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.

Seth Edgil is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and having 10 years of industry experience. He previously worked at Equitable Advisors and AXA Advisors, LLC. In addition to his advisory role, he is a licensed Independent Insurance Agent and manages an LLC formed to oversee inherited family property. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and utilizes multiple custodial platforms and third-party tools to support portfolio construction and monitoring.

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 at Benjamin F. Edwards & Company, Inc. with five years of industry experience. He has worked at Benjamin F. Edwards since 2017 and was previously affiliated with the University of Alabama from 2016 to 2020. Outside of his advisory role, he serves as an assistant coach for a U12 lacrosse team with the Greater Birmingham Youth Lacrosse Association. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, and investment management services supported by several hundred advisors managing tens of billions in assets.

Thomas Avant Jr. is a CFP® with 20 years of experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2018. Prior to this, he worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and institutions. The firm offers a range of fee-based wrap programs, financial planning, and investment management services through both discretionary and non-discretionary strategies managed internally and by third parties.

Jonathan Walker is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 26 years of industry experience. His career includes roles at Ameritas Investment Corp., Nowlin and Associates, and Ameritas Life Insurance Corp. He is also licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable subaccounts, supported by an Investment Committee and third-party partners to align portfolios with client objectives.

Christopher Compton is a financial advisor at NewEdge Advisors with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services and Stonegate Investment Group. Outside of his advisory role, Mr. Compton serves as President of the Orleans Condo Association, overseeing its management. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, retirement plans, corporations, trusts, and charitable organizations through a network of independent representatives. The firm offers comprehensive portfolio management, financial planning, and consulting services, utilizing a range of program structures and technology tools to support advisor and client needs.

Isaiah Hileman is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Primerica Advisors, Valic Financial Advisors, and Agia. 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, offering integrated services that combine proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates.

Cason Smith is a financial advisor with Guardian Life and holds a Series 66 designation. He has five years of industry experience, with prior roles at Park Avenue Securities and Strategic Wealth Specialists. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs.

Callie Elrod is a financial advisor at PNC Wealth Management with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at PNC Investments since 2021. Her prior experience includes roles at BBVA Wealth Solutions, Bbva Securities, BBVA Compass Insurance Agency, and Compass Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist that uses algorithmic risk assessments and executes strategies via mutual funds and ETFs. The firm’s offering is currently limited to employees with PNC Bank online credentials and involves third-party delegates for portfolio implementation and proxy voting.

Marigene Taylor is a Series 66-credentialed financial advisor with 20 years of industry experience. She has worked at VALIC Financial Advisors, Inc. since 2017 and previously spent eight years with Sagepoint Financial, Inc. Taylor is also an agent for Agia, where she is involved in 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models with an emphasis on diversified asset allocation and periodic rebalancing.

Michael Mullis is a financial advisor with Kestra Advisory Services, holding the PFS™ designation and Series 63 license. He has 26 years of industry experience, including over a decade with Securities America Advisors, Inc. Mullis is also co-owner of Davis and Mullis, a family real estate business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients, offering fiduciary services and a range of investment platforms. The firm manages approximately $79.8 billion in assets and serves clients including large institutional investors and sovereign wealth funds.

Jake Hufham is a financial advisor at Integrity Alliance, LLC, holding a Series 66 designation with less than one year of industry experience. Prior to joining Integrity Alliance in 2025, he worked at Lion Street Financial and Wealth Strategies LLC. Outside of his financial career, he has experience working part-time at Pike Road Millwork and has volunteered at a camp. Integrity Alliance, LLC is a large advisory enterprise serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and diversified investment approaches through a network of over 300 advisors managing approximately $5.4 billion in assets.

James Fitch is a CFP® with 25 years of industry experience, currently serving as an advisor at Savant Wealth Management since 2023. Prior to joining Savant, he worked for eight years at Bridgeworth Wealth Management. Savant Wealth Management provides comprehensive wealth management, financial planning, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed investment strategies and offers integrated accounting, legal, and trust services through affiliated entities.

William Wetzler is a CFP® at Savant Wealth Management with three years of industry experience. He previously worked at Bridgeworth Wealth Management and Downtown Entertainment. Outside of financial advising, he is a partner at Cornerstone Capital, LLC, a company established for liability protection in real estate transactions. Savant Wealth Management provides comprehensive wealth management, financial planning, and family office services to individuals, families, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and maintains integrated accounting, legal, and trust services through affiliated entities.

Mimi Small is a financial advisor at Savant Wealth Management with 17 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior experience includes 11 years at Bridgeworth, LLC and LPL Financial, LLC. Savant Wealth Management provides comprehensive wealth management, financial planning, and family office services to individuals, families, charitable organizations, corporations, and high-net-worth clients. The firm’s investment approach combines evidence-based asset allocation with actively managed strategies and sub-advised mandates, supported by extensive in-house resources and affiliated accounting, legal, and trust services.

Cole Czajkoski is a financial advisor at AE Wealth Management, LLC in Birmingham, AL, holding a Series 65 credential with five years of industry experience. Prior to joining AE Wealth Management in 2021, he worked at Hill Wealth Management DBA Freedom Financial Group starting in 2020 and has experience with United Parcel Service. 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 a range of investment strategies, managing nearly $50 billion for over 127,000 clients.