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. Lake is a co-owner of C323 Inc., a private entity engaged in securities, advisory, and insurance business activities, also providing business consulting services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving approximately 2,900 affiliated advisors and hundreds of thousands of clients nationwide. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody services.

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 28 years of industry experience. His prior roles include positions at Sagepoint Financial, Edward Jones, Merrill, and Penn Mutual Life Insurance. Robinson has been with PNC Investments LLC since 2022. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot that uses algorithm-driven risk assessment and implements approved investment models with mutual funds and ETFs.

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.

David Lecompte is a CFP® and Series 66–licensed financial advisor with 21 years of industry experience. He currently works at Savant Wealth Management and previously held roles at Bridgeworth, LLC and LPL Financial. Savant Wealth Management serves a diverse client base, including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients, providing comprehensive wealth management, financial planning, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by its scale and integrated affiliated services.

James Harris III is a financial advisor at Stifel with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 2015. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology that uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Leslie Layne is a financial advisor with Edward Jones in Hoover, AL, holding Series 63 and Series 66 licenses. She has seven years of experience at Edward Jones following previous roles at PRUCO Securities and The Prudential Insurance Company of America, as well as ten years at State Farm Insurance and its management corporation. Leslie has served as a panelist in a FINRA dispute resolution arbitration case in Alabama. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets with a nationwide network of more than 23,700 advisors.

Tuyet Nguyen is a Series 66-licensed financial advisor with eight years of industry experience, currently with LPL Financial since 2021. She previously worked at BBVA Wealth Solutions, BBVA Securities, Compass Bank, and ProEquities. Outside of finance, she operates a nail salon. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions, offering a range of advisory services including financial planning, model portfolios, and institutional platforms.

Whitney Henson is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America, N.A. and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm employs a structured financial planning process and manages approximately $2.74 trillion in client assets.

Jeffrey English is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets since 2000. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services that utilize structured discovery conversations and approved planning tools.

Joseph Donald IV is a financial advisor with Morgan Stanley in Birmingham, Alabama, holding a Series 66 designation and four years of industry experience. His background includes roles at Morgan Stanley Smith Barney LLC and involvement with Sunrise Fly Shop. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery tools and firm-approved methodologies.

Glenn Draper II is a financial advisor with Wells Fargo Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience, with prior roles at Bank of America, N.A. and Wells Fargo Clearing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services. The firm offers tailored recommendations supported by proprietary research and planning tools, with services spanning cash-flow, retirement, education, risk, and wealth-transfer planning, among other specialized areas.

Caroline Hancock is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2021. Her prior work experience includes roles in automotive merchandising and nonprofit organizations, as well as a position at Birmingham Southern College. Morgan Stanley Wealth Management serves individual and institutional clients, offering a wide range of advisory programs that include tailored financial planning supported by firm-approved tools and analysis from its Financial Advisors and Estate Planning Strategies Group.

Kyle Windham is a CFP® with eight years of industry experience, currently affiliated with Cetera. He has worked at Avantax Investment Services, Inc. and operates Windham Financial Group PC, which offers accounting services and tax preparation. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides a range of portfolio management and financial planning services through a multi-manager platform with access to various investment strategies and third-party managers.

Darryl Wilson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Cetera and its affiliates since 2025 and previously spent 15 years at Concourse Financial Group Securities Inc. In addition to his advisory work, he provides tax preparation services to select clients on a limited basis. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services across multiple program structures, featuring access to affiliated and third-party model portfolios and investment managers.

Stephen Iaconis is a financial advisor with LPL Financial in Birmingham, AL, holding CFP® and Series 66 credentials and having 25 years of industry experience. He previously worked at Level Four Advisory Services and Osaic FA, Inc. Outside of his advisory role, he is involved in distributing non-variable insurance products through several agencies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory and brokerage services supported by proprietary research, third-party asset management, and integrated non-advisory financial services.

Paul Bush is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His career includes prior roles at Bank of America, Merrill, BBVA Securities, and Compass Bank. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing financial planning and advisory services with non-discretionary consulting based on detailed analyses and supported by firm research and a range of portfolio management options.