Timothy Fuller is a CFP® and ChFC® with nine years of experience in financial advisory. He is currently with CoreVision Financial Group and has previously worked at Edward Jones and LPL Financial. Prior to entering the financial industry, he was employed at Cancer Treatment Centers of America. CoreVision Financial Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term investment philosophy with tactical adjustments and utilizes low-cost mutual funds, ETFs, individual stocks, bonds, and options, managing approximately $1.15 billion in discretionary assets.

Lydia Stephens is a financial advisor with United Advisor Group and holds a Series 66 designation. She has 20 years of industry experience, having previously worked at Osaic Wealth, Inc., American Portfolios Advisors, American Portfolios Financial Services Inc., and NEXT Financial Group, Inc. Outside of her advisory role, she is involved in an independent insurance business under the name BHT Wealth Management. United Advisor Group serves a diverse client base including individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives. The firm offers a range of services such as discretionary and non-discretionary investment management, financial and retirement planning, and family office services, using proprietary model portfolios and a variety of investment strategies.

William Kepley Jr. is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 designations and 11 years of industry experience. He has been with First Command Advisory Services since 2015 and also works with First Command Financial Planning, Inc. since 2014. 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 provides financial planning and multiple wrap-fee asset management programs, utilizing a centralized investment management team to oversee model portfolios and select third-party managers from approved lists.

William Nemetz is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 23 years of industry experience. He has been affiliated with various Primerica entities since 2002 and currently serves as Treasurer on the board of The Primerica Foundation, and as a board member of Zoo Atlanta. He is also Chairman of the Primerica PAC and owns a management company, 5151 Group, LLC. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, offering model-driven investment strategies supported by third-party managers and custodians.

Sean Starkey is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing from 2015 to 2023. 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 under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

William Allison is a CFP®-designated financial advisor with 24 years of industry experience, currently serving at Stifel since 2009. He is involved in several nonprofit activities, including roles on the Resource Development Committee and Campaign Leadership Council for the USM Foundation, chairing the Investment Committee for the University of Southern Mississippi Foundation, and participating on the Stewardship Committee of Crosspoint Church. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutions, and charitable organizations, using a proprietary investment methodology developed by its Investment Strategy Group.