Chad Moseley is a financial advisor with Ameritas Advisory Services, LLC and holds a Series 66 designation. He has 24 years of industry experience, including roles at Ameritas Life Insurance Corp, Ameritas Investment Corp., The Ascent Group, and Nowlin and Associates. Moseley is also a joint owner of an exercise studio in Birmingham, Alabama. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, and retirement plans. The firm utilizes a range of investment options and program platforms to build customized portfolios while managing operational practices to enhance cost efficiency.

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. with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, Wells Fargo Advisors, and Morgan Stanley. In addition to his advisory role, he serves as a power of attorney for a fiduciary entity. 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 services including advisory programs, financial planning, investment management, brokerage, insurance products, and M&A advisory services.

Sean Fleming is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 65 license and bringing nine years of industry experience. He has worked at Freedom Financial Group and AE Wealth Management, LLC, and currently maintains a role at Nowlin & Associates, where he provides insurance solutions including fixed and indexed life insurance and annuities as part of comprehensive financial planning. Ameritas Advisory Services, LLC offers 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 investment strategies and platforms, combining model portfolios, mutual funds, ETFs, and individual securities to tailor portfolios to client needs.

Misty Mc Minn is a financial advisor with TLG Advisors, Inc. in Birmingham, AL, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. Her career includes longstanding roles at Concourse Financial Group and related entities dating back to 1998, and she currently holds senior sales and planning positions outside her advisory role. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm employs a manager selection and monitoring process grounded in fundamental analysis and Modern Portfolio Theory, offering both sub-advised portfolios and a digital direct-to-consumer program called Starlight Portfolios.

James Lowe is a financial advisor at Ameritas Advisory Services, LLC with 13 years of industry experience. He holds the Series 66 designation and has held roles at Ameritas Investment Corp since 2013 and Ameritas Life Insurance since 2011. In addition to his advisory work, he is a partner at Unlimit, LLC, where he focuses on educating individuals about the uses and benefits of whole life insurance contracts. 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 offers asset management, financial planning, retirement plan advisory, and variable product subaccount management, utilizing model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms.

Andrew Saab is a CFP® professional with 25 years of experience in the financial services industry. He has worked at Benjamin F. Edwards & Company, Inc. since 2021 and previously held roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Prudential Equity Group, LLC. Saab is based in Birmingham, AL. 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 a network of over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management consulting, utilizing both proprietary strategies and third-party models.

Herman Sanders III is a financial advisor at Benjamin F. Edwards & Company, Inc. with 33 years of industry experience. His prior firms include Bank of America, Merrill, Wells Fargo Advisors, and Morgan Stanley. 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 services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management consulting, employing both proprietary strategies and third-party model providers.

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 ChFC® credentialed financial advisor with Eagle Strategies (NY Life) in Birmingham, Alabama, bringing 37 years of industry experience. He has held roles at Eagle Strategies and New York Life since 1993 and has operated Debuys & Company since 2014. He serves on the board of King's Home, an organization supporting youth, women, and children at risk, and is involved with the Birmingham Museum of Art through the Beaux Arts Krewe. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages most regulatory assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Thomas Luttrell is a financial advisor with Benjamin F. Edwards & Company, Inc. in Birmingham, AL, 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 U12 lacrosse team with the Greater Birmingham Youth Lacrosse Association. 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 over 500 advisors. The firm offers a range of services including financial planning, investment management, and brokerage, utilizing both proprietary strategies and third-party models.

Thomas Avant Jr. is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2018. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Wells Fargo Clearing. 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, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of services such as wrap-fee advisory programs, financial planning, investment management consulting, and M&A advisory services, utilizing both proprietary strategies and third-party model providers.

Jonathan Walker is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 26 years of industry experience. He has worked with Ameritas Investment Corp. and Ameritas Life Insurance Corp. since 2000 and was previously with The Ascent Group. In addition to his advisory role, he is licensed as an independent insurance agent to sell fixed insurance products through Nowlin and Associates. 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 investment strategies and platforms, combining model portfolios, mutual funds, ETFs, and individual securities to tailor solutions for clients.

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 in Birmingham, AL, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Lion Street Financial and Wealth Strategies LLC, alongside earlier work in education and part-time employment at Pike Road Millwork. Integrity Alliance is a large advisory network serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and various program options, employing a range of investment approaches through advisor-managed accounts, model portfolios, and third-party sub-advisers.

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.