Clarence Carroll is a Series 65-registered financial advisor with Attainable Wealth LLC in Enterprise, AL, where he has worked since 2018. He has 10 years of industry experience, including two years at Invest Wise, LLC, and a 32-year career in the United States Army. Attainable Wealth provides personalized investment advice and financial planning primarily to individual clients, as well as high-net-worth, business, and charitable clients. The firm operates as a co-advisor with Matson Money, using Modern Portfolio and Efficient Market principles to guide asset allocation and rebalancing, and offers free public seminars and workshops.

Brian Mc Leod is a financial advisor at BWB Advisory Group with two years of industry experience. He holds a Series 65 designation and previously worked for National Security Insurance Company for 31 years. Mc Leod is also an accountant and partner at Brunson, Wilkerson, Bowden & Associates, PC, an affiliated accounting firm. BWB Advisory Group provides portfolio management, retirement-plan consulting, and financial planning primarily for individual clients, including high-net-worth households, as well as pension and charitable organizations. The firm uses a range of investment strategies, including options and private placements, and coordinates closely with its affiliated accounting firm to integrate tax and accounting services.

William Haskins is a financial advisor at Arkadios Wealth Advisors with 26 years of industry experience. His background includes roles at LPL Financial, RFG Advisory, and Private Client Services. Outside of his advisory work, he serves as president of a local youth baseball league, organizing schedules and supervising team activities. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through customized investment plans and multiple managed account options. The firm offers portfolio reporting and integrates an in-house portfolio team that supports advisors with models, strategies, and trade execution across various asset classes.

Michael Thomas Jr. is a financial advisor at Vanderbilt Advisory Services with 11 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2014 to 2025. In addition to his advisory role, he serves as a Deputy Brigade Commander and aviation officer in the US Army Reserve. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach combined with fundamental, technical, and charting analysis, and is noted for its integration with retirement-plan and benefits firms, offering a comprehensive advisory and plan-administration platform.

Christine Meitzler is a financial advisor at First Command Advisory Services with seven years of industry experience. She holds a Series 66 designation and has worked exclusively with First Command entities since 2018, following a thirteen-year tenure in the education sector. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Terri Reeder is a financial advisor at First Command Advisory Services with one year of industry experience. She holds Series 63 and Series 65 licenses and has worked at several First Command affiliates since 2024. Prior to her financial services career, she held roles with Kelly Education and Carthage Central School District. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed centrally by its Investment Management Team and Wealth Portfolio Managers.

Kimberley Foisie is a CFP® professional with 4 years of industry experience, currently affiliated with First Command Advisory Services. Her career includes roles at Edward Jones Investments and several First Command entities. She also has experience working in the hospitality and retail sectors. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporations, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team.

Ross Nelson is a financial advisor at First Command Advisory Services with one year of industry experience. He holds the Series 63 and Series 65 designations and previously served 30 years in the United States Army. Nelson also has experience in mortgage lending with Liberty Home Mortgage. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporate, and charitable clients, with a particular emphasis on active-duty service members and their families. The firm provides financial planning and various wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios and select third-party managers.

Katrina Kroening is a financial advisor at Empower Advisory Group with two years of industry experience. She holds the Series 66 and Series 63 credentials and has previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Bank of America. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage account holders, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Jeffrey Luther is a CFP® professional with over 40 years of experience in financial services. He has been with First Command Advisory Services since 2015 and has worked within the First Command organization since 1986. Outside of his advisory role, he is also the owner of a beekeeping business, selling surplus honey and other hive-related products. First Command Advisory Services is an SEC-registered adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers, using prescreened third-party managers and model portfolios.

Marshall Lane is a financial advisor with First Command Advisory Services in Enterprise, AL, holding the CFP® and ChFC® designations and Series 66 license. He has five years of industry experience, including prior service in the United States Marine Corps from 2016 to 2020. Lane is also the owner of Lead from the Front LLC, a pass-through entity used for business expense management. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs featuring model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Joseph Parrish is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he served in the United States Air Force for 20 years and worked at Amentum Services Inc. for two years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and provides a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jennilene Guico is a financial advisor with Wells Fargo Clearing Services, LLC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She has worked at Wells Fargo Bank since 2013 and at Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research and analytics from its investment institute alongside third-party data to inform its investment approach.

Michael Clark is a financial advisor with Edward Jones in Enterprise, AL, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 16 years of industry experience and has been with Edward Jones for 15 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment options. The firm is notable for its large network of advisors and branches, affiliated mutual funds, and a fiduciary standard in its advisory services.

Derek Dickens is a financial advisor with Edward Jones in Ozark, AL, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as president of the Ozark Chamber of Commerce, president-elect of the Ozark Rotary Club, and as a reserve deputy with the Dale County Sheriff Department. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Samantha Bichsel is a Series 66-licensed financial advisor with Raymond James & Associates, where she has worked since 2021. She has three years of industry experience and previously worked at The Park Preschool at Trenton Crossing. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension and profit-sharing plans, and municipalities, offering financial planning and consulting with a range of portfolio management styles and affiliated research.

Kathleen Skinner is a financial advisor with Edward Jones, holding a Series 66 designation and 8 years of industry experience. She has worked at Edward Jones since 1996, including her current role since 2017. Outside of her advisory work, she owns and operates an at-home embroidery business and co-owns a landscaping company with her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Janet Marshall is a financial advisor with Edward Jones in Enterprise, Alabama. She holds a Series 66 designation and has two years of industry experience. Prior to joining Edward Jones in 2023, she worked for seven years at All In Credit Union. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Aaron Jones is a Series 66-licensed financial advisor with Edward Jones in Enterprise, Alabama, with four years of industry experience. Prior to joining Edward Jones, he served eight years with the Enterprise City Board of Education. Outside of his advisory role, he is the owner of a retail hardware business and serves as a board member for the Enterprise Retirement Center. Edward Jones is a full-service wealth management firm that serves individual and institutional clients across a wide range of segments. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors, offering a variety of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services under a fiduciary standard.