Bret Hooten is a financial advisor at Truist Advisory Services with three years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enhanced research tools, to manage client portfolios.

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 at Corient with 27 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked 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 that combines in-house strategies with third-party manager solutions and customized asset allocation, supported by ongoing portfolio monitoring and risk management tools.

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.

Ryan Parks is a financial advisor with Truist Advisory Services in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at Merrill, Bank of America, BB&T Securities, and Truist firms since 2005. Truist Advisory Services provides investment consulting and advisory for individuals, corporate clients, retirement plans, and charitable organizations, utilizing discretionary and non-discretionary manager relationships supported by AI-enabled research and extensive inter-affiliate integration.

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.

Jennifer Householder is a financial advisor at Empower Advisory Group with 24 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at GWFS Equities Inc./Great West Life & Annuity Insurance Company since 2009. Outside of her advisory role, she is co-owner of My Adventure Challenge, LLC, a business operated with her spouse where they fulfill orders and manage a related Facebook group during evenings and weekends. Empower Advisory Group provides financial planning and investment management services mainly to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

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.

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 with Truist Advisory Services, holding Series 65 and Series 63 licenses and three years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank, as well as four years with the Dothan Police Department. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and integrated inter-affiliate arrangements.

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 with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at firms including Raymond James & Associates and The Ascent Group, and currently serves clients through Ameritas and Nowlin and Associates, where he is involved in wealth management, financial planning, and estate planning. 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.

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 designations and totaling 25 years of industry experience. His prior roles include positions at BB&T Securities, Bank of America, and Merrill. Outside of his advisory work, he volunteers at the Birmingham Zoo and serves as executor for a family estate. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

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.

Alexander Taulien is a financial advisor with Equity Services, Inc. and holds a Series 66 designation. He has two years of industry experience and previously worked at American United Life, OneAmerica Securities, BCA Capital Management, Northwestern Mutual, and SagePoint Financial. Outside of finance, he serves as Hockey Director for the North Alabama Hockey Association, is a board member and chapter president of Hockey Players in Business, and founded the cancer charity Standing Tauls Against Cancer. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms including third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and non-discretionary management.

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 at Truist Advisory Services with Series 65 and Series 63 credentials. He has one year of industry experience, having previously worked at Wells Fargo Clearing and Wells Fargo Bank. Prior to his finance career, he held positions at EBSCO and other companies. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Chad Moseley is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 24 years of industry experience. He has worked at Ameritas Advisory Services since 2023 and has prior experience with The Ascent Group, Ameritas Life Insurance Corp, Ameritas Investment Corp., and Nowlin and Associates. Outside of his advisory role, he is a joint owner of an exercise studio in Birmingham, Alabama. 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, with a particular focus on plan sponsors and participants.