William Graham III is a financial advisor at Aptus Capital Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Aptus since 2020. Prior to joining Aptus, he spent seven years at JEAR Logistics, LLC. Aptus Capital Advisors manages approximately $14.47 billion and provides advisory services to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses primarily ETF-based strategies combining technical and fundamental analysis to manage portfolios on a discretionary, model-driven basis.

Marilyn Baggett is a financial advisor at Kestra Private Wealth Services, LLC with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and WELLS FARGO Advisors. Additionally, she serves as a notary and assists advisors and clients as a registered associate with Dauphine Capital. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and specializes in advisor-managed accounts, third-party manager platforms, wrap programs, and other specialized offerings.

Jason Carter is a Series 66 registered advisor with AlphaStar Capital Management, based in Daphne, AL, and has one year of industry experience. Prior to joining AlphaStar, he worked at Edward Jones and Security National Life Insurance Company, among other roles. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm employs a mix of strategic and tactical investment approaches through firm-designed model portfolios and third-party technologies, managing approximately $2.5 billion in assets across 153 advisors.

Tenzin Phuntsok is a financial advisor at Aptus Capital Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has worked at several firms including First Trust Portfolios L.P., First Trust Advisors L.P., and Gyroscope Capital Management Group, LLC. Aptus Capital Advisors manages approximately $14.47 billion on a discretionary basis and provides services to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a blend of technical and fundamental analysis primarily through ETFs, including its suite of actively managed Aptus funds, and offers a range of advisory and portfolio management services.

Edward Norfleet is a CFA® charterholder with four years of industry experience. He has worked at Leavell Investment Management, Inc. since 2022 and previously spent eight years at the Virginia Retirement System. Leavell Investment Management oversees approximately $3.0 billion in discretionary assets, offering portfolio management, financial planning, and selected family-office services to a range of clients including individuals, families, businesses, and institutional accounts. The firm employs a fundamental investment approach focused on diversification, risk control, and long-term compounding, and manages two registered no-load mutual funds.

Tamara Morton is a financial advisor at Leavell Investment Management, Inc. in Fairhope, Alabama, holding a Series 65 designation with 18 years of industry experience. She has been with Leavell Investment Management since 1999. Leavell Investment Management manages approximately $3.0 billion in discretionary assets, providing portfolio management, financial planning, and family-office services to a diverse client base that includes individuals, families, businesses, and institutional investors. The firm employs a fundamental investment approach focused on diversification, risk control, and long-term compounding across multiple asset classes.

James Ashbee is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors before joining Kestra in 2024. In addition to his advisory role, he is involved with Dauphine Capital, where he provides insurance-related client services. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams, serving individual and institutional clients. The firm manages approximately $13.45 billion in client assets across about 208 advisors and delivers a broad range of investment products and specialized services through advisor-managed accounts and third-party platforms.

Roselyn Spaan is a financial advisor with Eagle Strategies (NY Life) based in Fairhope, AL, holding Series 63 and Series 66 licenses and with four years of industry experience. She is the owner of Athena Wealth Strategies LLC, which brokers non-registered insurance products and sells New York Life products, and is also involved as an author and illustrator of a children’s book published by Enlightened Entrepreneurs LLC DBA Biz Kidz. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers tailored advice and solutions across multiple program types, with a significant portion of assets managed on a non-discretionary basis and a focus on fiduciary responsibilities to retirement investors.

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.

Richella Vincent Lee is a financial advisor with TIAA-CREF, holding a Series 66 designation and bringing 18 years of industry experience. She has been with TIAA-CREF since 2014. Outside of her advisory role, she serves as a general board member for Ambition Preparatory Charter School, a K-8 school in Jackson, Mississippi. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers model-based and customized portfolio management under a fiduciary standard and acts as adviser to the TIAA Donor Advised Fund.

Michael Cowart Jr. is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked with multiple firms, including Lion Street Advisors and ProEquities Inc. Cowart serves as a board member for the Coastal Alabama Chapter of The Salvation Army. Integrity Alliance is a large advisory and brokerage network with over 300 independent advisers managing approximately $5.4 billion in client assets. The firm offers a range of services including portfolio management, financial planning, and third-party manager referrals, serving individual investors, corporations, and qualified retirement plans.

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.

Trace Jordan is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Wells Fargo Bank, NYLIFE Securities LLC, New York Life Insurance Company, and several universities. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors, their participants, and retail brokerage clients. The firm’s integrated model supports point-in-time financial plans and managed account solutions, with a focus on long-term portfolio returns and client saving rates.

Dennis Farrar is a financial advisor with Eagle Strategies (New York Life) based in Mobile, Alabama. He holds Series 63 and Series 65 licenses and has 16 years of industry experience, including tenure at Eagle Strategies since 2016 and affiliations with Nylife Securities LLC and New York Life Insurance Company dating back to 2009 and 2010, respectively. He is also appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse client base of individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm provides a range of advisory programs including fee-based hourly advice and co-advisory relationships, with the majority of assets managed on a non-discretionary basis.

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.

Raimundo Espinheira is a financial advisor at Eagle Strategies (NY Life) with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Safra Invest, NYLIFE Securities LLC, and New York Life. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across various program types and manages the majority of its assets on a non-discretionary basis.

David Wallace is a Series 66-licensed financial advisor with Guardian Life, based in Mobile, AL. He has five years of industry experience, including roles at Park Avenue Securities and Strategic Wealth Specialists. Wallace previously worked at Franciscan University of Steubenville for four years. Guardian Life’s subsidiary, Park Avenue Securities LLC, serves individual and institutional clients with brokerage services, financial planning, retirement consulting, and a range of advisory programs, combining proprietary and third-party investment strategies.