Scott Cole is a CFP® with 21 years of experience and has been with Cole Financial Planning since 2004. He holds a Series 65 license and serves as a board member of GPN Alliance, Inc., the parent organization of the Garrett Planning Network. Cole also occasionally teaches financial planning courses as an adjunct professor and works as a financial neutral on interdisciplinary teams. Cole Financial Planning and Wealth Management, Inc. provides financial planning and investment advisory services to individuals, families, small businesses, nonprofits, trusts, and estates. The firm emphasizes long-term asset allocation and buy-hold-rebalance strategies, offering both discretionary and non-discretionary portfolio management tailored to client preferences.

Timothy Walls is a financial advisor with Axient Investment Advisors LLC, holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at StoneX Securities Inc, Concourse Financial Group Securities Inc, and Sterne Agee Financial Services. Axient Investment Advisors LLC is an SEC-registered firm offering discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, retirement plans, institutions, and other entities. The firm provides multiple implementation options, including proprietary equity-focused model portfolios and third-party money manager programs, and offers ERISA/pension consulting, participant education, and affiliated insurance services.

Mark Rutledge is a financial advisor at Insight Folios with 13 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Insight Folios in 2025, he worked at Brookstone Capital Management and Specialized Advisors LLC, among other firms. Rutledge is also an independent insurance agent through JD Mellberg LLC. Insight Folios provides portfolio management and financial planning services primarily for individual and high-net-worth clients, while also offering ERISA plan consulting and sub-advisory services to other registered investment advisers. The firm uses a team-of-advisers approach combined with proprietary planning software and artificial intelligence tools to support its investment and planning process.

Jeanna Stephens is a financial advisor at Wealth Management with six years of industry experience. She holds a Series 65 designation and has worked at Chappell Professional Group, PC, a tax and accounting firm, since 2015. Wealth Management Nebraska LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as to retirement plan sponsors and other institutional clients. The firm manages approximately $3.1 billion in assets and employs a modern portfolio theory-based approach, primarily using passively managed mutual funds and ETFs.

Ralph Moore is a financial advisor with First Heartland Consultants, Inc. in Pelham, Alabama, holding the ChFC® designation and Series 63 license, with 32 years of industry experience. He has been with First Heartland Capital Inc since 2012 and has extensive involvement in multiple business ventures, including ownership in a furniture leasing business and active roles in various real estate and property management companies. Moore also serves as president of the board of directors for the Iota Lambda House Corporation of Sigma Nu Fraternity. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, asset management, and third-party asset management solutions through a network of independent investment adviser representatives.

Thomas Davis IV is a financial advisor at Virtue Capital Management, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at Virtue Capital Management since 2019. In addition to his advisory role, he is president of Designed Income Advisory, LLC, where he is involved in the sales of insurance and insurance-based investment products. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets across about 90 advisors and more than 4,000 clients. The firm offers portfolio management, financial planning, third-party manager selection, and retirement education, employing a model-driven approach that incorporates economic data and quantitative optimization.

David Pradat II is a financial advisor at AE Wealth Management, LLC with a Series 65 designation. He has experience working at Freedom Financial Group and Northwestern Mutual, among other firms. His background also includes roles outside the financial industry. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, and charitable organizations. The firm offers a range of services such as model portfolio solutions, discretionary asset management, and financial planning, operating a platform that integrates multiple investment models and supports advisor customization.

Thomas Hill is a Series 65-licensed financial advisor with 17 years of industry experience. He has been with AE Wealth Management, LLC since 2017 and previously worked at Global Financial Private Capital from 2010 to 2017. Hill also owns Freedom Financial Group, an insurance business based in Birmingham, AL. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios, discretionary asset management, financial planning, and consulting services.

Jacob Greene is a financial advisor at AE Wealth Management, LLC with a Series 66 designation and one year of industry experience. His prior work history includes roles at Freedom Financial Group, Ameriprise, and Publix. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining multiple model portfolios and discretionary management, supporting advisors with reporting, portfolio construction, and licensing programs.

Alexander Walley is a financial advisor with AE Wealth Management, LLC in Birmingham, AL, holding Series 63 and Series 65 credentials and three years of industry experience. He previously worked at Hill Wealth Management dba FreedomFinancial Group and held roles in healthcare support services and administration. Outside of his advisory work, he is involved in insurance sales with Freedom Financial Group. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Genesis Hooks is a financial advisor at AE Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining AE Wealth Management, Hooks held roles at Freedom Financial Group, Mass Mutual Investors Services, Piedmont Group, and MassMutual Life Insurance Co. Outside of finance, Hooks has experience working at Diamonds Direct and Holiday Inn Express and attended Birmingham-Southern College. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Tyler Hill is a financial advisor with AE Wealth Management, LLC in Birmingham, AL, holding a Series 65 designation and six years of industry experience. He has worked with AE Wealth Management since 2018 and operates Hill Wealth Management DBA Freedom Financial Group, where he is also involved in insurance sales. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach that integrates model portfolios, discretionary asset management, and financial planning services.

