Clarence Carroll is a Series 65-registered financial advisor with Attainable Wealth LLC in Enterprise, AL, where he has worked since 2018. He has 10 years of industry experience, including two years at Invest Wise, LLC, and a 32-year career in the United States Army. Attainable Wealth provides personalized investment advice and financial planning primarily to individual clients, as well as high-net-worth, business, and charitable clients. The firm operates as a co-advisor with Matson Money, using Modern Portfolio and Efficient Market principles to guide asset allocation and rebalancing, and offers free public seminars and workshops.

Brian Mc Leod is a financial advisor at BWB Advisory Group with two years of industry experience. He holds a Series 65 designation and previously worked for National Security Insurance Company for 31 years. Mc Leod is also an accountant and partner at Brunson, Wilkerson, Bowden & Associates, PC, an affiliated accounting firm. BWB Advisory Group provides portfolio management, retirement-plan consulting, and financial planning primarily for individual clients, including high-net-worth households, as well as pension and charitable organizations. The firm uses a range of investment strategies, including options and private placements, and coordinates closely with its affiliated accounting firm to integrate tax and accounting services.

Mark Krystyn is a CFP® with four years of industry experience, currently serving as a financial advisor at Facet since 2026. He previously worked at Edward Jones for four years and has a background that includes roles in business operations and development. Facet provides subscription-based financial planning and investment management services to individual clients across various net worth levels. The firm employs model-based asset allocation using ETFs and supplements its offerings with advanced strategies at certain service tiers, utilizing technology-driven processes and a flat subscription pricing model.

William Haskins is a financial advisor at Arkadios Wealth Advisors with 26 years of industry experience. His background includes roles at LPL Financial, RFG Advisory, and Private Client Services. Outside of his advisory work, he serves as president of a local youth baseball league, organizing schedules and supervising team activities. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through customized investment plans and multiple managed account options. The firm offers portfolio reporting and integrates an in-house portfolio team that supports advisors with models, strategies, and trade execution across various asset classes.

Michael Thomas Jr. is a financial advisor at Vanderbilt Advisory Services with 11 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2014 to 2025. In addition to his advisory role, he serves as a Deputy Brigade Commander and aviation officer in the US Army Reserve. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach combined with fundamental, technical, and charting analysis, and is noted for its integration with retirement-plan and benefits firms, offering a comprehensive advisory and plan-administration platform.

Christine Meitzler is a Series 66-licensed financial advisor with First Command Advisory Services, based in Enterprise, Alabama. She has seven years of industry experience and has worked with several First Command entities since 2018. Prior to her financial advisory career, she spent over a decade in education with the School District of Hillsborough County and Enterprise City Schools. First Command Advisory Services serves a diverse client base including individuals, high-net-worth clients, corporations, and charities through a multi-service platform that integrates financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm offers structured, advisor-led planning engagements and discretionary portfolio management via an in-house Investment Management Team.

Terri Reeder is a financial advisor at First Command Advisory Services with one year of industry experience. She holds Series 63 and Series 65 licenses and has prior work experience in education and farm management. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, and brokerage recommendations. The firm emphasizes advisor-led planning relationships and offers a structured 12-month Tailored Professional Services engagement along with discretionary Asset Management Solutions portfolios.

Kimberley Foisie is a financial advisor at First Command Advisory Services with four years of industry experience. She holds the Series 66 designation and has previously worked at Edward Jones Investments and in roles outside finance, including at Ventura Coast Brewing Company. Kimberley is based in Geneva, Alabama. First Command serves a diverse client base including individuals, high-net-worth, corporate, and charitable clients through a multi-service platform that offers financial planning, discretionary asset management, brokerage, and insurance products. The firm emphasizes advisor-led, face-to-face financial coaching and provides structured 12-month planning engagements alongside discretionary asset management using in-house model portfolios.

Ross Nelson is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses. He has over 30 years of service in the United States Army and experience with Liberty Home Mortgage and First Command Brokerage Services. First Command Advisory Services 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 product distribution. The firm offers structured, advisor-led financial coaching and tailored planning engagements, with specialized services for active-duty military clients.

Katrina Kroening is a financial advisor at Empower Advisory Group with credentials including Series 63 and Series 66. She has approximately four years of experience in the financial services industry, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Prior to her current position, she also worked at Bank of America and has experience in various other industries. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail clients. The firm’s approach includes integrated financial planning and managed account solutions delivered through Empower’s recordkeeping and administrative platforms.

