Jason Dyken is the principal of Dyken Wealth Strategies, Inc. in Gulf Shores, Alabama, with 24 years of industry experience. He previously worked at First Allied Advisory Services and First Allied Securities, Inc. He serves as a councilman for the City of Gulf Shores and operates a consulting business alongside his advisory practice. Dyken Wealth Strategies provides portfolio management, financial planning, and pension consulting to individual investors and pension or profit-sharing plans. The firm follows a long-term investment approach based on modern portfolio theory, primarily utilizing mutual funds and third-party managers, and combines advisory services with affiliated insurance activities.

Julie Jenkins is a financial advisor at Redesign Wealth Planning in Robertsdale, Alabama, holding a Series 65 designation with two years of industry experience. Prior to founding her independent firm, she worked at Care Financial and spent 15 years at Southern Women's Specialist. In addition to her advisory role, she holds a Certified Divorce Financial Analyst (CDFA) credential and operates a separate divorce-consulting business. Redesign Wealth Planning serves individual and high-net-worth clients with comprehensive financial planning and discretionary investment management, emphasizing a passive, low-cost, diversified approach using index mutual funds and ETFs. The firm provides educational seminars and directly manages client assets following the discontinuation of third-party investment managers.

Christopher Bales is a CFP® and Series 66-registered financial advisor with 15 years of industry experience. He founded and leads Bridgeworks Asset Management, LLC, and also operates Bales Law Firm and previously managed Bridgeworks Divorce Planning, LLC. His background includes roles at Tennessee Valley Asset Management Partners, LLC and LPL Financial, LLC. Bridgeworks Asset Management is an independent registered investment adviser serving primarily individual clients and charitable organizations. The firm offers portfolio management, financial planning, and consulting services, customizing strategies that incorporate modern portfolio theory, technical analysis, and various trading approaches. Its practice is uniquely integrated with family-law services, reflecting the principal’s dual financial planning and legal expertise.

John Grant is the sole advisor at Grant Financial Group in Elberta, Alabama, holding Series 63 and Series 65 designations with 26 years of industry experience. He has operated Grant Financial Group since 2008. Grant is also a licensed life, health, and variable annuity insurance agent with appointments at multiple insurance companies, focusing primarily on fixed deferred, equity-linked index, and immediate annuities. Grant Financial Group is an independent, state-registered investment adviser serving approximately 97 clients, including individuals, trusts, estates, charitable organizations, and business entities. The firm uses a conservative, actively managed approach blending bond funds, equities, ETFs, and mutual funds, with daily security reviews and discretionary trading authority to implement client investment plans.

Nathan Faircloth is a financial advisor with STM Asset Management LLC in Robertsdale, Alabama. He holds a Series 63 designation and has 15 years of industry experience. He has been with STM Asset Management and The Faircloth Group P.C. since 2014. Outside of advisory work, Faircloth is a partner in The Faircloth Group, an accounting firm providing bookkeeping, tax preparation, and payroll services. STM Asset Management provides investment supervisory services to individuals, pension and 401(k) plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $56 million in assets and tailors portfolios based on clients’ risk tolerance and time horizon using technical, fundamental, and cyclical analysis.

Todd Turk is a financial advisor at Freedom Wealth Coaching, LLC in Elberta, Alabama, holding a Series 65 designation with three years of industry experience. His prior work includes roles in real estate at Coldwell Banker Coastal Realty, Patrick Daily Real Estate, and Re/Max of Orange Beach, as well as extensive experience at United Rentals. Freedom Wealth Coaching provides fee-based investment management, financial planning, and non-discretionary retirement plan consulting to individuals, trusts, estates, small businesses, and plan sponsors. The firm employs a co-advisory structure with an independent SEC-registered investment manager to implement long-term strategic asset allocation in client portfolios aligned with Modern Portfolio Theory.

Lance Williams is a financial advisor at NewSong Capital Management, Inc. with 21 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at LPL Financial LLC. Outside of his advisory role, he owns and operates a commercial spear fishing business and participates in fishing and diving tournaments as a brand ambassador. NewSong Capital Management provides investment management and ongoing financial planning services to individuals, trusts, pension plans, charitable organizations, and business entities. The firm offers customized portfolio management that includes equities, mutual funds, ETFs, fixed income, limited cryptocurrency exposure, and derivatives, combining traditional asset management with subscription-style financial planning and integrated risk management.

Robert Cassella is a financial advisor at Cross State Financial Group LLC with 36 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Crown Capital Securities, Foothill Securities, and in legal services. He has been with Cross State Financial Group since 2016 and has also been involved in insurance sales since 2007. Cross State Financial Group serves individuals, charities, and retirement plans with financial planning, portfolio management, and oversight of third-party advisers. The firm combines fundamental analysis with tactical asset allocation and manages approximately $166.8 million in discretionary assets through a team of nine advisors operating across nine offices.

