David Hart is a financial advisor at Savant Wealth Management with two years of industry experience. He holds a Series 65 designation and previously worked at BMSS Wesson Wealth Solutions and the Culverhouse College of Business. Outside of finance, his background includes roles in education and the hospitality sector. 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 legal, accounting, and trust services.

Andrew D'amico is a CFP® with three years of industry experience. He has worked at Savant Wealth Management since 2023 and previously spent several years at Bridgeworth Wealth Management. Prior to his financial advisory career, he served 20 years in the United States Army. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with 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 extensive in-house capabilities and affiliated legal and accounting services.

Tasha Webie is a financial advisor with Principal Financial Services, holding the CFP® designation and Series 63 and 66 licenses, with 16 years of industry experience. Her prior roles include positions at UBS Financial Services, American Portfolios, Bank of America, Merrill, and Equitable Advisors. Outside of financial services, she operated an e-commerce business for two years. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel overseas. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs, with investment implementation typically managed on a discretionary basis by these managers.

Jennifer Jesup is a CFP® professional with four years of industry experience. She currently works at Savant Wealth Management and previously held roles at Bridgeworth Wealth Management, as well as a position at The University of Alabama. Savant Wealth Management provides comprehensive wealth management, financial planning, retirement plan consulting, and family office services to 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 and actively managed strategies, supported by extensive in-house capabilities and affiliated service entities.

Kristi Cromer is a financial advisor at AE Wealth Management, LLC with eight years of industry experience. She holds a Series 65 designation and has worked with Trilogy Advisory Services and Summit Planning Group, Inc. Additionally, she is involved in Cromcraft, LLC, an autobody repair and retail vehicle sales business. AE Wealth Management is an SEC-registered adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, and charitable organizations. The firm offers a platform-centered approach combining model portfolios, discretionary asset management, and financial planning services.

Graham Bauer is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and three years of industry experience. He has worked at WG Financial Group and AE Wealth Management since 2022. Prior to his financial career, he was involved with the Nashville Guitar Academy for five years. 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, and financial planning services.

David Sendowski is a financial advisor at Fifth Third Securities, Inc. in Huntsville, Alabama, with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing, Wells Fargo Bank, NYLIFE Securities, and New York Life Insurance Company. Outside of his advisory role, he volunteers with the Civil Air Patrol, assisting with air shows, crash investigations, and search and rescue operations. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional investors through both advisory and brokerage services. The firm offers multiple investment programs via its Passageway Managed Account platform, providing clients with options ranging from mutual fund and ETF models to separately managed accounts with tax overlay and direct indexing strategies.

S. Poitevint II is a CFP® professional with 18 years of industry experience, currently serving at Raymond James Financial in Huntsville, AL. He has been with Raymond James since 2006 and worked previously at Investors Resource from 2011 to 2019. Outside of advisory work, he is the owner of Poitevint Properties, LLC, which manages residential leasing activities. Raymond James Financial Services Advisors, Inc. provides financial planning and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary investment consulting supported by analytical tools and offers specialized services such as municipal advisory and SIMPLE IRA employer consulting.

Lara Burgess is a financial advisor with LPL Financial in Huntsville, AL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with LPL Financial since 2013 and concurrently serves Redstone Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research.

Lee Donaldson is a financial advisor at Edward Jones with six years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2019, he served at the US Navy Air War College from 2015 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs and investment strategies, operating under a fiduciary standard.

Abigail Adams is a financial advisor with LPL Financial in Huntsville, Alabama. She holds a Series 66 designation and has three years of industry experience. Prior to joining LPL Financial, she worked in various roles including involvement with early education and behavior therapy organizations, as well as managing a boutique. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services with access to model portfolios, research, and various investment strategies.

Shanna Pendergrast is a financial advisor at Cetera with 17 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has worked at Edward Jones, Coldwell Banker Pinnacle Properties, and Crye-Leike Realty. She currently serves clients from Madison, AL, and has been with Cetera since 2021. Cetera Investment Advisers LLC is an SEC-registered firm providing a multi-manager platform that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through various portfolio management and financial planning services. The firm supports a large network of independent advisors and offers a range of discretionary and non-discretionary investment programs.

Kimchi Godwin is a CFP® and ChFC® with 24 years of industry experience, currently serving as a financial advisor at LPL Financial since 2022. Prior to joining LPL Financial, Godwin held roles at CUNA Mutual Group, CUNA Brokerage Services, GWFS Equities, and Mutual of America. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research and portfolios.

Hallbrook Polite Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and 18 years of industry experience. He has worked with several firms including JPMorgan Chase Bank, Alight Solutions, and Thrivent Financial. Outside his advisory role, he is involved in diversity, equity, and inclusion training through an independent entity. J.P. Morgan Securities serves primarily institutional clients and retirement plan sponsors, providing investment consulting and advisory services that include asset-allocation advice, manager searches, and customized performance reporting, using a quantitative and centralized due diligence approach combined with an ESG eligibility framework.

William Wallace is a CFP® with nine years of industry experience, currently practicing at Edward Jones since 2017. Prior to his financial advisory career, he served 12 years in the United States Marine Corps. Outside of finance, he owns Rogue & Regent, LLC, a retail business focused on product design and social media. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Stuart Wilson is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Cetera and its related entities since 2013. Outside of his advisory role, he is involved in public speaking for O’Neal Church of Christ and volunteers at a local community event, Grace Hills Farms Zombie Paintball Hunt. Cetera Investment Advisers LLC is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering a range of portfolio management and financial planning services.

Jonathan Smith is a financial advisor with Edward Jones in Huntsville, AL, holding a Series 66 designation and beginning his career in 2025. Prior to joining Edward Jones, he worked in engineering and real estate, and he currently serves as a pastor at Christian Fellowship Church. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions, and offers a wide range of investment and advisory services supported by a large network of financial advisors and branch offices nationwide.

Landon Cole is a financial advisor at OSAIC with eight years of industry experience. He holds the Series 66 designation and previously worked at Woodbury Financial Services, Wells Fargo Clearing, and Remington Outdoor Company. Outside of advising, he is a member of Alabama Ice, LLC, which operates ice vending machines. OSAIC Wealth serves a diverse client base including individual, high-net-worth, institutional, and charitable investors. The firm offers integrated brokerage and advisory services with a range of investment solutions supported by proprietary tools and third-party platforms.

Amy Morgan is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials and bringing 11 years of industry experience. She has been with LPL Financial since 2014 and operates her own business, Amy Milar, since 2012. Outside of her advisory role, she is involved with Benefit Strategies and Solutions, focusing on non-variable insurance products including life, disability, and health coverage. LPL Financial serves a diverse client base that includes individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Stephen Phraner is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he served in the US Army for four years and worked briefly with UBS Private Wealth Management. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a large nationwide network of financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.