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.

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.

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.

Jonathan Millican is a CFP® professional with 21 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). 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 combines evidence-based, model-driven asset allocation with actively managed strategies and maintains integrated accounting, legal, and trust service affiliates.

Eugene Gard is a CFP®, CFA®, and Series 63 credentialed financial advisor with 10 years of industry experience. He has worked at Creative Planning since 2023, following prior roles at Telarray, LLC and Additive Advisory and Capital, LLC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies alongside selective private market exposure.

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.

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.

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.

Patti Black is a CFP® and holds a Series 65 license with 29 years of experience in the financial services industry. She has worked at Savant Wealth Management since 2023, following six years at Bridgeworth Wealth Management and 16 years at Kinsight (formerly Charles D. Haines, 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, supported by affiliated accounting, legal, and trust services.

Jeris Gaston is a CFP® and holds a Series 66 license, with 19 years of experience in the financial industry. He is currently with Savant Wealth Management and previously worked at Bridgeworth Wealth Management and LPL Financial. Savant Wealth Management serves a diverse client base including individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based asset allocation with actively managed strategies and offers specialized services through affiliated accounting, legal, and trust entities.

William Hocutt is a CFP® with 23 years of industry experience, currently serving with Savant Wealth Management since 2023. He previously worked at Bridgeworth, LLC and LPL Financial, and he has operated his own CPA practice since 2010. Hocutt maintains an active role as a tax preparer in his CPA practice alongside his advisory duties. Savant Wealth Management serves a diverse client base, including individuals, families, pension and profit-sharing plans, charitable organizations, and corporations, providing comprehensive wealth management, financial planning, and retirement plan consulting. The firm combines evidence-based, model-driven asset allocation with active management strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Alison White is a financial advisor at Savant Wealth Management with nine years of industry experience. She holds the Series 66 designation and previously worked at Nia Impact Capital and Capstone Financial Group, LLC. 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 a blend of evidence-based, model-driven asset allocation alongside actively managed strategies, supported by affiliated accounting, legal, and trust services.

Beth Anderson is a financial advisor with SPC in Birmingham, AL, holding Series 63 and Series 66 designations and 22 years of industry experience. She previously worked at Concourse Financial Group Securities Inc for 12 years before joining Sigma Financial Corporation, a division of SPC. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisors and manages approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies based on client suitability and providing both discretionary and nondiscretionary management options.

Delynn Zell is a CFP® certificant with 37 years of industry experience, currently serving at Savant Wealth Management since 2023. Prior to joining Savant, she spent 11 years with Bridgeworth, LLC and LPL Financial. Savant Wealth Management provides comprehensive wealth management, financial planning, and related services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation alongside actively managed strategies, supported by integrated accounting, legal, and trust services.

Turner Henderson is a financial advisor at PNC Wealth Management in Birmingham, AL, holding a Series 66 credential with six years of industry experience. His prior roles include positions at BBVA Wealth Solutions and Mass Mutual Investors Services. Outside of his advisory work, he owns a rental property unrelated to his investment activities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithmic risk assessment and approved model strategies executed with mutual funds and ETFs.

John Kalousek Jr. is a CFA® charterholder and Series 66 licensed advisor with five years of industry experience. He is currently with Savant Wealth Management in Birmingham, AL, where he has worked since 2023. Prior to that, he was with Bridgeworth Wealth Management, First Horizon Advisors, Inc., and IBERIA Wealth Advisors. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by affiliated legal, accounting, and trust services.

Gene Hitchcock Jr. is a CFP® professional with 27 years of experience currently affiliated with Independent Financial Partners. He has worked with IFP Securities, LLC and LPL Financial, LLC during his career. He serves as a board member of the Trussville Cemetery Authority. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving a wide range of individual, charitable, corporate, and high-net-worth clients with both centralized and advisor-directed investment management options.

David Harris is a CFP® with 37 years of industry experience, currently serving as an advisor at Savant Wealth Management. He previously worked at Bridgeworth Wealth Management and LPL Financial for 11 years. 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 retirement plan consulting. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by affiliated accounting, legal, and trust services.

Nancy Sachtleben is a financial advisor with Empower Advisory Group in Birmingham, AL. She holds Series 63 and Series 65 licenses and has one year of industry experience. Her prior roles include consulting and positions at BCR Wealth Advisors and Protective Life. Outside of finance, she has been involved with Mountain Brook Community Church Journey. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns and integrates its services closely with Empower’s recordkeeping and administrative platforms.

Jason Wilkes is a financial advisor with PNC Wealth Management in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at BBVA Wealth Solutions, BBVA Securities, Compass Bank, Regions Investment Solutions, and Scottrade, Inc. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering that uses approved model strategies managed by PNC or third parties and is currently available as an invitation-only pilot for employees.