Alex Brumback is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and Cetera. Outside of his advisory work, he operates two small businesses specializing in custom engraved accessories and food services. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily delivers advice through managed advisory programs that utilize third-party portfolio managers and provides planning and reporting via its investment adviser representatives.

Todd Phillips is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 license and 14 years of industry experience. He has worked extensively within Navy Federal-affiliated firms since 2015, with previous roles at Invest Financial Corporation, Chase Investment Services Corp., and Morgan Stanley & Co. LLC. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients. The firm offers portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options, primarily through managed advisory programs utilizing third-party portfolio managers on the Envestnet platform.

Joseph Schultz Jr. is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and eight years of industry experience. He has been with Navy Federal Investment Services and Navy Federal Financial Group since 2018, following a year at NYLIFE Securities LLC and New York Life Insurance Company. Prior to his advisory career, he spent four years at the University of West Florida. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm employs managed advisory programs featuring third-party portfolio managers and provides layered investment solutions alongside automated ETF portfolio options.

Andrew Jurnovoy is a Series 66 licensed financial advisor with Navy Federal Investment Services, LLC, based in Pensacola, FL. He has three years of industry experience, including prior roles at Premier Island Management Group and Navy Federal Credit Union. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm structures client portfolios by selecting and monitoring third-party portfolio managers through the Envestnet platform and provides both managed advisory programs and automated ETF portfolio products.

David Wallin is a financial advisor at Navy Federal Investment Services, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Navy Federal since 2010, including prior experience at Merrill from 2008 to 2010. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm emphasizes managed advisory programs utilizing third-party portfolio managers and supports layered investment solutions alongside digital automated ETF portfolios.

Alyssa Schuster is a financial advisor at Navy Federal Investment Services, LLC with two years of industry experience. She previously worked at Stifel, Baird, and Prestige Wealth Management. Alyssa also serves as a Florida Notary and works as a brand ambassador for Red Aspen. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm structures client portfolios primarily through third-party portfolio managers on the Envestnet platform and offers both managed advisory programs and digital automated ETF portfolios.

Monica Comer is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has worked with firms including Merrill, Truist Investment Services, Raymond James Financial, and Navy Federal Financial Group. Comer is involved in community mentoring and event organization with A Night with the King, a women's addiction center in Pensacola, FL. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients by offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm utilizes third-party portfolio managers on the Envestnet platform and provides layered solutions including unified managed accounts and automated ETF portfolios.

William Bowman Jr. is a financial advisor with Navy Federal Investment Services, LLC, holding the ChFC® designation and Series 66 license. He has 21 years of industry experience, including five years at Ameriprise and over 16 years at Navy Federal Financial Group and its affiliated entities. Outside of advising, he owns and manages a property management company that oversees lease contracts and maintenance. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients by providing portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily uses managed advisory programs with third-party portfolio managers and offers layered investment solutions that include unified managed accounts and automated ETF portfolios.

Andrea Mack is a financial advisor with Navy Federal Investment Services, LLC, holding a ChFC® designation and Series 63 license. She has 28 years of industry experience, including roles at Securian Financial Services, Minnesota Life Insurance Company, Riversource Distributors, Inc., and Highland Capital/OWI. She is based in Pensacola, FL. Navy Federal Investment Services serves members of Navy Federal Credit Union and other individual, trust, and institutional clients, providing portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes managed advisory programs with third-party portfolio managers and offers both personalized and automated investment solutions.

Adam Cartwright is a ChFC® credentialed financial advisor with six years of industry experience. He is currently affiliated with Navy Federal Investment Services, LLC and Navy Federal Financial Group, where he has worked since 2019. Prior to this, he held positions at Regions Bank and WalMart. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily delivers advice through managed advisory programs that utilize third-party portfolio managers and supports a range of layered investment solutions, including automated ETF portfolios.

Nicholas Wilson is a CFP® with three years of industry experience, currently serving as a financial advisor at Navy Federal Investment Services, LLC. His work history includes various roles within the Navy Federal organization as well as positions outside the financial sector. Outside of his advisory role, he works as an audio engineer for a local church. Navy Federal Investment Services serves members of Navy Federal Credit Union and other clients by offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options, primarily through managed advisory programs utilizing third-party portfolio managers.

Michaela Hintz is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Navy Federal, she worked at Morgan Stanley and E*TRADE Securities LLC. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily delivers advice through managed advisory programs using third-party portfolio managers and provides layered investment solutions alongside digital automated portfolio products.