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.

Lee Forehand is a financial advisor with Arkadios Wealth Advisors in Dothan, Alabama, holding Series 63, 65, and 66 licenses and bringing 12 years of industry experience. Prior to joining Arkadios in 2025, he spent a decade at Morgan Stanley in various capacities including Morgan Stanley Private Bank. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party managers, and financial planning. The firm utilises an integrated operating model supported by an internal portfolio team that provides investment strategies and trade execution across multiple asset classes.

Christy Coskrey is a financial advisor at Arkadios Wealth Advisors with one year of industry experience. She previously worked at Morgan Stanley for six years and at Dothan City Schools for four years. Coskrey also operates a separate investment-related business under the name Longleaf Capital Group. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing a combination of advisor-managed accounts, third-party money managers, and financial planning. The firm supports discretionary account management through an internal portfolio team and offers a range of analysis techniques and fiduciary consulting for retirement plans.

Cory Singletary is a CFP® with 15 years of industry experience, currently serving at Arkadios Wealth Advisors in Dothan, AL. He previously worked at Bank of America and Merrill Lynch for 15 years. Outside of his advisory role, he is an advisory board member of the Kiwanis Club of Dothan. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing a combination of advisor-managed accounts, third-party money managers, and financial planning. The firm supports advisors with an internal portfolio team and offers a range of investment strategies while operating through a large network of affiliated advisory entities and an in-house broker-dealer.

George Liddon is a financial advisor at Arkadios Wealth Advisors with 20 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm supports advisors with an internal portfolio team and employs multiple analytical approaches while offering discretionary management and retirement plan consulting.

Bryan Scarratt is a financial advisor with Kovack Advisors, Inc., holding a Series 66 designation and 17 years of industry experience. He has been with Kovack Advisors and Kovack Securities since 2014. Outside of his advisory role, he is an owner and director of Scarratt Wealth Management Partners, LLC, which focuses on tax shelter and asset protection strategies. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, and pension plans. The firm offers discretionary and non-discretionary asset management with an emphasis on diversified asset-class exposure primarily through mutual funds and ETFs, and it also provides financial planning and third-party manager recommendations.

Charles Lee is a Series 66-licensed financial advisor at Arkadios Wealth Advisors with 26 years of industry experience. He worked for Morgan Stanley Smith Barney and Morgan Stanley Private Bank from 2010 to 2025 before joining Arkadios in 2025. Outside of advisory work, he is involved with Red Top Farm, LLC, a recreational hunting property, and serves on the finance committee of The Dothan Country Club in Alabama. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans through customized investment management and financial planning. The firm employs a mix of advisor-managed accounts, wrap programs, third-party money managers, and an internal portfolio team to provide diversified strategies incorporating fundamental, technical, and cyclical analysis.

Todd Thornell is a financial advisor at Arkadios Wealth Advisors with 28 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Outside of his advisory role, he co-manages a family timber farm through Thornell Land and Timber LLC. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans supported by an internal portfolio team and a range of advisory programs including discretionary account management and 401(k) consulting.

Jonathan Lee is a CFP® professional with 22 years of experience in the financial services industry. He has worked at Morgan Stanley in various roles from 2010 to 2025 before joining Arkadios Wealth Advisors and Arkadios Capital in 2025. Outside of his advisory work, he is the sole proprietor of ADJ Real Estate Group, LLC. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm combines advisor-managed accounts, third-party money managers, and an internal portfolio team to offer customized investment solutions across multiple asset classes.

Catherine Knowles is a financial consultant with Florida Financial Advisors, LLC, holding Series 63 and Series 65 licenses. She has been with the firm since 2025 and also works as a registered representative at Trinity Wealth Securities, LLC. Prior to her advisory roles, she has experience at various organizations including The Wine Market and The University of Alabama. Florida Financial Advisors, LLC provides investment advisory and financial planning services to a diverse client base, managing approximately $317.8 million in assets. The firm employs a multi-method investment process and offers portfolio management, financial planning, and pension consulting through a large network of advisers and multiple branch offices.

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.

Joseph Johnson III is a Series 66-credentialed financial advisor with five years of industry experience. He currently works at Arkadios Wealth Advisors and Arkadios Capital since 2025. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley from 2021 to 2025, as well as Northwestern Mutual and Wells Fargo. Outside of his advisory work, he serves as a board member for Mitchell's Place, an organization focused on children and youth education, and occasionally plays music. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through various managed account programs, third-party money managers, and financial planning. The firm employs a discretionary approach supported by an internal portfolio team that uses fundamental, technical, and cyclical analysis while offering a range of asset classes and fiduciary services.

Dawn Johnson is a financial advisor with Arkadios Wealth Advisors in Dothan, Alabama, holding a Series 66 designation and two years of industry experience. She previously worked at Morgan Stanley for 15 years before joining Arkadios in 2025. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, offering customized investment plans through advisor-managed accounts and access to third-party money managers. The firm integrates an internal portfolio team and a large network of affiliated entities to support and execute comprehensive wealth management strategies.

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.