Joseph Martin is the principal of Goldsmith Martin Wealth Strategy LLC, an independent registered investment adviser. He holds a Series 65 credential and has been in the financial industry since 2026. Prior to founding his firm, Martin worked at Montgomery Metro Realty and Common Bond Brewers and spent seven years at Haynes Ambulance of Alabama. He is also active as a Realtor alongside his advisory practice. Goldsmith Martin Wealth Strategy provides fee-only wealth management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm uses a combination of passive and active investment strategies with a focus on client-specific policies, offering discretionary portfolio management and comprehensive written financial plans.

Daniel Mckenzie is a financial advisor at ERS Capital Management LLC with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Cambridge Investment Research Advisors, Inc., Level Four Financial, LLC, Level Four Advisory Services, LLC, Kintail Capital, LLC, and Merrill. ERS Capital Management LLC offers asset management, financial planning, retirement-plan advisory, and consulting services to individuals, trusts, retirement plans, and businesses. The firm uses a research-focused, fundamental value approach combining macroeconomic and issuer-level analysis and employs a variety of investments including individual equities, fixed income, mutual funds, ETFs, and external managers.

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.

John Steiner is a CFA® charterholder with 10 years of industry experience. He has worked at Welon Partners since 2020 and previously held roles at White Oak Investment Counsel and Oakworth Capital Bank. In addition to his advisory role, Steiner serves as a managing director of Welon Fiduciary Services, a trust services company affiliated with Welon Partners, where he dedicates time to marketing activities. Welon Partners serves high-net-worth individuals, households, trusts, and small-business clients, providing discretionary investment management, financial planning, and consulting. The firm emphasizes a custom-tailored investment approach focused on asset allocation, tax-aware strategies, and coordination with clients’ tax and legal professionals.

Nancy Brown is a Series 65-licensed financial advisor at Jackson Thornton Wealth Management, LLC with 14 years of industry experience. She has held various roles within the Jackson Thornton organization since 1996, including positions at Jackson Thornton & Co. P.C., Jackson Thornton Asset Management, LLC, and currently Jackson Thornton Wealth Management, LLC. Jackson Thornton Wealth Management serves individuals, high-net-worth clients, qualified retirement plans, trusts, foundations, and small businesses. The firm focuses on portfolio construction, investment management, and wealth management consultations, employing a long-term, passively implemented investment approach grounded in Modern Portfolio Theory.

James Causey is a CFP® and PFS™ with 12 years of industry experience. He has worked within various entities of the Jackson Thornton organization since 2006 and is currently with Jackson Thornton Wealth Management, LLC. Jackson Thornton Wealth Management serves individuals, high-net-worth clients, qualified retirement plans, trusts, foundations, and small businesses. The firm emphasizes long-term, passively implemented, diversified portfolios grounded in Modern Portfolio Theory and offers wealth management consultations covering tax, retirement, estate, and insurance matters.

Clarence Pritchett IV is a financial advisor at Jackson Thornton Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 credential and has worked within the Jackson Thornton organization since 1993, including roles at Jackson Thornton Asset Management, LLC and Jackson Thornton & Co. P.C. Jackson Thornton Wealth Management serves individuals, high-net-worth clients, qualified retirement plans, trusts, foundations, and small businesses, focusing on portfolio construction, investment management, and wealth management consultations. The firm applies a Modern Portfolio Theory-based investment approach, emphasizing long-term, passive asset-class diversification and utilizes model portfolios, independent managers, and periodic rebalancing in managing accounts.

Allison Guice is a CFP® and PFS™ with seven years of industry experience. She is currently with Jackson Thornton Wealth Management, LLC, where she has worked since 2024. Her prior roles include positions within various Jackson Thornton entities dating back to 2006. Jackson Thornton Wealth Management serves individuals, high-net-worth clients, qualified retirement plans, trusts, foundations, and small businesses. The firm emphasizes portfolio construction, ongoing investment management, and wealth management consultations using a long-term, passive investment approach grounded in Modern Portfolio Theory.

