Carole Duffey is a financial advisor at StoneX Advisors Inc. with 14 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked for Infinex Investments, Inc. for 10 years. In addition to her advisory role, she serves as a financial advisor at River Bank & Trust, working with bankers to service customers' investment needs. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, providing portfolio management, financial planning, and consulting services through independent advisors and an in-house Private Client Group. The firm uses a variety of platforms and investment strategies, including proprietary models and third-party money managers, to implement client solutions.

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 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.

Brianne Hart is a financial advisor at The Wealth Consulting Group with seven years of industry experience and holds the PFS™ designation. She previously operated her own advisory firm, RFG Advisory, LLC dba Brianne Financial, and has been the owner and CEO of a CPA firm, Brianne C. Smith, CPA, LLC, since 2016. Hart is also an assistant professor in the accounting program at Auburn University at Montgomery and manages a personal development business focused on coaching and digital products. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual, corporate, retirement plan, and trust clients. The firm employs a combination of active and passive investment strategies, model portfolios, and algorithmic services, with a focus on customized approaches tailored to client goals and risk tolerances.

Nathan Maynard is a financial advisor with First Command Advisory Services in Montgomery, AL. He holds the CFP® and ChFC® designations, along with a Series 66 license, and has nine years of industry experience. Prior to joining First Command in 2018, he worked at Edward Jones and State Farm Insurance. Maynard is also the owner of Maynard Financial, LLC, a pass-through entity used for his role as District Advisor. 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 various wrap-fee asset management programs managed through a centralized Investment Management Team.

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.

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.

Andrew Fitch is a financial advisor at First Command Advisory Services with 10 years of industry experience. He holds a Series 66 designation and has worked at First Command in various capacities since 2016, including roles at First Command Insurance Services and First Command Financial Planning. Fitch also owns a small non-investment-related business used for payroll services. First Command Advisory Services is an SEC-registered adviser that serves individuals, corporations, 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 team utilizing model portfolios and approved third-party managers.

Christopher Carver is a financial advisor with Kestra Advisory, holding a Series 66 designation and one year of industry experience. Prior to joining Kestra Advisory, he worked at River Bank & Trust for 11 years. Outside of his advisory role, Carver serves as an ordained part-time associate pastor and trustee at Reformation Presbyterian Church and holds board positions including chairman of the River Region United Way and treasurer of the Alabama Law Foundation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base, including large institutional investors and sovereign wealth funds.

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.

John Massey is a financial advisor with Kestra Advisory who holds a Series 63 designation and has 42 years of industry experience. He has been with Kestra since 2020 and spent seven years at Raymond James Financial Services prior to that. Massey is also involved in real estate investing through Massey Investment Group, LLC, where he approves property purchases and provides personal capital. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm provides fiduciary services, plan design, compliance testing, and employee education, supporting investments with thorough due diligence and offering access to various management platforms and third-party solutions.

Henry Coker III is a ChFC® credentialed financial advisor with 40 years of industry experience. He is currently with Kestra Advisory, where he has been since 2021. Prior to that, he held roles at BBVA Wealth Solutions Inc., BBVA Securities Inc., BBVA Compass Insurance Agency, Inc., and COMPASS Bank dating back to 1997. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and utilizes multiple management platforms and third-party solutions.