Di Wu is a financial advisor at Wealthcare Capital Management LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Whalen Wealth Management Inc., RFG Advisory, and T3 Trading Group. Before entering financial advisory roles, he was employed at The Frick Collection for nine years. Wealthcare Capital Management LLC is an SEC-registered multi-team advisor managing approximately $3.03 billion for individual and high-net-worth clients, trusts, retirement plans, and foundations. The firm provides discretionary and non-discretionary portfolio management, financial planning, retirement plan advisory, and access to alternative and precious-metal investments, using model portfolios and an evidence-based investment framework overseen by an Investment Policy Committee.

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.

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.

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.

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.

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.

Michael Johns is a financial advisor with Cetera, holding a Series 66 designation and 16 years of industry experience. He has been with Cetera and its related entities since 2013. 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 services such as portfolio management, financial planning, and fiduciary solutions, supported by a combination of advisor-managed accounts, model portfolios, and third-party managed options.

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.

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.

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.

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.

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.