Clarence Carroll is a Series 65-registered financial advisor with Attainable Wealth LLC in Enterprise, AL, where he has worked since 2018. He has 10 years of industry experience, including two years at Invest Wise, LLC, and a 32-year career in the United States Army. Attainable Wealth provides personalized investment advice and financial planning primarily to individual clients, as well as high-net-worth, business, and charitable clients. The firm operates as a co-advisor with Matson Money, using Modern Portfolio and Efficient Market principles to guide asset allocation and rebalancing, and offers free public seminars and workshops.

Brian Mc Leod is a financial advisor at BWB Advisory Group with two years of industry experience. He holds a Series 65 designation and previously worked for National Security Insurance Company for 31 years. Mc Leod is also an accountant and partner at Brunson, Wilkerson, Bowden & Associates, PC, an affiliated accounting firm. BWB Advisory Group provides portfolio management, retirement-plan consulting, and financial planning primarily for individual clients, including high-net-worth households, as well as pension and charitable organizations. The firm uses a range of investment strategies, including options and private placements, and coordinates closely with its affiliated accounting firm to integrate tax and accounting services.

Michael Thomas Jr. is a financial advisor at Vanderbilt Advisory Services with 11 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2014 to 2025. In addition to his advisory role, he serves as a Deputy Brigade Commander and aviation officer in the US Army Reserve. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach combined with fundamental, technical, and charting analysis, and is noted for its integration with retirement-plan and benefits firms, offering a comprehensive advisory and plan-administration platform.

Christine Meitzler is a Series 66-licensed financial advisor with First Command Advisory Services, based in Enterprise, Alabama. She has seven years of industry experience and has worked with several First Command entities since 2018. Prior to her financial advisory career, she spent over a decade in education with the School District of Hillsborough County and Enterprise City Schools. First Command Advisory Services serves a diverse client base including individuals, high-net-worth clients, corporations, and charities through a multi-service platform that integrates financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm offers structured, advisor-led planning engagements and discretionary portfolio management via an in-house Investment Management Team.

Terri Reeder is a financial advisor at First Command Advisory Services with one year of industry experience. She holds Series 63 and Series 65 licenses and has prior work experience in education and farm management. 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, and brokerage recommendations. The firm emphasizes advisor-led planning relationships and offers a structured 12-month Tailored Professional Services engagement along with discretionary Asset Management Solutions portfolios.

Kimberley Foisie is a financial advisor at First Command Advisory Services with four years of industry experience. She holds the Series 66 designation and has previously worked at Edward Jones Investments and in roles outside finance, including at Ventura Coast Brewing Company. Kimberley is based in Geneva, Alabama. First Command serves a diverse client base including individuals, high-net-worth, corporate, and charitable clients through a multi-service platform that offers financial planning, discretionary asset management, brokerage, and insurance products. The firm emphasizes advisor-led, face-to-face financial coaching and provides structured 12-month planning engagements alongside discretionary asset management using in-house model portfolios.

Ross Nelson is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses. He has over 30 years of service in the United States Army and experience with Liberty Home Mortgage and First Command Brokerage Services. 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 product distribution. The firm offers structured, advisor-led financial coaching and tailored planning engagements, with specialized services for active-duty military clients.

Sarah Caballero is a Series 66-licensed financial advisor with First Command Advisory Services, where she has worked since 2017. She has eight years of industry experience. 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 product distribution. The firm emphasizes advisor-led, face-to-face financial coaching and offers structured, 12-month Tailored Professional Services engagements alongside discretionary asset management programs.

Jeffrey Luther is a CFP® professional with 40 years of experience in the financial services industry. He has been with First Command Advisory Services since 2015 and also maintains longstanding roles with First Command Financial Services, Inc. and First Command Financial Planning, Inc. Outside of his advisory work, he operates a beekeeping business where he sells surplus honey and related products. First Command Advisory Services serves a diverse client base including individual, high-net-worth, corporate, and charitable clients through a multi-service platform featuring financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led planning relationships and offers structured, ongoing financial coaching with tailored service engagements.