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.

Charles Fetner is a CFP® with 25 years of industry experience. He is currently associated with Kestra Advisory and Kestra Investment Services and has prior experience at Securities America Advisors, Securities America, and TDAmeritrade. He serves on the board of the St. Stephens Episcopal Church Endowment Fund, where he reviews portfolio allocation and account performance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party managed solutions. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Nicholas Robillard is a financial advisor at NewEdge Advisors with a Series 65 designation and one year of industry experience. Prior to joining NewEdge Advisors, he worked at Stonegate Investment Group and has a background as a professional golfer. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, using a range of investment approaches and regular portfolio reviews.

Robert Moore is a ChFC® and Series 66-licensed financial advisor with 22 years of industry experience. He is currently with Primerica Advisors and Guardian Life Insurance Co of America, having held roles at both firms since 2015. Moore serves on the Board of Directors for the Vestavia Hills Fire Department Foundation. Primerica Advisors operates under Park Avenue Securities LLC, serving a diverse retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm offers multiple proprietary and third-party investment programs, utilizing a range of asset types and account management options.

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 with Primerica Advisors based in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His career includes roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he authors ebooks for clients and is involved with Vindex Financial Partners in insurance activities separate from Guardian. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services alongside financial and retirement-plan consulting. The firm employs a range of investment strategies through proprietary and third-party managers and supports both discretionary and non-discretionary account management.

Natalie Manning Deal is a financial advisor at NewEdge Advisors with a Series 65 designation and three years of industry experience. She previously worked at Stonegate Investment Group, LLC and BBVA Compass Investment Solutions Inc. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning, utilizing asset allocation across mutual funds, ETFs, and individual securities.

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 Sylacauga, Alabama, holding a Series 66 credential and 20 years of industry experience. He has been with Valic Financial Advisors since 2009 and also has experience with Agia since 2022. Outside of his advisory work, he serves on the architectural committee of a homeowners' association and works part-time at a full-service hotel. 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 and operating at scale with over 1,200 advisors.

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. in Birmingham, AL, with 34 years of industry experience. He holds a Series 63 designation and has been with Benjamin F. Edwards since 2013. Outside of his advisory role, Phillips has ownership interests in several real estate investment entities. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations. The firm offers a range of advisory programs and investment strategies, combining firm-developed and third-party models with ongoing portfolio oversight.

Dustin Ward is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 13 years of industry experience. Prior to joining PNC Investments LLC in 2024, he worked eight years combined at Bank of America and Merrill. He serves as a committee member for the charitable organization Delta Waterfowl, supporting fundraising and event activities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm employs approved model strategies with automated portfolio management and focuses on mutual funds and ETFs.

Thomas Luttrell is a financial advisor at Benjamin F. Edwards & Company, Inc. with 38 years of industry experience. He has been with Benjamin F. Edwards since 2013 and holds a Series 63 designation. Outside of his advisory role, he serves on the grounds committee as a board member for Stonegate Farms in Shelby County, Alabama. 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 management solutions that combine firm-developed and third-party strategies.

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 representative at Kestra Advisory with 19 years of industry experience. He has been with Kestra Advisory since 2016, and is also associated with Kestra Investment Services, LLC and Clark Associates since 2009. Outside of his advisory work, he serves as a member of the Canterbury UMC Counseling Committee, a community and charitable organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors along with a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and utilizes multiple management platforms and third-party solutions to support its services.

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® with 17 years of industry experience, currently serving as an advisor at NewEdge Advisors. He previously worked at Stonegate Investment Group and UBS Financial Services. Outside of advisory work, he is the partner and manager of Brownstone Holdings, LLC and SIG Holdings, LLC, holding companies used for tax purposes. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

John Long Jr. is a Series 65-licensed financial advisor with one year of industry experience, currently with NewEdge Advisors in Birmingham, AL. Prior to joining NewEdge, he worked at Stonegate Investment Group and held various roles at The University of Alabama and The University of Oregon. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning. The firm employs a variety of analytic approaches and emphasizes regular portfolio reviews and oversight of trading and product selection.

Turner Henderson is a financial advisor at PNC Wealth Management in Birmingham, AL, holding a Series 66 credential with six years of industry experience. His prior roles include positions at BBVA Wealth Solutions and Mass Mutual Investors Services. Outside of his advisory work, he owns a rental property unrelated to his investment activities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithmic risk assessment and approved model strategies executed with mutual funds and ETFs.