Traci Segrest

Douglas Tucker is a financial advisor with Tucker Financial Group in Montgomery, Alabama, holding the ChFC® designation and Series 63 and 65 licenses. He has 39 years of industry experience, including prior roles at Sagepoint Financial, Inc. and AIG American General Life Insurance Company. Outside of his advisory work, he is an independent insurance agent. Tucker Financial Group provides portfolio management and financial planning services to individuals and small businesses. The firm manages discretionary and non-discretionary accounts using tailored investment strategies and offers retirement and estate planning advice.

Daniel Dean is a financial advisor at Tucker Financial Group with a Series 65 designation and three years of industry experience. He previously worked at Alea for 23 years and has held roles at County Risk Services and the AC Board of Education. Outside of finance, he serves as a police officer at Central Alabama Community College. Tucker Financial Group is an SEC-registered investment adviser that provides portfolio management and financial planning services to individuals and small businesses. The firm manages discretionary and non-discretionary accounts using various strategies tailored to clients’ objectives and risk tolerances.

Benjamin Auman is a financial advisor at Tucker Financial Group in Montgomery, Alabama. He holds a Series 65 designation and has four years of industry experience. Prior to joining Tucker Financial Group in 2018, he worked for Huntsville City Schools from 2015 to 2018. Tucker Financial Group provides portfolio management and financial planning services to individuals and small businesses, managing discretionary and non-discretionary accounts across various asset types. The firm tailors portfolios based on clients’ objectives and risk tolerances, employing strategies such as asset allocation and dollar-cost averaging, with accounts reviewed quarterly.

Jessica Hemard is a financial advisor at Invista Advisors in Montgomery, AL, holding the PFS™ designation with two years of industry experience. Her prior work includes roles at Machen McChesney, Opsahl Dawson, and Borland Benefield, P.C. Invista Advisors provides investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, and pension plans, managing approximately $580.1 million in assets. The firm customizes portfolios and plans based on clients’ objectives and risk tolerance, utilizing an open-architecture platform and delivering services through both discretionary and non-discretionary models.

Michael Barranco is a financial advisor with Invista Advisors in Montgomery, Alabama, holding Series 65 and Series 66 licenses and bringing 18 years of industry experience. He has worked at McDonald & Hagen Wealth Management since 2018 and owns MB Consulting, an accounting-related services firm. Barranco serves as a board member for two community organizations, Wind Drift HOA and Wynlakes Golf & Country Club. Invista Advisors provides investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, and pension plans. The firm customizes portfolios and plans based on client objectives and risk tolerance, managing approximately $580 million in assets with a notable emphasis on non-discretionary advisory services.

David Conoly is a financial advisor at Invista Advisors in Montgomery, AL, holding a Series 65 designation with one year of industry experience. His prior work includes roles at The Collegiate Hotel and Auburn University. Invista Advisors provides investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, and pension plans. The firm manages approximately $580.1 million in assets and uses a combination of discretionary and non-discretionary strategies tailored to clients’ objectives and risk tolerance.