Sarah Shotts is a financial advisor at Truist Advisory Services with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Truist Advisory Services since 2021, previously serving six years at BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Benjamin Gregory is a financial advisor with Eagle Strategies (NY Life) based in Birmingham, AL, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked with firms including Wilson, Gregory & Henderson, LLC, Wilson & Associates, NYlife Securities LLC, and New York Life Insurance Company. Outside of advisory roles, he is involved in brokering non-registered insurance products and operates under multiple business entities related to insurance sales and brokering. Eagle Strategies serves a diverse clientele of individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis, operating within the integrated New York Life affiliate structure.

Virginia Morris is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and 26 years of industry experience. Her prior career includes roles at Truist Advisory Services, BB&T, and related entities from 2011 to 2023. She volunteers with the Trussville Area Chamber of Commerce and serves on the board of the Trussville City Schools Foundation. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform focused on both individual and institutional clients, with particular expertise in retirement-plan advisory and pension consulting.

Christopher Black is a financial advisor at PNC Wealth Management with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with PNC Investments since 2013, including his current role since 2021. His prior experience includes two years at Ameritas Investment Company, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessment and third-party strategists to manage investments primarily in mutual funds and ETFs.

Jennifer Sneed is a CFP® and ChFC® credentialed financial advisor with 25 years of industry experience. She has worked at Savant Wealth Management since 2023, following an 11-year tenure at Bridgeworth Wealth Management and prior experience with LPL Financial. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients, providing 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 along with actively managed strategies overseen by an investment committee, supported by integrated accounting, legal, and trust service affiliates.

Seth Edgil is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 license and bringing 10 years of industry experience. He has worked at firms including Equitable Advisors and AXA Advisors, and currently operates with Keystone Financial Group. Outside of advisory work, he is licensed as an Independent Insurance Agent selling fixed insurance products and is a partner in an LLC managing inherited property. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base that includes individuals, high-net-worth investors, retirement plans, and businesses. The firm utilizes a range of investment strategies and programs, incorporating both firm-developed and third-party model portfolios, and offers specialized products such as interval funds and held-away retirement management.

John Debuys III is a ChFC® credentialed financial advisor with Eagle Strategies (NY Life) in Birmingham, Alabama, bringing 37 years of industry experience. He has held roles at Eagle Strategies and New York Life since 1993 and has operated Debuys & Company since 2014. He serves on the board of King's Home, an organization supporting youth, women, and children at risk, and is involved with the Birmingham Museum of Art through the Beaux Arts Krewe. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages most regulatory assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Thomas Luttrell is a financial advisor with Benjamin F. Edwards & Company, Inc. in Birmingham, AL, holding a Series 66 designation and five years of industry experience. He has been with Benjamin F. Edwards since 2017 and previously worked at the University of Alabama from 2016 to 2020. Outside of his advisory role, Luttrell serves as an assistant coach for a U12 lacrosse team with the Greater Birmingham Youth Lacrosse Association. 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 financial planning, investment management, and brokerage, utilizing both proprietary strategies and third-party models.

Thomas Avant Jr. is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2018. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Wells Fargo Clearing. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of services such as wrap-fee advisory programs, financial planning, investment management consulting, and M&A advisory services, utilizing both proprietary strategies and third-party model providers.

Jonathan Walker is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 26 years of industry experience. He has worked with Ameritas Investment Corp. and Ameritas Life Insurance Corp. since 2000 and was previously with The Ascent Group. In addition to his advisory role, he is licensed as an independent insurance agent to sell fixed insurance products through Nowlin and Associates. 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 investment strategies and platforms, combining model portfolios, mutual funds, ETFs, and individual securities to tailor solutions for clients.

Christopher Compton is a financial advisor at NewEdge Advisors with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services and Stonegate Investment Group. Outside of his advisory role, Mr. Compton serves as President of the Orleans Condo Association, overseeing its management. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, retirement plans, corporations, trusts, and charitable organizations through a network of independent representatives. The firm offers comprehensive portfolio management, financial planning, and consulting services, utilizing a range of program structures and technology tools to support advisor and client needs.

Isaiah Hileman is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Primerica Advisors, Valic Financial Advisors, and Agia. 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, offering integrated services that combine proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates.

Callie Elrod is a financial advisor at PNC Wealth Management with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at PNC Investments since 2021. Her prior experience includes roles at BBVA Wealth Solutions, Bbva Securities, BBVA Compass Insurance Agency, and Compass Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist that uses algorithmic risk assessments and executes strategies via mutual funds and ETFs. The firm’s offering is currently limited to employees with PNC Bank online credentials and involves third-party delegates for portfolio implementation and proxy voting.

James Fitch is a CFP® with 25 years of industry experience, currently serving as an advisor at Savant Wealth Management since 2023. Prior to joining Savant, he worked for eight years at Bridgeworth Wealth Management. 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 combines evidence-based, model-driven asset allocation with actively managed investment strategies and offers integrated accounting, legal, and trust services through affiliated entities.

William Wetzler is a CFP® at Savant Wealth Management with three years of industry experience. He previously worked at Bridgeworth Wealth Management and Downtown Entertainment. Outside of financial advising, he is a partner at Cornerstone Capital, LLC, a company established for liability protection in real estate transactions. Savant Wealth Management provides comprehensive wealth management, financial planning, and family office services to individuals, families, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and maintains integrated accounting, legal, and trust services through affiliated entities.

Mimi Small is a financial advisor with Savant Wealth Management in Birmingham, AL, holding Series 63 and Series 65 licenses and 17 years of industry experience. She previously worked at Bridgeworth, LLC and LPL Financial, LLC for 11 years before joining Savant. 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 offers integrated accounting, legal, and trust services through affiliated entities.

Mary Tompkins is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Creative Planning since 2023. Her prior roles include positions at Level Four Advisory Services and LPL Financial. In addition to her advisory work, she is a substitute teacher with Kelly Education. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by specialized portfolio management techniques and integrated retirement plan services.

Carrie Teardo is a Series 65 licensed advisor at Savant Wealth Management with one year of industry experience. She previously worked at Bridgeworth, LLC and Ministry Brands - High Ground Solutions. Outside of financial services, she has been affiliated with the Cathedral Church of the Advent for over 15 years. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement consulting to a diverse client base including individuals, families, and institutions. The firm combines evidence-based asset allocation with actively managed strategies and offers integrated services through affiliated accounting, legal, and trust entities.

Chadwick Messina is a financial advisor at Truist Advisory Services with 14 years of industry experience. He holds a Series 66 designation and has been with Truist and its related entities since 2018, including prior roles at BB&T Investments and BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

David Lecompte is a CFP® and Series 66–licensed financial advisor with 21 years of industry experience. He currently works at Savant Wealth Management and previously held roles at Bridgeworth, LLC and LPL Financial. Savant Wealth Management serves a diverse client base, including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients, providing 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 its scale and integrated affiliated services.