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 two years of industry experience. He previously worked at Southern Company for 13 years and has been with 2065 Wealth Management, Principal Securities, and Principal Life Insurance Company since 2023. Outside of his advisory work, he serves as president of the Oak Mountain Middle School Athletic Boosters, a nonprofit organization supporting local school athletics. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

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 licenses and bringing 41 years of industry experience. His career includes roles at Pelham Financial LLC, The Ascent Group, and Ameritas Investment Corp., among others. He also presents educational seminars and teaches the CFP curriculum through Pelham Financial Group. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

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 at various Ameritas affiliates since 2003 and was previously with The Ascent Group, LLC. Outside of his advisory role, he is involved as an independent insurance agent and has longstanding entrepreneurial interests through Craft Enterprises/The Blaze. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutions. The firm utilizes a combination of in-house and third-party investment solutions and offers both discretionary and non-discretionary programs across a range of client types.

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 based in Birmingham, AL. He holds Series 63 and Series 65 licenses and has six years of industry experience. His work history includes roles at Agia and The Jeffrey Matthews Financial Group, LLC. Outside of advising, he is an insurance agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors 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 portfolio management, financial planning, and discretionary unified managed accounts using Envestnet’s platform, supported by a large network of advisors and centralized technology.

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 63 and Series 65 credentials and three years of industry experience. He has worked at Ameritas entities since 2022 and has been involved with Nowlin and Associates Wealth Management and ARC Realty since 2019. Outside of advisory work, Sims is engaged in real estate through ownership and agency roles. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers both discretionary and non-discretionary programs, utilizing a combination of in-house and third-party portfolios and technology platforms.

Jonathan Millican is a CFP® professional with 20 years of industry experience. He has worked at Savant Wealth Management since 2023 and previously held roles at Bridgeworth, LLC and Kinsight (formerly Charles D. Haines, LLC). Millican is based in Birmingham, AL. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs an evidence-based, model-driven investment approach complemented by actively managed strategies and offers a range of wealth management, financial planning, retirement consulting, and family office services.

Nicholas Robillard is a financial advisor at NewEdge Advisors with a Series 65 designation and one year of industry experience. Prior to joining NewEdge Advisors, he worked at Stonegate Investment Group and has a background as a professional golfer. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, using a range of investment approaches and regular portfolio reviews.

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.