Mark Elmore is a financial advisor at Independent Financial Group, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial, RFG Advisory, and Private Client Services. Outside of his advisory work, he is involved with MELMOREINV, LLC, a business entity established for tax and investment purposes. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm utilizes a combination of firm- and third-party models for portfolio management, offering both discretionary and non-discretionary services through multiple platforms and emphasizes a mix of passive and active investments across various risk profiles.

Virginia Morris is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and 26 years of industry experience. Her prior career includes roles at Truist Advisory Services, BB&T, and related entities from 2011 to 2023. She volunteers with the Trussville Area Chamber of Commerce and serves on the board of the Trussville City Schools Foundation. 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 focused on both individual and institutional clients, with particular expertise in retirement-plan advisory and pension consulting.

Michael Ballard is a financial advisor with AE Wealth Management, LLC in Birmingham, AL, holding Series 63 and Series 65 credentials and with 44 years of industry experience. His career includes roles at Madison Avenue Securities, LLC, Alliance Wealth Management Group, LLC, and Concourse Financial Group Securities, Inc. He also serves as a classroom instructor for financial education through the American Financial Education Alliance. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and supports third-party RIAs, managing approximately $49.8 billion for over 127,000 clients through standardized model and platform services.

Christopher Compton is a financial advisor at NewEdge Advisors with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services and Stonegate Investment Group. Outside of his advisory role, Mr. Compton serves as President of the Orleans Condo Association, overseeing its management. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, retirement plans, corporations, trusts, and charitable organizations through a network of independent representatives. The firm offers comprehensive portfolio management, financial planning, and consulting services, utilizing a range of program structures and technology tools to support advisor and client needs.

Isaiah Hileman is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Primerica Advisors, Valic Financial Advisors, and Agia. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, offering integrated services that combine proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates.

Cason Smith is a financial advisor at Guardian Life with five years of industry experience. He holds a Series 66 credential and has worked at Guardian Life and Park Avenue Securities since 2018. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments.

Callie Elrod is a financial advisor at PNC Wealth Management with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at PNC Investments since 2021. Her prior experience includes roles at BBVA Wealth Solutions, Bbva Securities, BBVA Compass Insurance Agency, and Compass Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist that uses algorithmic risk assessments and executes strategies via mutual funds and ETFs. The firm’s offering is currently limited to employees with PNC Bank online credentials and involves third-party delegates for portfolio implementation and proxy voting.

Marigene Taylor is a Series 66-credentialed financial advisor with 20 years of industry experience. She has worked at VALIC Financial Advisors, Inc. since 2017 and previously spent eight years with Sagepoint Financial, Inc. Taylor is also an agent for Agia, where she is involved in non-securities insurance products. 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models with an emphasis on diversified asset allocation and periodic rebalancing.

Robert Lake Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Commonwealth since 2016. Lake is a co-owner of C323 Inc., a private entity engaged in securities, advisory, and insurance business activities, also providing business consulting services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving approximately 2,900 affiliated advisors and hundreds of thousands of clients nationwide. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody services.

Edward Robinson is a financial advisor with PNC Wealth Management in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Sagepoint Financial, Edward Jones, Merrill, and Penn Mutual Life Insurance. Robinson has been with PNC Investments LLC since 2022. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot that uses algorithm-driven risk assessment and implements approved investment models with mutual funds and ETFs.

Kyle Martin is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He previously worked at Raymond James & Associates for 13 years before joining Steward Partners. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Chadwick Messina is a financial advisor at Truist Advisory Services with 14 years of industry experience. He holds a Series 66 designation and has been with Truist and its related entities since 2018, including prior roles at BB&T Investments and BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Tuyet Nguyen is a Series 66-licensed financial advisor with eight years of industry experience, currently with LPL Financial since 2021. She previously worked at BBVA Wealth Solutions, BBVA Securities, Compass Bank, and ProEquities. Outside of finance, she operates a nail salon. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions, offering a range of advisory services including financial planning, model portfolios, and institutional platforms.

Darryl Wilson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Cetera and its affiliates since 2025 and previously spent 15 years at Concourse Financial Group Securities Inc. In addition to his advisory work, he provides tax preparation services to select clients on a limited basis. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services across multiple program structures, featuring access to affiliated and third-party model portfolios and investment managers.

Stephen Iaconis is a financial advisor with LPL Financial in Birmingham, AL, holding CFP® and Series 66 credentials and having 25 years of industry experience. He previously worked at Level Four Advisory Services and Osaic FA, Inc. Outside of his advisory role, he is involved in distributing non-variable insurance products through several agencies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory and brokerage services supported by proprietary research, third-party asset management, and integrated non-advisory financial services.

Raymond Skinner is a financial advisor with Cetera in Birmingham, AL, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has previously worked at Concourse Financial Group Securities and True Wealth Advisors, and currently serves as a co-member and private wealth manager at Provident Partners LLC. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that offers portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm supports a multi-manager platform allowing advisors to implement various model portfolios and bespoke strategies with discretionary and non-discretionary options.

Matthew Nichols is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he held roles at MML Investors Services, MassMutual Life Insurance Co, and worked in education at Keiser University, Delta State University, Shelton State Community College, and Prattville High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Robert Stein is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2011. He has over twenty-five years of experience in the financial services industry, having held various roles including Investment Representative, Client Service Specialist, Financial Representative, and Branch Service Representative at Fidelity Investments, as well as Shareholder Services Representative at BISYS Fund Services. Throughout his career, Robert has focused on partnering with clients to help them pursue their financial goals, build and preserve wealth, and maintain a focus on what matters most to them. This client-centered approach has enabled him to develop long-term, trust-based relationships. Outside of his professional work, Robert enjoys fitness activities such as golf, hiking, running, skiing, and traveling.

Louis Mcdonough III is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 credential and previously worked at A-LIGN and KPMG. Outside of finance, he operates a history-focused YouTube channel and serves as an independent contractor for Cowboy Country Club LLC. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, using asset-allocation tools and third-party managers to construct portfolios across various asset classes.

Christopher Vines is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds a Series 66 designation and has previously worked with firms including Independent Financial Group, LLC, ProEquities, Inc., and Securities America. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs model-driven investment implementation and offers financial planning, access to third-party asset managers, and affiliated trust and insurance services.