Jessica Baugh is a financial advisor with VOYA Financial Advisors, Inc. in Birmingham, AL. She holds Series 63 and Series 66 designations and has 18 years of industry experience. Prior to joining VOYA in 2014, she worked at Murfree Meadows, Inc. beginning in 2007. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers services including financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, with a focus on recommendation-based, non-discretionary management arrangements.

Monica Keith is a financial advisor at TIAA-CREF with 12 years of industry experience and holds a Series 66 designation. She previously worked at Empower Advisory Group and Gwfs Equities, Inc. from 2017 to 2022. Outside of her advisory role, she leads group fitness classes as an instructor at Willmore Total Fitness. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients with ties to TIAA-administered retirement plans. The firm offers a fiduciary-advised model that separates one-time planning from ongoing portfolio management and acts as adviser to a donor-advised fund sponsored by Charityvest.

Kimberly Harless is a financial advisor at NewEdge Advisors with 28 years of industry experience. She previously worked at UBS Financial Services for 25 years and at Stonegate Investment Group for four years. Harless holds Series 63 and Series 65 licenses. NewEdge Advisors is an enterprise-scale registered investment adviser that serves a diverse client base including high-net-worth individuals, corporations, pension plans, trusts, and charitable organizations. The firm offers a range of portfolio management and consulting services and utilizes a mix of in-house and third-party investment strategies supported by technology and centralized due diligence.

Thomas Taylor is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 19 years of industry experience, including long tenures at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he coaches baseball and provides baseball lessons for compensation. Park Avenue Securities serves a broad retail client base with brokerage and advisory services, offering a range of proprietary and third-party investment programs along with financial and business consulting. The firm manages approximately $15 billion in regulatory assets under management and supports diverse investment strategies and account-level services.

Marly Green is a CFP® professional with three years of experience in the financial industry. She is currently with Savant Wealth Management in Birmingham, AL, and has previously worked at Bridgeworth Wealth Management and Cru. 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 related services. The firm employs a combination of evidence-based, model-driven asset allocation and actively managed strategies overseen by an investment committee.

John French Jr. is a CFP® and ChFC® with 30 years of experience in the financial services industry. He has been with Valic Financial Advisors since 2004 and also has experience at Agia since 2022. Outside of his advisory work, he serves on the advisory board for Noah's Park Preschool Program, supporting its operations and financial oversight. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including 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 with ongoing portfolio management and optional overlay services.

Raul Negron is a financial advisor at First Command Advisory Services with six years of industry experience. He holds a Series 66 designation and has worked at First Command and its affiliated entities since 2019. Prior to entering the financial services industry, he was involved in a veteran trucking company for three years. 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 by a centralized Investment Management Team, utilizing preapproved third-party managers and model portfolios.

Jeffrey Mccormack is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2023. He previously worked at Bridgeworth Wealth Management for 11 years and held a role at LPL Financial for six years. Savant Wealth Management provides comprehensive wealth management and financial planning 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 services through affiliated accounting, legal, and trust entities.

Cynthia Thomas is a financial advisor at NewEdge Advisors with 42 years of industry experience. She has held positions at Stonegate Investment Group, LLC and UBS Financial Services prior to joining NewEdge in 2025. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm provides a broad range of services, including portfolio management, financial planning, retirement plan consulting, and access to sponsored advisory programs, utilizing both in-house and third-party manager strategies supported by advanced technology and rigorous due diligence.

Thomas Joy is a financial advisor with NewEdge Advisors in Birmingham, AL, holding Series 63 and Series 66 licenses and offering 16 years of industry experience. His prior roles include positions at Stonegate Investment Group and Bbva Securities Inc., where he worked alongside COMPASS Bank for nearly three decades. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm provides a broad range of services including portfolio management, financial planning, retirement consulting, and access to various advisory programs, utilizing multiple program structures and technology tools to support client needs.

George Yeager III is a financial advisor with Truist Advisory Services in Birmingham, AL, holding Series 63 and Series 66 licenses and having nine years of industry experience. His prior roles include positions at PNC Investments, PNC Bank, and Wells Fargo. Outside of his advisory work, he serves as Treasurer for Oasis Counseling for Women and Children and is a board member of the Virginia Samford Theatre. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and consulting supported by integrated inter-affiliate resources.

Andrew Tillery is a financial advisor with Principal Financial Services in Birmingham, AL, holding a Series 66 license and three years of industry experience. Prior to his current role, he worked at Peachtree Planning and Penn Mutual Life Insurance Company, and spent over a decade at Southern Company. He serves as president of the Oak Mountain Middle School Athletic Boosters, a nonprofit organization supporting local school athletics. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services include financial planning, retirement plan consulting, and access to third-party money manager programs available through investment adviser and promoter arrangements.

Katherine Ballard is a financial advisor at AE Wealth Management, LLC with four years of industry experience. She holds a Series 65 designation and has worked previously at Alliance Wealth Management Group, LLC, Protective Life Insurance Company, and Ballard Enterprises, Inc. Additionally, she assists with financial education on Social Security and Medicare benefits through the American Financial Education Alliance. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, employing a range of investment strategies and offering services to support both clients and third-party advisors.

Martin Adams is a financial advisor with Planmember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Planmember and Innovative Financial Solutions, Inc. since 2014 and has also operated as a self-employed advisor since 2011. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation process to manage risk-based mutual fund portfolios and offers education, support, and personalized planning services to plan sponsors and participants.

Rachel Smith is an investment advisor representative at TLG Advisors, Inc. with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Concourse Financial Group and related entities. Smith is also a vice president at Simplicity Group, where she is involved in insurance product sales to advisors. TLG Advisors, Inc. provides investment supervisory services, portfolio management, and comprehensive financial planning to a diverse clientele, including high-net-worth individuals, trusts, charitable organizations, corporations, and institutional investors. The firm uses fundamental analysis and Modern Portfolio Theory to construct diversified portfolios, often managing accounts through a network of sub-advisors and program platforms.

John Pelham is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 42 years of industry experience. He has held roles at Ameritas entities since 2003 and leads Pelham Financial LLC and Pelham Financial Group. He also presents educational seminars and instructs CFP curriculum courses. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers managed account programs, fee-based management of variable products, and utilizes multiple custodial platforms supported by an Investment Committee and third-party partners.

Mary Wheeler is a financial advisor with Principal Financial Services in Birmingham, AL, holding Series 63 and Series 65 licenses and 11 years of industry experience. Her prior roles include positions at Bankers Life & Casualty, Bankers Life Securities, Bank of America, and Merrill. She also engages in sales of fixed annuities and insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs, employing both adviser and promoter arrangements.

Linda Bowen is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has been with Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions since 2014. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering managed advice programs and investment education services. The firm relies on Morningstar Investment Management for portfolio construction and oversight, serving a large client base primarily with non-discretionary assets.

Robert Thomas III is a financial advisor at TIAA-CREF with seven years of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF since 2018, following a three-year tenure at ServisFirst Bank. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm offers discretionary management through model and customized portfolios and acts as adviser to the TIAA Donor Advised Fund.

Justin Craft is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with multiple Ameritas entities since 2003 and has been involved with Nowlin and Associates since 2008. Outside of advisory roles, he manages a business called Craft Enterprises/The Blaze, active since 1998. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and life subaccounts, supported by a network of Investment Adviser Representatives and third-party partners.