Joshua Laxson is a CFP®-certified financial advisor with 12 years of experience at Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and is based in Opelika, AL. Outside of his advisory role, Laxson serves as a mentor for students and alumni at Auburn University College of Business and operates an independent insurance agency alongside his work. Voya Financial Advisors, Inc. serves a broad range of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and third-party money manager access, delivering advice primarily through non-discretionary recommendation-based programs.

Cheryl Casey is a CFP® professional with 35 years of industry experience, currently serving at Kestra Advisory since 2017. She previously worked at MBSC Securities Corporation for 10 years. Casey is a board director for the Auburn University Foundation, where she serves on various committees. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients. The firm offers a range of services including fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

David Foster is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior work includes roles at Lincoln Financial Advisors, LPL Financial LLC, and Transamerica Investors Securities Corporation. Outside of his advisory work, he is the owner and contractor of BDFC LLC, a business unrelated to his financial services career. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice programs and investment education. The firm uses proprietary software and model portfolios developed in partnership with Morningstar Investment Management to guide asset allocation and retirement planning.

Morgan Holmes is a Series 66-licensed financial advisor at Osaic Advisory Services, LLC with four years of industry experience. His prior roles include positions at Merrill, CRC Insurance, and 20/20 Wealth Management Group. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving 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 a combination of proprietary guidance and third-party platforms.

Shirley Haynes is a financial advisor with Valic Financial Advisors in Auburn, Alabama, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at Valic Financial Advisors since 1997 and has been associated with Agia since 2022. Outside of her advisory role, she serves in a non-paid marketing consulting capacity for KC Haynes Holdings, LLC, a family-owned business involved in water treatment chemical and equipment resale. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Amanda Harrelson is a financial advisor with Osaic Advisory Services, LLC, holding the ChFC® designation and Series 63 and 66 licenses. She has 20 years of experience in the industry, with prior roles at Arbor Point Advisors, Securities America, Inc., and Summit Financial Group Inc. Harrelson is also an adjunct professor at Auburn University, where she teaches one to two courses per semester. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and public entities. The firm offers a variety of advisory services, including investment management and retirement plan consulting, using multiple program models and a combination of proprietary and third-party platforms.

Michael Hudson is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds a Series 66 designation and previously worked at SunTrust Advisory Services, LLC and SunTrust Investment Services, Inc. for eight years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage account holders. The firm offers financial plans focused on long-term portfolio returns and savings rates, delivered through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Frank Laxson is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 65 credentials and has 30 years of industry experience. Prior to joining VOYA in 2014, he worked at Provident Life & Accident since 1990. Outside of his advisory role, he is an independent insurance agent involved in the sale of fixed insurance products. VOYA Financial Advisors serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers a variety of services such as financial planning, portfolio management, and plan-sponsor consulting, with a focus on providing advice primarily through non-discretionary relationships and multiple program structures.

William Jinright is a financial advisor at Osaic Advisory Services, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Securities America, Inc. and Gibson and Carden, where he is also employed as a staff accountant. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm provides various advisory services through multiple program models and utilizes a combination of proprietary and third-party platforms for portfolio management.

Lonnie Simpson Jr. is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 26 years of industry experience. He previously worked at Arbor Point Advisors, Securities America, Cetera, and Summit Brokerage Services. He serves as a board member of the Jason Dufner Charitable Foundation and is involved in business development through an LLC focused on commercial real estate projects. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse clientele including individuals, pension plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms.

Brian Belsterling is a financial advisor with SPC in Auburn, Alabama, holding a Series 66 designation and 14 years of industry experience. He has been with SPC and Parkland Securities since 2014. Outside of his advisory role, he operates Paragon Advisors Group, LLC and Paragon Choice, a property and casualty insurance business. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisors.

David Griffith is a financial advisor with Eagle Strategies (NY Life) headquartered in Auburn, AL. He holds the ChFC® designation and Series 63 license, with 26 years of industry experience. Prior to joining Eagle Strategies in 2024, Griffith worked at New York Life Insurance Company and Nylife Securities Inc. since 1999. He is a board member of the Montgomery Estate Planning Council. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types and manages most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

James Bolton is a financial advisor with Morgan Stanley in Opelika, Alabama, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a disciplined investment approach, combining broad retail and institutional offerings with specialized advisory services.

Benjamin Porter is a financial advisor at Cambridge Investment Research Advisors in Auburn, Alabama. He holds a Series 66 designation and has prior experience working at Goodwyn Mills Cawood, LLC, Chptr, LLC, Southern Power, and Auburn University. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing multiple custody platforms and a mix of proprietary and third-party investment strategies.

Savannah Patrick is a financial advisor with LPL Financial in Opelika, Alabama, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, she worked at Montgomery Cardiovascular Associates and held roles in education at Pensacola Christian Academy. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

William Williford is a financial advisor with Ameriprise in Auburn, Alabama, holding a Series 66 designation and having one year of industry experience. He has been with Ameriprise since 2018 and was self-employed from 2015 to 2018. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Mary Reynolds Strassner is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 16 years of industry experience. Her career includes roles at First Citizens Bank and First Citizens Investor Services, with her current affiliation at Cetera beginning in 2022. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients. The firm offers a wide range of portfolio management and financial planning services, utilizing a multi-manager platform with various program options and over $256 billion in assets under management.

Samuel Neff is a financial advisor with Morgan Stanley in Opelika, Alabama, holding a Series 66 designation and having one year of industry experience. His prior work includes roles at Auburn University and Mohawk Industries. Outside of his advisory work, he is the sole proprietor of DJ Services, an entertainment business. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm employs structured planning processes and offers both retail and institutional investment solutions.

Michael Mercer is a financial advisor with Primerica Advisors in West Point, GA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at PFS Investments Inc. since 2002 and Primerica Financial Services since 2001. In addition to his advisory role, Mercer is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Linda Stewart is a financial advisor at Edward Jones in Opelika, Alabama, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she worked at Winmo and Moore's Mill Club and took a year as a stay-at-home mom. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 financial advisors and offers various tax-efficient and overlay services.