Bobby Junkin Jr. is the principal of Junkin & Company, Inc. in Toney, Alabama, with 20 years of experience in financial advisory services. He holds the CFP® and ChFC® designations and has led his independent firm since 2013. In addition to his advisory role, Mr. Junkin is a licensed insurance agent and occasionally offers advice on commissionable insurance products. Junkin & Company provides financial planning and investment advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm emphasizes a passive investment approach based on the Efficient Market Hypothesis and Modern Portfolio Theory, typically recommending unaffiliated advisers to implement diversified, long-term strategies.

Stephen Mandracchia is a CFP® professional based in Harvest, AL, and the principal advisor at Tulip Financial Planning LLC. He has five years of industry experience and has worked at firms including Morgan Stanley, Ironwood Investment Counsel, and Dew Wealth Management. Tulip Financial Planning serves business owners, high-income professionals, and high-net-worth families by providing discretionary investment management alongside comprehensive financial planning that covers tax, cash flow, insurance, legal structures, and estate planning. The firm focuses on passive, tax-efficient, long-term investment strategies and offers services ranging from tax preparation and planning to retirement plan design and business exit planning.

Michael Ellis II is a financial advisor with Ellis Wealth Advisors, LLC, holding a Series 65 designation and currently beginning his career in the industry. His prior work experience includes roles outside of finance, such as positions in the restaurant sector and at educational institutions. Ellis Wealth Advisors, LLC is an SEC-registered investment adviser managing approximately $155 million for around 165 clients. The firm serves trusts, charitable organizations, foundations, corporations, and individuals with discretionary portfolio management and integrated financial planning, employing a mix of quantitative, fundamental, technical, and economic analyses to guide investment decisions.

Michael Ellis is a financial advisor with Ellis Wealth Advisors, LLC in Madison, AL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked with Purshe Kaplan Sterling Investments and Edward Jones among other firms. Outside of advising, he owns Ellis Land Company, LLC, a real estate business. Ellis Wealth Advisors, LLC is an SEC-registered investment adviser managing approximately $155 million for about 165 clients with a two-advisor team. The firm offers discretionary portfolio management and integrated financial planning to trusts, charitable organizations, foundations, corporations, and individuals, employing a mix of quantitative, fundamental, technical, and economic analysis without using third-party sub-advisers.

Taylor West is a financial advisor at Hibernia Wealth Partners, LLC with eight years of industry experience. He holds the Series 66 designation and has worked with firms including Edward Jones and LPL Financial. West is based in Harvest, Alabama. Hibernia Wealth Partners, LLC is an SEC-registered investment adviser managing approximately $372.5 million in client assets, serving individuals, trusts, retirement plans, and institutional investors. The firm offers portfolio management, financial planning, ERISA plan services, and sponsors a wrap-fee program, employing tailored investment strategies that incorporate fundamental, technical, and quantitative analyses as well as modern portfolio theory.

Michael Jones is a financial advisor at Verus Capital Partners, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including LifeCourse Capital, Inc. and Next Financial Group Inc. Outside of his advisory role, he is also a notary public in Madison, Alabama. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combined fundamental and technical analysis approach with strategic asset allocation and offers customized portfolios aligned with clients’ objectives and risk tolerance.

Stephen Williams is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at NEXT Financial Group, Inc. and Life Course Capital Inc. Outside of his advisory role, he owns Abundance Building Concepts LLC, a non-investment-related business. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm offers discretionary asset management, financial planning, and consulting, using a combination of fundamental and technical analysis with strategic asset allocation tailored to client objectives and risk tolerance.

Dustin Haraway is a CFP®-credentialed financial advisor at Balefire, LLC with eight years of industry experience. He has held positions at several firms including Raymond James Financial Services and Integrity Alliance. Outside of finance, Haraway operated a lawn care business for two years. Balefire, LLC is a multi-team SEC-registered investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm uses a core-and-tactical investment approach with discretionary asset management and comprehensive financial planning across a platform managing approximately $2 billion in assets.

