Alphonse Perry is a financial advisor with Valic Financial Advisors in Montgomery, AL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Valic Financial Advisors since 2006 and also worked at GWFS Equities and Agia. Perry serves as treasurer of the Historic Brown Chapel Preservation Society and assistant treasurer for the Selma/Dallas County Industrial Development Board. Valic Financial Advisors primarily serves U.S.-based 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 for portfolio construction and management.

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 with Hightower Advisors, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. She worked at Charles Schwab and Charles Schwab Bank from 2005 to 2024 before joining Hightower Advisors in 2025. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and customized portfolio construction strategies.

Jessica Baugh is a financial advisor with VOYA Financial Advisors, Inc. in Birmingham, AL. She holds Series 63 and Series 66 licenses and has 17 years of industry experience. She has been with VOYA Financial Advisors since 2014 and also has a longstanding role at Murfree Meadows, Inc. since 2007. VOYA Financial Advisors, Inc. offers investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm utilizes a combination of model portfolios and manager-driven investment strategies, delivering both discretionary and non-discretionary advisory services.

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. Kimberly holds Series 63 and Series 65 licenses. 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 a broad range of portfolio management and consulting services and uses technology tools and centralized due diligence to support its advisory programs.

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.

Jacob Greene is a financial advisor at AE Wealth Management, LLC with a Series 66 designation and one year of industry experience. His prior work history includes roles at Freedom Financial Group, Ameriprise, and Publix. 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 multiple model portfolios and discretionary management, supporting advisors with reporting, portfolio construction, and licensing programs.

Alexander Walley is a financial advisor at AE Wealth Management, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Hill Wealth Management dba FreedomFinancial Group and in healthcare support roles at St. Vincent's Hospital and Athena Health. Outside of his advisory duties, he is involved in insurance sales and client services through Freedom Financial Group. 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 utilizes discretionary model portfolios and a variety of investment strategies, managing nearly $50 billion across more than 127,000 clients.

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 holds Series 63 and Series 66 licenses and has worked at Stonegate Investment Group, LLC, and UBS Financial Services. Outside of her advisory role, she has involvement with a family-owned vacation rental property. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of portfolio management, financial planning, and consulting services through a network of independent investment adviser representatives.

Thomas Joy is a financial advisor at NewEdge Advisors with 16 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Stonegate Investment Group, LLC and a long tenure at BBVA Securities Inc. and COMPASS Bank. 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 offers a wide range of portfolio management and consulting services, incorporating both in-house and third-party strategies supported by centralized due diligence and technology tools.