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.

Michael Ketchum is a financial advisor at TIAA-CREF with 23 years of industry experience. He holds the Series 66 designation and has previously worked at PNC Investments, BBVA Wealth Solutions Inc., and BBVA Securities Inc. He is based in Birmingham, AL. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management under a fiduciary standard, using a combination of model and customized portfolios.

Stacey Graham is a financial advisor with Eagle Strategies (NY Life) in Birmingham, AL, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has worked with Eagle Strategies since 2021 and has been affiliated with New York Life Insurance Company and Nylife Securities LLC since 2014. Outside of her advisory role, she is an owner of a rental condominium property. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and mainly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Larry Norman is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at Agia and The Jeffrey Matthews Financial Group, LLC. He is also active as an insurance agent outside of securities, focusing on non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages a substantial asset base using technology-driven model solutions and operates as both an investment adviser and broker-dealer.

Zachariah Sprinkle is a financial advisor at Principal Financial Services with one year of industry experience. He holds the Series 66 designation and previously worked at Focused Financial Group, Principal Securities, Principal Life Insurance Company, and other firms. Outside of advisory services, he is involved in the sale of fixed life insurance products, annuities, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Nicholas Thomas is a financial advisor with Principal Financial Services in Birmingham, AL, holding a Series 66 designation and one year of industry experience. His prior work includes roles at 2065 Wealth Management and Principal Securities, Inc., as well as employment outside the financial industry. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Charles Fetner is a CFP® with 25 years of industry experience. He is currently associated with Kestra Advisory and Kestra Investment Services and has prior experience at Securities America Advisors, Securities America, and TDAmeritrade. He serves on the board of the St. Stephens Episcopal Church Endowment Fund, where he reviews portfolio allocation and account performance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party managed solutions. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Zachary Sims is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 credentials and three years of industry experience. He has worked at Ameritas Advisory Services since 2023 and Ameritas Investment Company since 2022. In addition to his advisory roles, Sims is involved with Nowlin and Associates Wealth Management and is an agent with ARC Realty. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and supports both discretionary and non-discretionary advisory relationships through a network of representatives, utilizing multiple custodial platforms and third-party tools.

Nicholas Robillard is a Series 65 licensed financial advisor with NewEdge Advisors in Birmingham, AL, and has two years of industry experience. Prior to joining NewEdge, he worked at Stonegate Investment Group and has a background as a professional golfer and involvement with Pebblehurst Golf and Putter Lab. NewEdge Advisors is an enterprise-scale registered investment adviser serving a range of clients including individuals, pension plans, corporations, and charitable organizations. The firm offers diverse portfolio management and consulting services, combining in-house and third-party strategies with the use of technology and centralized due diligence.

Robert Moore is a ChFC® and Series 66-licensed financial advisor with 22 years of industry experience. He is currently with Primerica Advisors and Guardian Life Insurance Co of America, having held roles at both firms since 2015. Moore serves on the Board of Directors for the Vestavia Hills Fire Department Foundation. Primerica Advisors operates under Park Avenue Securities LLC, serving a diverse retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm offers multiple proprietary and third-party investment programs, utilizing a range of asset types and account management options.

Genesis Hooks is a financial advisor at AE Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining AE Wealth Management, Hooks held roles at Freedom Financial Group, Mass Mutual Investors Services, Piedmont Group, and MassMutual Life Insurance Co. Outside of finance, Hooks has experience working at Diamonds Direct and Holiday Inn Express and attended Birmingham-Southern College. 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, financial planning, and consulting services.

Richard Lambert is a financial advisor with Valic Financial Advisors in Birmingham, AL, holding a Series 66 designation and 11 years of industry experience. He has been with Valic Financial Advisors since 2014 and also serves as an agent for Agia, focusing on non-securities insurance products. 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 to construct client portfolios.

Patrick Boswell is a financial advisor with Commonwealth Financial Network based in Birmingham, AL. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at EverThrive Financial Group, GE Healthcare, Neuronetics, and Olympus America Inc. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a network of approximately 2,900 affiliated advisors and serves hundreds of thousands of individual and institutional clients. The firm offers a comprehensive adviser-support platform with multiple managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Angela Killingsworth is a financial advisor with TIAA-CREF in Birmingham, AL, holding a Series 66 designation and 15 years of industry experience. She has been with TIAA-CREF and Tiaa since 2017 and previously worked at Wells Fargo Clearing from 2015 to 2017. TIAA-CREF Individual & Institutional Services offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm operates a fiduciary advisory model with separate planning and ongoing management services and serves as adviser to a donor-advised fund.

Michael Lahurd is a financial advisor with Primerica Advisors based in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His career includes roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he authors ebooks for clients and is involved with Vindex Financial Partners in insurance activities separate from Guardian. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services alongside financial and retirement-plan consulting. The firm employs a range of investment strategies through proprietary and third-party managers and supports both discretionary and non-discretionary account management.

Lloyd Wilson is a financial advisor with Eagle Strategies (NY Life) based in Birmingham, AL, holding Series 63 and 65 licenses with 50 years of industry experience. He has been affiliated with Eagle Strategies since 2000 and operates Lloyd R. Wilson and Associates, specializing in insurance brokering and New York Life products. Outside of his advisory work, Wilson is involved in charitable activities, including creating the Lloyd and Sherry Scholars Fund at the University of Alabama Medical Center and serving on the board of the Parkinson’s Association of Alabama. Eagle Strategies serves a diverse client base, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm provides tailored advice via multiple program types and manages a significant portion of its assets on a non-discretionary basis, focusing on individual, institutional, and plan sponsor clients within an integrated New York Life affiliate structure.

Ashley Folkes is a CFP® professional with 24 years of industry experience, currently serving at Truist Advisory Services. Her prior roles include positions at Farther Finance Advisors, Cetera Advisors, and PNC Private Bank, among others. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and manager selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platform partnerships and AI-enabled research tools.

Natalie Manning Deal is a Series 65-licensed financial advisor with NewEdge Advisors in Birmingham, AL, and has four years of industry experience. She previously worked at Stonegate Investment Group, LLC and BBVA Compass Investment Solutions Inc. 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 advisers. The firm offers various portfolio management, financial planning, and consulting services, combining in-house manager selection with third-party strategies and emphasizes centralized due diligence supported by technology tools.

Justin Rowe is a Series 66-registered advisor with First Command Advisory Services in Birmingham, AL, with two years of industry experience. Prior to joining First Command, he worked at Rowe Building Supply and Diversified Gas & Oil Corporation. 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 provides financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to manage model portfolios and select third-party managers.

Donald Odendahl is a financial advisor with Valic Financial Advisors in Birmingham, AL, holding a Series 66 designation and 21 years of industry experience. He has worked at Valic Financial Advisors since 2009 and has prior experience at Colonial Asset Management Inc and Merrill. Outside of his advisory role, Odendahl serves on the architectural committee of his local homeowners' association and works part-time at the front desk of a hotel. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages approximately $29.2 billion and utilizes centralized technology and model solutions to support its advisor base.