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 experience in the financial services industry. She currently serves as an advisor at Truist Advisory Services and Truist Investment Services. Her prior experience includes roles at Farther Finance Advisors, Cetera Advisors, OneAmerica Securities, Park Ave Securities, Bridgeworth Wealth Management, PNC Private Bank, Moors & Cabot Inc, AXA Advisors-Equitable, AIG/Valic, Synovus Securities, FIFTH THIRD SECURITIES, and Merrill. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, with a focus on manager selection and ongoing due diligence.

Matthew Scott is a financial advisor at Empower Advisory Group in Hoover, AL, with one year of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Regions Bank, The Piedmont Group, and other firms. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as retail brokerage clients. The firm offers integrated services that focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates within plan lineups selected by sponsors.

Bret Hooten is a financial advisor at Truist Advisory Services with four years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. He has also been involved with The Church at Shelby Crossings. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled tools to support manager selection and portfolio oversight.

Tyler Hill is a financial advisor with AE Wealth Management, LLC in Birmingham, AL, holding a Series 65 designation and six years of industry experience. He has worked with AE Wealth Management since 2018 and operates Hill Wealth Management DBA Freedom Financial Group, where he is also involved in insurance sales. 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 integrates model portfolios, discretionary asset management, and financial planning services.

David Bannon is a financial advisor with Corient in Birmingham, AL, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. His prior roles include positions at Quasar Distributors, LLC, Minshall & Company, and Capital Advisors, Inc. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party manager solutions and specialized offerings such as family office and trustee services.

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.

Ryan Parks is a financial advisor at Truist Advisory Services with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill, Citigroup Global Markets, Bank of America, and BB&T Securities. Parks is based in Birmingham, AL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and the AMC Advantage manager-selection program. The firm integrates discretionary and non-discretionary approaches and utilizes third-party platforms and AI-enabled research tools as part of its investment process.

Patrick Long is a CFP® professional with 31 years of industry experience, currently affiliated with Commonwealth Financial Network since 2023. He has prior experience with Raymond James Financial Services from 2016 to 2023 and is a co-owner of Longbow Capital Partners, LLC. His activities also include fixed insurance sales conducted alongside his advisory work. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and their clients. The firm provides a broad range of advisory services including managed-account programs, access to third-party asset managers, and custody services, supporting diverse investment approaches through both internal and external model portfolios.

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.

Wendy Fricks is a financial advisor with PNC Wealth Management in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include positions at Simplicity Wealth, LLC, Front Page Financial Advisors, and Dempsey Lord Smith, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, digital discretionary model account pilot for PNC employees that uses algorithmic risk assessment and available investment strategies implemented via mutual funds and ETFs.

Anthony Alliman is a financial advisor at Truist Advisory Services with four years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Truist, he worked at Wells Fargo Clearing and Wells Fargo Bank, and earlier in his career, he served with the Dothan Police Department. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, plan sponsor fiduciary support, and a manager-selection program, implementing advice through both discretionary and non-discretionary approaches supported by third-party platforms and research tools.

Danielle Pittler is a financial advisor at AE Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Freedom Financial Group, Broad Financial, and Mazza and More among other firms. AE Wealth Management offers fee-based portfolio management, financial planning, and retirement-plan consulting to a varied client base including individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a range of investment strategies, serving over 127,000 clients with a platform-focused approach.

Jeffrey Allen is a financial advisor at Ameritas Advisory Services, LLC with 32 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Raymond James & Associates and Morgan Keegan & Company, LLC. In addition to his advisory role, he is involved in wealth management and financial planning through Nowlin and Associates. Ameritas Advisory Services 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 utilizes a variety of investment products and model portfolios while offering customized portfolio management and a broad range of financial services.

Valerie Leonard is a financial advisor with Commonwealth Financial Network in Birmingham, AL, holding a Series 66 designation and 21 years of industry experience. She has been with Commonwealth since 2007 and previously worked at EverThrive Financial Group and Grinkmeyer and Leonard Wealth Management. Outside of her advisory role, she is involved as Secretary and part owner of Shutterluxe, Inc., a window treatment services company. Commonwealth Financial Network serves a national network of nearly 3,000 advisors, providing advisory programs, technology, investment management, and compliance support. The firm offers various discretionary model portfolios and program structures, enabling advisors to construct client portfolios from a broad range of securities and insurance products.

Toni Hill is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and 13 years of industry experience. She has worked at AE Wealth Management since 2017 and previously spent five years with Global Financial Private Capital. In addition, she owns and operates Hill Wealth Management Dba Freedom Financial Group, where she is involved in insurance sales. 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 with model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Joseph Du Montier is a financial advisor with Truist Advisory Services in Birmingham, AL, holding Series 63 and Series 65 licenses and having 26 years of industry experience. His prior experience includes roles at Merrill, Bank of America, Citigroup Global Markets, and BB&T Securities. Outside of his advisory work, he volunteers with the Birmingham Zoo. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, leveraging third-party platforms and AI-enabled research tools to support client investment programs.

Howard Bailey is a financial advisor at AE Wealth Management, LLC with Series 63 and Series 65 licenses. He has over 35 years of experience, including running Bailey Insurance & Investments and prior work at Neil Bailey Insurance. Bailey is also the owner of an insurance sales business. 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 emphasizes discretionary model portfolios and supports third-party RIAs through sub-advisory and model-licensing services.

Zeeshan Ali is a financial advisor with Empower Advisory Group holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Advised Assets Group, and GWFS Equities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns and annual rebalancing through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Thomas Morse II is a financial advisor with Truist Advisory Services in Birmingham, AL. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Truist, Morse worked at Wells Fargo Clearing and Wells Fargo Bank, as well as various roles at EBSCO and other companies. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm integrates discretionary and non-discretionary manager relationships while leveraging third-party platforms and AI-enabled research tools to support its investment approach.