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.

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.

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.

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.

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.