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.

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.

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.

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.

Pablo Miranda is a financial advisor at Cetera with two years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several financial institutions including Wells Fargo and Regions Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment strategies.

Michael Winter is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has been with Cetera and its affiliates since 2015, alongside concurrent roles at Regions Bank and MetLife. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary investment authorities across multiple program structures.

Parker Hartline is a financial advisor at Raymond James Financial with six years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services, SIMON Markets LLC, and operated Hartline Financial Advisors. Outside of finance, he has experience in the hospitality industry, having worked at Hoffbrau Haus. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

James Taylor is a CFP® and Series 66-registered financial advisor with Edward Jones in Trussville, Alabama, where he has worked for 13 years. He has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services.

Timothy Duncan is a Series 66-licensed financial advisor at Cambridge Investment Research Advisors with 22 years of industry experience. He has worked at Cambridge Investment Research since 2019 and previously spent 12 years at FSC Securities Corporation. Outside of his advisory work, he is involved in acting and performing arts. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing both proprietary and third-party model strategies tailored to client objectives.

Randa Byars is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and five years of industry experience. Her work history includes roles at Edward Jones since 2022, as well as previous positions at Northwestern Mutual Investment Services LLC, Adam Rhoades, and PACCAR Engine Company. She also has experience at Mississippi State University and Dogwood Productions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Brad Hendrix is a financial advisor with LPL Financial in Irondale, Alabama, holding a Series 66 designation and 13 years of industry experience. He has worked at LPL Financial since 2017 and previously spent six years with Securities Service Network. Outside of his advisory role, he is engaged in tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Amir Khan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and based in Birmingham, AL. He has been with Wells Fargo Clearing since 2025 and has prior experience with Wells Fargo Bank, KMG Solutions, Sedgwick, and other firms dating back to 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Joshua Rich is a financial advisor at Raymond James Financial Services Advisors, Inc. with seven years of industry experience. He holds a Series 66 credential and has previously worked at firms including Merrill Lynch and Ingram Whatley LLC. Rich serves on the advisory board for the Economics, Finance, and Quantitative Analytics Board at Samford University's Brock School of Business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers non-discretionary, tailored planning and analytical tools to support client goals and is known for its municipal advisory affiliation and employer advisory services.