Hense Ellis II is a financial advisor with Retirement Plans, LLC in Auburn, Alabama, holding a Series 66 designation and having 11 years of industry experience. His prior roles include positions at Foundations Investment Advisors LLC and Insight Investments. He is also the managing member of Gilmer Hills Holdings, LLC, a non-investment-related business. Retirement Plans, LLC serves individual investors and small businesses by providing retirement-focused financial planning and investment management. The firm emphasizes a risk-controlled, diversified asset-allocation approach using ETFs and considers market cycles and valuations in its timing strategies, generally operating on a non-discretionary basis.

Logan Youngblood is a financial advisor at Aston Sandel with a Series 65 credential and no prior industry experience. Before joining the advisory field, he worked at L3Harris Technologies and was involved with the Association for Computing Machinery at Auburn University. He is also the managing member of an insurance agency that provides property and casualty products. Aston Sandel offers discretionary portfolio management primarily for individuals, including high-net-worth clients, and businesses, tailoring portfolios based on each client's financial situation and goals. The firm emphasizes a long-term growth approach using macroeconomic, fundamental, and technical research to construct diversified portfolios and reviews client accounts quarterly.

Timothy Aja is a financial advisor with AJA Financial LLC in Opelika, AL, holding a Series 66 designation and eight years of industry experience. His work history includes roles at PricewaterhouseCoopers and several advisory firms, as well as ongoing service as an Officer in the U.S. Navy Selected Reserves. AJA Financial LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, and other advisers. The firm employs Modern Portfolio Theory principles with a focus on passive mutual funds and ETFs, tailoring portfolios to client goals and risk tolerances, and offers life insurance and annuity products alongside advisory services.

Laurel Buckalew is a financial advisor with Insignia Wealth Advisory in Opelika, AL, holding a Series 66 designation and 10 years of industry experience. Her prior roles include positions at LPL Financial, Raymond James Financial Services, and Edward Jones. She is a partial owner of Piedmont Fertilizer Company. Insignia Wealth Advisory provides wealth management services to individuals, charitable organizations, and corporate clients, offering both investment management and financial planning. The firm employs a combination of passive and active strategies, including fundamental and technical analysis, and serves a client base that includes institutional accounts with primarily non-discretionary asset management.

A. Lipscomb is a financial advisor with Lipscomb Investment Group, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Lipscomb Investment Group since 2015 and previously worked at Cork Tree Wealth Partners, LLC. Outside of his advisory role, he has a minority interest and management responsibilities in a family partnership involved in the commercial and residential rental business. Lipscomb Investment Group advises individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and financial planning, employing diverse portfolio construction methods and providing access to private investment opportunities for qualified investors.

Thomas Meagher is a financial advisor with Lipscomb Investment Group, LLC, holding a Series 65 designation and four years of industry experience. He has worked at Lipscomb Investment Group since 2021 and has prior experience at Cork Tree Wealth Partners, LLC and Lipscomb Wealth Partners, LLC. Before entering the financial advisory field, he spent eight years at Pharmavite LLC. Lipscomb Investment Group advises individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management, financial planning, pension consulting, and access to private investment opportunities. The firm customizes advice based on client suitability and employs various portfolio construction methods, regularly monitors accounts, and sponsors a wrap fee program.

Davis Lipscomb is a Series 65 credentialed advisor with 12 years of industry experience. He is currently with Lipscomb Investment Group, LLC, where he has worked since 2015. Lipscomb is a co-owner of PxL Family Office, LLC, a family office joint venture with Pivotal Finance. Lipscomb Investment Group serves individuals—including high-net-worth and non-HNW clients—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management, financial planning, pension consulting, and access to private investments, employing a mix of investment methods and regularly monitoring accounts to maintain tax efficiency and appropriate portfolio construction.

Stuart Henley is a financial advisor with Harmony Asset Management LLC in Auburn, Alabama, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank from 1999 to 2018. Harmony Asset Management provides discretionary portfolio management and financial planning to individuals, small corporations, trusts, and nonprofit organizations. The firm employs a long-term, risk-aware investment approach that combines fundamental analysis with proprietary technical indicators to construct diversified, multi-asset portfolios, managing accounts on a discretionary basis with client-imposed restrictions.

Nathan Mitchell is a financial advisor with ValMark Advisers, Inc. in Opelika, Alabama. He holds the CFP® and ChFC® designations and has seven years of industry experience. Prior to joining ValMark, he worked at Smith-Kastner Wealth Management and spent nine years at Animal Care Center. Mitchell serves on the boards of the Opelika Chamber Foundation and the Kiwanis Club of Opelika. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based portfolios primarily using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive back-office services.

