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 with Valic Financial Advisors in Birmingham, AL, holding Series 63 and Series 66 licenses and having 11 years of industry experience. His prior roles include positions at Bank of America, Merrill, Truist Investment Services, BB&T Securities, TD Ameritrade, and Scottrade. He is also an agent authorized to sell non-securities insurance products for Agia. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning services, utilizing discretionary unified managed accounts and third-party model managers through Envestnet’s platform.

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 with Ameritas Advisory Services, LLC and holds a Series 66 designation. He has one year of industry experience, having worked at Ameritas Advisory Services and Ameritas Investment Company since 2026, as well as Nowlin & Associates. Before entering the financial industry, he spent several years in education at Samford University and Caldwell Academy. 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 offers asset management, financial planning, retirement plan advisory, and variable product subaccount management, utilizing a variety of investment platforms and strategies supported by an affiliated holding company structure.

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.

Peyton Jones is a CFP® professional with three years of industry experience, currently serving at Creative Planning. Prior to joining Creative Planning, he worked for seven years at Bridgeworth Wealth Management. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

James Murfee IV is a CFP® with 37 years of industry experience, currently serving as a financial advisor at VOYA Financial Advisors, Inc. since 2014. He has also been president of The Murfee Group and Murfee Meadows Inc. since 1993. Outside of advising, he holds leadership roles in several business ventures. VOYA Financial Advisors, Inc. offers financial planning, portfolio management, and retirement advisory services to individuals, institutions, and corporate clients. The firm utilizes a combination of in-house and external strategists with technology-enabled tools to implement client recommendations, operating under both SEC-registered investment adviser and FINRA-member broker-dealer capacities.

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.

Edward Thomas III is a financial advisor at Savant Wealth Management in Birmingham, AL, with seven years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Savant Wealth Management, he worked at Bridgeworth Wealth Management and Mass Mutual Investors Services. Thomas also serves as a commissioned Marine Officer, involved in current operations planning for Marine Corps Forces throughout the Pacific Theater. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and financial planning services. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by centralized resources and affiliated entities offering accounting, legal, and trust services.

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.

Laura Rhoades is a CFP® and Series 66-registered financial advisor with 20 years of industry experience. She has worked at Savant Wealth Management since 2023, following prior roles at Bridgeworth Wealth Management and LPL Financial, LLC. 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, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by affiliated accounting, legal, and trust service entities.

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.

Darryl Guthrie is a financial advisor with Commonwealth Financial Network who holds a Series 66 designation and has 25 years of industry experience. He has been with Commonwealth since 2015 and has also been involved with Guthrie Whatley Financial Group, Guthrie Whatley Ingram Dozier LLC, and Birmingham Investment Group since 2008. Outside of his advisory roles, he is a co-owner of C323 Inc., which operates under the name Stewardship Investment Planning. Commonwealth Financial Network serves a national network of nearly 3,000 advisors and their clients, providing a range of advisory programs, technology, and operational support. The firm offers multiple investment solutions, including discretionary model portfolios and personalized indexing, while acting as a platform provider that supports advisors operating under their own brand names.

Teresa Dickey is a financial advisor at Hightower Advisors with 24 years of industry experience. She holds Series 63 and Series 66 designations and previously worked nearly two decades at Charles Schwab and Charles Schwab Bank. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes multi-manager solutions and manager selection, utilizing both affiliated and third-party managers, proprietary research, and a range of investment vehicles.

Jessica Baugh is a financial advisor with VOYA Financial Advisors, Inc. in Birmingham, AL. She holds Series 63 and Series 66 licenses and has 18 years of industry experience. Baugh has worked at VOYA Financial Advisors since 2014 and has been with Murfree Meadows, Inc. since 2007. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker‑dealer affiliate of Voya Financial that provides a range of financial planning and investment services to individuals, pension and profit‑sharing plans, charitable organizations, and corporate clients. The firm uses investment policy statements, model portfolios, and technology-enabled tools to implement recommendations, offering both non-discretionary and limited discretionary management options.

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.