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.

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 Guardian Life in Montgomery, AL, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has been with Guardian Life since 1991 and Guardian Life Insurance Company since 1991. Outside of his advisory role, he helps manage a motel through GLSS Enterprises. Guardian Life, through its subsidiary Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, incorporating insurance products and alternative investments within a range of tailored client services.

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.

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 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.

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.

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.