Christopher Wallace is a CFP® and ChFC® with 14 years of experience in financial advising. He is currently with AE Wealth Management, LLC and has prior experience at Global Financial Private Capital. Wallace is also involved in insurance and financial planning through his ownership and advisory roles at WG Insurance Services and WG Financial Group. AE Wealth Management, LLC provides fee-based portfolio management, financial planning, and retirement-plan consulting services to a diverse client base including individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a range of investment strategies to manage approximately $49.8 billion for over 127,000 clients.

James Gunter II is a CFP® professional with 13 years of experience in financial advising, currently with Savant Wealth Management. His prior experience includes roles at Bridgeworth LLC, LPL Financial, and Fleishel Financial Associates. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and retirement plan consulting services to individuals, families, pension 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.

Tyler Sherwood is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds a Series 66 designation and joined the firm in 2025 after serving 21 years in the United States Air Force. Outside of advising, he works as a Business Development Manager for The Blue Collar Recruiter and Virtual Trade School, where he connects local businesses with recruiting services. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to manage model portfolios and third-party managers.

Stewart Whitt is a CFP® and holds the Series 66 designation with 17 years of industry experience. He has worked at Savant Wealth Management since 2023 and previously held roles at Bridgeworth, LLC 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, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by a large team and integrated accounting, legal, and trust affiliates.

Daniel Coblentz is a financial advisor at Fifth Third Securities, Inc. with six years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Raymond James Financial Services and Regions Bank. Outside of his advisory role, he is also an associate at Pinnacle Asset Management, where he assists clients with banking and investment referrals. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple portfolio management programs via the Passageway platform and operates as a wholly owned subsidiary of Fifth Third Bank.

Sean Fisher is a Series 66-licensed financial advisor at First Command Advisory Services with one year of industry experience. Prior to joining the firm, he served multiple terms in the United States Army and worked at T2S Solutions. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Christian Wallace is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at WG Financial Group and Academy Sports and Outdoors. Outside of his advisory role, Wallace assists in financial planning and client services as a paraplanner, including selling insurance products. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a range of services such as model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services, operating a platform that combines internally managed and third-party models with advisor-managed options.

Emily Mason is a CFP® with nine years of industry experience, currently affiliated with AE Wealth Management, LLC. Her prior experience includes roles at Morgan Stanley Smith Barney LLC and Merrill. Outside of her advisory work, she is involved in custom home building and garage door sales through her roles with Capstone Custom Homes, LLC and Best Door Co., GP. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, and financial planning services.

Jacob Wagaman is a financial advisor with AE Wealth Management, LLC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at LPL Financial, Redstone Federal Credit Union, and Raymond James & Associates Inc. He is also involved with WG Financial Group, where he provides financial advisory and insurance sales services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services through a platform that integrates AEWM-managed, third-party, and advisor-managed models.

Brian Hinson is a CFP®, ChFC®, and PFS™ credentialed financial advisor at Savant Wealth Management with 29 years of industry experience. He previously worked at Bridgeworth, LLC and LPL Financial for eight years before joining Savant. Outside of his advisory work, he manages business matters for a family-owned company, Foster Properties Ltd. 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 a range of actively managed strategies and affiliated legal and accounting services.

Marty Mcguire is a financial advisor at NewEdge Advisors with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at NewEdge Advisors since 2025, with prior experience at COUNTRY FINANCIAL beginning in 2015. Mcguire is also a licensed insurance agent and may offer insurance products alongside his advisory services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm provides a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support client needs.

James Hyde is a financial advisor with PNC Wealth Management in Madison, AL, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at BBVA Compass and BBVA Securities, where he worked for nearly two decades before joining PNC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation that uses algorithmic questionnaires to guide investment strategies implemented via mutual funds and ETFs.

Stephanie Faught is a CFP® with two years of industry experience, currently serving as a financial advisor at Savant Wealth Management. Her prior experience includes roles at Bridgeworth Wealth Management and self-employment in the financial sector. Savant Wealth Management provides comprehensive wealth management, financial planning, and family office services to individuals, families, pension 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 accounting, legal, and trust services through affiliated entities.

Michael Mcglaughn is a CFP® professional with 17 years of industry experience. He is currently with AE Wealth Management, LLC and has previously worked at Northwestern Mutual Wealth Management Company and Trilogy Advisory Services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios, discretionary asset management, and financial planning services.

Latrica Birgan is a financial advisor at Osaic Advisory Services, LLC with six years of industry experience. She holds the Series 65 and Series 63 designations and has previously worked at PFS Investments Inc., Triad Advisors, and Primerica Financial Services. In addition to her advisory work, she serves as an adjunct mathematics instructor at Liberty University and Calhoun Community College and is a member of the board of directors for The Rouge Foundation. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and nonprofit entities. The firm provides a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and proprietary and third-party platforms.

Mark Arn is a Series 66 registered financial advisor with First Command Advisory Services in Huntsville, AL, with two years of industry experience. Prior to joining First Command, he worked at Sigmatech Incorporated and operated his own advisory practice. First Command Advisory Services serves individuals, corporate, and charitable clients with a focus on active-duty service members and their families. The firm provides financial planning and various wrap-fee asset management programs, employing a centralized Investment Management Team that selects and manages model portfolios and third-party managers for client accounts.

William Wyker is a financial advisor with PNC Wealth Management in Athens, Alabama, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Raymond James & Associates, Inc. and The Agency on Pine. PNC Wealth Management offers retail brokerage and advisory services, including an invitation-only, model-based digital portfolio program for employees that uses algorithmic risk assessment and invests through mutual funds and ETFs with annual rebalancing.

Whitney Smith is a CFP®-certified financial advisor with six years of industry experience, currently associated with AE Wealth Management, LLC and WG Financial Group. Prior to these roles, Whitney worked at Morgan Stanley and Longview Financial Advisors. Whitney serves as a board member for two nonprofit organizations supporting families affected by child loss and pediatric critical care. AE Wealth Management, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, retirement plans, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining AEWM-managed, third-party, and advisor-managed models, along with financial planning and consulting services.

Ira Taylor is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 credential and seven years of industry experience. He previously worked as an attorney and currently serves as a Branch Sales Manager at Bankers Life, where he manages a team and is involved in hiring and training agents. Bankers Life Advisory Services, Inc. provides investment advisory services primarily to mass-affluent and high-net-worth individuals, offering tailored portfolio management using fundamental, technical, and cyclical analysis methods. The firm supports discretionary and non-discretionary strategies across various asset classes and emphasizes periodic portfolio rebalancing and performance reviews.

Adam Munger is a CFP® professional at Savant Wealth Management with 17 years of industry experience. He has held roles at Bridgeworth Wealth Management, TD Ameritrade, and Scottrade prior to joining Savant in 2023. Savant Wealth Management provides comprehensive wealth management, financial planning, and family office services to individuals, families, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and supports these services with affiliated accounting, legal, and trust entities.