Jennifer Householder is a financial advisor at Empower Advisory Group with 24 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at GWFS Equities Inc./Great West Life & Annuity Insurance Company since 2009. Outside of her advisory role, she is co-owner of My Adventure Challenge, LLC, a business operated with her spouse where they fulfill orders and manage a related Facebook group during evenings and weekends. Empower Advisory Group provides financial planning and investment management services mainly to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Danielle Pittler is a financial advisor at AE Wealth Management, LLC with a Series 65 credential. She has experience working at several firms including Freedom Financial Group and Broad Financial. Prior to her financial services career, her background includes roles in various industries and involvement with the Chabad Israel Center of the Upper East Side. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach featuring model portfolios, discretionary asset management, financial planning, and consulting services.

Toni Hill is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and 13 years of industry experience. She has worked at AE Wealth Management since 2017 and previously spent five years with Global Financial Private Capital. In addition, she owns and operates Hill Wealth Management Dba Freedom Financial Group, where she is involved in insurance sales. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach with model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Howard Bailey is a financial advisor at AE Wealth Management, LLC with Series 63 and Series 65 credentials. He has been with AE Wealth Management since 2026 and has prior experience running insurance-related businesses, including Neil Bailey Insurance from 1989 to 2022 and his current ownership of Howard Bailey Agency, LLC DBA Bailey Insurance & Investments. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach that combines model portfolio solutions, discretionary asset management, and financial planning services.

Zeeshan Ali is a financial advisor with Empower Advisory Group holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Advised Assets Group, and GWFS Equities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns and annual rebalancing through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Amy Cooper is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has worked with Principal Securities Inc. since 1999 and Principal Life Insurance Company since 1998. Outside of her advisory role, she is a digital creator sharing content on recipes, home goods, and fashion through social media channels. 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 emphasizes direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions.

Cole Czajkoski is a financial advisor with AE Wealth Management, LLC in Birmingham, AL, holding a Series 65 credential and four years of industry experience. He also serves as Lead Wealth Advisor at Hill Wealth Management DBA Freedom Financial Group, where he is involved in insurance sales. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios managed internally and by third parties, discretionary asset management, and financial planning services.

James Carr is a financial advisor at Cetera with nine years of industry experience and holds the Series 66 designation. His prior experience includes roles at Mass Mutual Investors Services, E*TRADE Securities, and Edward Jones. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, combining advisor-managed accounts, model portfolios, and third-party solutions alongside retirement and fiduciary capabilities.

Christopher Vines is a financial advisor at LPL Enterprise with a Series 66 designation and over 11 years of experience in the financial services industry. His prior roles include positions at Independent Financial Group, ProEquities, and Securities America. LPL Enterprise, LLC provides investment advisory and brokerage services to a broad client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to third-party asset management programs, and a unified managed account platform, utilizing a combination of LPL and third-party research and model portfolios.

Ty Miller is a financial advisor with LPL Financial in Birmingham, AL, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Securities America Advisors and the University of North Alabama. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and combines advisory services with a range of non-advisory financial products.

Robert Moody III is a CFP® professional with 17 years of experience in the financial services industry. He is currently with LPL Financial and has prior experience at Synovus Securities, Inc. and Clark Financial Advisors. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Jack Tillery Jr. is a financial advisor at Cetera with eight years of industry experience. He holds the Series 66 designation and has worked at Cetera and its affiliate Cetera Investment Services LLC since 2017, alongside a concurrent role at Regions Bank since 2009. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a variety of portfolio management and financial planning services, combining advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions with a notable integration of retirement and fiduciary capabilities.

Milton Booth III is a financial advisor with LPL Financial in Birmingham, AL, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with LPL Financial since 2014. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by in-house research and combines large-scale advisory operations with non-advisory product offerings.

Daniel Logan is a financial advisor with Edward Jones in Pelham, Alabama, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior experience includes roles at ADP LLC and ADP Broker Dealer Inc from 2018 to 2020, as well as Berney Office Solutions from 2014 to 2018. He has been with Edward Jones since 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Kent Herring is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Cambridge Investment Research Advisors since 2018 and also maintains roles at Chemical Associates and Herring Brothers, Inc., where he serves as vice president. Herring is involved in community activities as the treasurer of the Gulf Breeze Optimist Club. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and a combination of model-based and customized investment strategies.

