Helen Hinds is a CFP®-certified financial advisor at Leavell Investment Management, Inc. in Birmingham, AL, with four years of industry experience. Her prior roles include positions at LoneTree Wealth Management LLC, ALPS Distributors, Inc., Southeastern Asset Management, Inc., and The University of Alabama. Leavell Investment Management provides discretionary investment management and related services to individual and institutional clients, including families, trusts, pension plans, and mutual funds. The firm’s investment approach emphasizes fundamental analysis, tailored asset allocation, and risk control across a diversified range of asset classes.

Logan Frost is a financial advisor at The Welch Group, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience at the University of North Carolina at Charlotte, MedPlex Inc., the University of South Carolina, and Briarwood Christian School. The Welch Group, LLC is a multi-team registered investment adviser managing approximately $3.2 billion in client assets. The firm serves individuals, trusts, pension and profit-sharing plans, and business entities, providing discretionary portfolio management, financial planning, and wealth-management services tailored to each client’s objectives.

Michael Ingram is a financial advisor with M Holdings Securities, Inc. in Birmingham, AL, holding a Series 66 designation and three years of industry experience. His prior roles include positions at 2065 Wealth Management, Principal Securities, and United Health Care. Outside of financial advising, he operates a health insurance brokerage consulting with companies on group health insurance. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a wide range of advisory and brokerage services with both discretionary and non-discretionary investment management, supported by platform providers and sub-advisory arrangements.

Jonathan Lewis is a financial advisor at Synovus Securities, Inc. in Birmingham, AL, holding a Series 66 designation with 11 years of industry experience. He has been with Synovus Securities since 2016. Synovus Securities serves a diverse client base including individual and high-net-worth investors as well as institutional clients. The firm offers a range of investment advisory and brokerage services, utilizing both discretionary and non-discretionary portfolio management programs on the Envestnet platform.

Joseph Mcnair is a CFP® professional with 13 years of industry experience. He is currently with Waverly Advisors, LLC, where he has worked since 2022, following a decade at Warren Averett Asset Management, LLC. Mcnair also serves as an adjunct faculty member at Florida State University, teaching the CFP curriculum. 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-market allocations and provides financial planning, retirement plan consulting, and multi-family office services.

Ronald Wood is a CFP® professional with 26 years of industry experience, currently affiliated with Synovus Securities, Inc. He has worked with Synovus Securities and Synovus Bank since 2002 and recently joined Pinnacle Bank in 2026. He holds Series 63 and Series 66 licenses. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering investment advisory and brokerage services including managed accounts and financial planning. The firm utilizes a mix of discretionary and non-discretionary portfolio management programs on the Envestnet platform and provides access to alternative investments and educational services.

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.

Richard Stamps Jr. is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Lincoln Financial Advisors and Brunette & Associates. Since 2017, he has been with TIAA-CREF in Birmingham, AL. TIAA‑CREF Individual & Institutional Services provides financial planning, managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as various entities such as trusts and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through model and customized portfolios, and serves as adviser to a donor-advised fund.

William Raymon is a CFP®-certified financial advisor with 28 years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs and investment strategies that include firm-developed and third-party models with ongoing oversight and client customization.

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.

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 29 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at BB&T Securities and Truist Investment Services, Inc. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, technology, and operational support. The firm offers various investment management solutions, including discretionary model portfolios and customizable advisory programs.

William Connor is a financial advisor with Independent Advisor Alliance, LLC, holding Series 65 and Series 66 credentials and bringing 10 years of industry experience. He has worked at Meld Financial, Inc. since 2013 and was associated with Triad Advisors from 2013 to 2022. Outside of his advisory role, Connor is active in his community as communications chair for the Vestavia Hills Rotary, co-chair of the grant committee for the Vestavia Hills City School Foundation, a finance committee member at St. Mark United Methodist Church, and treasurer for Cub Scout Pack 1 in Vestavia Hills. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans by offering asset management, financial planning, wealth coaching, and retirement plan consulting. The firm employs a network model of advisory representatives and utilizes discretionary and non-discretionary portfolio management strategies supported by advanced technology platforms and industry partnerships.

Mark Lovoy is a financial advisor at Equity Services, Inc. with 14 years of industry experience. He holds a Series 66 designation and has previously worked at firms including National Life Group, OneAmerica Securities, American United Life, MassMutual Life Insurance Co, and Charles Schwab. Lovoy is also involved in non-variable insurance sales, including fixed life, fixed annuities, and health insurance. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently using third-party asset managers and model portfolios, and combines predominantly long-term strategies with options for shorter-term trading and specialized instruments.

Gregory Roventini is a financial advisor at TLG Advisors, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including The Leaders Group Inc, Concourse Financial, and Fisher Investments. In addition to his advisory role, he has served as a National Sales Manager and Advisor Development Consultant focusing on insurance solutions. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets, serving a diverse client base including individuals, retirement plans, trusts, and institutional investors. The firm combines fundamental analysis and Modern Portfolio Theory in its portfolio construction and offers services such as investment supervisory, comprehensive financial planning, and ERISA fiduciary services.

John Stamps is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Independent Financial Partners since 2010 and was previously with LPL Financial from 2010 to 2019. Outside of his advisory work, he produces and occasionally sells abstract paintings. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving tens of thousands of clients and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Ted Prosser Jr. is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has been with TIAA-CREF since 2016. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, utilizing model portfolios and customized investment strategies within a vertically integrated structure.

William Miller is a Series 66 registered advisor with Ameritas Advisory Services, LLC. He has been with Ameritas and its affiliates since 2026. Prior to this, he worked at Nowlin & Associates and has experience in educational roles at Samford University and Caldwell Academy. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm uses a platform approach combining in-house model portfolios, third-party managers, and integration with Ameritas affiliates to offer a variety of discretionary and non-discretionary investment programs.

James Murfee IV is a CFP®-credentialed financial advisor with 36 years of industry experience, currently practicing at VOYA Financial Advisors, Inc. since 2014. He has also been involved with The Murfee Group and Murfee Meadows Inc. since 1993. Outside of advisory work, he serves as president of several entities including Murfee-Ard Properties, LLC, which owns commercial office buildings. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of advisory programs featuring both discretionary and non-discretionary investment management, supported by an integrated platform combining advisory and broker-dealer services.

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.