Charles Lineberry is a financial advisor with RFG Advisory, LLC, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at Merrill and Wells Fargo Clearing. In addition to his advisory work, he operates an independent agency selling property and casualty insurance to individuals and businesses. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm mainly delivers discretionary portfolio management through a variety of model strategies and third-party platforms, and it acts as a sub-adviser to multiple ETFs while offering access to alternative investments and annuity platforms.

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.

Nicholas Mc Kay is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Prudential Retirement, Tennessee Valley Media, and Walgreen Boots Alliance. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s integrated approach combines proprietary planning tools with managed account solutions within Empower’s recordkeeping and administrative platforms.

Jessica Culbert is a financial advisor with First Command Advisory Services in Montgomery, Alabama. She holds the Series 66 designation and has four years of industry experience. Prior to joining First Command, she worked at Intrust Financial Services and LPL Financial. 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 multiple wrap-fee asset management programs managed by an internal Investment Management Team and Wealth Portfolio Managers.

Jennifer Householder is a financial advisor at Empower Advisory Group with 24 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has been affiliated with GWFS Equities Inc/Great West Life & Annuity Insurance Company since 2009. Outside of her advisory work, she co-owns My Adventure Challenge, LLC, which involves fulfilling orders and managing a related Facebook group during evenings and weekends. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and select retail brokerage clients. The firm uses an integrated approach leveraging proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates.

Morgan Robinson II is a financial advisor with Eagle Strategies (NY Life) in Montgomery, AL, holding Series 65 and Series 63 licenses and possessing 15 years of industry experience. His career includes roles at Eagle Strategies LLC, Wealth Visionary Financial, LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis.

Robert Scullen is a CFP® professional with 47 years of industry experience. He has worked at Brookstone Capital Management LLC since 2018 and previously held roles at Global Financial Private Capital LLC and GF Investment Services LLC. He also operates Robert W. Scullen Insurance, a business he has owned since 2002. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs a range of investment strategies, such as strategic and dynamic asset allocation, Unified Managed Accounts, and options-enhanced strategies, while also serving as a sub-advisor to other advisory programs.

Jared Gilbert is a financial advisor with TIAA-CREF in Deatsville, Alabama, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He has worked at TIAA-CREF since 2017 and previously was employed by Advised Assets Group, LLC and GWFS Equities, Inc. Outside of his advisory role, Jared manages a private wildlife farm and owns a residential asphalt paving business. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered retirement plans. The firm combines point-in-time financial planning with ongoing portfolio management under a fiduciary standard, utilizing both model and customized portfolios.

April Watson is a financial advisor at Empower Advisory Group with 20 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services. 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. The firm’s integrated model leverages proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, delivering both point-in-time financial plans and optional managed account solutions.

Joseph Donaldson is a financial advisor with Eagle Strategies (NY Life) in Montgomery, Alabama, holding a Series 63 designation and 43 years of industry experience. He has been with Eagle Strategies since 2010 and has longstanding ties to New York Life Insurance Company and its affiliated entities dating back to 1978. Donaldson serves as a board member at Faulkner University in Montgomery. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individual investors, institutional sponsors, and corporate and charitable organizations. The firm delivers advice through multiple program types, emphasizing tailored recommendations and predominantly managing assets on a non-discretionary basis.

Teresa Jackson is a financial advisor with PNC Wealth Management in Montgomery, AL, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has worked at PNC Wealth Management since 2021, following five years at Wells Fargo Clearing. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a digital, discretionary model account available via an invitation-only pilot for employees. The firm’s approach uses algorithm-driven risk assessment and delegates portfolio implementation and proxy voting to third parties.

James Goble is a financial advisor at First Command Advisory Services with one year of industry experience. He holds the Series 65 and Series 63 designations. Prior to joining the firm, he served in the United States Air Force for eight years and worked in public schools in Enid and Autauga County. 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 provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

Jason Batrez is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at PNC Wealth Management. His prior experience includes roles at BBVA Wealth Solutions, Progressive Insurance, TD Ameritrade, and Scottrade. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessment and approved model strategies with annual rebalancing.

Carl R. Watson is a financial advisor at UBS Financial Services in Montgomery, AL, holding a Series 66 designation with 24 years of industry experience. He has been with UBS Financial Services since 2001. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets and research resources to support client strategies.

Cindy Cornette is a CFP® professional with 26 years of experience in the financial industry. She has worked at Ameriprise since 2019 and previously spent seven years with Wells Fargo Advisors. Outside of her advisory role, she serves on the Board of Directors and as Treasurer for the Arrowhead Country Club Ladies Association, is a board member of the Arrowhead Country Club Board of Governors, and holds a leadership position with the Wynlakes Women’s Association. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. As a large institutional firm, Ameriprise also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jeffrey Wright is a Series 66-licensed financial advisor with 18 years of industry experience. He is currently with Cambridge Investment Research Advisors, where he has worked since 2017. Prior to this, he held roles at Berthel Fisher & Company Financial Services, Equity Services, and Voya Financial. Outside of his advisory work, Wright serves as president and board member of several nonprofit organizations, including The Children’s Center of Montgomery, and co-hosts the podcast "Jeff Knows Money." Cambridge Investment Research Advisors serves individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Bryan Morgan is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Merrill since 1996. He also has experience at Bank of America, N.A. since 2022. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Beverly Boatwright is a financial advisor with Merrill in Montgomery, AL, holding a Series 66 designation and 25 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Inc. since 1988, totaling 38 years with the firm. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Charisse Pierre is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley & Co. LLC before joining Merrill in 2011. Outside of her advisory role, she assists her daughter with her online jewelry business, participates part-time in food delivery, and serves on the boards of Krewe of Nandi and Niorix Network, organizations focused on community and business networking. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Lacey Maxwell is a financial advisor with Merrill in Montgomery, AL, holding Series 63 and Series 66 licenses and seven years of industry experience. Her prior work includes roles at Wells Fargo Clearing, BBVA, and Wells Fargo Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.