James Murfee IV is a CFP® with 37 years of industry experience, currently serving as a financial advisor at VOYA Financial Advisors, Inc. since 2014. He has also been president of The Murfee Group and Murfee Meadows Inc. since 1993. Outside of advising, he holds leadership roles in several business ventures. VOYA Financial Advisors, Inc. offers financial planning, portfolio management, and retirement advisory services to individuals, institutions, and corporate clients. The firm utilizes a combination of in-house and external strategists with technology-enabled tools to implement client recommendations, operating under both SEC-registered investment adviser and FINRA-member broker-dealer capacities.

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.

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 at Hightower Advisors with 24 years of industry experience. She holds Series 63 and Series 66 designations and previously worked nearly two decades at Charles Schwab and Charles Schwab Bank. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes multi-manager solutions and manager selection, utilizing both affiliated and third-party managers, proprietary research, and a range of investment vehicles.

Jessica Baugh is a financial advisor with VOYA Financial Advisors, Inc. in Birmingham, AL. She holds Series 63 and Series 66 licenses and has 18 years of industry experience. Baugh has worked at VOYA Financial Advisors since 2014 and has been with Murfree Meadows, Inc. since 2007. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker‑dealer affiliate of Voya Financial that provides a range of financial planning and investment services to individuals, pension and profit‑sharing plans, charitable organizations, and corporate clients. The firm uses investment policy statements, model portfolios, and technology-enabled tools to implement recommendations, offering both non-discretionary and limited discretionary management options.

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 with AE Wealth Management, LLC in Birmingham, AL, holding Series 63 and Series 65 licenses and three years of industry experience. He has previously worked at Hill Wealth Management dba FreedomFinancial Group and has experience in support services at St. Vincent's Hospital and Athena Health. Outside of advisory work, Walley is involved in insurance sales 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 mix of fundamental, technical, and cyclical investment approaches to serve its approximately 127,000 clients.

Colton Bradford is a financial advisor with AE Wealth Management, LLC in Birmingham, AL. He holds the Series 66 designation and has one year of industry experience, including prior roles at Merrill and Freedom Financial Group. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base ranging from individual households to corporations and trusts. The firm uses discretionary model portfolios and a variety of investment strategies, managing approximately $49.8 billion for over 127,000 clients across 444 advisors.

George Yeager III is a financial advisor with Truist Advisory Services in Birmingham, AL, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. His prior roles include positions at PNC Investments, Wells Fargo Advisors, and Morgan Stanley. Outside of his advisory work, Yeager 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, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers solutions including asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a mix of discretionary and non-discretionary approaches along with third-party platforms and AI-enhanced research.

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 42 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 planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses, offering a range of asset management and consulting solutions across multiple program platforms.

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 and holds Series 63 and 65 licenses. He has 28 years of industry experience, with a background that includes multiple roles within Ameritas-affiliated companies since 2003 and ownership in an independent insurance agency. Outside of financial services, he manages an independent insurance agency. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a range of portfolio construction tools and program platforms, offering asset management, financial planning, and retirement plan advisory services.

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 licenses and three years of industry experience. He has been affiliated with Ameritas Investment Company, LLC since 2022 and Nowlin and Associates Wealth Management since 2019. Outside of advising, Sims is involved in real estate through ownership interests in Cunningham Griffin LLC and as an agent with ARC Realty. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm uses a range of investment strategies and platforms, incorporating both firm-developed and third-party model portfolios, mutual funds, ETFs, and individual securities.

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.