Jamie Kertis is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 15 years of industry experience. Kertis has worked at Commonwealth since 2012 and was previously affiliated with Grinkmeyer and Leonard Wealth Management. Outside of advisory work, Kertis is a partner and co-owner of Allied Wealth Educators, LLC, a private securities business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors, who often manage client portfolios using a wide range of securities and insurance products.

Pierce Wessel is a financial advisor with TIAA-CREF in Birmingham, AL, holding a Series 66 credential and eight years of industry experience. His prior work includes positions at Wells Fargo, Bank of America, Merrill, and Massachusetts Mutual Life Insurance Company. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing employer retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm emphasizes a fiduciary standard in its RIA services and provides both model-based and customized portfolio management options.

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.

Sean Fleming is a Series 65-registered financial advisor with eight years of industry experience, currently with Ameritas Advisory Services, LLC. Prior to joining Ameritas, he worked with Freedom Financial Group and AE Wealth Management. Fleming is also involved with Nowlin & Associates, where he provides life insurance and annuities as part of comprehensive financial planning. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm employs a platform approach combining in-house model portfolios, third-party managers, and integrated solutions with Ameritas affiliates.

Misty Mc Minn is a financial advisor with TLG Advisors, Inc., holding Series 63 and Series 65 credentials and 25 years of industry experience. Her prior roles include positions at Concourse Financial Group and The Leaders Group Inc. She is also involved as a senior planning specialist with Simplicity Group, focusing on insurance-related activities. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, and ERISA fiduciary services, delivering advice through independent representatives and sub-advisors using fundamental analysis and Modern Portfolio Theory.

James Lowe is a financial advisor at Ameritas Advisory Services, LLC with 12 years of industry experience. He holds the Series 66 designation and has worked at several related firms, including Ameritas Investment Corp and Nowlin and Associates, where he has been involved since 2011. In addition to his advisory work, he is a partner at Unlimited, LLC, where he educates individuals on the uses and benefits of whole life insurance contracts. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, financial planning, and retirement-plan advisory services through model portfolios, third-party sub-advisers, and custom strategies, with a focus on both discretionary and non-discretionary account management.

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.

Sarah Shotts is a financial advisor at Truist Advisory Services with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Truist Advisory Services since 2021, previously serving six years at BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

John Heacock is a financial advisor at AE Wealth Management, LLC, holding a Series 65 credential. He has one year of industry experience with prior roles at Freedom Financial Group and Whitten & Associates. His background also includes a brief period working at Crunch Fitness. 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 various investment strategies, managing approximately $49.8 billion across more than 127,000 clients.

Chad Reid is a financial advisor with PNC Wealth Management in Alabaster, Alabama, holding Series 63, 65, and 66 licenses and four years of industry experience. His prior roles include positions at Cetera, Regions Bank, and Titlemax. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm utilizes algorithm-driven portfolio recommendations and delegates investment execution to approved third-party strategists.

Benjamin Gregory is a financial advisor with Eagle Strategies (NY Life) based in Birmingham, AL, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked with firms including Wilson, Gregory & Henderson, LLC, Wilson & Associates, NYlife Securities LLC, and New York Life Insurance Company. Outside of advisory roles, he is involved in brokering non-registered insurance products and operates under multiple business entities related to insurance sales and brokering. Eagle Strategies serves a diverse clientele of individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis, operating within the integrated New York Life affiliate structure.

Amy Cooper is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has worked with Principal Securities Inc. since 1999 and Principal Life Insurance Company since 1998. Outside of her advisory role, she is a digital creator sharing content on recipes, home goods, and fashion through social media channels. 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 emphasizes direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions.

John Debuys III is a financial advisor with Eagle Strategies (NY Life) based in Birmingham, AL, holding a ChFC® designation and Series 63 license. He has 36 years of industry experience, including roles at New York Life Insurance Company and Nylife Securities Inc. He is also a board member of King's Home, an organization serving youth, women, and children at risk, and serves on the board of the Beaux Arts Krewe, a men's organization supporting the Birmingham Museum of Art. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to individual investors and institutional clients, with an emphasis on non-discretionary asset management and integrated advisory services linked to insurance products.

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.

Jonathan Walker is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 25 years of industry experience. He has worked at Ameritas Investment Corp. and Nowlin and Associates since 2000, and with Ameritas Advisory Services since 2023. In addition to his advisory role, he is a licensed independent insurance agent selling fixed insurance products. 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, fiduciary retirement-plan advice, and utilizes model portfolios, third-party sub-advisers, and custom strategies.

Michael Mullis is a financial advisor with Kestra Advisory Services, holding the PFS™ designation and Series 63 license. He has 26 years of industry experience, including over a decade with Securities America Advisors, Inc. Mullis is also co-owner of Davis and Mullis, a family real estate business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients, offering fiduciary services and a range of investment platforms. The firm manages approximately $79.8 billion in assets and serves clients including large institutional investors and sovereign wealth funds.

Jake Hufham is a financial advisor at Integrity Alliance, LLC, holding a Series 66 designation with less than one year of industry experience. Prior to joining Integrity Alliance in 2025, he worked at Lion Street Financial and Wealth Strategies LLC. Outside of his financial career, he has experience working part-time at Pike Road Millwork and has volunteered at a camp. Integrity Alliance, LLC is a large advisory enterprise serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and diversified investment approaches through a network of over 300 advisors managing approximately $5.4 billion in assets.

Cole Czajkoski is a financial advisor at AE Wealth Management, LLC in Birmingham, AL, holding a Series 65 credential with five years of industry experience. Prior to joining AE Wealth Management in 2021, he worked at Hill Wealth Management DBA Freedom Financial Group starting in 2020 and has experience with United Parcel Service. 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 range of investment strategies, managing nearly $50 billion for over 127,000 clients.