Mary Smith is a financial advisor with Invista Advisors in Montgomery, AL, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has worked at Invista Advisors (formerly McDonald & Hagan Wealth Management) since 2016 and previously spent 19 years at LPL Financial. Invista Advisors provides investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, and pension plans. The firm offers tailored portfolio management using a variety of analytical approaches and manages both discretionary and non-discretionary assets through a fee-based structure.

Matthew Murphy is a CFP® professional with 18 years of experience in the financial services industry. He is currently CEO and advisor at Marble Wealth, LLC, and previously worked at UBS Financial Services and Sanctuary Advisors, LLC. His activities include being a licensed insurance professional, which accounts for a small portion of his business time. Marble Wealth provides integrated wealth management services, combining financial planning and discretionary portfolio management for individuals, families, trusts, businesses, and charitable organizations. The firm employs a primarily long-term investment approach using ETFs, individual equities, and independent managers, and offers digital-asset custody through Fidelity Digital Asset Services.

Justin Clark is a Series 65-licensed financial advisor with Jackson Thornton Wealth Management, LLC in Montgomery, AL, bringing four years of industry experience. His career includes roles at several Jackson Thornton affiliated entities as well as B2 Partners and Warren Averett. Jackson Thornton Wealth Management serves individuals, high-net-worth clients, qualified retirement plans, trusts, foundations, and small businesses. The firm’s approach emphasizes portfolio construction and investment management rooted in Modern Portfolio Theory, using diversified passive investments and Monte Carlo analysis to guide asset allocation.

Crystal Smith is a financial advisor at Jackson Thornton Wealth Management, LLC with seven years of industry experience. She holds a Series 65 designation and has worked across multiple entities within the Jackson Thornton organization since 2010. Jackson Thornton Wealth Management serves individuals, high-net-worth clients, retirement plans, trusts, foundations, and small businesses with a focus on portfolio construction, investment management, and wealth management consultations. The firm employs a long-term, passively implemented investment approach grounded in Modern Portfolio Theory, utilizing mutual funds and ETFs with an emphasis on Dimensional Fund Advisors vehicles.

Dustin Hatfield is a financial advisor at Marble Wealth, LLC with seven years of industry experience. He holds the Series 66 designation and has worked at firms including UBS Financial Services Inc. and Sanctuary Securities, Inc. He is dually registered as an Investment Advisor Representative and Registered Representative on a temporary basis. Marble Wealth provides integrated wealth management services for individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm’s investment approach is primarily long-term, utilizing ETFs, individual equities, fundamental and technical analysis, and periodic rebalancing, with additional offerings such as digital-asset custody and a wrap fee program.

Lisa Free is a financial advisor at Invista Advisors with 16 years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial and McDonald Financial Services. Outside of her advisory role, she is an active writing agent with Advanced Risk Management Concepts, LLC. Invista Advisors provides investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, and pension plans. The firm offers fee-based portfolio management through custodial accounts at LPL Financial and employs a range of fundamental and technical analyses alongside platform programs to tailor portfolios according to client goals and risk tolerance.

Rebecca Baker is a CFP® and holds a Series 66 license, with 12 years of industry experience. She currently serves as COO and financial advisor at Marble Wealth, LLC and has prior experience with UBS Financial Services and Sanctuary Advisors. Outside of her advisory role, she is a partner in Marble Family Office, LLC, which provides tax preparation and personal financial statement services. Marble Wealth offers integrated wealth management services to individuals, families, trusts, businesses, charitable organizations, and retirement plans, emphasizing long-term portfolio construction primarily using ETFs and individual equities. The firm sponsors a wrap fee program and provides digital-asset custody through Fidelity Digital Asset Services for clients interested in cryptocurrency exposure.

Carole Duffey is a financial advisor at StoneX Advisors Inc. with 14 years of industry experience. She previously worked for infinex Investments, Inc. for ten years before joining StoneX Advisors and StoneX Securities in 2024. In addition to her advisory role, she serves as a financial advisor at River Bank & Trust, working with bankers to support clients' investment needs. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm uses a combination of advisor-managed portfolios, proprietary models, and third-party managers, supported by platforms such as Envestnet and Advyzon.

