Bonnie Brewer is a financial advisor at Cetera with 12 years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley, Ameriprise Financial Services, and SA Stone Wealth Management. Outside of advising, she is involved in retail and online sales through her role at Pottery Barn. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and multiple program structures.

Michael Jones is a financial advisor with Primerica Advisors in Birmingham, AL, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at PFS Investments Inc. since 2020 and has been involved with Primerica Financial Services since 1995. Outside of his advisory role, he is the owner and salesperson of Harmony Remodeling, Inc., a non-investment-related business. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Graham Roy is a financial advisor with Raymond James & Associates in Birmingham, AL, holding a Series 66 designation and seven years of industry experience. His work history includes roles at Park Avenue Securities, Guardian Life Insurance Company, and National Financial Services Group. Outside of finance, he has experience working at Lyft and in the food industry with Voodoo Wing Co. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Eric Cantrell is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 15 years of industry experience, including roles at Collateral Financial Advisors, LLC, and Cambridge Investment Research since 2013. Outside of advising, he is involved as an insurance and benefits business owner and also works as a writer and speaker. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charities, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of investment solutions across multiple platforms and includes proprietary model strategies as well as access to third-party managers.

Dusty Kanute is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.