Judy Holt is a financial advisor with TrueWealth Advisors, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. She previously worked at ProEquities, Inc. and Williamson Financial Services. Outside of her advisory role, she serves as Vice President of Central Alabama Cleaning Inc., where she handles bookkeeping and supply procurement. TrueWealth Advisors provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and businesses. The firm manages approximately $547 million in client assets through a team of 14 advisors, employing strategic asset-allocation model portfolios with ETFs and mutual funds, including values-based and ESG options.

Reuben Stewart III is a financial advisor at Navigate Wealth Management, LLC with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has a background that includes roles at Stonebridge Advisors, LLP, and Trustee Empowerment & Protection, Inc. In addition to his advisory work, he is a partner in a law practice based in Birmingham, Alabama. Navigate Wealth Management, LLC is an SEC-registered advisory firm serving primarily individuals and high-net-worth clients. The firm employs a long-term investment approach based on modern portfolio theory and uses model portfolios and documented risk-tolerance profiles to manage discretionary and non-discretionary accounts.

Paul Marks is a CFP® with 20 years of industry experience, currently serving as an advisor at TrueWealth Advisors, LLC. He has worked at Concourse Financial Group Securities, Inc. for 16 years and joined TrueWealth Advisors in 2014. Outside of his advisory role, he is the owner of Peep and Squeak Farms, LLC, a farm focused on the cultivation and harvesting of various fruit trees. TrueWealth Advisors, LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and business entities, managing approximately $547 million in client assets. The firm emphasizes strategic asset allocation through model portfolios using ETFs and mutual funds, offers retirement plan consulting under ERISA standards, and incorporates values-based and ESG investing options.

Christopher Phillips is a CFA® charterholder and holds a Series 66 license with 19 years of industry experience. He is currently with TrueWealth Advisors, LLC and has previously worked at Cetera Wealth Services, Concourse Financial Group Securities, Ameriprise, Morgan Stanley, and Citigroup Global Markets. Phillips is also a licensed independent insurance agent offering life, disability, and long-term care insurance as part of his financial planning services, and serves as a Notary Public for the State of Alabama. TrueWealth Advisors, LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm manages approximately $547 million in client assets through a team of 14 advisors, primarily using strategic asset-allocation model portfolios composed of ETFs and mutual funds, with offerings that include values-based and ESG options.

Warren Marshall IV is a financial advisor at TrueWealth Advisors, LLC in Hoover, Alabama, with five years of industry experience. He holds a Series 66 designation and has worked at several firms, including Cetera Wealth Services, LLC and Concourse Financial Group Securities Inc. Outside of his advisory role, he serves as chairman of the finance sub-committee and board member of Young Life of Trussville. TrueWealth Advisors, LLC provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and businesses. The firm manages approximately $547 million in client assets through a team of 14 advisors and employs strategic asset-allocation models primarily using ETFs and mutual funds, offering services that include ERISA fiduciary retirement plan consulting and values-based investment options.

Mark Rutledge is a financial advisor at Insight Folios with 13 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Insight Folios in 2025, he worked at Brookstone Capital Management and Specialized Advisors LLC, among other firms. Rutledge is also an independent insurance agent through JD Mellberg LLC. Insight Folios provides portfolio management and financial planning services primarily for individual and high-net-worth clients, while also offering ERISA plan consulting and sub-advisory services to other registered investment advisers. The firm uses a team-of-advisers approach combined with proprietary planning software and artificial intelligence tools to support its investment and planning process.

Travis Sherman is a financial advisor at Gradient Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gradient Advisors since 2017. Prior to that, he was with Horizons Financial Group and Principal Financial Services. Outside of his advisory work, Sherman coaches cyclists and runners through Podium Finish Training and is involved with a cycling-related website. Gradient Advisors, LLC provides investment management, financial planning, and consulting to a diverse client base, including individuals, retirement plans, and charitable organizations. The firm operates primarily through third-party money managers and emphasizes a largely non-discretionary approach to portfolio management.

Todd Talbot is a CFP® and ChFC® with 25 years of experience in financial services. He is currently with CreativeOne Wealth, LLC and has previously worked at firms including Concourse Financial Group Securities Inc and Principal Life Insurance Company. Outside of his advisory role, he operates Red Mountain Financial, his insurance and investment business. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based core models, third-party managers, and option-based strategies within a platform that supports tailored suitability assessments and regular portfolio rebalancing.

Adam Smith is a financial advisor at Csenge Advisory Group, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Integrity Alliance, LLC, Lion Street Financial, Ikes Beach Service, Auburn University, and Wadsworth's Blueberry Farm. He also provides client relationship support and assists senior advisors with financial planning and portfolio management. Csenge Advisory Group offers investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and businesses. The firm employs a combination of fundamental and technical analysis with a relative strength methodology and a top-down market approach, providing customized portfolio management through discretionary or model-based allocations.