Cory Wright is a financial advisor with Gateway Wealth Partners, LLC in Montgomery, AL, holding Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Independent Advisor Alliance, LPL Financial, and various positions dating back to 2011. Gateway Wealth Partners is a registered investment adviser that offers financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers, managing approximately $1.25 billion in assets as of December 2024.

Todd Parsons is a financial advisor at Summit Financial, LLC with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Raymond James Financial Services Advisors, INC. and Trinity Presbyterian School. Parsons is also a partner in Parsons Broach, LLC, a non-investment-related business. Summit Financial, LLC is an SEC-registered multi-team advisory firm with approximately $26.35 billion in assets under management, serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, operating both discretionary and consultative platforms.

Heather Grubbs is a financial advisor at Vanderbilt Advisory Services with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including NYLIFE Securities LLC, OneAmerica Securities, and American United Life. Outside of her advisory role, she is a published author, speaker, and mentor involved in nonprofit work with teen girls. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, employing a strategic asset allocation approach and integrating retirement-plan consulting and administration alongside advisory services.

Culver Broach III is a CFP® professional with 31 years of industry experience, currently affiliated with Summit Financial, LLC. His prior roles include positions at Michael S Hansen Trust and Raymond James Financial Services Advisers Inc. Outside of advisory work, he is a self-employed music artist and booking agent and serves on the board of a nonprofit organization that maintains local mountain biking and hiking trails. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services, operating a blend of discretionary and consultative platforms.

Christopher Hagen is a financial advisor with Gateway Wealth Partners, LLC in Montgomery, AL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Independent Advisor Alliance, McDonald Financial Services, and LPL Financial. He serves on the boards of the YMCA at Peppertree and First Choice Women’s Medical Center. Gateway Wealth Partners is a registered investment adviser offering financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers when appropriate.

James Perry is a financial advisor at Gateway Wealth Partners, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Invista Advisors for 10 years and LPL Financial for 12 years. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, consulting, wealth management, and retirement plan consulting, typically allocating client assets among diversified mutual funds, ETFs, individual securities, and independent managers using both fundamental and technical analysis.

Charles Lineberry is a financial advisor at RFG Advisory, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he operates an independent insurance agency selling property and casualty coverage. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, retirement plan consulting, and access to various proprietary and third-party investment models, employing a mix of active and passive strategies alongside specialized services such as sub-advising ETFs and managing assets for investment companies.

Brianne Smith is a financial advisor with The Wealth Consulting Group and holds the PFS™ designation. She has six years of industry experience and previously operated her own advisory firm, RFG Advisory, LLC dba Brianne Financial. In addition to her advisory work, she is the owner and CEO of a CPA firm and serves as an assistant professor in the accounting program at Auburn University at Montgomery. She also manages a personal development business focused on podcasts, affiliate marketing, and coaching. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process using various strategies and offers both direct management and access to third-party programs, along with fiduciary services and integration with legal-service pathways.

Nathan Maynard is a CFP® and ChFC® credentialed advisor with eight years of industry experience, currently serving at First Command Advisory Services in Montgomery, AL. His prior work includes roles at Edward Jones and State Farm Insurance. He owns Maynard Financial, LLC, an entity established to manage income and expenses related to his position as District Advisor. First Command Advisory Services is an SEC-registered investment adviser focusing on individuals, corporate and charitable clients, with a particular emphasis on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Christopher Mc Keen is a financial advisor with First Command Advisory Services in Montgomery, AL, holding a Series 66 credential and four years of industry experience. He previously served 26 years in the United States Air Force before joining First Command in 2021. Mc Keen is also the owner of McKeen Financial LLC, which he uses to employ his staff. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients with a focus on active-duty service members and their families. The firm offers comprehensive financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team.

Keith Henderson is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and beginning his advisory career in 2026. Prior to joining First Command, he served in the U.S. Navy for 28 years. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs managed by a centralized Investment Management Team using model portfolios and third-party managers from approved lists.

Patrick Edwards is a financial advisor with Eagle Strategies (NY Life) in Montgomery, AL, holding Series 63 and Series 65 licenses and 19 years of industry experience. His career includes roles at WealthMark Financial Strategies and Wealthmark Financial Solutions, LLC. Edwards serves as Treasurer for the Wetumpka Area Chamber of Commerce and is a director and budget director at Morningview Baptist Church. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a variety of advisory programs, focusing on tailored recommendations and managing a substantial portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.