Timothy Heath is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He has been with Park Avenue Securities and Guardian Life since 2013. Outside of his advisory role, he is involved with Heath Holdings LLC, a business focused on buying and selling residential properties. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including brokerage, financial planning, and advisory programs featuring both proprietary and third-party models.

Jamie Kertis is a financial advisor at Commonwealth Financial Network with 15 years of industry experience. He holds a Series 66 designation and has worked at Commonwealth since 2012. Prior to that, he was with Citigroup Global Markets for one year. Kertis is also a partner and co-owner of Allied Wealth Educators, LLC, a private entity involved in securities business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $213 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

Jonathan Zimlich is a financial advisor with Primerica Advisors in Mobile, Alabama, holding CFP®, Series 63, and Series 65 designations and bringing 31 years of industry experience. He has been with Primerica Advisors since 1999 and has also worked with The Guardian Life Insurance Company since 1993. Outside of his advisory role, he volunteers on the Finance Committee at St Mary Parish. Primerica Advisors operates under Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers multiple proprietary and third-party investment programs and provides a range of financial planning, retirement, and business consulting services.

Stephen Thompson is a financial advisor at Integrity Alliance, LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates, Bank of America, and Merrill. Thompson is also involved with 22nd State Wealth Management, which provides financial and investment services in Mobile, Alabama. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans. The firm operates as a large advisor network offering portfolio management, financial planning, and both wrap and non-wrap programs, utilizing various discretionary and non-discretionary investment approaches and third-party platforms.

Jerome Sanders is a financial advisor with Principal Financial Services in Mobile, Alabama. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. Prior to his current role at Principal Securities Inc., where he has worked for 10 years, Sanders serves as secretary for the Alabama Omega Foundation, a nonprofit organization supporting scholarships and student financial aid, and chairs the scholarship committee for the Beulah Goode Scholarship. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Christopher Pierce is a financial advisor with Primerica Advisors and holds the CFP® and ChFC® designations. He has 17 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance since 2018 and prior work with Primerica Advisors and Guardian Life Insurance Company from 2012 to 2018. Pierce is also involved in outside insurance sales focusing on traditional life, disability, health, and long-term care products. Park Avenue Securities LLC serves a diverse retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm employs a variety of investment strategies through proprietary and third-party portfolios, supporting discretionary and non-discretionary account management along with specialized lending and tax features.

Paul Hicks is a financial advisor with PNC Wealth Management in Mobile, Alabama, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His career includes roles at PNC Investments and Hancock/Whitney Bank, spanning from 2013 to the present. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithm-driven model strategies managed by PNC or third-party strategists and executed via mutual funds and ETFs.

Amin Rathle is a financial advisor at PNC Wealth Management with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has been with PNC Investments since 2012. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, algorithm-driven digital portfolio solution for employees. The firm employs approved model strategies implemented via mutual funds and ETFs, with portfolio execution and proxy voting delegated to third parties.

Bradley Bigler is a financial advisor at AE Wealth Management, LLC with Series 65 credentials and one year of industry experience. Prior to his current role, he spent nine years with Bigler Development. 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 offers a range of investment strategies supported by regular reporting and performance reviews.

William Mc Fadden is a Series 66-licensed financial advisor with Steward Partners Investment Advisory, LLC. He has one year of experience at Steward Partners and previously worked at Troy University for five years. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

John Ferguson is a CFP® professional with 22 years of industry experience currently affiliated with Steward Partners Investment Advisory, LLC. Prior to his current roles since 2023, he spent seven years at Wells Fargo Clearing and one year at Wells Fargo Advisors, LLC. He serves as a finance committee member for Christ Church Cathedral in Mobile, Alabama, where he participates in meetings on stewardship, fundraising, real estate, and operational matters. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm offers a range of investment advisory and financial planning services to individuals, pension plans, corporations, trusts, estates, and charitable organizations through personalized portfolio solutions and third-party manager selections.

Matthew Mcwhorter is a financial advisor with Eagle Strategies (NY Life) based in Mobile, AL. He holds Series 63 and Series 65 designations and has 13 years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations and manages the majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Douglas Whitmore is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 16 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 10 years before joining Steward Partners in 2024. Outside of his advisory role, he serves on the City of Mobile Finance Committee, advising the mayor on city finances. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services through both proprietary and third-party solutions.

Steven Zutz is a financial advisor with Wells Fargo Clearing in Mobile, Alabama, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked at various Wells Fargo entities since 2010. Outside of his advisory role, he owns and operates ZUTZ, LLC, a business focused on online sales. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm employs an IPS-driven process based on modern portfolio theory and includes insurance-related products and bank deposit sweep options among its investment offerings.

Mary Nevitt is a financial advisor at Edward Jones with 15 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2010. Outside of her advisory role, she is involved in retail product purchases through Amway for personal use. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment strategies. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated capabilities including a trust company and proprietary mutual funds.

John Mcmanmon III is a financial advisor with Charles Schwab & Co. Inc. He holds Series 63, 65, and 66 licenses and has 25 years of industry experience. His previous roles include positions at Windhaven Investment Management, Merrill, and Robertson Stephens. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through the Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Matthew Ladner is a financial advisor with Ameriprise Financial Services in Mobile, Alabama, holding a Series 66 designation and four years of industry experience. His prior roles include working at the Mississippi Department of Banking and Consumer Finance and the University of Southern Mississippi. Outside of advising, he has involvement in real estate ownership unrelated to investment activities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Thomas Montz Sr. is a financial advisor with Raymond James Financial, holding a Series 63 designation and 38 years of industry experience. His career includes long tenure with COMPASS Bank and BBVA entities before joining Raymond James in 2021. He is also associated with Montz Wealth Management Group as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, and institutional clients. The firm employs tailored, non-discretionary planning using risk profiling and analytical tools, and offers programs supporting municipal and public finance as well as employer advisory services.

Catalin Gard is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Wells Fargo in 2024, he was self-employed from 2008 to 2021 and has been involved with Gard Tennis LLC since 2021, where he provides tennis coaching. Wells Fargo Clearing offers retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, combining investment policy statement-driven advice with options that include insurance-related vehicles and bank deposit sweep programs.

Joseph Grant is a financial advisor with J.P. Morgan Securities in Mobile, Alabama. He holds Series 63 and Series 65 designations and has two years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Wells Fargo Bank and Regions Bank, among other firms. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.