Dustin Ward is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 13 years of industry experience. Prior to joining PNC Investments LLC in 2024, he worked eight years combined at Bank of America and Merrill. He serves as a committee member for the charitable organization Delta Waterfowl, supporting fundraising and event activities. 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 employs approved model strategies with automated portfolio management and focuses on mutual funds and ETFs.

Thomas Luttrell is a financial advisor with Benjamin F. Edwards & Company, Inc. in Birmingham, AL, holding a Series 63 designation and bringing 38 years of industry experience. He has previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Luttrell serves on the grounds committee of Stonegate Farms in Shelby County, AL. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth clients, and institutional entities. The firm provides a range of services such as financial planning, retirement consulting, and both discretionary and non-discretionary managed investment solutions.

Jeffery Ruffin is a financial advisor with Principal Financial Services in Birmingham, AL, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked at Principal Securities Inc., Principal Life Insurance Company, BBVA Securities Inc., and other financial firms. Outside of advising, he assists with tax preparation for a family business during tax season. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

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.

Anthony Alliman is a financial advisor at Truist Advisory Services with four years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Truist, he worked at Wells Fargo Clearing and Wells Fargo Bank, and earlier in his career, he served with the Dothan Police Department. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, plan sponsor fiduciary support, and a manager-selection program, implementing advice through both discretionary and non-discretionary approaches supported by third-party platforms and research tools.

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.

Jeffrey Allen is a financial advisor at Ameritas Advisory Services, LLC with 32 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Raymond James & Associates and Morgan Keegan & Company, LLC. In addition to his advisory role, he is involved in wealth management and financial planning through Nowlin and Associates. Ameritas Advisory Services provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of investment products and model portfolios while offering customized portfolio management and a broad range of financial 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.

Gerald Wolsfelt is an investment advisor representative at Kestra Advisory with 19 years of industry experience. He has been with Kestra Advisory since 2016, and is also associated with Kestra Investment Services, LLC and Clark Associates since 2009. Outside of his advisory work, he serves as a member of the Canterbury UMC Counseling Committee, a community and charitable organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors along with a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and utilizes multiple management platforms and third-party solutions to support its services.

Jacob Traylor is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Empower, he worked at Wells Fargo Bank and PNC Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s integrated service model emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Beth Anderson is a financial advisor with SPC in Birmingham, AL, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. She has worked at Concourse Financial Group Securities Inc for 12 years and is currently affiliated with Parkland Securities, LLC and Sigma Financial Corporation. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary investment advice primarily through the SIGMA Managed Account and other account programs.

Matthew Brown is a CFP® professional associated with NewEdge Advisors with 18 years of industry experience. He previously worked at UBS Financial Services and Stonegate Investment Group. Outside of his advisory role, he is a partner and manager of Brownstone Holdings, LLC and SIG Holdings, LLC, holding companies used for tax purposes. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support client needs.

Joseph Du Montier is a financial advisor with Truist Advisory Services in Birmingham, AL, holding Series 63 and Series 65 licenses and having 26 years of industry experience. His prior experience includes roles at Merrill, Bank of America, Citigroup Global Markets, and BB&T Securities. Outside of his advisory work, he volunteers with the Birmingham Zoo. 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, leveraging third-party platforms and AI-enabled research tools to support client investment programs.

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.

John Long Jr. is a financial advisor with NewEdge Advisors, holding a Series 65 credential and two years of industry experience. Prior to joining NewEdge Advisors in 2025, he worked at Stonegate Investment Group and held positions at The University of Alabama and The University of Oregon. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals—including high-net-worth clients—as well as pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to provide tailored investment solutions.

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.

Jason Mcdowell is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. Outside of his advisory work, he serves as an executor for a family estate. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through over 500 advisors. The firm provides a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage services, and certain merger and acquisition advisory services.

Cary Guffey is a financial advisor with PNC Wealth Management in Birmingham, AL, holding a Series 66 designation and 26 years of industry experience. His career includes roles at Merrill, Colonial Asset Management Inc, Lanark Financial, Inc., and PNC Investments since 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that utilizes algorithm-driven portfolio selection and third-party managed model strategies primarily composed of mutual funds and ETFs.