John Long Jr. is a financial advisor with NewEdge Advisors, holding a Series 65 credential and two years of industry experience. Prior to joining NewEdge Advisors in 2025, he worked at Stonegate Investment Group and held positions at The University of Alabama and The University of Oregon. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals—including high-net-worth clients—as well as pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to provide tailored investment solutions.

Turner Henderson is a financial advisor at PNC Wealth Management in Birmingham, AL, holding a Series 66 credential with six years of industry experience. His prior roles include positions at BBVA Wealth Solutions and Mass Mutual Investors Services. Outside of his advisory work, he owns a rental property unrelated to his investment activities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithmic risk assessment and approved model strategies executed with mutual funds and ETFs.

John Kalousek Jr. is a CFA® charterholder and Series 66 licensed advisor with five years of industry experience. He is currently with Savant Wealth Management in Birmingham, AL, where he has worked since 2023. Prior to that, he was with Bridgeworth Wealth Management, First Horizon Advisors, Inc., and IBERIA Wealth Advisors. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by affiliated legal, accounting, and trust services.

Thomas Morse II is a financial advisor with Truist Advisory Services in Birmingham, AL. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Truist, Morse worked at Wells Fargo Clearing and Wells Fargo Bank, as well as various roles at EBSCO and other companies. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm integrates discretionary and non-discretionary manager relationships while leveraging third-party platforms and AI-enabled research tools to support its investment approach.

Noah Lohan is a financial advisor at Ameritas Advisory Services, LLC with one year of industry experience. He holds the Series 66 designation and has worked at several firms including McMillan Financial Services and The Washington Trust Company. Noah is also involved with Keystone Financial Group and InSource Financial Advisors, providing holistic financial advisory services. 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 asset management, financial planning, and retirement plan advisory through a variety of program platforms and investment options.

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.

Gene Hitchcock Jr. is a CFP® professional with 27 years of experience currently affiliated with Independent Financial Partners. He has worked with IFP Securities, LLC and LPL Financial, LLC during his career. He serves as a board member of the Trussville Cemetery Authority. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving a wide range of individual, charitable, corporate, and high-net-worth clients with both centralized and advisor-directed investment management options.

David Harris is a CFP® with 37 years of industry experience, currently serving as an advisor at Savant Wealth Management. He previously worked at Bridgeworth Wealth Management and LPL Financial for 11 years. 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 retirement plan consulting. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by affiliated accounting, legal, and trust services.

Nancy Sachtleben is a financial advisor with Empower Advisory Group in Birmingham, AL. She holds Series 63 and Series 65 licenses and has one year of industry experience. Her prior roles include consulting and positions at BCR Wealth Advisors and Protective Life. Outside of finance, she has been involved with Mountain Brook Community Church Journey. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns and integrates its services closely with Empower’s recordkeeping and administrative platforms.

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 with Benjamin F. Edwards & Company, Inc. in Birmingham, Alabama. He holds a Series 66 designation and has 18 years of industry experience, including roles at Bank of America, Merrill, Wells Fargo Clearing, and Morgan Stanley. He also serves as a power of attorney in a fiduciary capacity. 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 wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management consulting, with both discretionary and non-discretionary managed solutions combining proprietary strategies and third-party model providers.

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.

Jason Wilkes is a financial advisor with PNC Wealth Management in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at BBVA Wealth Solutions, BBVA Securities, Compass Bank, Regions Investment Solutions, and Scottrade, Inc. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering that uses approved model strategies managed by PNC or third parties and is currently available as an invitation-only pilot for employees.

Robert Little is a financial advisor with Principal Financial Services in Birmingham, AL, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Principal Securities and Principal Life Insurance since 2017 and held prior roles at Hornor Townsend & Kent Inc and Penn Mutual. 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, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

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.

Mike Priestley is a financial advisor with Principal Financial Services in Birmingham, AL, holding Series 63 and 65 licenses and bringing 44 years of industry experience. His career includes roles at Principal Securities Inc, Principal Life Insurance Company, TPC Benefits, and prior positions at MML Investors Services, Mass Mutual Life Insurance Company, and ProEquities. He also owns The Priestley Company, a C corporation focused on group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Matthew Mcdowell is a financial advisor at Guardian Life with nine years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Mcdowell is president of Greater Crestwood Inc., a neighborhood association in Birmingham, AL. He is affiliated with Park Avenue Securities LLC, a subsidiary of Guardian Life, which serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, providing tailored financial planning, consulting, and access to both proprietary and third-party investment solutions.

Andrew Saab is a CFP®-designated financial advisor with 25 years of industry experience. He is currently with Benjamin F. Edwards & Company, Inc., where he has worked since 2021. His prior experience includes roles at Wells Fargo Clearing and Prudential Equity Group, LLC. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individual and institutional clients through over 500 advisors. The firm offers a range of services including financial planning, investment management, and retirement plan consulting, utilizing proprietary and third-party strategies across equity and fixed income portfolios.

Herman Sanders III is a financial advisor with Benjamin F. Edwards & Company, Inc. in Birmingham, AL. He holds Series 63 and Series 65 designations and has 33 years of industry experience. Prior to joining Benjamin F. Edwards, he worked at Bank of America, Merrill, Wells Fargo Clearing, 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 investment management consulting, financial planning, retirement plan consulting, brokerage services, and certain M&A advisory services, utilizing both proprietary and third-party strategies with an internal trading desk and a combination of discretionary and non-discretionary managed solutions.