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.

Howard Bailey is a financial advisor at AE Wealth Management, LLC with Series 63 and Series 65 licenses. He has over 35 years of experience, including running Bailey Insurance & Investments and prior work at Neil Bailey Insurance. Bailey is also the owner of an insurance sales business. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes discretionary model portfolios and supports third-party RIAs through sub-advisory and model-licensing services.

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 A. G. Edwards & Sons, Inc. Outside of his advisory role, he serves as an executor for an estate. 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 services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage, insurance products, and certain M&A 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.

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.

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 with Truist Advisory Services in Birmingham, AL. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Truist, Morse worked at Wells Fargo Clearing and Wells Fargo Bank, as well as various roles at EBSCO and other companies. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm integrates discretionary and non-discretionary manager relationships while leveraging third-party platforms and AI-enabled research tools to support its investment approach.

Chad Moseley is a financial advisor with Ameritas Advisory Services, LLC and holds a Series 66 designation. He has 24 years of industry experience, including roles at Ameritas Life Insurance Corp, Ameritas Investment Corp., The Ascent Group, and Nowlin and Associates. Moseley is also a joint owner of an exercise studio in Birmingham, Alabama. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, and retirement plans. The firm utilizes a range of investment options and program platforms to build customized portfolios while managing operational practices to enhance cost efficiency.

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.

Jason Sanders is a financial advisor with Benjamin F. Edwards & Company, Inc. in Birmingham, Alabama. He holds a Series 66 designation and has 18 years of industry experience, including roles at Bank of America, Merrill, Wells Fargo Clearing, and Morgan Stanley. He also serves as a power of attorney in a fiduciary capacity. 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 over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management consulting, with both discretionary and non-discretionary managed solutions combining proprietary strategies and third-party model providers.

Sean Fleming is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 65 license and bringing nine years of industry experience. He has worked at Freedom Financial Group and AE Wealth Management, LLC, and currently maintains a role at Nowlin & Associates, where he provides insurance solutions including fixed and indexed life insurance and annuities as part of comprehensive financial planning. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a range of investment strategies and platforms, combining model portfolios, mutual funds, ETFs, and individual securities to tailor portfolios to client needs.

Jason Wilkes is a financial advisor with PNC Wealth Management in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at BBVA Wealth Solutions, BBVA Securities, Compass Bank, Regions Investment Solutions, and Scottrade, Inc. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering that uses approved model strategies managed by PNC or third parties and is currently available as an invitation-only pilot for employees.