William Kepley Jr. is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been with First Command Advisory Services since 2015 and also works with First Command Financial Planning, Inc. since 2014. First Command serves a diverse client base including individuals, high-net-worth, corporate, and charitable clients through financial planning, discretionary asset management, brokerage, and insurance and banking products. The firm emphasizes advisor-led planning relationships and offers a structured Tailored Professional Services engagement alongside discretionary asset management based on in-house portfolio models.

William Nemetz is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been affiliated with Primerica and its related entities since 2002. Nemetz serves as Treasurer of The Primerica Foundation and is a board member of Zoo Atlanta, as well as Chairman of the Primerica PAC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and selective separately managed account options for individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities while maintaining oversight of investment models.

Sean Starkey is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing from 2015 to 2023. 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 under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

William Allison is a CFP®-designated financial advisor with 24 years of industry experience, currently serving at Stifel since 2009. He is involved in several nonprofit activities, including roles on the Resource Development Committee and Campaign Leadership Council for the USM Foundation, chairing the Investment Committee for the University of Southern Mississippi Foundation, and participating on the Stewardship Committee of Crosspoint Church. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutions, and charitable organizations, using a proprietary investment methodology developed by its Investment Strategy Group.