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.

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.

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.

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.

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.

Genesis Hooks is a financial advisor at AE Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining AE Wealth Management, Hooks held roles at Freedom Financial Group, Mass Mutual Investors Services, Piedmont Group, and MassMutual Life Insurance Co. Outside of finance, Hooks has experience working at Diamonds Direct and Holiday Inn Express and attended Birmingham-Southern College. 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 portfolio solutions, discretionary asset management, financial planning, and consulting services.

William Carpenter Jr. is a financial advisor with Centaurus Financial, Inc. in Birmingham, AL, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Centaurus Financial since 2008. Outside of advisory services, he is involved in fixed and term life insurance sales through non-investment related business activities. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management using the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory management of annuity and variable life sub-accounts.

Patrick Boswell is a financial advisor with Commonwealth Financial Network based in Birmingham, AL. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at EverThrive Financial Group, GE Healthcare, Neuronetics, and Olympus America Inc. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a network of approximately 2,900 affiliated advisors and serves hundreds of thousands of individual and institutional clients. The firm offers a comprehensive adviser-support platform with multiple managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Tyler Hill is a financial advisor with AE Wealth Management, LLC in Birmingham, AL, holding a Series 65 designation and six years of industry experience. He has worked with AE Wealth Management since 2018 and operates Hill Wealth Management DBA Freedom Financial Group, where he is also involved in insurance sales. 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 that integrates model portfolios, discretionary asset management, and financial planning services.

Wendy Fricks is a financial advisor with PNC Wealth Management in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include positions at Simplicity Wealth, LLC, Front Page Financial Advisors, and Dempsey Lord Smith, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, digital discretionary model account pilot for PNC employees that uses algorithmic risk assessment and available investment strategies implemented via mutual funds and ETFs.

Danielle Pittler is a financial advisor at AE Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Freedom Financial Group, Broad Financial, and Mazza and More among other firms. AE Wealth Management offers fee-based portfolio management, financial planning, and retirement-plan consulting to a varied client base including individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a range of investment strategies, serving over 127,000 clients with a platform-focused approach.

Valerie Leonard is a financial advisor with Commonwealth Financial Network in Birmingham, AL, holding a Series 66 designation and 21 years of industry experience. She has been with Commonwealth since 2007 and previously worked at EverThrive Financial Group and Grinkmeyer and Leonard Wealth Management. Outside of her advisory role, she is involved as Secretary and part owner of Shutterluxe, Inc., a window treatment services company. Commonwealth Financial Network serves a national network of nearly 3,000 advisors, providing advisory programs, technology, investment management, and compliance support. The firm offers various discretionary model portfolios and program structures, enabling advisors to construct client portfolios from a broad range of securities and insurance products.

Toni Hill is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and 13 years of industry experience. She has worked at AE Wealth Management since 2017 and previously spent five years with Global Financial Private Capital. In addition, she owns and operates Hill Wealth Management Dba Freedom Financial Group, where she is involved in insurance sales. 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 with model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Howard Bailey is a financial advisor at AE Wealth Management, LLC with Series 63 and Series 65 licenses. He has over 35 years of experience, including running Bailey Insurance & Investments and prior work at Neil Bailey Insurance. Bailey is also the owner of an insurance sales business. 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 discretionary model portfolios and supports third-party RIAs through sub-advisory and model-licensing services.

Alexander Taulien is a financial advisor with Equity Services, Inc. and holds a Series 66 designation. He has two years of industry experience and previously worked at American United Life, OneAmerica Securities, BCA Capital Management, Northwestern Mutual, and SagePoint Financial. Outside of finance, he serves as Hockey Director for the North Alabama Hockey Association, is a board member and chapter president of Hockey Players in Business, and founded the cancer charity Standing Tauls Against Cancer. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms including third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and non-discretionary management.

Zeeshan Ali is a financial advisor with Empower Advisory Group holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Advised Assets Group, and GWFS Equities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns and annual rebalancing through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Jamie Kertis is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 15 years of industry experience. Kertis has worked at Commonwealth since 2012 and was previously affiliated with Grinkmeyer and Leonard Wealth Management. Outside of advisory work, Kertis is a partner and co-owner of Allied Wealth Educators, LLC, a private securities business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors, who often manage client portfolios using a wide range of securities and insurance products.

John Heacock is a financial advisor at AE Wealth Management, LLC, holding a Series 65 credential. He has one year of industry experience with prior roles at Freedom Financial Group and Whitten & Associates. His background also includes a brief period working at Crunch Fitness. 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 various investment strategies, managing approximately $49.8 billion across more than 127,000 clients.

Chad Reid is a financial advisor with PNC Wealth Management in Alabaster, Alabama, holding Series 63, 65, and 66 licenses and four years of industry experience. His prior roles include positions at Cetera, Regions Bank, and Titlemax. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm utilizes algorithm-driven portfolio recommendations and delegates investment execution to approved third-party strategists.