William Miller is a financial advisor with Ameritas Advisory Services, LLC and holds a Series 66 designation. He has one year of industry experience, having worked at Ameritas Advisory Services and Ameritas Investment Company since 2026, as well as Nowlin & Associates. Before entering the financial industry, he spent several years in education at Samford University and Caldwell Academy. 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 a variety of investment platforms and strategies supported by an affiliated holding company structure.

Colin Larsen is a CFP® professional affiliated with Mariner Wealth Advisors in Birmingham, AL, with 25 years of industry experience. His career includes roles at Valmark Advisors, Inc. and Valmark Securities, Inc., and long-term involvement with Colton Groome Financial Advisors, LLC. Larsen has been with Mariner since 2023. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers customized investment management, financial planning, coordinated tax services, and employer financial-wellness tools, combining in-house research with third-party manager allocations across a broad range of asset classes.

Peyton Jones is a CFP® professional with three years of industry experience, currently serving at Creative Planning. Prior to joining Creative Planning, he worked for seven years at Bridgeworth Wealth Management. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

James Murfee IV is a CFP® with 37 years of industry experience, currently serving as a financial advisor at VOYA Financial Advisors, Inc. since 2014. He has also been president of The Murfee Group and Murfee Meadows Inc. since 1993. Outside of advising, he holds leadership roles in several business ventures. VOYA Financial Advisors, Inc. offers financial planning, portfolio management, and retirement advisory services to individuals, institutions, and corporate clients. The firm utilizes a combination of in-house and external strategists with technology-enabled tools to implement client recommendations, operating under both SEC-registered investment adviser and FINRA-member broker-dealer capacities.

Taylor Brown is a CFP® professional with 11 years of industry experience, currently advising at Savant Wealth Management. He has previously worked at Bridgeworth Wealth Management, LPL Financial, and Minnesota Life Insurance. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by affiliated accounting, legal, and trust services.

Edward Thomas III is a financial advisor at Savant Wealth Management in Birmingham, AL, with seven years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Savant Wealth Management, he worked at Bridgeworth Wealth Management and Mass Mutual Investors Services. Thomas also serves as a commissioned Marine Officer, involved in current operations planning for Marine Corps Forces throughout the Pacific Theater. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and financial planning services. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by centralized resources and affiliated entities offering accounting, legal, and trust services.

Laura Rhoades is a CFP® and Series 66-registered financial advisor with 20 years of industry experience. She has worked at Savant Wealth Management since 2023, following prior roles at Bridgeworth Wealth Management and LPL Financial, LLC. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by affiliated accounting, legal, and trust service entities.

Jessica Baugh is a financial advisor with VOYA Financial Advisors, Inc. in Birmingham, AL. She holds Series 63 and Series 66 licenses and has 18 years of industry experience. Baugh has worked at VOYA Financial Advisors since 2014 and has been with Murfree Meadows, Inc. since 2007. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker‑dealer affiliate of Voya Financial that provides a range of financial planning and investment services to individuals, pension and profit‑sharing plans, charitable organizations, and corporate clients. The firm uses investment policy statements, model portfolios, and technology-enabled tools to implement recommendations, offering both non-discretionary and limited discretionary management options.

Monica Keith is a financial advisor at TIAA-CREF with 12 years of industry experience and holds a Series 66 designation. She previously worked at Empower Advisory Group and Gwfs Equities, Inc. from 2017 to 2022. Outside of her advisory role, she leads group fitness classes as an instructor at Willmore Total Fitness. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients with ties to TIAA-administered retirement plans. The firm offers a fiduciary-advised model that separates one-time planning from ongoing portfolio management and acts as adviser to a donor-advised fund sponsored by Charityvest.

