Todd Talbot is a CFP® and ChFC® with 25 years of experience in financial services. He is currently with CreativeOne Wealth, LLC and has previously worked at firms including Concourse Financial Group Securities Inc and Principal Life Insurance Company. Outside of his advisory role, he operates Red Mountain Financial, his insurance and investment business. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based core models, third-party managers, and option-based strategies within a platform that supports tailored suitability assessments and regular portfolio rebalancing.

Wesley Steed is a financial advisor at Chelsea Advisory Services, Inc. with 29 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Merrill, Wells Fargo Clearing, and Prudential Equity Group. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, trusts, and some corporate clients. The firm follows a fundamental, long-term investment approach, generally manages accounts on a discretionary basis, and emphasizes diversification across various asset classes.

Jimmy Nash is a ChFC® with 47 years of industry experience and is currently affiliated with CreativeOne Securities, LLC. He has held prior roles at firms including OneAmerica Securities, Inc., American United Life, and Mass Mutual Investors Services. Outside of his advisory work, he is involved in life, disability, medical, and long-term care insurance sales and serves as a tax partner in a family farm LLC. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of over 120 advisors. The firm provides financial planning, discretionary and non-discretionary portfolio management, and retirement-plan fiduciary services, combining project-based planning with ongoing asset management through proprietary platforms and third-party manager programs.

Adam Smith is a financial advisor at Csenge Advisory Group, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Integrity Alliance, LLC, Lion Street Financial, Ikes Beach Service, Auburn University, and Wadsworth's Blueberry Farm. He also provides client relationship support and assists senior advisors with financial planning and portfolio management. Csenge Advisory Group offers investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and businesses. The firm employs a combination of fundamental and technical analysis with a relative strength methodology and a top-down market approach, providing customized portfolio management through discretionary or model-based allocations.

Jeanna Stephens is a Series 65 licensed advisor at Wealth Management with seven years of industry experience. She has worked with Chappell Professional Group, PC, a tax and accounting firm, for over a decade. Wealth Management Nebraska LLC serves individuals, high-net-worth clients, and institutional clients, offering discretionary asset management, fiduciary services, and financial planning. The firm uses broadly diversified, passively managed portfolios with a long-term, buy-and-hold approach and provides back-office and recordkeeping support for other advisors.

John Pfaudler Jr. is a financial advisor with RFG Advisory, LLC in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Ameriprise Financial Services and LPL Financial. He is also a co-owner of LHP Capital LLC, involved in managing commercial real estate. RFG Advisory serves a broad client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm offers discretionary portfolio management, financial planning, and consulting, utilizing model strategies and third-party platforms, and acts as a sub-adviser to multiple ETFs and serves several unique client types such as investment companies and municipal entities.

Mark Perkins is a financial advisor with Summit Financial, LLC, holding a Series 63 designation and bringing 30 years of industry experience. His career includes positions at Ameriprise Financial Services, Inc. for 19 years and Purshe Kaplan Sterling Investments. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management services, combining discretionary and consultative approaches tailored to client needs.

Dylan Levey is a financial advisor with Arkadios Wealth Advisors, holding a Series 66 designation and 25 years of industry experience. His career includes roles at Cetera Wealth Services, BBVA Securities, and Avantax Advisory Services. Outside of advising, he serves as president of Diamond Head Building LLC, a professional commercial building enterprise. Arkadios Wealth Advisors is an SEC-registered multi-team firm serving individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans using various internally managed and third-party portfolios, incorporating fundamental, technical, and cyclical investment analysis.

Brandon Horton is a financial advisor with Summit Financial, LLC in Birmingham, AL, holding a Series 66 designation and 24 years of industry experience. He has worked at Ameriprise Financial Services, Inc. for 19 years and currently serves at Summit Financial and Purshe Kaplan Sterling Investments. Horton also provides insurance advice as an independent insurance agent. Summit Financial is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Ralph Moore is a financial advisor with First Heartland Consultants, Inc. in Pelham, Alabama, holding the ChFC® designation and Series 63 license, with 32 years of industry experience. He has been with First Heartland Capital Inc since 2012 and has extensive involvement in multiple business ventures, including ownership in a furniture leasing business and active roles in various real estate and property management companies. Moore also serves as president of the board of directors for the Iota Lambda House Corporation of Sigma Nu Fraternity. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, asset management, and third-party asset management solutions through a network of independent investment adviser representatives.

Adrian Castellano is a financial advisor at RFG Advisory, LLC with two years of industry experience. He holds a Series 65 designation and also works as an on-air meteorologist for Hearst Television - WVTM. RFG Advisory provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management through various model strategies and third-party platforms and serves as a sub-adviser to multiple ETFs while maintaining an ERISA fiduciary role with retirement accounts and plan sponsors.

