Carlos Uriarte is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior work includes roles at Wholehearted Financial Services LLC, Columbia Financial Group, and Primerica Financial Services, among others. In addition to his advisory work, he is also an insurance agent affiliated with Columbia Financial Group and operates as a sole proprietor in insurance product sales. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment approach emphasizes selecting and monitoring third-party money managers combined with fundamental analysis for supplemental individual security recommendations.

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 with Fidelity, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with various Fidelity entities since 2007, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves in advisory roles that include management of model portfolios and oversight of affiliated sub-advisers.

Sarah Thomas is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has 17 years of industry experience. Her previous roles include positions at Wells Fargo Clearing, Proequities, Inc., and First Advisors Capital, Inc. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored financial plans and investment recommendations.

Eric Cantrell is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 registrations and bringing 15 years of industry experience. He has been with Cambridge Investment Research since 2013, including roles at both Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Outside of his advisory work, Cantrell is involved in employee benefits brokerage and human resources through his ownership of SIX8 LLC, and he also works as a writer and speaker. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing various portfolio management strategies and platform arrangements tailored to client objectives.

Dusty Kanute is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. His career includes tenure at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Raymond James in 2022. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with more than 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a broad client base, including individuals, pension plans, corporations, and government entities, delivering non-discretionary planning and portfolio recommendations supported by an extensive affiliate network.