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.

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 at Benjamin F. Edwards & Company, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He also serves as an executor for a family estate. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, institutions, pension plans, and charitable organizations through fee-based wrap programs, financial planning, and retirement plan consulting. The firm offers a range of managed strategies and combines custody and execution features uncommon among peers.

Cary Guffey is a financial advisor at PNC Wealth Management in Birmingham, AL, holding a Series 66 designation with 25 years of industry experience. He has been with PNC Investments since 2012 and joined PNC Wealth Management in 2017. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessments and approved model strategies executed by investment delegates.

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.

Alexander Taulien is a financial advisor with Equity Services, Inc. and holds a Series 66 designation. He has two years of industry experience and previously worked at American United Life, OneAmerica Securities, BCA Capital Management, Northwestern Mutual, and SagePoint Financial. Outside of finance, he serves as Hockey Director for the North Alabama Hockey Association, is a board member and chapter president of Hockey Players in Business, and founded the cancer charity Standing Tauls Against Cancer. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms including third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and non-discretionary management.

Zeeshan Ali is a financial advisor with Empower Advisory Group holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Advised Assets Group, and GWFS Equities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns and annual rebalancing through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Thomas Morse II is a financial advisor at Truist Advisory Services with Series 65 and Series 63 credentials. He has one year of industry experience, having previously worked at Wells Fargo Clearing and Wells Fargo Bank. Prior to his finance career, he held positions at EBSCO and other companies. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Chad Moseley is a Series 66 licensed financial advisor with 24 years of industry experience. He is currently with Ameritas Advisory Services, LLC and has previously worked with The Ascent Group and Ameritas Life Insurance Corp. Outside of his advisory work, he is a joint owner of an exercise studio in Birmingham, Alabama. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and employs a combination of discretionary and non-discretionary advisory relationships supported by an Investment Committee and third-party partners.

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.

Gregory Glynn is a financial advisor at First Command Advisory Services with seven years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at First Command Insurance Services and Brokerage Services, as well as positions outside the financial industry at Ashley Macs, Sams Club, and Publix. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Jon Dixon is a financial advisor with Independent Financial Group, LLC in Birmingham, AL. He holds a Series 66 designation and has 22 years of industry experience, including prior roles at Cambridge Investment Research Advisors, Inc., RFG Advisory, LLC, and Securities America Advisors, Inc. He is also an independent contractor providing financial coaching through Ramsey Master Financial Coach, offering guidance on financial independence and debt management. Independent Financial Group, LLC serves a broad client base including individuals, high-net-worth clients, trusts, and corporate plans. The firm uses a combination of strategic asset allocation and multi-manager portfolios across various risk profiles, offering both advisory and brokerage services through platforms like AccessPoint and Schwab CAM.

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.

Pierce Wessel is a financial advisor with TIAA-CREF in Birmingham, AL, holding a Series 66 credential and eight years of industry experience. His prior work includes positions at Wells Fargo, Bank of America, Merrill, and Massachusetts Mutual Life Insurance Company. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing employer retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm emphasizes a fiduciary standard in its RIA services and provides both model-based and customized portfolio management options.