Stephen Dorsey is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 licenses and has two years of industry experience. He previously worked at Bank of America and Kelly Services before joining First Command. Outside of advising, he owns a business entity, Dorsey's First Command Advising LLC, which manages his commissions and related billing. First Command Advisory Services is an SEC-registered firm that serves individuals, corporations, 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 using model portfolios and third-party managers, with investment selections made centrally through an internal Investment Management Team.

Broadus Cleveland III is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Personal Financial Specialist™ (PFS™) with 22 years of industry experience. He currently works at HB Wealth Management, LLC, where he has been since 2023, following a 19-year tenure at Calvary Wealth, LLC. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers discretionary wealth management and financial planning, combining quantitative and qualitative due diligence across public and private strategies, and manages portfolios aligned with clients’ objectives and risk tolerance.

Kristen Wilson is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at Independent Financial Group since 2017 and previously at Truist Investment Services, Inc. from 2005 to 2007. Outside of her advisory role, Wilson volunteers in fundraising activities for the Leukemia Lymphoma Society. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and institutional accounts. The firm offers financial planning, discretionary and non-discretionary portfolio management, and utilizes a combination of firm- and third-party investment models across multiple platforms.

Jeffrey Anderson is a financial advisor at First Command Advisory Services with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Command in various roles since 2011. Outside of his advisory work, he is the owner of JNAnderson, LLC. 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 wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers, utilizing model portfolios from approved funds and third-party managers.

Benjamin Lowe is a financial advisor with First Command Advisory Services in Evans, GA, holding a Series 66 designation and eight years of industry experience. He has worked across multiple affiliates of the First Command organization since 2017. Outside of finance, he is a professional musician involved in occasional recording sessions and live performances. First Command Advisory Services is an SEC-registered investment adviser serving 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 Management Team and Wealth Portfolio Managers.

Sherleen Udasco is a financial advisor at First Command Advisory Services with eight years of industry experience. She holds a Series 66 designation and has worked at various First Command entities since 2016, with additional experience at Aston Carter Inc. from 2022 to 2022. Sherleen is based in Evans, GA. First Command Advisory Services, Inc. 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 a centralized Investment Management Team and Wealth Portfolio Managers.

Edwin May is a financial advisor at Janney Montgomery Scott with two years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Morgan Stanley and Pruco Securities LLC. Outside of finance, he has been involved with May Brothers Firewood for nine years. Janney Montgomery Scott is a large, dually registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Sunara Anderson is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining First Command, she served in various roles within the Department of Defense and worked briefly at Edward Jones. First Command Advisory Services, Inc. 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, utilizing a centralized Investment Management Team to design and manage model portfolios.

Zachary Montgomery is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and three years of industry experience. He has worked in various capacities within the Bankers Life companies since 2017, including insurance sales and agency management, where he oversees hiring and training of agents. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management and retirement plan consulting. The firm utilizes a combination of fundamental, technical, and cyclical analysis to provide customized investment strategies tailored to clients’ goals and risk tolerances.

Robert Wiswell is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 17 years of industry experience. His prior work includes positions at Morgan Stanley and Wells Fargo Clearing. He operates a registered investment advisory business under the name Wiswell Wealth Management through Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and access to various advisory programs. The firm’s investment approach integrates client goals and risk tolerances with multiple strategies and third-party managers, supported by proprietary and external technology platforms.

John Mccollum is a CFP® professional with over 31 years of experience in the financial services industry. He has been with Primerica Advisors since 1999 and also has longstanding roles with The Guardian Life Insurance Company and Peachtree Planning Corporation. Outside of his primary roles, he is involved in selling insurance products beyond Guardian offerings. Primerica Advisors 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, utilizing a range of proprietary and third-party investment strategies and programs.

Betty Kendra is a financial advisor with Eagle Strategies (NY Life) in Martinez, GA, holding a Series 63 designation and bringing 22 years of industry experience. She has been with Eagle Strategies since 2014 and also serves as Vice President, Secretary, and Treasurer of Kendra Financial Group, LLC, which manages office overhead expenses and offers insurance and annuity products. Kendra is additionally appointed as an insurance broker with outside carriers. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Donna Carr is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with Fifth Third Securities since 2002 and with Fifth Third Bank since 1999. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base including individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account options and distinctive features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank.

Hubert Cooke III is a financial advisor with Primerica Advisors who holds a Series 63 designation and has 44 years of industry experience. He has been associated with Peachtree Planning Corporation, Park Avenue Securities, and Guardian Life Insurance Company since 2001. 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, providing various proprietary and third-party investment programs along with financial planning and consulting solutions.

Edward Williams is a financial advisor with Independent Financial Partners who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has worked at Independent Financial Partners since 2012 and previously spent nine years with LPL Financial. Outside of his advisory work, he serves as a trustee for a family trust and operates a consulting sole proprietorship focused on reviewing materials and writing opinion reports. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable capability in retirement-plan advisory and pension consulting.

Jessica Bost is a CFP® accredited financial advisor with six years of industry experience, currently with AE Wealth Management, LLC. She has previously worked at Alpha Architect, LLC, Lake Avenue Financial LLC, and Guardian Life Insurance Co of America. In addition to her advisory role, she is involved in insurance sales and services through WG Financial Group. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and various analytical strategies, managing approximately $49.8 billion for over 127,000 clients.

Jason Ross is a CFP® with 22 years of industry experience, currently with Truist Advisory Services. He has worked with SunTrust Advisory Services since 2016 and with SunTrust Investment Services, Inc. since 2005. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary strategies and incorporates AI-enabled tools in research, supporting manager selection and ongoing portfolio oversight.

Wesley Sullivan is a ChFC® with 11 years of experience in the financial services industry. He is currently with CWM, LLC, where he has worked for eight years, and has prior experience with firms including Strategic Financial Management, LLC and Cetera Advisor Networks. Outside of his advisory role, he manages Wesley C. Sullivan, LLC, serving as an advisor and strategist, and is involved in real estate through Fitzgerald and Sullivan Real Estate, LLC. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm offers portfolio management, financial planning, and retirement-plan services, managing accounts primarily on a discretionary basis using model portfolios overseen by an in-house Investment Committee.

Scott Fitzgerald Jr. is a CFP® professional with 24 years of industry experience. He is currently with CWM, LLC, where he has worked since 2018. His prior roles include positions at Cetera Advisor Networks, Pinnacle Insurance and Financial Services, and Strategic Financial Management. Outside of his advisory work, he serves on the board of the Fellowship of Christian Athletes and the Golden Harvest Food Bank. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm employs a discretionary management approach utilizing model portfolios overseen by an in-house Investment Committee and offers a range of services including financial planning, portfolio management, and retirement-plan solutions.

Joan Kerr is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 65 credential and seven years of industry experience. She has been with Ameritas Advisory Services since 2021 and concurrently operates her own firm, Joan Kerr Financial Services, LLC, which she founded in 2016. In addition to her financial advisory roles, she is active in her local church, assisting with the music ministry, intercessory prayer, and senior adult activities. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a diverse clientele, including individual investors, retirement plans, charitable organizations, and corporate clients, utilizing a variety of managed account programs and third-party solutions supported by dedicated portfolio monitoring and risk management tools.