of industry experience. He has worked at Jackson Thornton Asset Management, LLC since 2014 and at Jackson Thornton & Co., P.C. since 2006. He holds a Series 65 license and is based in Montgomery, Alabama. Jackson Thornton Wealth Management provides discretionary and non-discretionary investment management, retirement plan advisory, and comprehensive wealth management services, serving individuals, retirement plans, trusts, charitable organizations, and small businesses. The firm emphasizes long-term, asset-class diversification using passive mutual funds and ETFs, with portfolio implementation including discretionary rebalancing and tax-loss harvesting.

Clarence Pritchett is a financial advisor at Jackson Thornton Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked within the Jackson Thornton organization since 1993 in various capacities. Jackson Thornton Wealth Management provides discretionary and non-discretionary investment management, retirement plan advisory, and comprehensive wealth management services to individuals, trusts, small businesses, and charitable organizations. The firm manages nearly $2.0 billion across more than 1,000 client relationships, employing a long-term, diversified investment approach that incorporates Modern Portfolio Theory and passive investment vehicles.

Allison Guice is a CFP®, PFS™, and Series 65-licensed financial advisor with six years of industry experience. She is currently with Jackson Thornton Wealth Management, LLC, where she has worked since 2019. Prior to that, she was affiliated with Jackson Thornton & Co., P.C. for several years. Jackson Thornton Wealth Management provides discretionary and non-discretionary investment management, retirement plan advisory, and comprehensive wealth management services. The firm serves individuals, retirement plans, trusts, charitable organizations, and small businesses, managing nearly $2.0 billion with an investment approach centered on long-term diversification and passive strategies.

Kimberly Mason is a Series 65 licensed financial advisor with 19 years of industry experience. She has been with Jackson Thornton Asset Management, LLC since 2004. Jackson Thornton Wealth Management offers discretionary and non-discretionary investment management along with comprehensive wealth management services, serving individuals, retirement plans, trusts, charitable organizations, and small businesses. The firm employs a long-term, diversified investment approach based on Modern Portfolio Theory and utilizes strategies such as Monte Carlo simulation, discretionary rebalancing, and tax-loss harvesting.

Justin Clark is a financial advisor at Jackson Thornton Wealth Management, LLC, holding a Series 65 designation with three years of industry experience. He previously worked at B2 Partners and Warren Averett before joining Jackson Thornton Asset Management. Jackson Thornton Wealth Management provides discretionary and non-discretionary investment management, retirement plan advisory, and comprehensive wealth management services. The firm manages nearly $2.0 billion across more than 1,000 client relationships and serves individuals, retirement plans, trusts, charities, and small businesses, employing a long-term, diversified investment approach that incorporates passive funds and quantitative risk profiling.

Crystal Smith is a financial advisor with Jackson Thornton Wealth Management, LLC in Montgomery, AL, holding a Series 65 designation and seven years of industry experience. She has worked at Jackson Thornton and its affiliated entities since 2010. Jackson Thornton Wealth Management provides investment management, retirement plan advisory, and comprehensive wealth management services to individuals, retirement plans, trusts, charitable organizations, and small businesses. The firm emphasizes long-term, diversified portfolios using passive mutual funds and ETFs, with discretionary rebalancing and tax-loss harvesting where authorized.

Luther Mitchell is a financial advisor with Jackson Thornton Wealth Management, LLC in Montgomery, AL, holding a Series 65 designation and 19 years of industry experience. He previously worked at Jackson Thornton Asset Management, LLC and Jackson Thornton & Co., P.C. from 1974 to 2021 and currently leads Mitchell Advisory & Consulting, LLC. Jackson Thornton Wealth Management provides discretionary and non-discretionary investment management and comprehensive wealth management services, serving individuals, retirement plans, trusts, charitable organizations, and small businesses. The firm employs a long-term, asset-class diversification approach based on Modern Portfolio Theory and integrates accounting and advisory services through its ownership by Jackson Thornton & Co., P.C.

Charles Lineberry is a financial advisor with RFG Advisory, LLC, holding a Series 66 designation and 17 years of industry experience. Prior to joining RFG Advisory in 2020, he worked at Wells Fargo Clearing and Wells Fargo Advisors. In addition to his advisory role, he operates the Charles Lindberry Agency, selling property and casualty insurance to individuals and businesses. RFG Advisory is an enterprise registered investment adviser serving individuals, charitable organizations, corporations, ERISA retirement plans, and institutional clients. The firm manages portfolios using a combination of active and passive strategies, including ETFs, mutual funds, direct indexing, and private investments, and acts as a sub-adviser to a multi-ETF suite.

Traci Segrest is a financial advisor at Empower Advisory Group with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has prior work experience with GWFS Equities, Inc, UBS Financial Services, and Morgan Stanley. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s integrated service model is closely tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Nicholas Mc Kay is a financial advisor with Empower Advisory Group in Prattville, AL, holding Series 63 and Series 65 designations and three years of industry experience. Prior to joining Empower Advisory Group, he worked at Prudential Retirement, Tennessee Valley Media, and Walgreen Boots Alliance. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm’s approach integrates financial planning with recordkeeping and administrative platforms, offering point-in-time plans and optional managed account solutions within plan lineups selected by plan sponsors.

Jessica Culbert is a financial advisor with First Command Advisory Services in Montgomery, Alabama, holding a Series 66 designation and four years of industry experience. Her career includes roles at First Command-affiliated firms since 2020, as well as prior experience at Intrust Financial Services and LPL Financial. First Command serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm emphasizes advisor-led planning relationships and offers a structured Tailored Professional Services engagement alongside discretionary asset management through its in-house Investment Management Team.

Robert Scullen is a CFP® professional with 46 years of experience in the financial services industry. He has been with Brookstone Capital Management LLC since 2018 and previously worked at Global Financial Private Capital LLC, GF Investment Services LLC, and Capital Financial Services, Inc. In addition to his advisory roles, he has operated Robert W. Scullen Insurance since 2002. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Jared Gilbert is a financial advisor with TIAA-CREF in Deatsville, Alabama, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He has worked at TIAA-CREF since 2017 and previously was employed by Advised Assets Group, LLC and GWFS Equities, Inc. Outside of his advisory role, Jared manages a private wildlife farm and owns a residential asphalt paving business. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered retirement plans. The firm combines point-in-time financial planning with ongoing portfolio management under a fiduciary standard, utilizing both model and customized portfolios.

April Watson is a financial advisor at Empower Advisory Group with 19 years of industry experience. She holds a Series 66 designation and has worked previously at GWFS Equities, Inc. and UBS Financial Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model supports long-term portfolio management and emphasizes client savings rates within plan lineups selected by plan sponsors.