Thomas Avant Jr. is a CFP® certified financial advisor with 20 years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2018 and previously held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Benjamin F. Edwards & Company, Inc. provides investment advice and related services to a diverse client base, including individuals, retirement plans, trusts, estates, and corporate clients. The firm offers a range of investment strategies, combining model-based and customized approaches, and supports clients through ongoing due diligence and portfolio management.

Jonathan Walker is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 25 years of industry experience. He has worked at Ameritas Investment Corp. and Nowlin and Associates since 2000, and with Ameritas Advisory Services since 2023. In addition to his advisory role, he is a licensed independent insurance agent selling fixed insurance products. 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, fiduciary retirement-plan advice, and utilizes model portfolios, third-party sub-advisers, and custom strategies.

Christopher Compton is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Stonegate Investment Group and UBS Financial Services. Outside of his advisory role, he serves as President of the Orleans Condo Association, overseeing the manager of the condo association. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, and charitable organizations, providing discretionary and non-discretionary portfolio management through a wrap fee program. The firm employs various analytic approaches across mutual funds, ETFs, and individual securities, with regular portfolio reviews and rebalancing.

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.

Robert Lake Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Commonwealth since 2016. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients with a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support while allowing advisors discretion in constructing client portfolios from a broad range of securities and insurance products.

Matthew Meurer is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. He has 10 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services alongside financial planning and consulting. The firm utilizes a range of proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.

Edward Robinson is a financial advisor with PNC Wealth Management in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Sagepoint Financial, Hornor Townsend & Kent, Penn Mutual Life Insurance, and Edward Jones. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only online discretionary model account that uses algorithmic risk assessment and implements investments via approved model strategies managed by PNC or third parties.

Kyle Martin is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He previously worked at Raymond James & Associates for 13 years before joining Steward Partners. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Mary Tompkins is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Creative Planning since 2023. Her prior roles include positions at Level Four Advisory Services and LPL Financial. In addition to her advisory work, she is a substitute teacher with Kelly Education. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by specialized portfolio management techniques and integrated retirement plan services.

Carrie Teardo is a Series 65 licensed advisor at Savant Wealth Management with one year of industry experience. She previously worked at Bridgeworth, LLC and Ministry Brands - High Ground Solutions. Outside of financial services, she has been affiliated with the Cathedral Church of the Advent for over 15 years. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement consulting to a diverse client base including individuals, families, and institutions. The firm combines evidence-based asset allocation with actively managed strategies and offers integrated services through affiliated accounting, legal, and trust entities.

Chadwick Messina is a financial advisor at Truist Advisory Services with 14 years of industry experience. He holds a Series 66 designation and has been with Truist and its related entities since 2018, including prior roles at BB&T Investments and BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.