Christopher Thomason is a Series 66-licensed financial advisor with four years of industry experience. He is currently with MAI Capital Management, LLC and previously worked with Northwestern Mutual Wealth Management Company. Outside of his advisory role, Thomason is involved with the YMCA as a health coach, trainer, and greeter. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth planning, retirement consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning and tax services into client relationships.

Charlton Anderson Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and having 15 years of industry experience. He has worked at Raymond James since 2025 and previously was with LPL Financial and Trustmark Bank. Outside of advising, he owns and operates Anderson Farm, a cattle and timber farming business in Alabama. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and corporations. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through unique affiliations.