Roselyn Spaan is a financial advisor with Eagle Strategies (NY Life) based in Fairhope, Alabama. She holds Series 63 and Series 66 licenses and has five years of industry experience. Roselyn is the owner of Athena Wealth Strategies LLC, which brokers non-registered insurance products, and she is also a member of Enlightened Entrepreneurs LLC DBA Biz Kidz: From Bored to Business, where she authored and illustrated a children’s book. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis, working extensively with defined contribution and defined benefit plans.

Nicolas Rhodes is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to his current role, he worked at Principal Securities Inc. and Principal Life Insurance Company. Outside of his financial career, he is also a musician who writes, records, and performs live music. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, relying on Morningstar Investment Management for portfolio construction and oversight. The firm operates at scale with a large client base and a focus on non-discretionary investment assets.

Karen Hamilton is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her career includes roles at Union Financial, Inc., Principal Securities Inc., Fourth Column Financial Group, and Principal Life Insurance Company. Outside of her advisory work, she is a founder and committee member of the Karen's Kids Scholarship Fund, which provides educational scholarships. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel overseas. The firm provides financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions under various advisory and promoter arrangements.

Kyle Beshoar is a financial advisor at Brookstone Capital Management LLC with two years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2023. Prior to that, he was employed at U.S. Bank and Darden Restaurants. Beshoar is also an insurance agent with Beshoar Financial Services. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, registered investment advisers, sovereign wealth funds, and banking institutions.

Chase Smith is a Series 66-licensed financial advisor with 11 years of industry experience, currently with PNC Wealth Management. He previously worked at Edward Jones for nine years before joining PNC Investments LLC in 2023. Outside of his advisory role, Smith serves as president of Sehoy POA, a non-investment related organization. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses approved investment strategies with mutual funds and ETFs, focusing on algorithm-driven risk assessment and annual portfolio rebalancing.

William Graham is a financial advisor with Guardian Life and holds a Series 66 designation. He has five years of industry experience and has worked at both Guardian Life Insurance Company and Park Avenue Securities since 2017. Outside of his advisory role, he is involved in a guitar resale business. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Michael Beshoar is a financial advisor at Brookstone Capital Management LLC with 17 years of industry experience. He holds Series 63 and Series 65 designations and has been with Brookstone since 2018, while also operating Beshoar Financial Services, LLC, where he consults and sells insurance products. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions.

Beverly Johnson Davis is a financial advisor with Eagle Strategies (NY Life) based in Fairhope, AL, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has been with Eagle Strategies since 2018 and also maintains roles with NYLIFE Securities LLC and New York Life Insurance Co dating back to 2014. Outside of her advisory work, she manages a rental property. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis.

Marion Delaplaine is a financial advisor with Money Concepts Capital Corp in Fairhope, Alabama, holding the PFS™ designation and Series 63 license. She has 29 years of industry experience and has been with Money Concepts Capital Corp since 1996. Outside of her advisory role, she is involved in tax planning, preparation, and consulting through her own CPA practice. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a range of managed programs and investment strategies, combining model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Rance Morgan Jr. is a financial advisor with Valic Financial Advisors in Mobile, Alabama, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Valic Financial Advisors since 2013 and is also associated with Agia. Outside of his advisory role, he engages in woodworking, fabricating raw lumber into home decor through his business, Dusty Boots Woodcraft. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction and managing approximately $26.4 billion in discretionary assets.

Justin Law is a financial advisor with Primerica Advisors, holding a Series 66 designation and four years of industry experience. He has worked at Guardian Life Insurance Company and Park Avenue Securities since 2019. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing various investment strategies through proprietary and third-party platforms.

Samuel Robinson is a CFP® with 21 years of industry experience, currently serving with Primerica Advisors. He has worked with Guardian Life Insurance Company and Peachtree Planning Corporation. Outside of his advisory role, he is involved with Omni at Gap Lake Ministry, which is developing a sports camp for students. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers various investment programs and financial planning solutions supported by a mix of proprietary and third-party strategies.

Paul Rankin is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and totaling 10 years of industry experience. His prior work history includes roles at Woodmen Financial Services, Bank of America, Merrill, and Wells Fargo. PNC Wealth Management provides retail brokerage and advisory services utilizing model-based investment programs, including a digital discretionary model account offered as an employee pilot. The firm’s approach incorporates algorithm-driven risk assessment and delegates portfolio implementation to third-party strategists.

Angelina Mc Lane is a financial advisor at First Command Advisory Services with five years of industry experience. She holds the Series 66 designation and has held various roles within the First Command organization since 2020. Prior to her financial services career, she worked in yoga instruction and wellness. 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 multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

Jeffrey Phillips is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 designations and over 35 years of industry experience. His career includes positions at LPL Financial, Wells Fargo Clearing, and Morgan Keegan & Company, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions, including its proprietary WealthSuite platform and third-party TAMPs. The firm employs a fiduciary-based advisory model utilizing multiple investment strategies and technology platforms.

Robert Thompson is a financial advisor with Creative Planning, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His career includes roles at Morgan Stanley, Prudential Insurance Company of America, Empower Financial Services, and Empower Advisory Group before joining Creative Planning. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure while providing fiduciary services and a variety of non-investment resources through affiliated entities.

Kelly Dowell is a financial advisor with Eagle Strategies (New York Life) based in Daphne, Alabama, holding Series 63 and Series 66 licenses with 30 years of industry experience. He has been associated with New York Life and Nylife Securities since 1995 and owns Dowell Financial Group, Inc. Outside of his advisory work, Dowell operates a hunting guide service and volunteers with local Christian outreach groups, including Men of Jubilee and Loxley Barn Ministry. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of programs, emphasizing tailored advice and predominantly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Edward Manning is a financial advisor with Empower Advisory Group in Foley, AL, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has worked at GWFS Equities, Inc. since 2014 and has been with J.P. Morgan Institutional Investments Inc. and JPMorgan Retirement Plan Services since 2003. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage clients. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.

Charles Wood is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and consulting services primarily through non-discretionary relationships.

Mary Nevitt is a financial advisor at Edward Jones with 15 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2010. Outside of her advisory role, she is involved in retail product purchases through Amway for personal use. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment strategies. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated capabilities including a trust company and proprietary mutual funds.