Joseph Sanders is a financial advisor at Savant Wealth Management in Birmingham, AL, with 10 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at ProEquities, Inc., Wealth Management Group LLC, and Securian Financial Services. Savant Wealth Management serves a wide range of clients including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm offers comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services, combining evidence-based asset allocation with actively managed strategies overseen by an investment committee.

Lucy Thompson is a financial advisor at Savant Wealth Management in Birmingham, AL, with two years of industry experience. She holds a Series 65 credential and has worked at Savant Wealth Management since 2024. Prior to that, she held various roles including a position at Warren Averett and several assignments at the Country Club of Birmingham. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blended investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by its scale and integrated legal, accounting, and trust services.

David Ward Jr. is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Savant Wealth Management. Prior to joining Savant in 2023, he worked at Bridgeworth Financial, LLC for nine years and at LPL Financial for four years. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement consulting services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Rebekah Williamson is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. She previously worked at Edward Jones and Regions Bank. Outside of finance, she has experience with the Academy of Arts at First Baptist Church Jackson. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm’s integrated model focuses on long-term portfolio returns and savings rates, offering both point-in-time plans and optional managed accounts.

Charles Ivey is a CFP® and CFA® credentialed advisor with 25 years of industry experience. He has worked at Savant Wealth Management since 2023 and previously spent 11 years at Bridgeworth Wealth Management and six years at LPL Financial. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Ian Maddox is a financial advisor with Independent Financial Partners, holding a Series 66 designation and 18 years of industry experience. He has worked with LPL Financial and IFP Securities, LLC, and has been with Independent Financial Partners since 2012. Outside of his advisory work, Maddox serves as Vice Chair of the Trussville Redevelopment Authority and holds board positions with the Trussville Area Chamber of Commerce and the Trussville City Schools Foundation. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform with flexible investment strategies and notable retirement-plan advisory and pension consulting capabilities.

Matthew Kiser is a financial advisor with PNC Wealth Management in Birmingham, Alabama. He holds the Series 66 designation and has 16 years of industry experience. His prior roles include positions at BBVA Securities Inc., BBVA Compass Insurance Agency, BBVA Wealth Solutions Inc., and Compass Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available by invitation. The firm primarily utilizes approved model strategies managed by PNC or third-party strategists, with portfolio implementation and proxy voting delegated to external parties.

David Curles is a CFP® and holds a Series 66 designation, with 19 years of experience in the financial advisory industry. He joined Savant Wealth Management in 2023 after spending 11 years at Bridgeworth Wealth Management and six years at LPL Financial. Outside of his advisory work, Curles has served as a football official at the college and professional levels. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and family office services. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by its scale and integrated legal, accounting, and trust services.

Colin Larsen is a CFP® professional affiliated with Mariner Wealth Advisors in Birmingham, AL, with 25 years of industry experience. His career includes roles at Valmark Advisors, Inc. and Valmark Securities, Inc., and long-term involvement with Colton Groome Financial Advisors, LLC. Larsen has been with Mariner since 2023. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers customized investment management, financial planning, coordinated tax services, and employer financial-wellness tools, combining in-house research with third-party manager allocations across a broad range of asset classes.

Peyton Jones is a CFP® professional with three years of industry experience, currently serving at Creative Planning. Prior to joining Creative Planning, he worked for seven years at Bridgeworth Wealth Management. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Taylor Brown is a CFP® professional with 11 years of industry experience, currently advising at Savant Wealth Management. He has previously worked at Bridgeworth Wealth Management, LPL Financial, and Minnesota Life Insurance. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, 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 strategies and sub-advised mandates, supported by affiliated accounting, legal, and trust services.

Edward Thomas III is a financial advisor at Savant Wealth Management in Birmingham, AL, with seven years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Savant Wealth Management, he worked at Bridgeworth Wealth Management and Mass Mutual Investors Services. Thomas also serves as a commissioned Marine Officer, involved in current operations planning for Marine Corps Forces throughout the Pacific Theater. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and financial planning services. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by centralized resources and affiliated entities offering accounting, legal, and trust services.

Laura Rhoades is a CFP® and Series 66-registered financial advisor with 20 years of industry experience. She has worked at Savant Wealth Management since 2023, following prior roles at Bridgeworth Wealth Management and LPL Financial, LLC. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by affiliated accounting, legal, and trust service entities.

Marly Green is a CFP® professional with three years of experience in the financial industry. She is currently with Savant Wealth Management in Birmingham, AL, and has previously worked at Bridgeworth Wealth Management and Cru. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and related services. The firm employs a combination of evidence-based, model-driven asset allocation and actively managed strategies overseen by an investment committee.

Jeffrey Mccormack is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2023. He previously worked at Bridgeworth Wealth Management for 11 years and held a role at LPL Financial for six years. Savant Wealth Management provides comprehensive wealth management and financial planning 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 strategies and offers integrated services through affiliated accounting, legal, and trust entities.

Martin Adams is a financial advisor with Planmember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Planmember and Innovative Financial Solutions, Inc. since 2014 and has also operated as a self-employed advisor since 2011. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation process to manage risk-based mutual fund portfolios and offers education, support, and personalized planning services to plan sponsors and participants.

Linda Bowen is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has been with Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions since 2014. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering managed advice programs and investment education services. The firm relies on Morningstar Investment Management for portfolio construction and oversight, serving a large client base primarily with non-discretionary assets.

Patrick Bruski is a CFP®-credentialed financial advisor with 13 years of industry experience, currently serving clients through NewEdge Advisors and LPL Financial. Prior to these roles, he spent 11 years at Edward Jones. Bruski is based in Birmingham, AL. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management and consulting services, employing multiple program structures and leveraging technology and centralized due diligence to support advisor and client needs.

Jonathan Millican is a CFP® professional with 21 years of industry experience. He has worked at Savant Wealth Management since 2023 and previously held roles at Bridgeworth, LLC and Kinsight (formerly Charles D. Haines, LLC). Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and maintains integrated accounting, legal, and trust service affiliates.

Eugene Gard is a CFP®, CFA®, and Series 63 credentialed financial advisor with 10 years of industry experience. He has worked at Creative Planning since 2023, following prior roles at Telarray, LLC and Additive Advisory and Capital, LLC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies alongside selective private market exposure.