Megan Mosholder is a financial advisor at Ameriprise with 11 years of industry experience. She holds the CFP® and Series 66 designations and previously worked at Charles Schwab and Charles Schwab Bank for nine years. Outside of her advisory role, she manages an independent advisory business under Watermelon Bay, LLC. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Mary Beard is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 15 years of industry experience. She has worked at Raymond James since 2011 and is also associated with LaMar Financial Services, where she contributes to event planning, client service, retirement planning, and risk management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individual, high-net-worth, institutional, and corporate clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and is notable for its municipal advisory affiliation and specialized offerings such as SIMPLE IRA Employer Advisory & Consulting Services.

Martin Branch is a financial advisor with Cetera and holds a Series 63 designation. He has 26 years of industry experience, including roles at Concourse Financial Group Securities Inc and operating his own insurance services business for over a decade. Branch has additional experience in insurance product sales and service through his outside business activities. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and program structures, supported by a large network of independent advisors.

Catherine Johnston is a financial advisor with Ameriprise in Opelika, Alabama, holding a Series 66 designation and 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement who meet specific asset criteria, providing detailed, research-based recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines algorithmic automation with personalized review to deliver these services and offers a broad range of advisory, brokerage, and insurance solutions.

David Charlton is a financial advisor with Primerica Advisors in Opelika, AL, holding Series 63 and Series 65 licenses and six years of industry experience. His work history includes positions at Fair Square Medicare and J.C. Penney, as well as ongoing involvement with Carville Gin Co. and SCF Buildings. He also has a long-term association with Primerica Financial Services dating back to 1989. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

Kelly Wilson is a financial advisor with Edward Jones in Auburn, Alabama, holding CFP®, ChFC®, and Series 66 credentials. She has 12 years of industry experience and has been with Edward Jones since 2013. In addition to her advisory role, she teaches a course on U.S. financial systems (FINC 3700) as an adjunct instructor at Auburn University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

John Letts is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 22 years of industry experience and has been with Cambridge Investment Research Advisors since 2015. Outside of his advisory work, he operates as an independent insurance agent through Collegiate Financial Advisors, Inc. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm offers a range of investment solutions including proprietary models and third-party strategies across various platform arrangements.

Benjamin Presley is a CFP® professional with three years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior roles include positions at Davis Bingham Hudson and Buckner and involvement with Rent Gear Here. Outside of his advisory work, Presley cohosts the Entrusted Podcast, focusing on topics unrelated to investment. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and related advisory services through a network of independent professionals. The firm offers multiple portfolio management solutions and supports both discretionary and non-discretionary investment approaches tailored to client objectives.

Matthew Clegg is a CFP®-credentialed financial advisor with 25 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors, where he has worked since 2017. Prior to that, he spent a year with Signator Investors, Inc. Outside of his advisory work, Clegg serves on the Industrial Development Board of the City of Auburn and is a board member of Leadership Alabama. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement advisory through independent Financial Professionals, utilizing various platform arrangements and a combination of proprietary and third-party strategies.

Daniel Rolling is a financial advisor with Edward Jones in Opelika, Alabama, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a large network of advisors and branches.

Fred Middleton is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera and its affiliate entities since 2015. Outside of advisory work, Middleton is involved in financial education, serving as an instructor for workshops and at Auburn University, and operates PMG Planning Inc, a financial services firm where he is president and owner. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager investment platform with various portfolio management options, including model portfolios, third-party managers, and customized strategies, managing over $256 billion in assets through a network of more than 10,000 advisors.

Theresa Mott is a Series 66-registered financial advisor with Edward Jones, based in Auburn, AL, and has eight years of industry experience. She has worked at Edward Jones since 2016, with a two-year period at Bank of America/Merrill Lynch from 2023 to 2025. Outside of her advisory role, she is the owner of Motty Business Solutions, a business consulting and graphic design firm. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a large nationwide network of advisors and branches, offering a range of advisory programs and affiliated investment products.

Andrew Mccay is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Morgan Stanley and its Private Bank division, as well as leadership and financial professional roles at Kodiak Wealth, LLC. Outside of his advisory work, he is involved as an insurance agent selling life, fixed annuities, and long-term care products, and he serves as president of Kodiak Wealth, LLC. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers across discretionary and non-discretionary program options.

Susan Caylor is a financial advisor with Morgan Stanley in Opelika, Alabama, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. She previously worked at Merrill and Bank of America, where she spent 15 and 11 years respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Elizabeth Middleton is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Her background includes positions with the USDA Forest Service and various roles at Auburn University. She has also worked in the food and hospitality industry. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Aaron Bethune is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 12 years of industry experience. He previously worked at Lincoln Financial Advisors and ProEquities Inc, and operated Legacy Advisory Group as a DBA. Outside of his advisory role, he is the owner of B & A Financial, LLC, a non-investment related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, utilizing a range of investment strategies and advisor-support tools.

Bradley Wilson is a financial advisor at Cambridge Investment Research Advisors with 27 years of industry experience. He holds a Series 63 designation and has been with Cambridge since 2017, following a year at Signator Investors. Outside of his advisory role, he serves as Vice Chairman of the Auburn Water Works Board and is Treasurer of Friends of Ron Anders. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering services such as financial planning, investment management, and retirement plan advisory. The firm provides a range of investment solutions through independent Financial Professionals, utilizing proprietary and third-party strategies across multiple platform arrangements.

Andrew Greene is a financial advisor with LPL Financial, holding a Series 66 credential and 15 years of industry experience. Prior to joining LPL in 2026, he worked at Raymond James Financial Services Advisors and Edward Jones. Greene also operates Greene Financial, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced advisor tools and extensive non-advisory financial activities.

William Loosier Jr. is a Series 66 licensed financial advisor with Edward Jones in Opelika, Alabama, where he has worked since 2007. He has 18 years of industry experience. Loosier serves on the board of directors for the Opelika Chamber of Commerce. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and maintains affiliated capabilities such as a trust company and securities-based lending.

Matthew Anderson is a financial advisor at LPL Financial with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill and Synovus Securities. His additional business activities include involvement with Clarke Financial Group, focusing on non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.