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.

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.

Tara Ingram is a CFP® professional with three years of experience in the financial advisory industry. She currently works at Savant Wealth Management and previously spent time at Bridgeworth Wealth Management. Her background also includes roles outside of finance, such as work with Rooted Ministry and Cathedral Church of the Advent. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients by providing 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 sub-advised mandates, supported by in-house accounting, legal, and trust services.

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.

Christopher Thomason is a financial advisor at MAI Capital Management, LLC with four years of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual Wealth Management Company. Outside of financial advising, he has served as a health coach and trainer at the YMCA. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple asset classes and integrates financial planning, tax, and bill-pay services into client relationships.

Ashley Folkes is a CFP® professional with 24 years of experience in the financial services industry. She currently serves as an advisor at Truist Advisory Services and Truist Investment Services. Her prior experience includes roles at Farther Finance Advisors, Cetera Advisors, OneAmerica Securities, Park Ave Securities, Bridgeworth Wealth Management, PNC Private Bank, Moors & Cabot Inc, AXA Advisors-Equitable, AIG/Valic, Synovus Securities, FIFTH THIRD SECURITIES, and Merrill. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, with a focus on manager selection and ongoing due diligence.

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.

Matthew Scott is a financial advisor at Empower Advisory Group in Hoover, AL, with one year of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Regions Bank, The Piedmont Group, and other firms. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as retail brokerage clients. The firm offers integrated services that focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates within plan lineups selected by sponsors.

Wade Warren is a CFP® with 21 years of experience in the financial industry. He is currently with Savant Wealth Management and previously worked at Bridgeworth, LLC, and LPL Financial. Savant Wealth Management provides comprehensive wealth management, financial planning, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm utilizes a combination of evidence-based asset allocation and actively managed strategies, supported by affiliated accounting, legal, and trust service entities.

Bret Hooten is a financial advisor at Truist Advisory Services with four years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. He has also been involved with The Church at Shelby Crossings. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled tools to support manager selection and portfolio oversight.

David Bannon is a financial advisor with Corient in Birmingham, AL, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. His prior roles include positions at Quasar Distributors, LLC, Minshall & Company, and Capital Advisors, Inc. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party manager solutions and specialized offerings such as family office and trustee services.

Paul Vahle is a financial advisor with Truist Advisory Services who holds Series 63 and Series 65 designations and has 31 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021 and previously at Bb&T Securities and BBTIS from 2011 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Arthur Henley is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Savant Wealth Management. His prior experience includes three years at Bridgeworth Wealth Management and a background that includes four years at Auburn University. 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 combines evidence-based, model-driven asset allocation with actively managed strategies overseen by an investment committee, supporting approximately $55.6 billion in assets under management across nearly 400 advisors.

Kevin Held is a CFP® and ChFC® with 30 years of industry experience, currently serving at Kestra Advisory since 2016. He has been affiliated with Kestra Investment Services, LLC since 2008. Additionally, he owns a business focused on selling and servicing insurance products to individuals and group policyholders. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional clients, and individuals. The firm offers services including fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving a diverse client base that includes sovereign wealth funds.

Steven Phillips is a financial advisor at Benjamin F. Edwards & Company, Inc. with 34 years of industry experience. He has held positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. before joining Benjamin F. Edwards in 2013. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of advisory programs and investment management solutions that include proprietary strategies and third-party models, supported by in-house equity and fixed income trading and research.

Ryan Parks is a financial advisor at Truist Advisory Services with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill, Citigroup Global Markets, Bank of America, and BB&T Securities. Parks is based in Birmingham, AL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and the AMC Advantage manager-selection program. The firm integrates discretionary and non-discretionary approaches and utilizes third-party platforms and AI-enabled research tools as part of its investment process.

Patrick Long is a CFP® professional with 31 years of industry experience, currently affiliated with Commonwealth Financial Network since 2023. He has prior experience with Raymond James Financial Services from 2016 to 2023 and is a co-owner of Longbow Capital Partners, LLC. His activities also include fixed insurance sales conducted alongside his advisory work. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and their clients. The firm provides a broad range of advisory services including managed-account programs, access to third-party asset managers, and custody services, supporting diverse investment approaches through both internal and external model portfolios.