Kristi Trowbridge is a Certified Financial Planner® with 31 years of industry experience, currently serving at NFSG Corporation. Her career includes roles at NewBridge Securities Corporation, Kestra Financial Services, and Merrill, among others. She is also the owner of Trowbridge Wealth Management, LLC, where she provides investment advisory and tax-related services. NFSG Corporation offers investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm constructs diversified portfolios using various asset classes and provides both discretionary and non-discretionary management supported by internal research and third-party asset managers.

Mark Nelson is a financial advisor at Symmetry Partners with 23 years of industry experience. He has been with Symmetry Partners since 2005 and holds a Series 66 designation. Prior to Symmetry, he worked at Osaic FA, Inc. and Veravest Investment Advisors, Inc. Symmetry Partners provides fee-based portfolio management and model-driven advisory services to a diverse client base, including individual investors, qualified retirement plans, institutional pension plans, and investment companies. The firm employs a quantitative investment approach based on Modern Portfolio Theory and offers services through a scaled, platform-centric distribution model.

Patrick Garrett is a Series 66 licensed financial advisor at Summit Financial, LLC with 10 years of industry experience. He has worked at Ameriprise Financial Services and Purshe Kaplan Sterling Investments prior to his current role. Garrett provides financial and insurance advisory services through his activities with Summit Financial. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs combining discretionary and consultative approaches alongside financial planning and retirement plan advisory services.

Bradley Kamman is a financial advisor with RFG Advisory, LLC, holding a Series 66 designation and over 24 years of industry experience. He has worked with RFG Advisory since 2011 and has prior experience at LPL Financial, Securities America Advisors, Osaic FA, and Veravest Investment Advisors. RFG Advisory provides investment advisory and planning services to a diverse client base including individual and high-net-worth investors, retirement plans, and select institutional clients. The firm’s investment approach is primarily discretionary, utilizing model strategies, third-party platforms, and serves as sub-adviser to multiple ETFs while also offering access to insurance products and alternative investments.

Melissa Brown is a financial advisor at OneSeven with 24 years of industry experience. She holds a Series 63 designation and has worked at firms including Securities America Advisors, Inc. and Kestra Advisory Services, LLC. Brown joined OneSeven in 2026. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers diversified portfolios using mutual funds, ETFs, stocks, bonds, and access to alternatives and private placements, applying a primarily long-term investment approach with both discretionary and non-discretionary arrangements.

Aiden Pierce is a financial advisor with Csenge Advisory Group, LLC, holding a Series 66 designation and four years of industry experience. He has worked at multiple firms, including Integrity Alliance, LLC, Lion Street Financial, and Csenge Advisory Group. Outside of advisory roles, he has experience reviewing life insurance policies through a related insurance provider position. Csenge Advisory Group provides investment advisory and retirement-plan consulting services to individuals, high net worth clients, charities, and corporate/business clients. The firm employs a combined fundamental and technical investment process with customized portfolio management and operates through a network of independent advisors.

Thomas Davis IV is a financial advisor with Virtue Capital Management, LLC, holding a Series 66 designation and 14 years of industry experience. He has worked at Virtue Capital Management since 2019 and is also president of Designed Income Advisory, LLC, a firm focused on sales of insurance and insurance-based investment products. His prior roles include positions at Horter Investment Management, The Davis Insurance Agency, Aura Asset Management, and Ameriprise. Virtue Capital Management is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm offers portfolio management, financial planning, consulting, and sub-advisory services, employing a multi-team model and a mix of tactical, strategic, and dynamic investment approaches.

David Giegel is a financial advisor at Sowell Management in Birmingham, AL, with six years of industry experience. He holds a Series 66 designation and previously worked at StoneX Advisors Inc., StoneX Securities Inc., Mutual of Omaha Investor Services, Mutual of Omaha Insurance Company, and Edward Jones. Outside of his advisory role, he is affiliated with Hearthwell Financial, providing insurance and financial services through a DBA. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm uses a variety of management styles and offers model portfolios, third-party manager selection, and unified managed account solutions through an independent-contractor model with over 100 investment adviser representatives.

Andrew Schaper is a financial advisor at Summit Financial, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, Inc., Purshe Kaplan Sterling Investments, and AXA Advisor, LLC. Schaper also has a background in publishing and education from his time at D.M.D. Publications and Birmingham-Southern College. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets with over 200 advisors. The firm offers investment advisory and portfolio management programs, financial planning, and retirement plan advisory services through a mix of discretionary and consultative platforms.