Kristine Anile is a CFP® with seven years of industry experience, currently serving as a financial advisor at Kestra Advisory Services, LLC since 2021. Her prior experience includes roles at Ameritas Investment Corp, David White and Associates, and Insight Wealth Strategies. She operates a registered representative business under the name Dudum Financial. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as plan design, fiduciary consulting, employee education, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves clients including large institutional investors and sovereign wealth funds.

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 41 years of industry experience. He has worked at Kestra Advisory and Kestra Investment Services since 2020 and previously spent seven years with Raymond James Financial Services. Massey is also involved in business activities as president of Corporate Financial Services, LLC, where he focuses on selling retirement plans and working with companies to review annual reports. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers services such as plan design, fiduciary consulting, employee education, and access to multiple management platforms, serving clients that range from large institutional investors to sovereign wealth funds.

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.

Morgan Robinson II is a financial advisor with Eagle Strategies (NY Life) based in Montgomery, AL. He holds Series 65 and Series 63 designations and has 15 years of industry experience. His work history includes roles at Eagle Strategies LLC, Wealth Visionary Financial, LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through various program types, emphasizing non-discretionary management and fiduciary responsibilities, particularly within the New York Life affiliate structure.

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.

Kenneth Laneaux is a financial advisor at First Command Advisory Services with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill Lynch and Edward Jones. Laneaux has also served as an agent selling non-securities insurance products for AGIA. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, focusing on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs with model portfolios managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Freddie Spears is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Primerica Advisors since 1999 and has a concurrent association with Guardian Life Insurance Company dating back to 1991. Outside of his advisory role, Spears is a managing partner in a real estate investment venture and is involved in managing a motel, among other business activities. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services with access to proprietary and third-party investment strategies, supported by an integrated operating model managing approximately $15 billion in regulatory assets.

Hunter Massey is a financial advisor with Kestra Advisory in Montgomery, AL, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at Kestra Advisory since 2020 and previously spent seven years at Raymond James Financial Services. Massey serves as Chief Investment Officer for both Kestra Advisory Services, LLC and CorpFinancial LLC, where he is involved in investment advisory and insurance sales. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan-level investment advice, and vendor benchmarking, and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Stephanie Ames is a financial advisor at First Command Advisory Services with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Raymond James & Associates and multiple First Command entities. Ames also operated Stephanie Ames Financial Coaching in 2019. First Command Advisory Services, Inc. serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed by a centralized Investment Management Team using a range of mutual funds, ETFs, and third-party managers.

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 at PNC Wealth Management with 15 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. She has been with PNC Wealth Management since 2021. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering for employees that employs algorithm-driven risk assessments and approved model strategies managed by PNC or third-party strategists.

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.

Travis Winn is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2012, also working with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning. The firm’s approach includes structured discovery processes and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Seth Meadows is a financial advisor at Raymond James Financial with five years of industry experience. He holds the Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2021. Outside of his advisory role, he is an associate at Meridiem Advisory Group LLC, where he dedicates significant time to client services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as institutional and nonprofit entities. The firm employs a non-discretionary approach utilizing analytical tools and risk profiling to tailor recommendations aligned with client objectives.

Sang Chung is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He holds the Series 66 designation and is based in Montgomery, AL. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.