Kevin Moore is a CFP® with 31 years of experience in the financial industry. He has worked at Calton & Associates, Inc. since 2020 and previously spent 14 years at LPL Financial, LLC. Outside of his advisory role, Moore owns a sporting goods business and operates as a scuba instructor, providing diving services and training. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm provides a variety of program structures and investment approaches, including firm-managed wrap programs and separate account platforms, tailored to client goals and risk tolerance.

Ronald Bagley is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Prior to joining Kestra in 2021, he spent five years with Wells Fargo Advisors. Outside of his advisory role, he is a member of The Paluxy Ponderosa LLC, where he is involved in general maintenance and a coin collection. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets.

Timothy Riley is a financial advisor with Ameriprise in Glen Rose, TX, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His career includes roles at Avantax Advisory Services, Avantax Insurance Services, H&R Block, and Real Estate Solutions. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to generate written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities, supported by a centralized retirement-income consulting team.

Clifton Prater is a CFP® and holds a Series 66 license with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory strategies and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and 15,000 branch offices.