Jason Sanders is a financial advisor at Benjamin F. Edwards & Company, Inc. with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, Wells Fargo Clearing, and Wells Fargo Advisors. Sanders also holds a fiduciary role as a power of attorney for KVS T Beneficiaries. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs and financial planning services, employing a range of investment strategies managed internally and by third-party managers.

Sean Fleming is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 65 credential and nine years of industry experience. He has worked at Ameritas Advisory Services, Nowlin & Associates, Freedom Financial Group, and AE Wealth Management. Fleming is also involved with Nowlin & Associates, providing life insurance and annuity solutions as part of comprehensive financial planning. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm provides a variety of managed account programs and integrates multiple custodial platforms while supporting portfolio construction and monitoring through its Investment Committee and third-party partners.

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.

Robert Little is a financial advisor with Principal Financial Services in Birmingham, AL, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Principal Securities and Principal Life Insurance since 2017 and held prior roles at Hornor Townsend & Kent Inc and Penn Mutual. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Misty Mc Minn is a financial advisor with TLG Advisors, Inc., holding Series 63 and Series 65 credentials and 25 years of industry experience. Her prior roles include positions at Concourse Financial Group and The Leaders Group Inc. She is also involved as a senior planning specialist with Simplicity Group, focusing on insurance-related activities. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, and ERISA fiduciary services, delivering advice through independent representatives and sub-advisors using fundamental analysis and Modern Portfolio Theory.

James Lowe is a financial advisor with Ameritas Advisory Services, LLC and holds the Series 66 designation. He has 13 years of industry experience and has worked with Ameritas Investment Corp since 2013. Lowe is also a partner at Unlimited, LLC, where he educates clients on the uses and benefits of whole life insurance contracts. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients through a network of Investment Adviser Representatives. The firm offers a variety of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supporting both discretionary and non-discretionary advisory relationships.

Robert Buchanan Jr. is a financial advisor with Valic Financial Advisors in Birmingham, AL, holding a Series 66 designation and 19 years of industry experience. He has worked at Valic Financial Advisors since 2007 and is also an agent with Agia, involved in non-securities insurance products. Valic Financial Advisors serves mainly U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages approximately $29.2 billion and combines a broker-dealer structure with centralized technology and model solutions.

Mike Priestley is a financial advisor with Principal Financial Services in Birmingham, AL, holding Series 63 and 65 licenses and bringing 44 years of industry experience. His career includes roles at Principal Securities Inc, Principal Life Insurance Company, TPC Benefits, and prior positions at MML Investors Services, Mass Mutual Life Insurance Company, and ProEquities. He also owns The Priestley Company, a C corporation focused on group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Matthew Mcdowell is a financial advisor with Primerica Advisors in Birmingham, AL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has nine years of industry experience and has worked with Guardian Life Insurance Company and Park Avenue Securities. He serves as president of the Greater Crestwood neighborhood association. Park Avenue Securities LLC serves a diverse retail client base, including individuals, high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services along with financial and business consulting. The firm employs a range of proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.

Andrew Saab is a CFP® with 25 years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2021, following tenures at Wells Fargo Clearing and Wells Fargo Advisors LLC. Saab is based in Birmingham, AL. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, institutions, and charitable organizations through fee-based wrap programs, financial planning, and investment management consulting. The firm offers a range of model strategies and portfolios, combining custody and execution services with an internal trading desk.

Amy Mclevaine is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 credentials and 29 years of industry experience. Before joining Benjamin F. Edwards in 2024, she worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2024. She serves as a trustee and agent for several family trusts related to investments. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, including high-net-worth clients, as well as institutions such as pension plans and charitable organizations. The firm offers a range of advisory services including fee-based wrap programs, financial planning, and investment management consulting, utilizing both proprietary and third-party managed strategies.

Herman Sanders III is a financial advisor at Benjamin F. Edwards & Company, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Bank of America, Merrill, and Wells Fargo in various advisory roles. Sanders is also associated with fiduciary activities under the entity HBS and KVS JTWROS. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, institutions, and charitable organizations. The firm offers a range of investment and consulting services through fee-based wrap programs and manages portfolios using both strategic and tactical approaches overseen by an Investment Strategy Committee.

Sarah Shotts is a financial advisor at Truist Advisory Services with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Truist Advisory Services since 2021, previously serving six years at BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Mark Elmore is a financial advisor at Independent Financial Group, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial, RFG Advisory, and Private Client Services. Outside of his advisory work, he is involved with MELMOREINV, LLC, a business entity established for tax and investment purposes. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm utilizes a combination of firm- and third-party models for portfolio management, offering both discretionary and non-discretionary services through multiple platforms and emphasizes a mix of passive and active investments across various risk profiles.

John Heacock is a financial advisor at AE Wealth Management, LLC, holding a Series 65 credential. He has one year of industry experience with prior roles at Freedom Financial Group and Whitten & Associates. His background also includes a brief period working at Crunch Fitness. 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 utilizes discretionary model portfolios and various investment strategies, managing approximately $49.8 billion across more than 127,000 clients.

Benjamin Gregory is a financial advisor with Eagle Strategies (NY Life) based in Birmingham, AL, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked with firms including Wilson, Gregory & Henderson, LLC, Wilson & Associates, NYlife Securities LLC, and New York Life Insurance Company. Outside of advisory roles, he is involved in brokering non-registered insurance products and operates under multiple business entities related to insurance sales and brokering. Eagle Strategies serves a diverse clientele of individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis, operating within the integrated New York Life affiliate structure.

Virginia Morris is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and 26 years of industry experience. Her prior career includes roles at Truist Advisory Services, BB&T, and related entities from 2011 to 2023. She volunteers with the Trussville Area Chamber of Commerce and serves on the board of the Trussville City Schools Foundation. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform focused on both individual and institutional clients, with particular expertise in retirement-plan advisory and pension consulting.

Christopher Black is a financial advisor at PNC Wealth Management with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with PNC Investments since 2013, including his current role since 2021. His prior experience includes two years at Ameritas Investment Company, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessment and third-party strategists to manage investments primarily in mutual funds and ETFs.

Jennifer Sneed is a CFP® and ChFC® credentialed financial advisor with 25 years of industry experience. She has worked at Savant Wealth Management since 2023, following an 11-year tenure at Bridgeworth Wealth Management and prior experience with LPL Financial. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients, providing 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 along with actively managed strategies overseen by an investment committee, supported by integrated accounting, legal, and trust service affiliates.

Michael Ballard is a financial advisor with AE Wealth Management, LLC in Birmingham, AL, holding Series 63 and Series 65 credentials and with 44 years of industry experience. His career includes roles at Madison Avenue Securities, LLC, Alliance Wealth Management Group, LLC, and Concourse Financial Group Securities, Inc. He also serves as a classroom instructor for financial education through the American Financial Education Alliance. 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 utilizes discretionary model portfolios and supports third-party RIAs, managing approximately $49.8 billion for over 127,000 clients through standardized model and platform services.