Robert Norman is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at LPL Financial since 2014. He holds the Series 66 designation and is based in Birmingham, Alabama. Norman is also involved with FI-Plan Partners, LLC, a business related to his work at LPL. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Jeffrey Foose II is a financial advisor at Edward Jones in Alabaster, Alabama, holding a Series 66 designation with seven years of industry experience. He has worked at Edward Jones since 2018 and previously held positions at Northwestern Mutual, 4UR Ranch, and Saludas Restaurant. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Marcus Hume is a CFP® professional with 12 years of industry experience, currently affiliated with LPL Financial since 2021. His prior experience includes roles at Berk Cleveland Rathmell Wealth Strategies and Northwestern Mutual, where he worked in various capacities from 2013 to 2018. Hume is also associated with Spotmine, Inc., a holding company he established in 2017. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a range of advisory and brokerage services supported by an in-house research team and multiple portfolio management options.

Lellwyn Griffin is a financial advisor at Edward Jones with 16 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.

Carl Stringfellow III is a financial advisor at Cetera with 26 years of industry experience. He holds the Series 66 designation and has been with Cetera and its affiliates since 2013. Stringfellow also has a longstanding role at Regions Bank dating back to 2008. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, supported by both advisor-managed accounts and firm-sponsored model portfolios.

Margaret Hall is a financial advisor with Cetera, holding a Series 66 designation and bringing 21 years of industry experience. She has been with Cetera Advisors LLC since 2015 and joined Cetera in 2024. Outside of her advisory role, Hall serves as chairperson of the board of trustees at University Baptist Church and is involved in several community activities, including acting as a room parent at Montevallo Elementary and facilitating a local entrepreneurial program. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts with firm-sponsored and third-party managed solutions.

Chris Fielding is a financial advisor at Edward Jones with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at Norfolk Southern Corp from 2006 to 2016. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Gregory Powell is a financial advisor with LPL Financial in Birmingham, AL, holding Series 63 and Series 65 credentials and has 40 years of industry experience. He has been with LPL Financial since 2005. Powell serves on the boards of several nonprofit organizations, including the National Federation of Independent Business and Aldridge Gardens, and is involved with educational initiatives through his ownership of FISMART, LLC, which develops financial industry educational materials. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team, delivering services through a large network of investment adviser representatives.

Jason Hatley is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining LPL Financial, he worked at Northwestern Mutual Investment Services and Surgical Care Affiliates. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Edward Goodson is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He previously worked at Morgan Stanley from 2012 to 2020 and at LPL Financial from 2020 to 2025. Outside of his advisory role, he serves as co-trustee of a family living trust. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Harlan Page III is a financial advisor with LPL Financial in Birmingham, AL, holding a Series 66 designation and 15 years of industry experience. He has been with LPL Financial since 2010. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and combines large-scale advisory operations with additional financial products and services.

Jason Mims is a Series 66-credentialed financial advisor with Edward Jones, where he has worked since 2013. He has 12 years of industry experience. Outside of his advisory role, he serves as Vice President on the Board of Directors for the Shelby County Arts Council in Columbiana, AL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices, offering a range of advisory programs and affiliated investment products.

James Windsor is a CFP®-credentialed financial advisor with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tyler Hinton is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Navigate Wealth Management, Private Client Services, and Regions Bank. He is based in Pelham, Alabama. LPL Enterprise provides advisory services to a broad client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model portfolios, and third-party asset management programs, with a range of securities and insurance products available through its affiliated broker-dealer and insurance agency.

Joseph Prokop is a financial advisor at Edward Jones with 13 years of industry experience. He holds the CFP® and ChFC® designations as well as the Series 66 license. Prior to joining Edward Jones in 2020, he worked at BBVA Wealth Solutions, TD Ameritrade, Cetera, and Regions Bank. He serves as an adjunct professor teaching a finance course at the University of Montevallo. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and managed solutions with an emphasis on fiduciary standards, supported by a large network of advisors and branch offices nationwide.

Blake Bolden is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and seven years of industry experience. His work history includes roles at Cetera since 2021 and prior experience with ProEquities, Inc. from 2019 to 2021. Outside of finance, he was involved with Whosoever Ministries for seven years. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts with firm-sponsored model portfolios and third-party solutions.

Adam Vansant is a financial advisor with LPL Financial in Birmingham, AL, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. He has been affiliated with Fi Plan Partners and LPL Financial since 2015. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a broad range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Timothy Dolan is a CFP® and Series 66 licensed financial advisor with Edward Jones, where he has worked since 2015. He has 11 years of industry experience. Outside of his advisory role, he is a joint owner of a rental property in Hoover, Alabama. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors.

Clayton Lake is a financial advisor at Edward Jones in Helena, AL, holding a Series 66 designation with five years of industry experience. Before joining Edward Jones in 2020, he worked at HLW Pubs. LLC, Arch Global Precision, and Good People Brewing Co. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.