Katherine Green is a financial advisor at The Welch Group, LLC in Birmingham, AL, holding a Series 65 designation. She joined the firm in 2025 and has prior experience at Ernst & Young, Orangetheory Fitness, and The University of Alabama. The Welch Group, LLC is a multi-team registered investment adviser managing approximately $3.2 billion in client assets for individuals, trusts, pension and profit-sharing plans, and business entities. The firm provides discretionary portfolio management, financial planning, and family-office services, using a variety of analytical approaches and offering consolidated reporting and customizable fee arrangements.

Brian Haynes is a financial advisor with Lanark Financial, Inc. based in Birmingham, AL. He holds a Series 66 designation and has 26 years of industry experience, including tenure at Sterne Agee Investment Advisor Services, Inc. and Sterne Agee Financial Services Inc. Beyond his advisory work, he performs as a musician at special events. Lanark Financial serves individuals, retirement plans, trusts, foundations, municipalities, and institutional clients with investment management and financial planning services. The firm manages approximately $1.78 billion in client assets through multiple advisor teams and offers both discretionary and non-discretionary advisory arrangements.

Logan Frost is a CFP® and Series 65 registered financial advisor with two years of industry experience. He joined The Welch Group, LLC in 2024 after roles at the University of North Carolina at Charlotte, MedPlex Inc., and the University of South Carolina. The Welch Group serves individual investors, trusts, business entities, and retirement plans by offering discretionary portfolio management, financial planning, and consulting services. The firm provides customized portfolios using a combination of fundamental, technical, charting, and cyclical analysis and offers family office–style and concierge services.

Steven Abrams is a financial advisor at Lanark Financial, Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with NBC Securities, Inc. since 2013. Lanark Financial provides investment management, financial planning, and advisory services to a diverse client base including individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in assets across multiple advisor teams, offering both discretionary and non-discretionary arrangements through a range of third-party and affiliated sub-advisers.

Richard Stamps Jr. is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Lincoln Financial Advisors and Brunette & Associates. Since 2017, he has been with TIAA-CREF in Birmingham, AL. TIAA‑CREF Individual & Institutional Services provides financial planning, managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as various entities such as trusts and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through model and customized portfolios, and serves as adviser to a donor-advised fund.

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.

Gregory Roventini is a financial advisor at TLG Advisors, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including The Leaders Group Inc, Concourse Financial, and Fisher Investments. In addition to his advisory role, he has served as a National Sales Manager and Advisor Development Consultant focusing on insurance solutions. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets, serving a diverse client base including individuals, retirement plans, trusts, and institutional investors. The firm combines fundamental analysis and Modern Portfolio Theory in its portfolio construction and offers services such as investment supervisory, comprehensive financial planning, and ERISA fiduciary services.

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.

Ted Prosser Jr. is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has been with TIAA-CREF since 2016. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, utilizing model portfolios and customized investment strategies within a vertically integrated structure.

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.

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.

Monica Keith is a financial advisor at TIAA-CREF with 12 years of industry experience and holds a Series 66 designation. She previously worked at Empower Advisory Group and Gwfs Equities, Inc. from 2017 to 2022. Outside of her advisory role, she leads group fitness classes as an instructor at Willmore Total Fitness. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients with ties to TIAA-administered retirement plans. The firm offers a fiduciary-advised model that separates one-time planning from ongoing portfolio management and acts as adviser to a donor-advised fund sponsored by Charityvest.

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.