Larry Norman is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at Agia and The Jeffrey Matthews Financial Group, LLC. He is also active as an insurance agent outside of securities, focusing on non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages a substantial asset base using technology-driven model solutions and operates as both an investment adviser and broker-dealer.

Zachariah Sprinkle is a financial advisor with Principal Financial Services in Birmingham, AL. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Benton-Georgia and Diversified Utility Services. He is also involved in fixed insurance sales, offering products such as life insurance, annuities, and group benefits through various carriers. 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 offers direct advisory programs, financial planning, and access to third-party money manager solutions, with investment implementation typically managed on a discretionary basis by these external managers.

Nicholas Thomas is a financial advisor with Principal Financial Services in Birmingham, AL, holding a Series 66 designation and one year of industry experience. His prior work includes roles at 2065 Wealth Management and Principal Securities, Inc., as well as employment outside the financial industry. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Nicholas Robillard is a Series 65 licensed financial advisor with NewEdge Advisors in Birmingham, AL, and has two years of industry experience. Prior to joining NewEdge, he worked at Stonegate Investment Group and has a background as a professional golfer and involvement with Pebblehurst Golf and Putter Lab. NewEdge Advisors is an enterprise-scale registered investment adviser serving a range of clients including individuals, pension plans, corporations, and charitable organizations. The firm offers diverse portfolio management and consulting services, combining in-house and third-party strategies with the use of technology and centralized due diligence.

Robert Moore is a financial advisor with Guardian Life in Vestavia Hills, AL, holding the ChFC® and Series 66 designations and possessing 22 years of industry experience. He has worked with Guardian Life and its related entities since 2015. Moore serves on the Board of Directors for the Vestavia Hills Fire Department Foundation. Guardian Life, through Park Avenue® Wealth Management, 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, utilizing proprietary programs and third-party platforms, along with access to insurance products and alternative investments.

Richard Lambert is a financial advisor with Valic Financial Advisors in Birmingham, AL, holding a Series 66 designation and 11 years of industry experience. He has been with Valic Financial Advisors since 2014 and also serves as an agent for Agia, focusing on 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, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Michael Lahurd is a financial advisor at Guardian Life with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with Park Avenue Securities and Mass Mutual Investors Services. Outside of his advisory role, Lahurd authors ebooks distributed to clients. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals—including high-net-worth clients—corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of brokerage and advisory services, combining advisor-led discretionary management with model-based strategies and providing access to proprietary wrap programs, third-party advisory solutions, and integrated lending options.

Natalie Manning Deal is a Series 65-licensed financial advisor with NewEdge Advisors in Birmingham, AL, and has four years of industry experience. She previously worked at Stonegate Investment Group, LLC and BBVA Compass Investment Solutions Inc. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers various portfolio management, financial planning, and consulting services, combining in-house manager selection with third-party strategies and emphasizes centralized due diligence supported by technology tools.

Justin Rowe is a Series 66-registered advisor with First Command Advisory Services in Birmingham, AL, with two years of industry experience. Prior to joining First Command, he worked at Rowe Building Supply and Diversified Gas & Oil Corporation. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a 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 and Wealth Portfolio Managers to manage model portfolios and select third-party managers.

Donald Odendahl is a financial advisor with Valic Financial Advisors in Birmingham, AL, holding a Series 66 designation and 21 years of industry experience. He has worked at Valic Financial Advisors since 2009 and has prior experience at Colonial Asset Management Inc and Merrill. Outside of his advisory role, Odendahl serves on the architectural committee of his local homeowners' association and works part-time at the front desk of a hotel. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages approximately $29.2 billion and utilizes centralized technology and model solutions to support its advisor base.

Paul Vahle is a financial advisor with Truist Advisory Services who holds Series 63 and Series 65 designations and has 31 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021 and previously at Bb&T Securities and BBTIS from 2011 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Kevin Held is a CFP® and ChFC® with 30 years of industry experience, currently serving at Kestra Advisory since 2016. He has been affiliated with Kestra Investment Services, LLC since 2008. Additionally, he owns a business focused on selling and servicing insurance products to individuals and group policyholders. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional clients, and individuals. The firm offers services including fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving a diverse client base that includes sovereign wealth funds.

Steven Phillips is a financial advisor at Benjamin F. Edwards & Company, Inc. with 34 years of industry experience. He has held positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. before joining Benjamin F. Edwards in 2013. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of advisory programs and investment management solutions that include proprietary strategies and third-party models, supported by in-house equity and fixed income trading and research.

Dustin Ward is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 14 years of industry experience. Prior to joining PNC in 2024, he worked at Bank of America, Merrill, TD Ameritrade, and Equitable Advisors. He is a committee member for Delta Waterfowl, a charitable organization focused on conservation, where he contributes to fundraising and event support. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an employee-only digital discretionary model portfolio that employs algorithm-driven risk assessment and third-party-managed mutual fund and ETF strategies.

Thomas Luttrell is a financial advisor with Benjamin F. Edwards & Company, Inc. in Birmingham, AL, holding a Series 63 designation and bringing 38 years of industry experience. He has previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Luttrell serves on the grounds committee of Stonegate Farms in Shelby County, AL. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth clients, and institutional entities. The firm provides a range of services such as financial planning, retirement consulting, and both discretionary and non-discretionary managed investment solutions.

Jeffery Ruffin is a financial advisor with Principal Financial Services in Birmingham, AL, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked at Principal Securities Inc., Principal Life Insurance Company, BBVA Securities Inc., and other financial firms. Outside of advising, he assists with tax preparation for a family business during tax season. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Gerald Wolsfelt is an investment advisor at Kestra Advisory with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Kestra Advisory since 2016. Prior to that, he was employed by Synovus Investment Advisors from 2003 to 2006. He serves as a member of the Canterbury UMC Counseling Committee, providing oversight within this community organization. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm provides a range of services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include very large institutional investors and sovereign wealth funds.

Jacob Traylor is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Empower, he worked at Wells Fargo Bank and PNC Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s integrated service model emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Matthew Brown is a CFP® professional associated with NewEdge Advisors with 18 years of industry experience. He previously worked at UBS Financial Services and Stonegate Investment Group. Outside of his advisory role, he is a partner and manager of Brownstone Holdings, LLC and SIG Holdings, LLC, holding companies used for tax purposes. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support client needs.

John Long Jr. is a financial advisor with NewEdge Advisors, holding a Series 65 credential and two years of industry experience. Prior to joining NewEdge Advisors in 2025, he worked at Stonegate Investment Group and held positions at The University of Alabama and The University of Oregon. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals—including high-net-worth clients—as well as pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to provide tailored investment solutions.