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 at Ameritas Advisory Services, LLC with 12 years of industry experience. He holds the Series 66 designation and has worked at several related firms, including Ameritas Investment Corp and Nowlin and Associates, where he has been involved since 2011. In addition to his advisory work, he is a partner at Unlimited, LLC, where he educates individuals on the uses and benefits of whole life insurance contracts. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, financial planning, and retirement-plan advisory services through model portfolios, third-party sub-advisers, and custom strategies, with a focus on both discretionary and non-discretionary account management.

Robert Buchanan Jr. is a financial advisor with Valic Financial Advisors in Birmingham, AL, holding a Series 66 designation and 18 years of industry experience. He has worked at Valic Financial Advisors since 2007 and is also associated with Agia, where he serves as an agent offering non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, using Envestnet-developed UMA models for portfolio construction.

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® professional with 25 years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2021, following roles 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 with approximately 436 advisors managing about $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment management solutions with a mix of firm-developed and third-party model strategies.

Amy Mclevaine is a financial advisor at Benjamin F. Edwards & Company, Inc. with 29 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she serves as a trustee and agent for several family trusts. 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, foundations, and nonprofit organizations, offering a range of advisory and investment management services using both firm-developed and third-party model strategies.

Herman Sanders III is a financial advisor at Benjamin F. Edwards & Company, Inc. with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Bank of America, Merrill, and Wells Fargo. Sanders also has a fiduciary role involving a joint trust entity in Birmingham, Alabama. Benjamin F. Edwards & Company provides investment advice and related services to a diverse client base, offering both model-based and customized investment strategies alongside financial planning and retirement consulting.

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 with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and 20 years of industry experience. His prior roles include positions at RFG Advisory, Private Client Services, and LPL Financial. Outside of his advisory work, he is involved with MELMOREINV, LLC, a business entity for tax and investment purposes. 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 brokerage, portfolio management, financial planning, and retirement plan services through a national network of advisors and provides multiple advisory program options tailored to client 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 who holds Series 63 and Series 65 licenses and has 26 years of industry experience. Her prior roles include positions at Truist Advisory Services, BB&T, and related entities. Outside of her advisory work, she volunteers with the Trussville Area Chamber of Commerce and serves on the board of the Trussville City Schools Foundation. Independent Financial Partners is a nationwide enterprise serving individual, charitable, corporate, and high-net-worth clients through a decentralized advisory model. The firm offers investment advisory, financial planning, trust, and retirement-plan services, with notable capabilities in retirement-plan advisory and pension consulting.

Christopher Black is a financial advisor with PNC Wealth Management in Birmingham, AL, holding Series 63 and Series 65 licenses. He has 17 years of industry experience, including over a decade with PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation, which uses algorithmic risk assessment and delegates portfolio management to third-party strategists.

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 at AE Wealth Management, LLC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Madison Avenue Securities, Global Financial Private Capital, and Alliance Wealth Management Group, where he is also an owner and planner. Ballard teaches financial education classes as a classroom instructor for the American Financial Education Alliance. 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 that includes model portfolio solutions, discretionary asset management, and financial planning services.

Seth Edgil is a financial advisor with Ameritas Advisory Services, LLC and holds a Series 66 designation. He has 10 years of industry experience, including prior roles at Equitable Advisors and AXA Advisors, LLC. In addition to his advisory work, he is licensed as an Independent Insurance Agent and is involved in managing an inherited family property through a separate LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, offering fee-based asset management and fiduciary advice through a range of programs and affiliated investment adviser representatives.

John Debuys III is a financial advisor with Eagle Strategies (NY Life) based in Birmingham, AL, holding a ChFC® designation and Series 63 license. He has 36 years of industry experience, including roles at New York Life Insurance Company and Nylife Securities Inc. He is also a board member of King's Home, an organization serving youth, women, and children at risk, and serves on the board of the Beaux Arts Krewe, a men's organization supporting the Birmingham Museum of Art. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to individual investors and institutional clients, with an emphasis on non-discretionary asset management and integrated advisory services linked to insurance products.

Thomas Luttrell is a financial advisor with Benjamin F. Edwards & Company, Inc., 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 youth lacrosse team with the Greater Birmingham Youth Lacrosse Association. Benjamin F. Edwards & Company provides investment advice and related services to individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a range of model-based and customized investment strategies and delivers ongoing portfolio monitoring and rebalancing through both in-house and third-party managers.