Kimberly Harless is a financial advisor at NewEdge Advisors with 28 years of industry experience. She previously worked at UBS Financial Services for 25 years and at Stonegate Investment Group for four years. Harless holds Series 63 and Series 65 licenses. NewEdge Advisors is an enterprise-scale registered investment adviser that serves a diverse client base including high-net-worth individuals, corporations, pension plans, trusts, and charitable organizations. The firm offers a range of portfolio management and consulting services and utilizes a mix of in-house and third-party investment strategies supported by technology and centralized due diligence.

Marly Green is a CFP® professional with three years of experience in the financial industry. She is currently with Savant Wealth Management in Birmingham, AL, and has previously worked at Bridgeworth Wealth Management and Cru. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and related services. The firm employs a combination of evidence-based, model-driven asset allocation and actively managed strategies overseen by an investment committee.

Jeffrey Mccormack is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2023. He previously worked at Bridgeworth Wealth Management for 11 years and held a role at LPL Financial for six years. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated services through affiliated accounting, legal, and trust entities.

Cynthia Thomas is a financial advisor at NewEdge Advisors with 42 years of industry experience. She has held positions at Stonegate Investment Group, LLC and UBS Financial Services prior to joining NewEdge in 2025. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm provides a broad range of services, including portfolio management, financial planning, retirement plan consulting, and access to sponsored advisory programs, utilizing both in-house and third-party manager strategies supported by advanced technology and rigorous due diligence.

Thomas Joy is a financial advisor with NewEdge Advisors in Birmingham, AL, holding Series 63 and Series 66 licenses and offering 16 years of industry experience. His prior roles include positions at Stonegate Investment Group and Bbva Securities Inc., where he worked alongside COMPASS Bank for nearly three decades. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm provides a broad range of services including portfolio management, financial planning, retirement consulting, and access to various advisory programs, utilizing multiple program structures and technology tools to support client needs.

George Yeager III is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. His prior work includes roles at PNC Investments, Wells Fargo, and Morgan Stanley. Outside of his advisory work, he serves as Treasurer for Oasis Counseling for Women and Children and is a board member of the Virginia Samford Theatre in Birmingham. Truist Advisory Services offers investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary strategies supported by AI-enhanced research and inter-affiliate resources.

Andrew Tillery is a financial advisor with Principal Financial Services in Birmingham, AL, holding a Series 66 license and three years of industry experience. Prior to his current role, he worked at Peachtree Planning and Penn Mutual Life Insurance Company, and spent over a decade at Southern Company. He serves as president of the Oak Mountain Middle School Athletic Boosters, a nonprofit organization supporting local school athletics. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services include financial planning, retirement plan consulting, and access to third-party money manager programs available through investment adviser and promoter arrangements.

Martin Adams is a financial advisor with Planmember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Planmember and Innovative Financial Solutions, Inc. since 2014 and has also operated as a self-employed advisor since 2011. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation process to manage risk-based mutual fund portfolios and offers education, support, and personalized planning services to plan sponsors and participants.

Rachel Smith is an investment advisor representative at TLG Advisors, Inc. with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Concourse Financial Group and related entities. Smith is also a vice president at Simplicity Group, where she is involved in insurance product sales to advisors. TLG Advisors, Inc. provides investment supervisory services, portfolio management, and comprehensive financial planning to a diverse clientele, including high-net-worth individuals, trusts, charitable organizations, corporations, and institutional investors. The firm uses fundamental analysis and Modern Portfolio Theory to construct diversified portfolios, often managing accounts through a network of sub-advisors and program platforms.

John Pelham is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His career includes roles at Pelham Financial LLC, The Ascent Group, and Ameritas Investment Corp., among others. He also presents educational seminars and teaches the CFP curriculum through Pelham Financial Group. 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, offering a range of asset management and consulting solutions across multiple program platforms.

Mary Wheeler is a financial advisor with Principal Financial Services in Birmingham, AL, holding Series 63 and Series 65 licenses and 11 years of industry experience. Her prior roles include positions at Bankers Life & Casualty, Bankers Life Securities, Bank of America, and Merrill. She also engages in sales of fixed annuities and insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs, employing both adviser and promoter arrangements.