Nathan Kastner is a CFP® professional with over 21 years of experience in financial services. He has been with ValMark Advisers, Inc. since 2011 and is also associated with Valmark Securities, Inc. and Capital Asset Strategies, Inc. Kastner serves as treasurer for the Rotary International Opelika chapter and provides conservatorship and trustee services to individuals and trusts. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm utilizes diversified, goal-based model portfolios and asset allocation strategies, combining proprietary and third-party platforms to deliver tailored client solutions.

Charles Gable is a CFP® with 16 years of industry experience, currently serving as a financial advisor at ValMark Advisers, Inc. since 2018. His prior experience includes roles at Fidelity Bank and a brief period as a self-employed advisor. Outside of investment advisory, he operates a tax return preparation service and serves as an estate administrator. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisory representatives. The firm utilizes diversified, goal-based model portfolios primarily implemented with mutual funds, ETFs, and approved third-party managers, and offers a range of proprietary and third-party investment programs and support services.

Christopher Buxton is a CFP® professional with 24 years of industry experience, currently serving at Creative Financial Designs, Inc. since 2011. He holds Series 63 and Series 66 licenses and is the managing member of Buxton Investment Management, LLC, where he dedicates significant time to investment services. Creative Financial Designs serves a diverse client base including individuals, charitable organizations, corporate clients, and retirement plans, offering a range of investment management and financial planning services. The firm uses asset-class model allocations informed by third-party research and provides strategies from passive to tactically managed portfolios, including a suite of Biblical Responsible Investing options.

Jeffrey Nance is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, Inc., Lincoln Financial Advisors, McDonald & Hagen Wealth Management, LLC, and LPL Financial, LLC. Outside of advisory services, he is involved in selling life and health insurance, Medicare supplemental coverage, and annuities through 20/20 Wealth Management Group, LLC. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, trusts, charitable organizations, and municipal entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing proprietary and third-party platforms.

Brian Ledbetter is a Series 66-licensed financial advisor with Valic Financial Advisors, based in Auburn, Alabama. He has 23 years of industry experience and has been with Valic since 2003. Outside of his advisory role, he serves as treasurer for Auburn First Baptist Church, where he assists with budgeting and trust fund investment reviews. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Robert Bowman is a financial advisor at First Command Advisory Services with 26 years of industry experience. He has been with First Command Financial Planning, Inc. and First Command Financial Services, Inc. since 1999 and joined First Command Advisory Services in 2015. Bowman holds Series 63 and Series 65 licenses and is based in Opelika, Alabama. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs delivered through a centralized Investment Management Team that selects and monitors model portfolios and third-party managers.

Kevin Grotlisch is a financial advisor at PNC Wealth Management with 13 years of industry experience. He holds the Series 66 designation and has worked at PNC Investments since 2017. Prior to that, he was with Cetera Investment Services and Regions Bank from 2015 to 2017. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account pilot that uses algorithm-driven risk assessment and implements approved model strategies with mutual funds and ETFs.

John Shenker is a financial advisor at Voya Financial Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked with the Las Vegas Raiders and held positions at Auburn University and Deerfield Windsor School. Voya Financial Advisors serves a diverse client base including individual and institutional investors such as retirement plan sponsors, charitable organizations, and high-net-worth individuals. The firm provides a variety of services including financial planning, portfolio management, and plan-sponsor consulting, with a focus on non-discretionary, recommendation-based advice delivered through multiple program structures.

Thomas Campbell is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Kestra Advisory since 2016 and has operated Campbell Wealth Management LLC since 2009. Campbell serves as a director of the Crippled Childrens Foundation, a community and charitable organization. Kestra Advisory Services provides investment advisory and retirement plan consulting to a wide range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm manages nearly $80 billion in assets and serves large institutional investors, including sovereign wealth funds.

Sheila Bendall is a financial advisor with Valic Financial Advisors in Auburn, AL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Valic Financial Advisors since 1998 and also serves as an agent for Agia, offering non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models and operating at scale with over 1,200 advisors.

Regan Stanfield is a CFP®-credentialed financial advisor with 19 years of industry experience, currently serving at RBC Rochdale, LLC since 2019. Prior to this, he worked at Triad Advisors, Inc. from 2014 to 2018. Outside of his advisory role, he is a sole proprietor of a jewelry distribution business and serves as an adjunct professor and occasional speaker at Auburn University. RBC Rochdale serves a diverse client base including high net worth individuals, institutions, and municipal entities, employing an active multi-strategy investment process that integrates quantitative and fundamental analysis. The firm manages approximately $73 billion in assets and offers discretionary portfolio management, sub-advisory services, and investment vehicles through a proprietary Galaxy asset-allocation tool.