David Bannon is a financial advisor with Corient in Birmingham, AL, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. His prior roles include positions at Quasar Distributors, LLC, Minshall & Company, and Capital Advisors, Inc. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party manager solutions and specialized offerings such as family office and trustee services.

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.

Kevin Held is a CFP® and ChFC® with 30 years of industry experience, currently serving at Kestra Advisory since 2016. He has been affiliated with Kestra Investment Services, LLC since 2008. Additionally, he owns a business focused on selling and servicing insurance products to individuals and group policyholders. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional clients, and individuals. The firm offers services including fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving a diverse client base that includes sovereign wealth funds.

Steven Phillips is a financial advisor at Benjamin F. Edwards & Company, Inc. with 34 years of industry experience. He has held positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. before joining Benjamin F. Edwards in 2013. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of advisory programs and investment management solutions that include proprietary strategies and third-party models, supported by in-house equity and fixed income trading and research.

Ryan Parks is a financial advisor at Truist Advisory Services with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill, Citigroup Global Markets, Bank of America, and BB&T Securities. Parks is based in Birmingham, AL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and the AMC Advantage manager-selection program. The firm integrates discretionary and non-discretionary approaches and utilizes third-party platforms and AI-enabled research tools as part of its investment process.

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 14 years of industry experience. Prior to joining PNC in 2024, he worked at Bank of America, Merrill, TD Ameritrade, and Equitable Advisors. He is a committee member for Delta Waterfowl, a charitable organization focused on conservation, where he contributes to fundraising and event support. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an employee-only digital discretionary model portfolio that employs algorithm-driven risk assessment and third-party-managed mutual fund and ETF strategies.

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.

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 Certified Financial Planner (CFP®) with 30 years of industry experience. She is currently with Savant Wealth Management and has held prior roles at Bridgeworth Wealth Management and Kinsight. Savant Wealth Management serves a broad 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 integrated legal, accounting, 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 at Kestra Advisory with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Kestra Advisory since 2016. Prior to that, he was employed by Synovus Investment Advisors from 2003 to 2006. He serves as a member of the Canterbury UMC Counseling Committee, providing oversight within this community organization. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm provides a range of services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include very large institutional investors and sovereign wealth funds.

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.