Kevin Mc Mahon is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Principal Life Insurance Company, Northwestern Mutual, and Shamrock Trading Corporation. He also engages in insurance sales and service through Crump/PPN. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Dalton Lueck is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 66 and Series 63 licenses. His work history includes roles at Empower Financial Services, Lucas Retirement Group, and Wells Fargo. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Malissa Romack is a Certified Financial Planner® affiliated with Benjamin F. Edwards & Company, Inc., with 29 years of industry experience. She has worked at Benjamin F. Edwards since 2011. Outside of her advisory role, she serves as Attorney-in-Fact for a parent company and as Trustee for a family revocable living trust. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management consulting through a variety of strategies managed internally and by third parties.

Robert Leighton is a financial advisor at Transamerica Retirement Advisors, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2022 to 2026. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services, relying on Morningstar Investment Management for portfolio construction and ongoing oversight.

Otis Thames is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Valic Financial Advisors since 2003 and also serves as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of investment advisor representatives.

Scott Howe is a financial advisor at Mariner with Series 63 and Series 65 credentials and 29 years of industry experience. Prior to joining Mariner in 2023, he worked at Candriam, Forester Capital LLC, and AllianceBernstein L.P., with periods of unemployment in between. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an internal management team and offers a broad range of investment strategies along with integrated tax and administrative services.

Ashli Smith is a financial advisor at Creative Planning with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Lockton Investment Advisors, Lockton Companies, and IRA Group, Inc. Outside of her advisory role, she owns a short-term rental property in Miramar Beach, Florida. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various tactical approaches.

Wayne Rogers is a financial advisor at &Partners with 21 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &Partners serves a diverse range of clients, including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and ERISA consulting services using a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts.

Laura Plourde is a CFP® and ChFC® with 34 years of experience in the financial services industry. She has been affiliated with Equity Services, Inc. and National Life Group since 2010. Outside of her advisory work, she is a partner and owner of Clyde River Camping, a business renting campsites in Vermont. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes third-party asset managers and model portfolios, combining long-term strategies with options for short-term trading and specialized instruments.

Joseph Hamner is a financial advisor at GWN Securities Inc. with 28 years of industry experience. He previously worked at AXA Advisors, LLC from 2010 to 2017 before joining GWN Securities. Hamner serves as a board member for the Gulf Coast State College Foundation, focusing on fundraising activities. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm supports a large network of advisors and provides a range of managed-account programs, including traditional asset allocation and legacy market-timing strategies.

Roger Hobby is a financial advisor at Empower Advisory Group with 35 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and Fidelity Personal and Workplace Advisors for over a decade. Outside of his advisory role, he serves as the sole trustee for the Scott Family Trusts. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Chad Link is a financial advisor with Truist Advisory Services, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. He has worked with various Truist entities since 2015, including Truist Investment Services and Suntrust Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by AI-enabled research and inter-affiliate integration.

Adam Breazeale is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory, Inc. He has been with Charles Schwab-affiliated firms since 2018 and previously worked at Fifth Third Securities and CUNA Mutual Group. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering recommendations based on standardized asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, focusing on wealth management education and annual financial reviews without exercising discretionary trading authority.

Bradlee Hilley is a CFP® with 10 years of experience currently serving at First Command Advisory Services. His career includes roles at First Command Insurance Services Inc. and First Command Financial Planning, and he has served in the United States Army National Guard since 2013. Outside of his advisory work, he is a partner in a local coffee shop, Hilltrust Coffee, LLC, where he assists with business operations. First Command Advisory Services, Inc. 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 multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Rebecca Bromley is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and 13 years of industry experience. She has worked extensively in advisory and banking roles at firms including Wells Fargo and Bank of America prior to joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary strategies supported by third-party platforms and AI-enhanced research.

Holly Onda is a financial advisor with Principal Financial Services in Panama City, FL, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at LPL Financial, Capital City Bank, and Edward Jones. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

Brennan Laird is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials and one year of industry experience. He has served in the US Army National Guard since 2014. Prior to his current role, his work history includes positions at Perk's Coffee Shot, Walmart, UPS, and the Oktibeha Sheriff's Department. 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 multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to select model portfolios and third-party managers.

Deborah Chamblee is a financial advisor with PNC Wealth Management and holds a Series 66 designation. She has 21 years of industry experience and previously worked at BBVA Wealth Solutions Inc., Compass Bank, and BBVA Securities Inc. from 2016 to 2021. PNC Wealth Management provides retail brokerage and advisory services through model-based investment programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and implements approved mutual fund and ETF strategies with annual rebalancing.

Ashley Davison is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 credential and three years of industry experience. Prior to joining Benjamin F. Edwards in 2022, she worked in various roles including management positions at Shades Bar & Grill and The Seagrove Market Cafe. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, pension plans, and charitable organizations. The firm offers fee-based wrap programs, financial planning, and investment management with a variety of strategies monitored by an Investment Strategy Committee.

Anastasia Mawhinney is a financial advisor at Benjamin F. Edwards & Company, Inc. with three years of industry experience. She holds the Series 66 designation and previously worked at Bank of America, Merrill, and Allen, Mooney, & Barnes Investment Advisors. Anastasia completed her studies at Florida State University before starting her advisory career. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, and institutions. The firm offers fee-based wrap programs, financial planning, and investment management using a range of model strategies and portfolios monitored by an Investment Strategy Committee.