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.

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 financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 24 years of industry experience. Her previous roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. She serves as Treasurer of the Augusta Evans Garden Association, a nonprofit neighborhood garden group in Mobile, Alabama. Steward Partners Investment Advisory, LLC is an enterprise-scale registered investment advisor managing approximately $36.7 billion in assets. The firm provides investment advisory, financial planning, pension consulting, and managed account programs to individuals, institutions, and charitable organizations through a range of personalized and model portfolio solutions.

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 designations and 32 years of industry experience. Prior to joining Steward Partners in 2024, she spent eight years at Wells Fargo Clearing and two years at Wells Fargo Advisors. She serves on the board and investment committee of the Alabama West FL United Methodist Foundation and holds leadership roles with the Mobile Opera Board and Ashland Place United Methodist Church. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a range of clients, including individuals, pension plans, corporations, and charitable organizations, offering both discretionary and non-discretionary portfolio management along with financial planning and consulting services.

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.

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.

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 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.