Harrison Bowlin

Robert Martini is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Martini Financial Services, Inc. and Madison Avenue Securities, Inc., among other firms. Outside of advisory work, he is involved in the sales and service of fixed insurance products through Martini Financial Services. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, and retirement plan consulting, utilizing a range of portfolio management approaches and access to third-party manager programs and credit solutions.

Jackson Moseley is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions at Lake Country Home Center, Absolute Storage Management, Virginia Tech, and Home Depot. 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 advisory programs and services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient overlays, supported by a large nationwide network of financial advisors and branch offices.

Jeremy Creedle is a financial advisor at Cetera with a Series 66 designation and less than one year of industry experience. Prior to joining Cetera, his background includes roles outside the financial industry and various positions in education and realty. He is also a licensed insurance agent involved in the sale of fixed insurance products. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services supported by model portfolios and third-party managed solutions.

Steven Tanner is a financial advisor with OSAIC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 29 years of industry experience and has worked with firms including Select Brokers, Ascend Financial Services, Minnesota Mutual, and Virginia Asset Management. Outside of his advisory role, he operates a sole proprietorship selling fixed insurance products and is involved in financial advising through an LLC. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

Matthew Elam is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and 10 years of industry experience. His prior roles include positions at Benchmark Community Bank, State Farm VP Management Corp, David S Buchanan Jr Insurance Agency, and Foresters Financial Services. Outside of his advisory work, he is also an associate at Benchmark Financial Solutions, where he assists clients in creating customized investment plans tailored to their risk tolerance and goals. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting supported by firm research and outside managers, with a notable emphasis on advisory services that often leave final investment decisions with the client.

Michael Pugh is a financial advisor at OSAIC with 26 years of industry experience. He holds a Series 66 designation and has worked at firms including Select Brokers, Virginia Asset Management, Ascend Financial Services, and Minnesota Life Insurance Company. He is also involved as a financial advisor with Capitol Financial Solutions. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a wide range of clients, including individuals, pension plans, corporations, and charitable organizations. The firm offers advisory and brokerage services through a large network of advisors and utilizes a technology-driven investment process incorporating risk tolerance, asset allocation, and portfolio optimization.