Jeanna Stephens is a Series 65 licensed advisor at Wealth Management with seven years of industry experience. She has worked with Chappell Professional Group, PC, a tax and accounting firm, for over a decade. Wealth Management Nebraska LLC serves individuals, high-net-worth clients, and institutional clients, offering discretionary asset management, fiduciary services, and financial planning. The firm uses broadly diversified, passively managed portfolios with a long-term, buy-and-hold approach and provides back-office and recordkeeping support for other advisors.

Dylan Levey is a financial advisor with Arkadios Wealth Advisors, holding a Series 66 designation and 25 years of industry experience. His career includes roles at Cetera Wealth Services, BBVA Securities, and Avantax Advisory Services. Outside of advising, he serves as president of Diamond Head Building LLC, a professional commercial building enterprise. Arkadios Wealth Advisors is an SEC-registered multi-team firm serving individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans using various internally managed and third-party portfolios, incorporating fundamental, technical, and cyclical investment analysis.

Ralph Moore is a financial advisor with First Heartland Consultants, Inc. in Pelham, Alabama, holding the ChFC® designation and Series 63 license, with 32 years of industry experience. He has been with First Heartland Capital Inc since 2012 and has extensive involvement in multiple business ventures, including ownership in a furniture leasing business and active roles in various real estate and property management companies. Moore also serves as president of the board of directors for the Iota Lambda House Corporation of Sigma Nu Fraternity. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, asset management, and third-party asset management solutions through a network of independent investment adviser representatives.

Kristi Trowbridge is a Certified Financial Planner® with 31 years of industry experience, currently serving at NFSG Corporation. Her career includes roles at NewBridge Securities Corporation, Kestra Financial Services, and Merrill, among others. She is also the owner of Trowbridge Wealth Management, LLC, where she provides investment advisory and tax-related services. NFSG Corporation offers investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm constructs diversified portfolios using various asset classes and provides both discretionary and non-discretionary management supported by internal research and third-party asset managers.

Melissa Brown is a financial advisor at OneSeven with 24 years of industry experience. She holds a Series 63 designation and has worked at firms including Securities America Advisors, Inc. and Kestra Advisory Services, LLC. Brown joined OneSeven in 2026. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers diversified portfolios using mutual funds, ETFs, stocks, bonds, and access to alternatives and private placements, applying a primarily long-term investment approach with both discretionary and non-discretionary arrangements.

Aiden Pierce is a financial advisor with Csenge Advisory Group, LLC, holding a Series 66 designation and four years of industry experience. He has worked at multiple firms, including Integrity Alliance, LLC, Lion Street Financial, and Csenge Advisory Group. Outside of advisory roles, he has experience reviewing life insurance policies through a related insurance provider position. Csenge Advisory Group provides investment advisory and retirement-plan consulting services to individuals, high net worth clients, charities, and corporate/business clients. The firm employs a combined fundamental and technical investment process with customized portfolio management and operates through a network of independent advisors.

Thomas Davis IV is a financial advisor with Virtue Capital Management, LLC, holding a Series 66 designation and 14 years of industry experience. He has worked at Virtue Capital Management since 2019 and is also president of Designed Income Advisory, LLC, a firm focused on sales of insurance and insurance-based investment products. His prior roles include positions at Horter Investment Management, The Davis Insurance Agency, Aura Asset Management, and Ameriprise. Virtue Capital Management is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm offers portfolio management, financial planning, consulting, and sub-advisory services, employing a multi-team model and a mix of tactical, strategic, and dynamic investment approaches.

David Giegel is a financial advisor at Sowell Management in Birmingham, AL, with six years of industry experience. He holds a Series 66 designation and previously worked at StoneX Advisors Inc., StoneX Securities Inc., Mutual of Omaha Investor Services, Mutual of Omaha Insurance Company, and Edward Jones. Outside of his advisory role, he is affiliated with Hearthwell Financial, providing insurance and financial services through a DBA. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm uses a variety of management styles and offers model portfolios, third-party manager selection, and unified managed account solutions through an independent-contractor model with over 100 investment adviser representatives.

Austin Hulsey is a financial advisor at First Command Advisory Services with five years of industry experience. He holds a Series 66 designation and served in the United States Army from 2016 to 2020 before joining First Command's affiliated entities in 2021. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios through approved third-party managers.

Summer Broadhead is a financial advisor with Commonwealth Financial Network in Birmingham, AL, holding a Series 65 designation and four years of industry experience. She has worked at EverThrive Financial Group, Commonwealth Financial Network, Grinkmeyer Leonard Financial, and Warren Averett, LLC. Outside of advising, she provides tax preparation and accounting services in Calera, AL. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a variety of advisory programs and back-office services. The firm offers discretionary model portfolios, personalized investment programs, and technology and compliance support to affiliated advisors.

Scotty Morris is a financial advisor at Commonwealth Financial Network with 30 years of industry experience. He holds Series 63 and Series 66 designations. His prior work experience includes roles at Everthrive Financial Group, Truist Investment Services, Inc., and BB&T Securities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform with both discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a range of investment options including mutual funds, ETFs, and personalized indexing.