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.

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.

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.

James Goble is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses. He has recently transitioned to the financial industry after serving eight years in the United States Air Force and working in public schools. First Command 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 recommendations, and insurance and banking products. The firm emphasizes advisor-led planning relationships and structured 12-month financial coaching engagements.

Jason Batrez is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at PNC Wealth Management. His prior experience includes roles at BBVA Wealth Solutions, Progressive Insurance, TD Ameritrade, and Scottrade. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessment and approved model strategies with annual rebalancing.

Eric Hyde is a financial advisor at Edward Jones in Wetumpka, Alabama, holding CFP® and ChFC® designations with 23 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products while operating under a fiduciary standard.

Katherine Petty is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and is based in Prattville, Alabama. Petty has been with Edward Jones since 2008. 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 strategies, supported by a nationwide network of more than 23,000 financial advisors and managing approximately $1.01 trillion in assets.

James Adams III is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. The firm serves over four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

David Greer is a Series 66 credentialed financial advisor with Edward Jones, based in Prattville, AL. He has 17 years of industry experience, having worked at Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Wanda Wallace is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked with PFS Investments Inc. since 2002 and Primerica Financial Services since 1992. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively offered separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Benjamin Bailey is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and has previously worked at Blue Cross and Blue Shield of Alabama, Brooksource, ProctorU, Regions Bank, and FedEx Express. Outside of his advisory role, he is a self-employed artist who sells paintings and occasionally gifts commissioned works to family and friends. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, as well as pension plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a nationwide network of over 23,000 financial advisors and more than $1 trillion in assets under management.

Anthony Camerio is a Chartered Financial Consultant (ChFC®) with 42 years of industry experience. He has worked with OSAIC since 2023 and previously spent 18 years at FSC Securities Corporation and over three decades at The Guardian Life Insurance Company. In addition to his advisory work, Camerio serves as a volunteer firefighter in Wetumpka, Alabama. OSAIC is a large investment advisory and brokerage firm serving a diverse client base that includes individual investors, retirement plans, corporations, and charitable organizations. The firm employs a technology-driven investment process incorporating risk tolerance assessments, asset allocation software, and portfolio optimization tools, offering a wide range of investment solutions through a network of thousands of financial advisers.

Troy Stubbs is a financial advisor with LPL Financial in Tallassee, Alabama, holding Series 63 and Series 66 credentials and eight years of industry experience. His background includes roles at CB&S Bank and First Community Bank of Central Alabama, as well as public service positions with the Elmore County Commission and the Alabama State Legislature. He previously operated Frios Gourmet Pops. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, banks, and high-net-worth households. The firm offers diverse investment delivery options supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

David Wallace is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 1992. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Beau Greer is a CFP® professional with 26 years of industry experience, currently serving with Edward Jones since 1999. Based in Prattville, AL, he is involved as a member of Tanglewood Farm LLC, which manages farmland, and acts as trustee for the Donald W Greer Irrevocable Trust. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, corporate, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial products through a nationwide network of advisors and branch offices.

Kenneth Easterling is a financial advisor with Edward Jones in Prattville, AL, holding a Series 63 designation and bringing 37 years of industry experience. He has been with Edward Jones since 1992. Easterling is involved in family partnership business activities related to real estate. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Matthew Darby is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. He has been with Cetera and Cetera Investment Services LLC since 2016 and also works at Regions Bank. Outside of his advisory role, he serves as a deacon and finance committee member at First Baptist Church Prattville. Cetera Investment Advisers serves a broad range of individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan and fiduciary solutions, and access to third-party money managers across multiple program structures.

Jeffrey Jones is a CFP®, ChFC®, and holds a Series 66 license with 11 years of industry experience, all of which have been at Edward Jones since 2015. He is based in Prattville, AL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across various segments including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices, managing approximately $1.01 trillion in assets.