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. in Birmingham, AL, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. Her career includes longstanding roles at Concourse Financial Group and related entities dating back to 1998, and she currently holds senior sales and planning positions outside her advisory role. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm employs a manager selection and monitoring process grounded in fundamental analysis and Modern Portfolio Theory, offering both sub-advised portfolios and a digital direct-to-consumer program called Starlight Portfolios.

James Lowe is a financial advisor at Ameritas Advisory Services, LLC with 13 years of industry experience. He holds the Series 66 designation and has held roles at Ameritas Investment Corp since 2013 and Ameritas Life Insurance since 2011. In addition to his advisory work, he is a partner at Unlimit, LLC, where he focuses on educating individuals about the uses and benefits of whole life insurance contracts. Ameritas Advisory Services, LLC 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 offers asset management, financial planning, retirement plan advisory, and variable product subaccount management, utilizing model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms.

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 at Guardian Life with nine years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Mcdowell is president of Greater Crestwood Inc., a neighborhood association in Birmingham, AL. He is affiliated with Park Avenue Securities LLC, a subsidiary of Guardian Life, which serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, providing tailored financial planning, consulting, and access to both proprietary and third-party investment solutions.

Andrew Saab is a CFP®-designated financial advisor with 25 years of industry experience. He is currently with Benjamin F. Edwards & Company, Inc., where he has worked since 2021. His prior experience includes roles at Wells Fargo Clearing and Prudential Equity Group, LLC. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individual and institutional clients through over 500 advisors. The firm offers a range of services including financial planning, investment management, and retirement plan consulting, utilizing proprietary and third-party strategies across equity and fixed income portfolios.

Amy Mclevaine is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She previously worked at Wells Fargo Clearing for eight years and A. G. Edwards & Sons, Inc. for ten years. Her other activities include serving as a trustee and agent for family trusts and insurance-related trusts. 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 more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, investment management, and brokerage services, utilizing proprietary and third-party strategies with an internal trading desk and multiple custody arrangements.

Herman Sanders III is a financial advisor with Benjamin F. Edwards & Company, Inc. in Birmingham, AL. He holds Series 63 and Series 65 designations and has 33 years of industry experience. Prior to joining Benjamin F. Edwards, he worked at Bank of America, Merrill, Wells Fargo Clearing, and Morgan Stanley. 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 investment management consulting, financial planning, retirement plan consulting, brokerage services, and certain M&A advisory services, utilizing both proprietary and third-party strategies with an internal trading desk and a combination of discretionary and non-discretionary managed solutions.

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.

Chad Reid is a financial advisor with PNC Wealth Management in Alabaster, Alabama, holding Series 63, 65, and 66 licenses and four years of industry experience. His prior roles include positions at Cetera, Regions Bank, and Titlemax. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm utilizes algorithm-driven portfolio recommendations and delegates investment execution to approved third-party strategists.

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.

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.

Amy Cooper is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has worked with Principal Securities Inc. since 1999 and Principal Life Insurance Company since 1998. Outside of her advisory role, she is a digital creator sharing content on recipes, home goods, and fashion through social media channels. 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 emphasizes direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions.

John Debuys III is a ChFC® credentialed financial advisor with Eagle Strategies (NY Life) in Birmingham, Alabama, bringing 37 years of industry experience. He has held roles at Eagle Strategies and New York Life since 1993 and has operated Debuys & Company since 2014. He serves on the board of King's Home, an organization supporting youth, women, and children at risk, and is involved with the Birmingham Museum of Art through the Beaux Arts Krewe. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages most regulatory assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Thomas Luttrell is a financial advisor with Benjamin F. Edwards & Company, Inc. in Birmingham, AL, holding a Series 66 designation and five years of industry experience. He has been with Benjamin F. Edwards since 2017 and previously worked at the University of Alabama from 2016 to 2020. Outside of his advisory role, Luttrell serves as an assistant coach for a U12 lacrosse team with the Greater Birmingham Youth Lacrosse Association. 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 financial planning, investment management, and brokerage, utilizing both proprietary strategies and third-party models.