Carlos Uriarte is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 designations and 13 years of industry experience. His prior work includes roles at Wholehearted Financial Services LLC, Columbia Financial Group, Primerica Financial Services, and PFS Investments Inc. He is also registered as an insurance agent with Columbia Financial Group and through his sole proprietorship. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm uses third-party money managers and combines tactical and strategic asset allocation methodologies to manage discretionary accounts.

Angela Henderson is a financial advisor with Eagle Strategies (NY Life) based in Oneonta, Alabama. She holds the ChFC® designation and a Series 63 license, and has three years of industry experience. Her background includes nearly two decades at The HomeTown Bank of Alabama and roles at Wilson, Gregory & Henderson, LLC as well as NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse client base including individuals and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

Eugene Gard is a CFP®, CFA®, and Series 63 credentialed financial advisor with 10 years of industry experience. He has worked at Creative Planning since 2023, following prior roles at Telarray, LLC and Additive Advisory and Capital, LLC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies alongside selective private market exposure.

Brigham Barker is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios, including model portfolios delivered to intermediary platforms.

Sarah Thomas is a financial advisor with Raymond James Financial, holding a Series 66 designation and 18 years of industry experience. Her career includes roles at Wells Fargo Clearing and Proequities, Inc. She has worked with various divisions of Raymond James since 2022. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary, tailored advice using analytical tools and supports municipal finance through a unique municipal advisor affiliation.

Eric Cantrell is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 15 years of industry experience, including roles at Collateral Financial Advisors, LLC, and Cambridge Investment Research since 2013. Outside of advising, he is involved as an insurance and benefits business owner and also works as a writer and speaker. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charities, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of investment solutions across multiple platforms and includes proprietary model strategies as well as access to third-party managers.

Dusty Kanute is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.