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.

Carl McDonald is a financial advisor with Invista Advisors in Montgomery, AL, holding a Series 63 license and 36 years of industry experience. He founded McDonald Financial Services, LLC, which operates as Invista Advisors, and has been associated with LPL Financial since 2007. Outside of his advisory role, he is a business owner involved in ventures including a waste management company. 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 based on client objectives and risk tolerance, utilizing an open-architecture platform and managing a substantial portion of assets on a non-discretionary basis.

Donald Chastain is a financial advisor with Invista Advisors in Montgomery, AL, holding a Series 66 designation and 23 years of industry experience. He has been with Invista Advisors, formerly McDonald & Hagen Wealth Management, since 2016 and has also been associated with LPL Financial LLC since 2013. Outside of his advisory role, he is affiliated with Machen McChesney LLP, a CPA firm, where he participates in a CPA affiliate program. Invista Advisors provides investment management, financial planning, retirement-plan consulting, and hourly business consulting to individuals, high-net-worth clients, trusts, and pension plans. The firm manages approximately $580.1 million in assets, offering customized portfolios through an open-architecture platform with both discretionary and non-discretionary service models.

Michael Barranco is a financial advisor with Invista Advisors in Montgomery, AL, holding a Series 66 designation and 10 years of industry experience. He has worked at McDonald Financial Services LLC since 2017 and has been affiliated with LPL Financial since 2014. Outside of his advisory roles, Barranco teaches classes locally. Invista Advisors provides investment management, financial planning, retirement-plan consulting, and business consulting services to individuals, high-net-worth clients, trusts, and pension plans. The firm customizes portfolios and plans based on clients’ objectives and risk tolerance, offering both discretionary and non-discretionary service models through an open-architecture platform.

Mary Smith is a financial advisor with Invista Advisors in Montgomery, AL, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has been with Invista Advisors (formerly McDonald & Hagan Wealth Management) since 2016 and has also worked with LPL Financial since 2007. Invista Advisors provides investment management, financial planning, retirement-plan consulting, and hourly business consulting to individuals, high-net-worth clients, trusts, and pension plans. The firm manages approximately $580 million in assets and uses a combination of discretionary and non-discretionary strategies tailored to clients’ objectives and risk tolerance.

Lisa Free is a financial advisor with Invista Advisors, holding a Series 66 designation and 16 years of industry experience. She has worked at Invista Advisors since 2021 and has previous experience with McDonald Financial Services and LPL Financial. Outside of advisory work, she is an active writing agent with Advanced Risk Management Concepts, LLC. 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 million in assets and employs a customized, open-architecture approach, offering both discretionary and non-discretionary services.

Carole Duffey is a financial advisor at StoneX Advisors Inc. with 13 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at infinex Investments, Inc. for ten years. In addition to her advisory role, she serves as a financial advisor at River Bank & Trust, working with bankers to support clients' investment needs. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, and consulting services. The firm utilizes a range of proprietary and third-party investment solutions and supports multiple account structures through a network of independent advisors and an in-house Private Client Group.

Cory Wright is a financial advisor with Gateway Wealth Partners, LLC in Montgomery, AL, holding Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Independent Advisor Alliance, LPL Financial, and various positions dating back to 2011. Gateway Wealth Partners is a registered investment adviser that offers financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers, managing approximately $1.25 billion in assets as of December 2024.

Heather Grubbs is a financial advisor at Vanderbilt Advisory Services with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including NYLIFE Securities LLC, OneAmerica Securities, and American United Life. Outside of her advisory role, she is a published author, speaker, and mentor involved in nonprofit work with teen girls. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, employing a strategic asset allocation approach and integrating retirement-plan consulting and administration alongside advisory services.

Christopher Hagen is a financial advisor with Gateway Wealth Partners, LLC in Montgomery, AL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Independent Advisor Alliance, McDonald Financial Services, and LPL Financial. He serves on the boards of the YMCA at Peppertree and First Choice Women’s Medical Center. Gateway Wealth Partners is a registered investment adviser offering financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers when appropriate.

James Perry is a financial advisor at Gateway Wealth Partners, LLC with over 10 years of industry experience. He previously worked at Invista Advisors (formerly McDonald & Hagen Wealth Management, LLC) for 10 years and has held registrations with LPL Financial for 12 years. He holds Series 63 and Series 66 licenses. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm provides financial planning, consulting, and wealth management services, using diversified mutual funds, ETFs, and individual securities combined with fundamental and technical analysis.

Andrew Hart is a financial advisor at Archer Investment Corporation with two years of industry experience. He holds a Series 65 designation and has worked at RiverBank and Succentrix Business Advisors of Central Alabama. Outside of his advisory role, he is involved with Hart Financial Solutions LLC, operating as Succentrix Business Advisors, which provides accounting, tax, and payroll services. Archer Investment Corporation offers investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm’s investment approach includes comprehensive financial assessments and diversified portfolio construction across various asset classes, with both discretionary and model-based management options.

Brianne Smith is a financial advisor with The Wealth Consulting Group and holds the PFS™ designation. She has six years of industry experience and previously operated her own advisory firm, RFG Advisory, LLC dba Brianne Financial. In addition to her advisory work, she is the owner and CEO of a CPA firm and serves as an assistant professor in the accounting program at Auburn University at Montgomery. She also manages a personal development business focused on podcasts, affiliate marketing, and coaching. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process using various strategies and offers both direct management and access to third-party programs, along with fiduciary services and integration with legal-service pathways.

Nathan Maynard is a CFP® and ChFC® with eight years of experience in financial advising. He is currently with First Command Advisory Services, where he has worked since 2018. Prior to that, he held positions at Edward Jones and State Farm Insurance. Maynard is also the owner of Maynard Financial, LLC, a business established as a pass-through entity for income and expenses related to his role as a District Advisor. First Command serves a diverse client base including individuals, high-net-worth clients, corporations, and charitable organizations, offering financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm emphasizes face-to-face financial coaching and structured 12-month engagement cycles through its Tailored Professional Services, supported by an in-house Investment Management Team that manages model portfolios on a discretionary basis.

Christopher Mc Keen is a Series 66-licensed financial advisor with First Command Advisory Services, based in Prattville, AL, and has four years of industry experience. Prior to joining First Command, he served 26 years in the United States Air Force. He is also the owner of McKeen Financial LLC, an independent contractor entity used to support his staff. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm emphasizes advisor-led, face-to-face financial coaching and offers structured, ongoing planning engagements tailored to client needs.