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.

Lucy Thompson is a financial advisor at Savant Wealth Management in Birmingham, AL, with two years of industry experience. She holds a Series 65 credential and has worked at Savant Wealth Management since 2024. Prior to that, she held various roles including a position at Warren Averett and several assignments at the Country Club of Birmingham. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blended investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by its scale and integrated legal, accounting, and trust services.

David Ward Jr. is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Savant Wealth Management. Prior to joining Savant in 2023, he worked at Bridgeworth Financial, LLC for nine years and at LPL Financial for four years. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement consulting services to individuals, families, pension 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.

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.

Rebekah Williamson is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. She previously worked at Edward Jones and Regions Bank. Outside of finance, she has experience with the Academy of Arts at First Baptist Church Jackson. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm’s integrated model focuses on long-term portfolio returns and savings rates, offering both point-in-time plans and optional managed accounts.

Charles Ivey is a CFP® and CFA® credentialed advisor with 25 years of industry experience. He has worked at Savant Wealth Management since 2023 and previously spent 11 years at Bridgeworth Wealth Management and six years at LPL Financial. 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 combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

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.

David Curles is a CFP® and holds a Series 66 designation, with 19 years of experience in the financial advisory industry. He joined Savant Wealth Management in 2023 after spending 11 years at Bridgeworth Wealth Management and six years at LPL Financial. Outside of his advisory work, Curles has served as a football official at the college and professional levels. 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 family office services. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by its scale and integrated legal, accounting, and trust 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.

Colin Larsen is a CFP® professional affiliated with Mariner Wealth Advisors in Birmingham, AL, with 25 years of industry experience. His career includes roles at Valmark Advisors, Inc. and Valmark Securities, Inc., and long-term involvement with Colton Groome Financial Advisors, LLC. Larsen has been with Mariner since 2023. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers customized investment management, financial planning, coordinated tax services, and employer financial-wellness tools, combining in-house research with third-party manager allocations across a broad range of asset classes.

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.

Taylor Brown is a CFP® professional with 11 years of industry experience, currently advising at Savant Wealth Management. He has previously worked at Bridgeworth Wealth Management, LPL Financial, and Minnesota Life Insurance. 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 sub-advised mandates, supported by affiliated accounting, legal, and trust services.

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.