Douglas Tucker is a financial advisor with Tucker Financial Group in Montgomery, Alabama, holding the ChFC® designation and Series 63 and 65 licenses. He has 39 years of industry experience, including prior roles at Sagepoint Financial, Inc. and AIG American General Life Insurance Company. Outside of his advisory work, he is an independent insurance agent. Tucker Financial Group provides portfolio management and financial planning services to individuals and small businesses. The firm manages discretionary and non-discretionary accounts using tailored investment strategies and offers retirement and estate planning advice.

Daniel Dean is a financial advisor at Tucker Financial Group with a Series 65 designation and three years of industry experience. He previously worked at Alea for 23 years and has held roles at County Risk Services and the AC Board of Education. Outside of finance, he serves as a police officer at Central Alabama Community College. Tucker Financial Group is an SEC-registered investment adviser that provides portfolio management and financial planning services to individuals and small businesses. The firm manages discretionary and non-discretionary accounts using various strategies tailored to clients’ objectives and risk tolerances.

Benjamin Auman is a financial advisor at Tucker Financial Group in Montgomery, Alabama. He holds a Series 65 designation and has four years of industry experience. Prior to joining Tucker Financial Group in 2018, he worked for Huntsville City Schools from 2015 to 2018. Tucker Financial Group provides portfolio management and financial planning services to individuals and small businesses, managing discretionary and non-discretionary accounts across various asset types. The firm tailors portfolios based on clients’ objectives and risk tolerances, employing strategies such as asset allocation and dollar-cost averaging, with accounts reviewed quarterly.

Carole Duffey is a financial advisor at StoneX Advisors Inc. with 14 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked for Infinex Investments, Inc. for 10 years. In addition to her advisory role, she serves as a financial advisor at River Bank & Trust, working with bankers to service customers' investment needs. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, providing portfolio management, financial planning, and consulting services through independent advisors and an in-house Private Client Group. The firm uses a variety of platforms and investment strategies, including proprietary models and third-party money managers, to implement client solutions.

Cory Wright is a financial advisor with Gateway Wealth Partners, LLC in Montgomery, AL, holding Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Independent Advisor Alliance, LPL Financial, and various positions dating back to 2011. Gateway Wealth Partners is a registered investment adviser that offers financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers, managing approximately $1.25 billion in assets as of December 2024.

Heather Grubbs is a financial advisor at Vanderbilt Advisory Services with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including NYLIFE Securities LLC, OneAmerica Securities, and American United Life. Outside of her advisory role, she is a published author, speaker, and mentor involved in nonprofit work with teen girls. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, employing a strategic asset allocation approach and integrating retirement-plan consulting and administration alongside advisory services.

Christopher Hagen is a financial advisor with Gateway Wealth Partners, LLC in Montgomery, AL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Independent Advisor Alliance, McDonald Financial Services, and LPL Financial. He serves on the boards of the YMCA at Peppertree and First Choice Women’s Medical Center. Gateway Wealth Partners is a registered investment adviser offering financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers when appropriate.

James Perry is a financial advisor at Gateway Wealth Partners, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Invista Advisors for 10 years and LPL Financial for 12 years. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, consulting, wealth management, and retirement plan consulting, typically allocating client assets among diversified mutual funds, ETFs, individual securities, and independent managers using both fundamental and technical analysis.

Andrew Hart is a financial advisor at Archer Investment Corporation with three years of industry experience. He holds a Series 65 designation and has been associated with Succentrix Business Advisors of Central Alabama since 2017, where he operates Hart Financial Solutions LLC, providing accounting, tax, and payroll services. Archer Investment Corporation serves individual clients across wealth levels through separately managed accounts and proprietary mutual funds. The firm’s advisory approach includes comprehensive financial planning and limited-scope model portfolios diversified across equities, fixed income, mutual funds, ETFs, and options, managing approximately $1.01 billion in discretionary assets.

