Noah Lohan is a financial advisor at Ameritas Advisory Services, LLC with one year of industry experience. He holds a Series 66 designation and has worked at several firms including McMillan Financial Services and The Washington Trust Company. In addition to his advisory role, he is involved with Keystone Financial Group and InSource Financial Advisors, providing holistic financial advisory services. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management and retirement-plan advisory services through a combination of model portfolios, third-party sub-advisers, and custom strategies.

Gene Hitchcock Jr. is a CFP®-designated financial advisor with Independent Financial Partners, bringing 27 years of industry experience. He has held roles at IFP Securities, LLC, Independent Financial Partners, and LPL Financial. Outside of his advisory duties, he serves as a board member of the Trussville Cemetery Authority and is involved in a local real estate development venture. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a national network of independent advisors. The firm supports a multi-advisor platform serving a diverse client base with customizable investment approaches and notable retirement-plan advisory and pension consulting capabilities.

Gregory Glynn is a financial advisor with First Command Advisory Services and holds Series 63, 65, and 66 licenses. He has six years of industry experience, including roles at First Command Brokerage Services and First Command Insurance Services. His background also includes positions outside the financial industry at Ashley Macs, Sams Club, and Publix. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporations, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs featuring model portfolios managed by a centralized Investment Management Team.

Jason Sanders is a financial advisor at Benjamin F. Edwards & Company, Inc. in Birmingham, Alabama, holding a Series 66 designation with 18 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Wells Fargo Advisors. He also serves as a power of attorney for a fiduciary entity based in Mountain Brook, 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, and nonprofit organizations, offering a range of advisory programs and investment strategies with ongoing portfolio oversight.

Robert Little is a financial advisor with Principal Financial Services in Birmingham, AL, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Principal Securities and Principal Life Insurance since 2017 and held prior roles at Hornor Townsend & Kent Inc and Penn Mutual. 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, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Robert Buchanan Jr. is a financial advisor with Valic Financial Advisors in Birmingham, AL, holding a Series 66 designation and 18 years of industry experience. He has worked at Valic Financial Advisors since 2007 and is also associated with Agia, where he serves as an agent offering 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, consulting, and brokerage services, using Envestnet-developed UMA models for portfolio construction.

Mike Priestley is a financial advisor with Principal Financial Services in Birmingham, AL, holding Series 63 and 65 licenses and bringing 44 years of industry experience. His career includes roles at Principal Securities Inc, Principal Life Insurance Company, TPC Benefits, and prior positions at MML Investors Services, Mass Mutual Life Insurance Company, and ProEquities. He also owns The Priestley Company, a C corporation focused on group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Matthew Mcdowell is a financial advisor with Primerica Advisors in Birmingham, AL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has nine years of industry experience and has worked with Guardian Life Insurance Company and Park Avenue Securities. He serves as president of the Greater Crestwood neighborhood association. Park Avenue Securities LLC serves a diverse retail client base, including individuals, high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services along with financial and business consulting. The firm employs a range of proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.

Andrew Saab is a CFP® professional with 25 years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2021, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Saab is based in Birmingham, AL. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors managing about $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment management solutions with a mix of firm-developed and third-party model strategies.

Herman Sanders III is a financial advisor at Benjamin F. Edwards & Company, Inc. with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Bank of America, Merrill, and Wells Fargo. Sanders also has a fiduciary role involving a joint trust entity in Birmingham, Alabama. Benjamin F. Edwards & Company provides investment advice and related services to a diverse client base, offering both model-based and customized investment strategies alongside financial planning and retirement consulting.

Virginia Morris is a financial advisor with Independent Financial Partners who holds Series 63 and Series 65 licenses and has 26 years of industry experience. Her prior roles include positions at Truist Advisory Services, BB&T, and related entities. Outside of her advisory work, she volunteers with the Trussville Area Chamber of Commerce and serves on the board of the Trussville City Schools Foundation. Independent Financial Partners is a nationwide enterprise serving individual, charitable, corporate, and high-net-worth clients through a decentralized advisory model. The firm offers investment advisory, financial planning, trust, and retirement-plan services, with notable capabilities in retirement-plan advisory and pension consulting.

Michael Ballard is a financial advisor at AE Wealth Management, LLC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Madison Avenue Securities, Global Financial Private Capital, and Alliance Wealth Management Group, where he is also an owner and planner. Ballard teaches financial education classes as a classroom instructor for the American Financial Education Alliance. 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 that includes model portfolio solutions, discretionary asset management, and financial planning services.

Seth Edgil is a financial advisor with Ameritas Advisory Services, LLC and holds a Series 66 designation. He has 10 years of industry experience, including prior roles at Equitable Advisors and AXA Advisors, LLC. In addition to his advisory work, he is licensed as an Independent Insurance Agent and is involved in managing an inherited family property through a separate LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, offering fee-based asset management and fiduciary advice through a range of programs and affiliated investment adviser representatives.

Thomas Luttrell is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and five years of industry experience. He has been with Benjamin F. Edwards since 2017 and previously worked at the University of Alabama from 2016 to 2020. Outside of his advisory role, Luttrell serves as an assistant coach for a youth lacrosse team with the Greater Birmingham Youth Lacrosse Association. Benjamin F. Edwards & Company provides investment advice and related services to individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a range of model-based and customized investment strategies and delivers ongoing portfolio monitoring and rebalancing through both in-house and third-party managers.

Thomas Avant Jr. is a CFP® certified financial advisor with 20 years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2018 and previously held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Benjamin F. Edwards & Company, Inc. provides investment advice and related services to a diverse client base, including individuals, retirement plans, trusts, estates, and corporate clients. The firm offers a range of investment strategies, combining model-based and customized approaches, and supports clients through ongoing due diligence and portfolio management.

Christopher Compton is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Stonegate Investment Group and UBS Financial Services. Outside of his advisory role, he serves as President of the Orleans Condo Association, overseeing the manager of the condo association. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, and charitable organizations, providing discretionary and non-discretionary portfolio management through a wrap fee program. The firm employs various analytic approaches across mutual funds, ETFs, and individual securities, with regular portfolio reviews and rebalancing.

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 with Guardian Life and holds a Series 66 designation. He has five years of industry experience, with prior roles at Park Avenue Securities and Strategic Wealth Specialists. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs.

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.