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 Series 65-licensed financial advisor with one year of industry experience, currently with NewEdge Advisors in Birmingham, AL. Prior to joining NewEdge, he worked at Stonegate Investment Group and held various roles at The University of Alabama and The University of Oregon. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning. The firm employs a variety of analytic approaches and emphasizes regular portfolio reviews and oversight of trading and product selection.

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 previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 15 years. Outside of his advisory role, he serves as the executor for his uncle's estate. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations. The firm offers a range of advisory programs and investment strategies, combining firm-developed and third-party models with oversight from an Investment Strategy Committee.

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 holds a Series 66 license with five years of industry experience. He is currently with Savant Wealth Management in Birmingham, AL, and has prior experience at 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, financial planning, retirement plan consulting, and family office 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.

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.

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.

Noah Lohan is a financial advisor at Ameritas Advisory Services, LLC with one year of industry experience. He holds a Series 66 designation and has worked at several firms including McMillan Financial Services and The Washington Trust Company. In addition to his advisory role, he is involved with Keystone Financial Group and InSource Financial Advisors, providing holistic financial advisory services. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management and retirement-plan advisory services through a combination of model portfolios, third-party sub-advisers, and custom strategies.

Chad Moseley is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 24 years of industry experience. He has worked at Ameritas Advisory Services since 2023 and has prior experience with The Ascent Group, Ameritas Life Insurance Corp, Ameritas Investment Corp., and Nowlin and Associates. Outside of his advisory role, he is a joint owner of an exercise studio in Birmingham, Alabama. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a particular focus on plan sponsors and participants.

Gene Hitchcock Jr. is a CFP®-designated financial advisor with Independent Financial Partners, bringing 27 years of industry experience. He has held roles at IFP Securities, LLC, Independent Financial Partners, and LPL Financial. Outside of his advisory duties, he serves as a board member of the Trussville Cemetery Authority and is involved in a local real estate development venture. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a national network of independent advisors. The firm supports a multi-advisor platform serving a diverse client base with customizable investment approaches and notable retirement-plan advisory and pension consulting capabilities.

Gregory Glynn is a financial advisor with First Command Advisory Services and holds Series 63, 65, and 66 licenses. He has six years of industry experience, including roles at First Command Brokerage Services and First Command Insurance Services. His background also includes positions outside the financial industry at Ashley Macs, Sams Club, and Publix. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporations, 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 featuring model portfolios managed by a centralized Investment Management Team.

Jon Dixon is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 21 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. from 2015 to 2023. Outside of his advisory role, Dixon is involved as an independent contractor providing financial coaching through Ramsey Master Financial Coach, offering guidance on financial independence and debt management. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement plan services, utilizing a national network of Investment Adviser Representatives and multiple advisory program platforms.

Jamie Kertis is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 15 years of industry experience. Kertis has worked at Commonwealth since 2012 and was previously affiliated with Grinkmeyer and Leonard Wealth Management. Outside of advisory work, Kertis is a partner and co-owner of Allied Wealth Educators, LLC, a private securities business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors, who often manage client portfolios using a wide range of securities and insurance products.

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 at Benjamin F. Edwards & Company, Inc. in Birmingham, Alabama, holding a Series 66 designation with 18 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Wells Fargo Advisors. He also serves as a power of attorney for a fiduciary entity based in Mountain Brook, Alabama. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, and nonprofit organizations, offering a range of advisory programs and investment strategies with ongoing portfolio oversight.

Sean Fleming is a Series 65-registered financial advisor with eight years of industry experience, currently with Ameritas Advisory Services, LLC. Prior to joining Ameritas, he worked with Freedom Financial Group and AE Wealth Management. Fleming is also involved with Nowlin & Associates, where he provides life insurance and annuities as part of comprehensive financial planning. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm employs a platform approach combining in-house model portfolios, third-party managers, and integrated solutions with Ameritas affiliates.

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.