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.

Teresa Dickey is a financial advisor with Hightower Advisors, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. She worked at Charles Schwab and Charles Schwab Bank from 2005 to 2024 before joining Hightower Advisors in 2025. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and customized portfolio construction strategies.

Jessica Baugh is a financial advisor with VOYA Financial Advisors, Inc. in Birmingham, AL. She holds Series 63 and Series 66 licenses and has 17 years of industry experience. She has been with VOYA Financial Advisors since 2014 and also has a longstanding role at Murfree Meadows, Inc. since 2007. VOYA Financial Advisors, Inc. offers investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm utilizes a combination of model portfolios and manager-driven investment strategies, delivering both discretionary and non-discretionary advisory services.

Monica Keith is a financial advisor at TIAA-CREF with 12 years of industry experience and holds a Series 66 designation. She previously worked at Empower Advisory Group and Gwfs Equities, Inc. from 2017 to 2022. Outside of her advisory role, she leads group fitness classes as an instructor at Willmore Total Fitness. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients with ties to TIAA-administered retirement plans. The firm offers a fiduciary-advised model that separates one-time planning from ongoing portfolio management and acts as adviser to a donor-advised fund sponsored by Charityvest.

Jacob Greene is a financial advisor at AE Wealth Management, LLC with a Series 66 designation and one year of industry experience. His prior work history includes roles at Freedom Financial Group, Ameriprise, and Publix. 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 multiple model portfolios and discretionary management, supporting advisors with reporting, portfolio construction, and licensing programs.

Alexander Walley is a financial advisor at AE Wealth Management, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Hill Wealth Management dba FreedomFinancial Group and in healthcare support roles at St. Vincent's Hospital and Athena Health. Outside of his advisory duties, he is involved in insurance sales and client services through Freedom Financial Group. 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 a variety of investment strategies, managing nearly $50 billion across more than 127,000 clients.

George Yeager III is a financial advisor with Truist Advisory Services in Birmingham, AL, holding Series 63 and Series 66 licenses and having nine years of industry experience. His prior roles include positions at PNC Investments, PNC Bank, and Wells Fargo. Outside of his advisory work, he serves as Treasurer for Oasis Counseling for Women and Children and is a board member of the Virginia Samford Theatre. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and consulting supported by integrated inter-affiliate resources.

Rachel Smith is an investment advisor representative at TLG Advisors, Inc. with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Concourse Financial Group and related entities. Smith is also a vice president at Simplicity Group, where she is involved in insurance product sales to advisors. TLG Advisors, Inc. provides investment supervisory services, portfolio management, and comprehensive financial planning to a diverse clientele, including high-net-worth individuals, trusts, charitable organizations, corporations, and institutional investors. The firm uses fundamental analysis and Modern Portfolio Theory to construct diversified portfolios, often managing accounts through a network of sub-advisors and program platforms.

John Pelham is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes roles at Pelham Financial LLC, The Ascent Group, and Ameritas Investment Corp., among others. He also presents educational seminars and teaches the CFP curriculum through Pelham Financial Group. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Robert Thomas III is a financial advisor at TIAA-CREF with seven years of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF since 2018, following a three-year tenure at ServisFirst Bank. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm offers discretionary management through model and customized portfolios and acts as adviser to the TIAA Donor Advised Fund.

Justin Craft is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at various Ameritas affiliates since 2003 and was previously with The Ascent Group, LLC. Outside of his advisory role, he is involved as an independent insurance agent and has longstanding entrepreneurial interests through Craft Enterprises/The Blaze. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutions. The firm utilizes a combination of in-house and third-party investment solutions and offers both discretionary and non-discretionary programs across a range of client types.

Michael Ketchum is a financial advisor at TIAA-CREF with 23 years of industry experience. He holds the Series 66 designation and has previously worked at PNC Investments, BBVA Wealth Solutions Inc., and BBVA Securities Inc. He is based in Birmingham, AL. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management under a fiduciary standard, using a combination of model and customized portfolios.

Stacey Graham is a financial advisor with Eagle Strategies (NY Life) in Birmingham, AL, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has worked with Eagle Strategies since 2021 and has been affiliated with New York Life Insurance Company and Nylife Securities LLC since 2014. Outside of her advisory role, she is an owner of a rental condominium property. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and mainly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Zachary Sims is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and three years of industry experience. He has worked at Ameritas entities since 2022 and has been involved with Nowlin and Associates Wealth Management and ARC Realty since 2019. Outside of advisory work, Sims is engaged in real estate through ownership and agency roles. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers both discretionary and non-discretionary programs, utilizing a combination of in-house and third-party portfolios and technology platforms.

Genesis Hooks is a financial advisor at AE Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining AE Wealth Management, Hooks held roles at Freedom Financial Group, Mass Mutual Investors Services, Piedmont Group, and MassMutual Life Insurance Co. Outside of finance, Hooks has experience working at Diamonds Direct and Holiday Inn Express and attended Birmingham-Southern College. 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 portfolio solutions, discretionary asset management, financial planning, and consulting services.

Patrick Boswell is a financial advisor with Commonwealth Financial Network based in Birmingham, AL. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at EverThrive Financial Group, GE Healthcare, Neuronetics, and Olympus America Inc. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a network of approximately 2,900 affiliated advisors and serves hundreds of thousands of individual and institutional clients. The firm offers a comprehensive adviser-support platform with multiple managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Angela Killingsworth is a financial advisor with TIAA-CREF in Birmingham, AL, holding a Series 66 designation and 15 years of industry experience. She has been with TIAA-CREF and Tiaa since 2017 and previously worked at Wells Fargo Clearing from 2015 to 2017. TIAA-CREF Individual & Institutional Services offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm operates a fiduciary advisory model with separate planning and ongoing management services and serves as adviser to a donor-advised fund.

Lloyd Wilson is a financial advisor with Eagle Strategies (NY Life) based in Birmingham, AL, holding Series 63 and 65 licenses with 50 years of industry experience. He has been affiliated with Eagle Strategies since 2000 and operates Lloyd R. Wilson and Associates, specializing in insurance brokering and New York Life products. Outside of his advisory work, Wilson is involved in charitable activities, including creating the Lloyd and Sherry Scholars Fund at the University of Alabama Medical Center and serving on the board of the Parkinson’s Association of Alabama. Eagle Strategies serves a diverse client base, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm provides tailored advice via multiple program types and manages a significant portion of its assets on a non-discretionary basis, focusing on individual, institutional, and plan sponsor clients within an integrated New York Life affiliate structure.

Ashley Folkes is a CFP® professional with 24 years of industry experience, currently serving at Truist Advisory Services. Her prior roles include positions at Farther Finance Advisors, Cetera Advisors, and PNC Private Bank, among others. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and manager selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platform partnerships and AI-enabled research tools.

Matthew Scott is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Empower Advisory Group, he worked at Regions Bank and The Piedmont Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as individual IRA and brokerage account holders. The firm’s services incorporate both proprietary and third-party methodologies focused on long-term portfolio returns and integrate closely with Empower’s recordkeeping and administrative platforms.