Sarah Caballero is a Series 66-licensed financial advisor with First Command Advisory Services, where she has worked since 2017. She has eight years of industry experience. First Command Advisory Services 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 product distribution. The firm emphasizes advisor-led, face-to-face financial coaching and offers structured, 12-month Tailored Professional Services engagements alongside discretionary asset management programs.

Jeffrey Luther is a CFP® professional with 40 years of experience in the financial services industry. He has been with First Command Advisory Services since 2015 and also maintains longstanding roles with First Command Financial Services, Inc. and First Command Financial Planning, Inc. Outside of his advisory work, he operates a beekeeping business where he sells surplus honey and related products. First Command Advisory Services serves a diverse client base including individual, high-net-worth, corporate, and charitable clients through a multi-service platform featuring financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led planning relationships and offers structured, ongoing financial coaching with tailored service engagements.

Marshall Lane is a financial advisor with First Command Advisory Services in Enterprise, Alabama. He holds the CFP® and ChFC® designations and has five years of industry experience. Prior to his financial advisory career, he served four years in the United States Marine Corps. First Command serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform including financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led planning relationships and offers structured Tailored Professional Services engagements alongside discretionary asset management solutions.

Mark Wingate is a financial advisor with Morgan Stanley in Newton, Alabama, holding Series 63 and Series 66 licenses and having 11 years of industry experience. His prior work includes roles at Primerica Financial Services, Compass Bank, and BBVA Securities Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm‑approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Joan Newman is a financial advisor with Edward Jones in Enterprise, Alabama, holding a Series 63 designation and 25 years of industry experience. She has been with Edward Jones since 2001. Newman serves on the boards of Judson College and the Enterprise City School Board and is a partial owner of a pine tree farm. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types and corporate entities. The firm offers a range of advisory programs and investment strategies, managing over $1 trillion in assets through a large nationwide network of advisors and branch offices.

Michael Clark is a financial advisor with Edward Jones in Enterprise, AL, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 16 years of industry experience and has been with Edward Jones for 15 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment options. The firm is notable for its large network of advisors and branches, affiliated mutual funds, and a fiduciary standard in its advisory services.

Derek Dickens is a financial advisor with Edward Jones in Ozark, AL, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as president of the Ozark Chamber of Commerce, president-elect of the Ozark Rotary Club, and as a reserve deputy with the Dale County Sheriff Department. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Samantha Bichsel is a financial advisor at Raymond James Financial with a Series 66 designation and two years of industry experience. Prior to joining Raymond James, she worked at The Park Preschool at Trenton Crossing and spent several years in homemaking. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a variety of implementation strategies and supported by extensive research and an affiliate network.

Kathleen Skinner is a financial advisor with Edward Jones, holding a Series 66 designation and 8 years of industry experience. She has worked at Edward Jones since 1996, including her current role since 2017. Outside of her advisory work, she owns and operates an at-home embroidery business and co-owns a landscaping company with her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Jonathan Cook is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and possessing 11 years of industry experience. He has been with Thrivent since 2014 and Thrivent Financial since 2015. Outside of his advisory role, Cook serves as a council member for the town of Ariton, AL, participates as a board member of the Ozark Heritage Association and the Dale County Pregnancy Center, and holds a leadership position at Glory to Him Church. He is also a member of the Mississippi Army National Guard. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning without discretionary trading authority, allowing clients to combine planning with managed-account programs under a consolidated billing option known as “WealthPlan.”

Janet Marshall is a financial advisor with Edward Jones in Enterprise, Alabama. She holds a Series 66 designation and has two years of industry experience. Prior to joining Edward Jones in 2023, she worked for seven years at All In Credit Union. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Aaron Jones is a Series 66-licensed financial advisor with Edward Jones in Enterprise, Alabama, with four years of industry experience. Prior to joining Edward Jones, he served eight years with the Enterprise City Board of Education. Outside of his advisory role, he is the owner of a retail hardware business and serves as a board member for the Enterprise Retirement Center. Edward Jones is a full-service wealth management firm that serves individual and institutional clients across a wide range of segments. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors, offering a variety of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services under a fiduciary standard.