Jeffrey Dennison is a financial advisor at HBW Advisory Services LLC with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with firms including Cetera Wealth Services, LLC and Goodwyn, Mills & Caywood. Dennison is also involved in several outside activities, including serving as executive director of a charity organization and owning businesses focused on land development, social networking events, and website domain sales. HBW Advisory Services manages approximately $1.75 billion in client assets and provides discretionary and non-discretionary asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach using third-party money managers, tactical asset allocation, and multi-manager diversification, and offers a high client load per advisor alongside institutional and intermediary services.

David Wyrick is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked as an independent contractor for Cornerstone Senior Services since 2006, providing financial services primarily related to long-term care, insurance, and annuities. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment approach focuses on selecting and monitoring third-party money managers combined with tactical and strategic allocations, supplemented by fundamental analysis of individual securities.

Benjamin Williams is a financial advisor with Verus Capital Partners, LLC, holding a Series 66 license and one year of industry experience. Prior to joining Verus Capital Partners in 2025, he was affiliated briefly with LPL Financial and LifeCourse Capital, Inc., among others. Outside of advising, he works as a Medicare insurance agent. Verus Capital Partners is a fee-based investment advisory firm serving individuals, trusts, pension plans, and estates. The firm uses a combination of fundamental and technical analysis to construct customized portfolios and employs tactical adjustments and selective hedging tailored to clients’ specific time horizons, risk tolerances, and tax situations.

Bruce Scott is a financial advisor with Moors & Cabot, Inc. in Athens, Alabama, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Edward Jones. Moors & Cabot serves a diverse client base, including retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, and consulting services tailored to client objectives through various strategies and discretionary arrangements.

Tyler Sherwood is a financial advisor at First Command Advisory Services with one year of industry experience. He holds a Series 66 designation and previously served 21 years in the United States Air Force. Outside of his advisory role, Sherwood works as a Business Development Manager for The Blue Collar Recruiter and Virtual Trade School, where he connects local businesses with remote recruitment services. 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 offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to design and manage model portfolios.

Sean Fisher is a Series 66-licensed financial advisor at First Command Advisory Services with one year of industry experience. Prior to joining the firm, he served multiple terms in the United States Army and worked at T2S Solutions. 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 offers financial planning and various wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

James Hyde is a financial advisor with PNC Wealth Management in Madison, AL, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at BBVA Compass and BBVA Securities, where he worked for nearly two decades before joining PNC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation that uses algorithmic questionnaires to guide investment strategies implemented via mutual funds and ETFs.

Mark Arn is a Series 66 registered financial advisor with First Command Advisory Services in Huntsville, AL, with two years of industry experience. Prior to joining First Command, he worked at Sigmatech Incorporated and operated his own advisory practice. First Command Advisory Services serves individuals, corporate, and charitable clients with a focus on active-duty service members and their families. The firm provides financial planning and various wrap-fee asset management programs, employing a centralized Investment Management Team that selects and manages model portfolios and third-party managers for client accounts.

William Wyker is a financial advisor with PNC Wealth Management in Athens, Alabama, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Raymond James & Associates, Inc. and The Agency on Pine. PNC Wealth Management offers retail brokerage and advisory services, including an invitation-only, model-based digital portfolio program for employees that uses algorithmic risk assessment and invests through mutual funds and ETFs with annual rebalancing.

Tasha Webie is a CFP® professional with 17 years of experience in the financial services industry. She is currently with Principal Financial Services and Principal Life Insurance Company. Her prior experience includes roles at Equitable Advisors, Bank of America, Merrill, Valic Financial Advisors, American Portfolios, UBS Financial Services, and Truist Investment Services. She also operated an e-commerce business for two years. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Lee Donaldson is a financial advisor at Edward Jones with six years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2019, he served at the US Navy Air War College from 2015 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs and investment strategies, operating under a fiduciary standard.

Shanna Pendergrast is a financial advisor at Cetera with 17 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has worked at Edward Jones, Coldwell Banker Pinnacle Properties, and Crye-Leike Realty. She currently serves clients from Madison, AL, and has been with Cetera since 2021. Cetera Investment Advisers LLC is an SEC-registered firm providing a multi-manager platform that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through various portfolio management and financial planning services. The firm supports a large network of independent advisors and offers a range of discretionary and non-discretionary investment programs.