Brianne Hart is a financial advisor at The Wealth Consulting Group with seven years of industry experience and holds the PFS™ designation. She previously operated her own advisory firm, RFG Advisory, LLC dba Brianne Financial, and has been the owner and CEO of a CPA firm, Brianne C. Smith, CPA, LLC, since 2016. Hart is also an assistant professor in the accounting program at Auburn University at Montgomery and manages a personal development business focused on coaching and digital products. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual, corporate, retirement plan, and trust clients. The firm employs a combination of active and passive investment strategies, model portfolios, and algorithmic services, with a focus on customized approaches tailored to client goals and risk tolerances.

Nathan Maynard is a financial advisor with First Command Advisory Services in Montgomery, AL. He holds the CFP® and ChFC® designations, along with a Series 66 license, and has nine years of industry experience. Prior to joining First Command in 2018, he worked at Edward Jones and State Farm Insurance. Maynard is also the owner of Maynard Financial, LLC, a pass-through entity used for his role as District Advisor. 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 comprehensive financial planning and various wrap-fee asset management programs managed through a centralized Investment Management Team.

Christopher Mc Keen is a financial advisor with First Command Advisory Services in Montgomery, AL, holding a Series 66 credential and four years of industry experience. He previously served 26 years in the United States Air Force before joining First Command in 2021. Mc Keen is also the owner of McKeen Financial LLC, which he uses to employ his staff. 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 comprehensive financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team.

Keith Henderson is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and beginning his advisory career in 2026. Prior to joining First Command, he served in the U.S. Navy for 28 years. 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 wrap-fee asset management programs managed by a centralized Investment Management Team using model portfolios and third-party managers from approved lists.

Traci Segrest is a financial advisor at Empower Advisory Group with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has prior work experience with GWFS Equities, Inc, UBS Financial Services, and Morgan Stanley. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s integrated service model is closely tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Kristine Anile is a CFP® with seven years of industry experience, currently serving as a financial advisor at Kestra Advisory Services, LLC since 2021. Her prior experience includes roles at Ameritas Investment Corp, David White and Associates, and Insight Wealth Strategies. She operates a registered representative business under the name Dudum Financial. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as plan design, fiduciary consulting, employee education, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves clients including large institutional investors and sovereign wealth funds.

Andrew Fitch is a financial advisor at First Command Advisory Services with 10 years of industry experience. He holds a Series 66 designation and has worked at First Command in various capacities since 2016, including roles at First Command Insurance Services and First Command Financial Planning. Fitch also owns a small non-investment-related business used for payroll services. First Command Advisory Services is an SEC-registered adviser that serves individuals, corporations, 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 team utilizing model portfolios and approved third-party managers.

Christopher Carver is a financial advisor with Kestra Advisory, holding a Series 66 designation and one year of industry experience. Prior to joining Kestra Advisory, he worked at River Bank & Trust for 11 years. Outside of his advisory role, Carver serves as an ordained part-time associate pastor and trustee at Reformation Presbyterian Church and holds board positions including chairman of the River Region United Way and treasurer of the Alabama Law Foundation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base, including large institutional investors and sovereign wealth funds.

John Massey is a financial advisor with Kestra Advisory who holds a Series 63 designation and has 42 years of industry experience. He has been with Kestra since 2020 and spent seven years at Raymond James Financial Services prior to that. Massey is also involved in real estate investing through Massey Investment Group, LLC, where he approves property purchases and provides personal capital. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm provides fiduciary services, plan design, compliance testing, and employee education, supporting investments with thorough due diligence and offering access to various management platforms and third-party solutions.

Henry Coker III is a ChFC® credentialed financial advisor with 40 years of industry experience. He is currently with Kestra Advisory, where he has been since 2021. Prior to that, he held roles at BBVA Wealth Solutions Inc., BBVA Securities Inc., BBVA Compass Insurance Agency, Inc., and COMPASS Bank dating back to 1997. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and utilizes multiple management platforms and third-party solutions.

Kenneth Laneaux is a financial advisor at First Command Advisory Services with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill Lynch and Edward Jones. Laneaux has also served as an agent selling non-securities insurance products for AGIA. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, focusing on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs with model portfolios managed centrally by an Investment Management Team and Wealth Portfolio Managers.