Heather Smith is a financial advisor with Stonex Advisors Inc. in Birmingham, Alabama, holding Series 63 and Series 65 licenses. She has 25 years of industry experience, including roles at StoneX Securities Inc. and Colonial Asset Management Inc. Additionally, she is the president and sole owner of Williams Wealth Management, LLC, a financial services business. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and consulting services through independent advisors and an in-house Private Client Group. The firm employs a variety of model-based and advisor-managed investment solutions and is part of the StoneX Group, which provides integrated execution and custody capabilities.

Gavin Gillison is a Certified Financial Planner™ (CFP®) with 13 years of industry experience. He has worked at Waverly Advisors, LLC since 2022 and previously spent ten years at Warren Averett Asset Management, LLC. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-markets allocations and offers a range of services including financial planning, retirement plan consulting, and multi-family office solutions.

Joseph Dambrosio is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding Series 63 and 66 licenses and bringing 38 years of industry experience. Prior to joining StoneX Advisors in 2019, he worked at Quest Capital Strategies and held roles at Bank of America and Merrill. He is also the CFO of Corporate Computer Solutions, a computer hardware and software sales company. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, annuity allocation, and related services. The firm utilizes multiple account structures, independent advisors, proprietary models, and third-party money managers to implement customized investment solutions.

Michael Crowe is a financial advisor with Merit Financial Advisors in Birmingham, AL, holding a Series 66 designation and 20 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2024 and was previously with LPL Financial from 2012 to 2024. Crowe is also involved as an independent insurance agent, providing insurance advice tailored to client needs. Merit Financial Group, LLC manages approximately $10.6 billion and serves a diverse client base, including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach through customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

Alan Lott is a Series 66-registered advisor with Primerica Advisors, based in Birmingham, AL, and has 15 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2010. Outside of his advisory role, he serves on the advisory board of directors for the Greystone YMCA and provides business consulting to help improve operational efficiency. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services with multiple proprietary and third-party investment programs, managing approximately $15 billion in regulatory assets under management.

Austin Hulsey is a financial advisor at First Command Advisory Services with five years of industry experience. He holds a Series 66 designation and served in the United States Army from 2016 to 2020 before joining First Command's affiliated entities in 2021. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios through approved third-party managers.

Michael Lynam is a CFP® professional with 13 years of experience in the financial services industry. He is currently affiliated with Principal Financial Services and has previously worked at Capstone Financial Group and L&R Wealth Management. Outside of advisory work, he is involved in selling health and group benefits insurance through various carriers. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and corporations. The firm provides financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Summer Broadhead is a financial advisor with Commonwealth Financial Network in Birmingham, AL, holding a Series 65 designation and four years of industry experience. She has worked at EverThrive Financial Group, Commonwealth Financial Network, Grinkmeyer Leonard Financial, and Warren Averett, LLC. Outside of advising, she provides tax preparation and accounting services in Calera, AL. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a variety of advisory programs and back-office services. The firm offers discretionary model portfolios, personalized investment programs, and technology and compliance support to affiliated advisors.

Scotty Morris is a financial advisor at Commonwealth Financial Network with 30 years of industry experience. He holds Series 63 and Series 66 designations. His prior work experience includes roles at Everthrive Financial Group, Truist Investment Services, Inc., and BB&T Securities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform with both discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a range of investment options including mutual funds, ETFs, and personalized indexing.

Anna Swindell is a Series 66-licensed financial advisor with Valic Financial Advisors in Birmingham, AL. She has held roles in education and university admissions prior to joining Valic Financial Advisors in 2025. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet UMA models for portfolio construction and management.

William Connor is a financial advisor at Independent Advisor Alliance, LLC with 10 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Meld Financial, Inc., Triad Advisors, and Ronald Blue & Co. Outside of his advisory role, he serves in several community positions including communications chair for the Vestavia Hills Rotary, co-chair of the Vestavia Hills City School Foundation grant committee, finance committee member at St. Mark United Methodist Church, and treasurer for Cub Scout Pack 1 in Vestavia Hills. Independent Advisor Alliance serves a broad range of clients including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, wealth coaching, and retirement plan consulting, utilizing a network model with discretionary and non-discretionary portfolio management, as well as access to specialized third-party platforms and managers.

Joseph Thomas is a financial advisor with Principal Financial Services in Birmingham, AL, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His prior roles include positions at Principal Life Insurance Company, Capstone Financial Group, and McDaniels and Thomas Wealth Management LLC. Outside of advising, he is involved in several community and leadership activities, including chairing the Hoover Chamber of Commerce President Circle and serving on boards such as Leadership Hoover and Bondfire Ranch, as well as owning a computer programming business and authoring a book on business networking. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm emphasizes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

John Stamps is a financial advisor at Independent Financial Partners with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial and IFP Securities prior to his current role. Outside of finance, he produces and occasionally sells abstract paintings. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving a diverse client base and offers both decentralized investment strategies and centralized asset management options, with a notable focus on retirement-plan advisory and pension consulting services.

Travis Fuller is a financial advisor with Valic Financial Advisors in Birmingham, AL, holding Series 63 and Series 66 licenses and having 11 years of industry experience. His prior roles include positions at Bank of America, Merrill, Truist Investment Services, BB&T Securities, TD Ameritrade, and Scottrade. He is also an agent authorized to sell non-securities insurance products for Agia. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning services, utilizing discretionary unified managed accounts and third-party model managers through Envestnet’s platform.

Alphonse Perry is a financial advisor with Valic Financial Advisors in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Valic Financial Advisors since 2006 and was briefly with GWFS Equities and Agia. Outside of advising, Perry serves as treasurer of the Historic Brown Chapel Preservation Society and assistant treasurer of the Selma/Dallas County Industrial Development Board. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed account solutions through a large network of advisors, emphasizing the use of centralized technology and model strategies.

Brent Borden is a financial advisor with Valic Financial Advisors in Birmingham, AL, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, Regions Bank, and MassMutual. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

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.

Darryl Guthrie is a financial advisor with Commonwealth Financial Network who holds a Series 66 designation and has 25 years of industry experience. He has been with Commonwealth since 2015 and has also been involved with Guthrie Whatley Financial Group, Guthrie Whatley Ingram Dozier LLC, and Birmingham Investment Group since 2008. Outside of his advisory roles, he is a co-owner of C323 Inc., which operates under the name Stewardship Investment Planning. Commonwealth Financial Network serves a national network of nearly 3,000 advisors and their clients, providing a range of advisory programs, technology, and operational support. The firm offers multiple investment solutions, including discretionary model portfolios and personalized indexing, while acting as a platform provider that supports advisors operating under their own brand names.

Teresa Dickey is a financial advisor at Hightower Advisors with 24 years of industry experience. She holds Series 63 and Series 66 designations and previously worked nearly two decades at Charles Schwab and Charles Schwab Bank. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes multi-manager solutions and manager selection, utilizing both affiliated and third-party managers, proprietary research, and a range of investment vehicles.