Alan Lott is a Series 66-registered advisor with Primerica Advisors, based in Birmingham, AL, and has 15 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2010. Outside of his advisory role, he serves on the advisory board of directors for the Greystone YMCA and provides business consulting to help improve operational efficiency. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services with multiple proprietary and third-party investment programs, managing approximately $15 billion in regulatory assets under management.

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.

Michael Lynam is a CFP® professional with 13 years of experience in the financial services industry. He is currently affiliated with Principal Financial Services and has previously worked at Capstone Financial Group and L&R Wealth Management. Outside of advisory work, he is involved in selling health and group benefits insurance through various carriers. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and corporations. The firm provides financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

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.

Anna Swindell is a Series 66-licensed financial advisor with Valic Financial Advisors in Birmingham, AL. She has held roles in education and university admissions prior to joining Valic Financial Advisors in 2025. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet UMA models for portfolio construction and management.

William Connor is a financial advisor with Independent Advisor Alliance, LLC, holding Series 65 and Series 66 credentials and bringing 10 years of industry experience. He has worked at Meld Financial, Inc. since 2013 and was associated with Triad Advisors from 2013 to 2022. Outside of his advisory role, Connor is active in his community as communications chair for the Vestavia Hills Rotary, co-chair of the grant committee for the Vestavia Hills City School Foundation, a finance committee member at St. Mark United Methodist Church, and treasurer for Cub Scout Pack 1 in Vestavia Hills. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans by offering asset management, financial planning, wealth coaching, and retirement plan consulting. The firm employs a network model of advisory representatives and utilizes discretionary and non-discretionary portfolio management strategies supported by advanced technology platforms and industry partnerships.

Mark Lovoy is a financial advisor at Equity Services, Inc. with 14 years of industry experience. He holds a Series 66 designation and has previously worked at firms including National Life Group, OneAmerica Securities, American United Life, MassMutual Life Insurance Co, and Charles Schwab. Lovoy is also involved in non-variable insurance sales, including fixed life, fixed annuities, and health insurance. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently using third-party asset managers and model portfolios, and combines predominantly long-term strategies with options for shorter-term trading and specialized instruments.

Joseph Thomas is a financial advisor with Principal Financial Services in Birmingham, AL, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His prior roles include positions at Principal Life Insurance Company, Capstone Financial Group, and McDaniels and Thomas Wealth Management LLC. Outside of advising, he is involved in several community and leadership activities, including chairing the Hoover Chamber of Commerce President Circle and serving on boards such as Leadership Hoover and Bondfire Ranch, as well as owning a computer programming business and authoring a book on business networking. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm emphasizes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Jerry Duncan is a financial advisor with NewEdge Advisors in Birmingham, AL, holding a Series 63 designation and over 51 years of industry experience. His prior roles include positions at UBS Financial Services and Stonegate Investment Group. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations with a range of portfolio management, financial planning, and consulting services. The firm utilizes multiple program structures and emphasizes centralized due diligence and technology tools to support clients and advisors.

Gregory Roventini is a financial advisor at TLG Advisors, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including The Leaders Group Inc, Concourse Financial, and Fisher Investments. In addition to his advisory role, he has served as a National Sales Manager and Advisor Development Consultant focusing on insurance solutions. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets, serving a diverse client base including individuals, retirement plans, trusts, and institutional investors. The firm combines fundamental analysis and Modern Portfolio Theory in its portfolio construction and offers services such as investment supervisory, comprehensive financial planning, and ERISA fiduciary services.

John Stamps is a financial advisor at Independent Financial Partners with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial and IFP Securities prior to his current role. Outside of finance, he produces and occasionally sells abstract paintings. 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 serving a diverse client base and offers both decentralized investment strategies and centralized asset management options, with a notable focus on retirement-plan advisory and pension consulting services.

Travis Fuller is a financial advisor at Valic Financial Advisors with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Bank of America, Merrill, Truist, BB&T Securities, TD Ameritrade, and Scottrade. In addition to his advisory role, he is appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors and leverages centralized technology and model solutions to manage approximately $29.2 billion in client assets.

Ted Prosser Jr. is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has been with TIAA-CREF since 2016. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, utilizing model portfolios and customized investment strategies within a vertically integrated structure.

William Miller is a financial advisor at Ameritas Advisory Services, LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at Ameritas Investment Company, LLC and Nowlin & Associates, along with teaching positions at Samford University and Caldwell Academy. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a wide range of clients, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by multiple custodial platforms and third-party tools.

James Murfee IV is a CFP® with 37 years of experience in financial services, currently affiliated with VOYA Financial Advisors, Inc. since 2014. He has managed The Murfee Group and Murfee Meadows Inc. since 1993. VOYA Financial Advisors serves a diverse client base, including individuals, retirement plan sponsors, charitable organizations, and corporations, offering services such as financial planning, portfolio management, and third-party money manager access through various program structures.

Alphonse Perry is a financial advisor with Valic Financial Advisors in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Valic Financial Advisors since 2006 and was briefly with GWFS Equities and Agia. Outside of advising, Perry serves as treasurer of the Historic Brown Chapel Preservation Society and assistant treasurer of the Selma/Dallas County Industrial Development Board. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed account solutions through a large network of advisors, emphasizing the use of centralized technology and model strategies.

Brent Borden is a financial advisor with Valic Financial Advisors in Birmingham, AL, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, Regions Bank, and MassMutual. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

David Pradat II is a financial advisor at AE Wealth Management, LLC with a Series 65 designation. He has experience working at Freedom Financial Group and Northwestern Mutual, among other firms. His background also includes roles outside the financial industry. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, and charitable organizations. The firm offers a range of services such as model portfolio solutions, discretionary asset management, and financial planning, operating a platform that integrates multiple investment models and supports advisor customization.

Thomas Hill is a Series 65-licensed financial advisor with 17 years of industry experience. He has been with AE Wealth Management, LLC since 2017 and previously worked at Global Financial Private Capital from 2010 to 2017. Hill also owns Freedom Financial Group, an insurance business based in Birmingham, AL. 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, financial planning, and consulting services.