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 with First Command Advisory Services, holding a Series 66 designation and 10 years of industry experience. He has been with First Command in various capacities since 2016. Outside of his advisory work, he owns a small non-investment-related business in Wetumpka, Alabama. 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 using model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

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) 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.

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.

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.

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.

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.

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 licenses. Prior to entering the financial services field, he served eight years in the United States Air Force and worked several years in public schools. First Command Advisory Services is an SEC-registered investment adviser that serves 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, using a centralized investment management team to design and manage model portfolios.

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.

Travis Winn is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its financial planning process.

Seth Meadows is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and possessing four years of industry experience. He has been with Raymond James since 2021 and previously worked at Troy University in various roles. Outside of his advisory duties, Meadows is also associated with Meridiem Advisory Group LLC, where he is involved in client services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored planning and investment consulting using risk profiling and analytical tools, and it supports advisory programs alongside a range of institutional consulting and portfolio management services.

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.