Charles Lineberry is a financial advisor at RFG Advisory, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he operates an independent insurance agency selling property and casualty coverage. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, retirement plan consulting, and access to various proprietary and third-party investment models, employing a mix of active and passive strategies alongside specialized services such as sub-advising ETFs and managing assets for investment companies.

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.

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.

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.

April Watson is a financial advisor at Empower Advisory Group with 20 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model leverages proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, delivering both point-in-time financial plans and optional managed account solutions.

James Goble is a financial advisor at First Command Advisory Services with one year of industry experience. He holds the Series 65 and Series 63 licenses. Prior to entering the financial services field, he served eight years in the United States Air Force and worked several years in public schools. First Command Advisory Services is an SEC-registered investment adviser that serves 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, using a centralized investment management team to design and manage model portfolios.

Jason Batrez is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at PNC Wealth Management. His prior experience includes roles at BBVA Wealth Solutions, Progressive Insurance, TD Ameritrade, and Scottrade. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessment and approved model strategies with annual rebalancing.

Eric Hyde is a financial advisor at Edward Jones in Wetumpka, Alabama, holding CFP® and ChFC® designations with 23 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products while operating under a fiduciary standard.

Katherine Petty is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

James Adams III is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. The firm serves over four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Victoria Carden is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she held positions at Faulkner University, StateFarm, Tricord International, and George County High School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Greer is a Series 66 credentialed financial advisor with Edward Jones, based in Prattville, AL. He has 17 years of industry experience, having worked at Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Wanda Wallace is a financial advisor with Primerica Advisors in Prattville, AL. She holds Series 63 and Series 65 licenses and has 22 years of industry experience. Wanda has been affiliated with PFS Investments Inc. since 2002 and Primerica Financial Services since 1992. She also engages in sales of loan products and home security services through affiliated companies. Primerica Advisors offers a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven investment strategies managed by unaffiliated asset managers.

Benjamin Bailey is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked at Blue Cross and Blue Shield of Alabama, Brooksource, ProctorU, Regions Bank, and FedEx Express. Outside of his advisory work, he is engaged in selling paintings as a self-employed artist. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.

Anthony Camerio is a Chartered Financial Consultant (ChFC®) with over 40 years of experience in the financial services industry. He has worked at FSC Securities Corporation and The Guardian Life Insurance Company before joining OSAIC in 2023. In addition to his advisory role, he serves as a volunteer firefighter in Wetumpka, Alabama. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with advanced asset allocation tools and access to third-party money managers.

Troy Stubbs is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior roles include positions at CB&S Bank and First Community Bank of Central Alabama. Stubbs serves as a member of the Alabama State Legislature. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

David Wallace is a financial advisor with Primerica Advisors in Prattville, Alabama, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been associated with PFS Investments Inc and Primerica Financial Services since 1992. Outside of investment advising, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with approximately 3,698 advisors and $15.5 billion in assets under management, delivering advisory services mainly through model-based strategies managed by unaffiliated asset managers.

Beau Greer is a CFP® professional with 26 years of industry experience, currently serving with Edward Jones since 1999. Based in Prattville, AL, he is involved as a member of Tanglewood Farm LLC, which manages farmland, and acts as trustee for the Donald W Greer Irrevocable Trust. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, corporate, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial products through a nationwide network of advisors and branch offices.

Kenneth Easterling is a financial advisor with Edward Jones in Prattville, AL, holding a Series 63 designation and bringing 37 years of industry experience. He has been with Edward Jones since 1992. Easterling is involved in family partnership business activities related to real estate. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jeffrey Jones is a CFP®, ChFC®, and holds a Series 66 license with 11 years of industry experience, all of which have been at Edward Jones since 2015. He is based in Prattville, AL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across various segments including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices, managing approximately $1.01 trillion in assets.