Linda Bowen is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has been with Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions since 2014. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering managed advice programs and investment education services. The firm relies on Morningstar Investment Management for portfolio construction and oversight, serving a large client base primarily with non-discretionary assets.

Robert Thomas III is a financial advisor at TIAA-CREF with seven years of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF since 2018, following a three-year tenure at ServisFirst Bank. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm offers discretionary management through model and customized portfolios and acts as adviser to the TIAA Donor Advised Fund.

Justin Craft is a financial advisor with Ameritas Advisory Services, LLC and holds Series 63 and 65 licenses. He has 28 years of industry experience, with a background that includes multiple roles within Ameritas-affiliated companies since 2003 and ownership in an independent insurance agency. Outside of financial services, he manages an independent insurance agency. 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 portfolio construction tools and program platforms, offering asset management, financial planning, and retirement plan advisory services.

Michael Ketchum is a financial advisor at TIAA-CREF with 23 years of industry experience. He holds the Series 66 designation and has previously worked at PNC Investments, BBVA Wealth Solutions Inc., and BBVA Securities Inc. He is based in Birmingham, AL. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management under a fiduciary standard, using a combination of model and customized portfolios.

Stacey Graham is a financial advisor with Eagle Strategies (NY Life) in Birmingham, AL, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has worked with Eagle Strategies since 2021 and has been affiliated with New York Life Insurance Company and Nylife Securities LLC since 2014. Outside of her advisory role, she is an owner of a rental condominium property. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and mainly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Patrick Bruski is a CFP®-credentialed financial advisor with 13 years of industry experience, currently serving clients through NewEdge Advisors and LPL Financial. Prior to these roles, he spent 11 years at Edward Jones. Bruski is based in Birmingham, AL. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management and consulting services, employing multiple program structures and leveraging technology and centralized due diligence to support advisor and client needs.

Zachariah Sprinkle is a financial advisor with Principal Financial Services in Birmingham, AL. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Benton-Georgia and Diversified Utility Services. He is also involved in fixed insurance sales, offering products such as life insurance, annuities, and group benefits through various carriers. 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 offers direct advisory programs, financial planning, and access to third-party money manager solutions, with investment implementation typically managed on a discretionary basis by these external managers.

Nicholas Thomas is a financial advisor with Principal Financial Services in Birmingham, AL, holding a Series 66 designation and one year of industry experience. His prior work includes roles at 2065 Wealth Management and Principal Securities, Inc., as well as employment outside the financial industry. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Zachary Sims is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. He has been affiliated with Ameritas Investment Company, LLC since 2022 and Nowlin and Associates Wealth Management since 2019. Outside of advising, Sims is involved in real estate through ownership interests in Cunningham Griffin LLC and as an agent with ARC Realty. 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 uses a range of investment strategies and platforms, incorporating both firm-developed and third-party model portfolios, mutual funds, ETFs, and individual securities.

Jonathan Millican is a CFP® professional with 21 years of industry experience. He has worked at Savant Wealth Management since 2023 and previously held roles at Bridgeworth, LLC and Kinsight (formerly Charles D. Haines, 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, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and maintains integrated accounting, legal, and trust service affiliates.

Nicholas Robillard is a Series 65 licensed financial advisor with NewEdge Advisors in Birmingham, AL, and has two years of industry experience. Prior to joining NewEdge, he worked at Stonegate Investment Group and has a background as a professional golfer and involvement with Pebblehurst Golf and Putter Lab. NewEdge Advisors is an enterprise-scale registered investment adviser serving a range of clients including individuals, pension plans, corporations, and charitable organizations. The firm offers diverse portfolio management and consulting services, combining in-house and third-party strategies with the use of technology and centralized due diligence.

Angela Killingsworth is a financial advisor with TIAA-CREF in Birmingham, AL, holding a Series 66 designation and 15 years of industry experience. She has been with TIAA-CREF and Tiaa since 2017 and previously worked at Wells Fargo Clearing from 2015 to 2017. TIAA-CREF Individual & Institutional Services offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm operates a fiduciary advisory model with separate planning and ongoing management services and serves as adviser to a donor-advised fund.

Michael Lahurd is a financial advisor with Guardian Life, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. His career includes roles at Park Avenue Securities and Mass Mutual Investors Services. Outside of his advisory work, he authors ebooks that are distributed to clients based on their responses. Park Avenue Securities LLC, where he is based, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary wrap programs, third-party advisory solutions, and a digital advisory platform.

Eugene Gard is a CFP®, CFA®, and Series 63 credentialed financial advisor with 10 years of industry experience. He has worked at Creative Planning since 2023, following prior roles at Telarray, LLC and Additive Advisory and Capital, LLC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies alongside selective private market exposure.

Tara Ingram is a CFP® professional with three years of experience in the financial advisory industry. She currently works at Savant Wealth Management and previously spent time at Bridgeworth Wealth Management. Her background also includes roles outside of finance, such as work with Rooted Ministry and Cathedral Church of the Advent. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients by providing comprehensive wealth management, portfolio 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 in-house accounting, legal, and trust services.

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.

Christopher Thomason is a financial advisor at MAI Capital Management, LLC with four years of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual Wealth Management Company. Outside of financial advising, he has served as a health coach and trainer at the YMCA. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple asset classes and integrates financial planning, tax, and bill-pay services into client relationships.

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.

Natalie Manning Deal is a Series 65-licensed financial advisor with NewEdge Advisors in Birmingham, AL, and has four years of industry experience. She previously worked at Stonegate Investment Group, LLC and BBVA Compass Investment Solutions Inc. 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 advisers. The firm offers various portfolio management, financial planning, and consulting services, combining in-house manager selection with third-party strategies and emphasizes centralized due diligence supported by technology tools.

Wade Warren is a CFP® with 21 years of experience in the financial industry. He is currently with Savant Wealth Management and previously worked at Bridgeworth, LLC, and LPL Financial. Savant Wealth Management provides comprehensive wealth management, financial planning, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm utilizes a combination of evidence-based asset allocation and actively managed strategies, supported by affiliated accounting, legal, and trust service entities.