Charles Harriman is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and 12 years of industry experience. He previously worked with American League and has roles at Cloud Financial, Inc. Outside of his advisory duties, Harriman serves as an assistant baseball director at American League. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active managers, supported by an internal Investment Committee.

James Gunter II is a CFP® professional with 13 years of experience in financial advising, currently with Savant Wealth Management. His prior experience includes roles at Bridgeworth LLC, LPL Financial, and Fleishel Financial Associates. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and retirement plan 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 sub-advised mandates, supported by affiliated accounting, legal, and trust services.

Michael Ahearn Sr. is a financial advisor with Hightower Advisors, holding a Series 66 designation and 20 years of industry experience. He has been with Hightower Securities, LLC and Hightower Advisors since 2013. Hightower provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm’s advisory model focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a range of portfolio construction techniques and operational features.

Joseph Greco is a financial advisor with Hightower Advisors and holds a Series 66 designation. He has prior experience at Osmose Utilities Services, Mauldin & Jenkins CPA's & Advisors, and Progress Bank, as well as a background in education at Auburn University and Randolph School. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a multi-manager investment approach that includes affiliated and third-party managers, and it serves clients with diverse needs including large pooled and institutional mandates.

Pankti Thakar is a CFA® charterholder affiliated with Hightower Advisors, based in Huntsville, AL. Thakar has recently joined the advisory field with experience at Hightower Advisors since 2026 and prior roles at Morgan Stanley, Gallagher Re, and Morningstar. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing proprietary research and a broad investment platform that includes alternative investments and custom indexing.

Matthew Terrien is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at Hightower Advisors. His prior roles include positions at Twickenham Advisors, Taiber Kosmala & Associates, CRESSET Asset Management, and Evanston Investments. Hightower Advisors offers investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and a variety of investment vehicles. The firm also provides operational support such as monitoring, rebalancing, and trading services, catering to both domestic and international client needs.

Deborah Mosley is a financial advisor with Eagle Strategies (NY Life) in Huntsville, AL, holding a Series 66 designation and 24 years of industry experience. Her career includes roles at Eagle Strategies, NYLIFE Securities, Raymond James & Associates, and Wells Fargo Advisors. She is also a partner in Arab Development Company, an investment-related business she has been involved with since 1996. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services, with a focus on tailoring advice to client objectives and plan sponsor criteria. The firm emphasizes non-discretionary asset management and offers a range of program types including fee-based advice and retirement plan consulting.

Stewart Whitt is a CFP® and holds the Series 66 designation with 17 years of industry experience. He has worked at Savant Wealth Management since 2023 and previously held roles at Bridgeworth, LLC 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, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by a large team and integrated accounting, legal, and trust affiliates.

Joshua Magette is a financial advisor with Hightower Advisors, holding a Series 66 designation and two years of industry experience. Prior to his current role, he has worked at Raymond James & Associates and served in various professional basketball organizations. His background includes playing for teams such as the Tasmania JackJumpers and Orlando Magic. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through its network of Advisor Practices.

James Day III is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with HighTower Advisors and HighTower Securities since 2016. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers services including portfolio management, financial planning, and retirement plan consulting.

Daniel Coblentz is a financial advisor at Fifth Third Securities, Inc. with six years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Raymond James Financial Services and Regions Bank. Outside of his advisory role, he is also an associate at Pinnacle Asset Management, where he assists clients with banking and investment referrals. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple portfolio management programs via the Passageway platform and operates as a wholly owned subsidiary of Fifth Third Bank.

Coleman Belk is a financial advisor at Hightower Advisors with five years of industry experience. He holds a Series 66 designation and has worked at Hightower Securities since 2021. His prior experience includes roles at KPMG and Pawleys Investment Advisors, as well as five years at Furman University and Vanderbilt University. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles, including mutual funds, ETFs, and alternative investments.

Martin Barinaga is a financial advisor with J. W. Cole Advisors, Inc. He holds a Series 63 designation and has 36 years of industry experience. His prior work includes roles at Jonathan Roberts Advisory Group, Inc. and J.W. Cole Financial Inc., both since 2008. Outside of his advisory work, he serves as a head coach for a high school soccer team and acts as a referee or linesman in a local adult soccer league in Huntsville, Alabama. J. W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms for individuals, high-net-worth clients, and institutions. The firm utilizes a combination of fundamental and technical analysis, model- and manager-based strategies, and digital advice providers in managing client accounts.

Austin Smith is a financial advisor with Eagle Strategies (NY Life) in Huntsville, AL, holding Series 63 and Series 65 designations and four years of industry experience. He has worked with Eagle Strategies since 2024 and currently operates Smith Financial Group, LLC. Outside of his advisory work, Smith serves as an assistant varsity swim coach at Randolph High School and is a board member of the Rotaract Club of Huntsville and the Accelerate BNI Chapter. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored solutions across multiple program types and manages the majority of its assets on a non-discretionary basis, with a notable focus on institutional relationships within the integrated New York Life affiliate structure.

Brian Hinson is a CFP®, ChFC®, and PFS™ credentialed financial advisor at Savant Wealth Management with 29 years of industry experience. He previously worked at Bridgeworth, LLC and LPL Financial for eight years before joining Savant. Outside of his advisory work, he manages business matters for a family-owned company, Foster Properties Ltd. 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 a range of actively managed strategies and affiliated legal and accounting services.

Zachary Cole is a financial advisor at Hightower Advisors with three years of industry experience. He holds the Series 66 designation and has previously worked at 1638 Digital, ValleyMLS.com, and the University of Alabama. Hightower Advisors offers investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager approach and proprietary research to deliver portfolio management, financial planning, and retirement consulting.

Gilbert Neighbors is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Neighbors is also involved with Neighbors Wealth Management Group, a business entity affiliated with his advisory work. Private Advisor Group manages over $41 billion for a diverse client base, including individuals, trusts, estates, and corporate retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party asset management programs, employing a range of investment strategies and coordinating services across multiple custodians.

Gayle Milton is a financial advisor with Eagle Strategies (NY Life) based in Huntsville, AL. She holds the CFP® designation and a Series 63 license and has 42 years of industry experience. Milton has been affiliated with New York Life Insurance Co. since 1978 and with Financial Resources since 2007. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and primarily manages its assets on a non-discretionary basis, with a focus on tailoring recommendations to client objectives and plan sponsor criteria.

Paul Caylor is a CFP®-credentialed financial advisor at Kestra Advisory with 27 years of industry experience. He previously worked at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. from 1998 to 2020. Caylor is also involved with Prudent Wealth, LLC, an operating entity for managing payroll and business expenses. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Stephanie Faught is a CFP® with two years of industry experience, currently serving as a financial advisor at Savant Wealth Management. Her prior experience includes roles at Bridgeworth Wealth Management and self-employment in the financial sector. Savant Wealth Management provides comprehensive wealth management, financial planning, and family office 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.