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 financial advisor with Guardian Life and holds the Series 66 designation. He has five years of experience in the industry, including roles at Park Avenue Securities and Strategic Wealth Specialists. Before entering financial services, he spent four years at Franciscan University of Steubenville. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plan sponsors, charities, and businesses. The firm provides a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and digital advisory solutions.

Richard Brinson is a financial advisor at PNC Wealth Management with 28 years of industry experience. He holds a Series 66 designation and has been with PNC Investments since 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees. The firm uses algorithm-driven risk assessments to recommend portfolio strategies managed by PNC or third-party strategists, with implementation handled by investment delegates.

Richard Alexander is a financial advisor with Eagle Strategies (NY Life) based in Mobile, AL, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with Eagle Strategies since 2016 and operates Alexander Financial Group LLC, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages the vast majority of its assets on a non-discretionary basis, working extensively with institutional sponsors alongside individual investors.

Ryan Mahtani is a financial advisor at Truist Advisory Services with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Truist Advisory Services and its affiliated firms since 2018, including Bb&T Securities and BBTIS. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms, to deliver asset allocation, fiduciary support, and manager selection services.

Kellie Thompson is a Series 66 licensed financial advisor with 24 years of industry experience. She currently works at Steward Partners Investment Advisory, LLC and its affiliated entities, joining the firm in 2023. Her prior experience includes roles at Wells Fargo Clearing and Legg Mason Wood Walker, Incorporated. Thompson serves as Treasurer of the Augusta Evans Garden Association, a nonprofit neighborhood garden group in Mobile, Alabama. Steward Partners Investment Advisory, LLC is a national SEC-registered RIA managing approximately $36.7 billion in assets. The firm offers a range of investment advisory and financial planning services to individuals, pension plans, corporations, trusts, estates, and charitable organizations through both discretionary and non-discretionary portfolio management options.

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.

Laureen Lynn is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She previously worked at Wells Fargo Clearing and Morgan Stanley in various capacities over nearly two decades. Outside of her advisory role, she serves on the board and investment committee of the Alabama West FL United Methodist Foundation and holds leadership positions with the Mobile Opera and Ashland Place United Methodist Church. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through multiple portfolio management solutions.

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.

Margaret Leffler is a financial advisor at Empower Advisory Group with one year of industry experience. She holds a Series 66 designation and previously worked at LPL Financial LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its planning approach.

Ronald Schley is a financial advisor at Independent Financial Group, LLC with 33 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes positions at Resource Horizons Investment Advisory, Inc. and PartnerVEST Advisory Services LLC. He is also the owner of a marketing DBA called Retirement Solutions and works as a licensed insurance agent in Minnesota. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate and retirement plans. The firm uses a combination of strategic asset allocation, multi-manager portfolios, and both passive and active investment exposures, providing financial planning and portfolio management through multiple platforms.

Vincent Matthews is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His career includes roles at Scottrade, TD Ameritrade, Hancock Whitney Bank, and various Empower entities. He is based in Mobile, AL. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.

David Bush is a financial advisor with Empower Advisory Group in Mobile, Alabama, holding a Series 66 designation and 23 years of industry experience. His previous roles include positions at Prudential Insurance Company of America, LPL Financial, and Morgan Stanley DW Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders, using an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing, delivering both point-in-time financial plans and optional managed account solutions.

Justin Law is a financial advisor at Guardian Life with five years of industry experience. He holds a Series 66 designation and has worked at Guardian Life and Park Avenue Securities since 2019. Prior to his financial career, he held roles in transportation and furniture sales. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses with brokerage and advisory services. The firm offers tailored client solutions through a combination of advisor-led discretionary management, model-based strategies, and digital advisory platforms.

Timothy Heath is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Park Avenue Securities since 2013. Outside of his advisory role, he is involved with Heath Holdings LLC, a business focused on buying and selling residential properties. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through a combination of advisor-led discretionary management and model-based strategies, alongside access to proprietary programs and third-party advisory solutions.

Jamie Kertis is a financial advisor at Commonwealth Financial Network with 15 years of industry experience. He holds a Series 66 designation and has worked at Commonwealth since 2012. Prior to that, he was with Citigroup Global Markets for one year. Kertis is also a partner and co-owner of Allied Wealth Educators, LLC, a private entity involved in securities business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $213 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

Samuel Robinson is a CFP®-credentialed financial advisor with 22 years of industry experience, currently with Guardian Life in Fairhope, Alabama. He has worked with Guardian Life and its related entities since 2007. Outside of his advisory work, he is involved with Omni at Gap Lake Ministry, which is developing a sports camp for students. Guardian Life, through its subsidiary Park Avenue® Wealth Management, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of investment management solutions, financial planning, and consulting services tailored to client needs, leveraging proprietary programs and third-party platforms.

Paul Rankin is a financial advisor with PNC Wealth Management in Fairhope, Alabama. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. His prior roles include positions at Woodmen Financial Services, Bank of America, Merrill, and Wells Fargo. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation only to employees. The firm uses algorithm-driven risk assessments to implement approved model strategies through mutual funds and ETFs, with portfolio management delegated to third parties.

Jonathan Zimlich is a CFP® professional with over 32 years of industry experience, currently serving at Guardian Life since 1993. He holds Series 63 and Series 65 licenses and operates out of Mobile, Alabama. Outside of his advisory work, he volunteers on the Finance Committee at St Mary Parish. Guardian Life, through its subsidiary Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and nonprofit organizations. The firm combines advisor-led discretionary management with model-based strategies, offering tailored client solutions that include financial planning, consulting, and access to proprietary and third-party investment programs.