Kimberly Mason is a financial advisor with Jackson Thornton Wealth Management, LLC in Montgomery, AL, holding a Series 65 credential and 20 years of industry experience. She previously worked at Jackson Thornton Asset Management, LLC from 2004 to 2024 before joining Jackson Thornton Wealth Management. Jackson Thornton Wealth Management serves individuals, high-net-worth clients, retirement plans, trusts, foundations, and small businesses. The firm focuses on portfolio construction, investment management, and comprehensive wealth management consultations, employing a long-term, passively implemented investment approach grounded in Modern Portfolio Theory.

Justin Clark is a Series 65-licensed financial advisor with Jackson Thornton Wealth Management, LLC in Montgomery, AL, bringing four years of industry experience. His career includes roles at several Jackson Thornton affiliated entities as well as B2 Partners and Warren Averett. Jackson Thornton Wealth Management serves individuals, high-net-worth clients, qualified retirement plans, trusts, foundations, and small businesses. The firm’s approach emphasizes portfolio construction and investment management rooted in Modern Portfolio Theory, using diversified passive investments and Monte Carlo analysis to guide asset allocation.

Crystal Smith is a Series 65-licensed advisor with eight years of industry experience. She has worked at Jackson Thornton Wealth Management, LLC since 2024 and previously held roles at Jackson Thornton Asset Management, LLC and Jackson Thornton & Co., P.C. Jackson Thornton Wealth Management serves individuals, high-net-worth clients, qualified retirement plans, trusts, foundations, and small businesses. The firm offers portfolio construction, ongoing investment management, and wealth management consultations, emphasizing long-term, passively implemented, asset-class diversification based on Modern Portfolio Theory.

Charles Lineberry is a financial advisor with RFG Advisory, LLC, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at Merrill and Wells Fargo Clearing. In addition to his advisory work, he operates an independent agency selling property and casualty insurance to individuals and businesses. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm mainly delivers discretionary portfolio management through a variety of model strategies and third-party platforms, and it acts as a sub-adviser to multiple ETFs while offering access to alternative investments and annuity platforms.

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.

Nicholas Mc Kay is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Prudential Retirement, Tennessee Valley Media, and Walgreen Boots Alliance. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s integrated approach combines proprietary planning tools with managed account solutions within Empower’s recordkeeping and administrative platforms.

Jessica Culbert is a financial advisor with First Command Advisory Services in Montgomery, Alabama. She holds the Series 66 designation and has four years of industry experience. Prior to joining First Command, she worked at Intrust Financial Services and LPL Financial. First Command Advisory Services 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 multiple wrap-fee asset management programs managed by an internal Investment Management Team and Wealth Portfolio Managers.

Jennifer Householder is a financial advisor at Empower Advisory Group with 24 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has been affiliated with GWFS Equities Inc/Great West Life & Annuity Insurance Company since 2009. Outside of her advisory work, she co-owns My Adventure Challenge, LLC, which involves fulfilling orders and managing a related Facebook group during evenings and weekends. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and select retail brokerage clients. The firm uses an integrated approach leveraging proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates.

Robert Scullen is a CFP® professional with 47 years of industry experience. He has worked at Brookstone Capital Management LLC since 2018 and previously held roles at Global Financial Private Capital LLC and GF Investment Services LLC. He also operates Robert W. Scullen Insurance, a business he has owned since 2002. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs a range of investment strategies, such as strategic and dynamic asset allocation, Unified Managed Accounts, and options-enhanced strategies, while also serving as a sub-advisor to other advisory programs.

Jared Gilbert is a financial advisor with TIAA-CREF in Deatsville, Alabama, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He has worked at TIAA-CREF since 2017 and previously was employed by Advised Assets Group, LLC and GWFS Equities, Inc. Outside of his advisory role, Jared manages a private wildlife farm and owns a residential asphalt paving business. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered retirement plans. The firm combines point-in-time financial planning with ongoing portfolio management under a fiduciary standard, utilizing both model and customized portfolios.