Steven Phillips is a financial advisor with Benjamin F. Edwards & Company, Inc. in Birmingham, Alabama, holding a Series 63 designation and bringing 34 years of industry experience. He has been with Benjamin F. Edwards & Co since 2013. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and institutions. The firm offers a range of fee-based wrap programs, financial planning, retirement plan consulting, and investment management consulting, utilizing both discretionary and non-discretionary strategies including mutual funds, ETFs, separately managed accounts, and private portfolios.

Ryan Parks is a financial advisor with Truist Advisory Services in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at Merrill, Bank of America, BB&T Securities, and Truist firms since 2005. Truist Advisory Services provides investment consulting and advisory for individuals, corporate clients, retirement plans, and charitable organizations, utilizing discretionary and non-discretionary manager relationships supported by AI-enabled research and extensive inter-affiliate integration.

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.

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 at Benjamin F. Edwards & Company, Inc. with 38 years of industry experience. He has been with Benjamin F. Edwards since 2013 and holds the Series 63 designation. Outside of his advisory role, Luttrell serves as a board member for the grounds committee at Stonegate Farms in Shelby County, Alabama. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, and corporations through fee-based wrap programs, financial planning, and investment management. The firm employs a range of strategies including mutual fund and ETF model portfolios, separately managed accounts, and custom solutions, with ongoing monitoring and rebalancing overseen by an Investment Strategy Committee.

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 with Truist Advisory Services holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, as well as experience with the Dothan Police Department and Verizon Wireless. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

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.

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 with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 credentials and 32 years of industry experience. His work history includes roles at Ameritas Life Insurance Corp, Ameritas Investment Corp, Raymond James & Associates, and Morgan Keegan & Company, LLC. He is also involved in wealth management and financial planning through Nowlin and Associates, focusing on life and health insurance and annuities. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers managed account programs, variable annuity subaccount management, and employs a combination of portfolio tools and third-party support to align client allocations with their objectives.

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.

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.

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.

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 designations and totaling 25 years of industry experience. His prior roles include positions at BB&T Securities, Bank of America, and Merrill. Outside of his advisory work, he volunteers at the Birmingham Zoo and serves as executor for a family estate. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.