Howard Bailey is a financial advisor at AE Wealth Management, LLC with Series 63 and Series 65 licenses. He has over 35 years of experience, including running Bailey Insurance & Investments and prior work at Neil Bailey Insurance. Bailey is also the owner of an insurance sales business. 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 emphasizes discretionary model portfolios and supports third-party RIAs through sub-advisory and model-licensing services.

Jason Mcdowell is a financial advisor at Benjamin F. Edwards & Company, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory role, he serves as an executor for an estate. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage, insurance products, and certain M&A advisory services.

Cary Guffey is a financial advisor with PNC Wealth Management in Birmingham, AL, holding a Series 66 designation and 26 years of industry experience. His career includes roles at Merrill, Colonial Asset Management Inc, Lanark Financial, Inc., and PNC Investments since 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that utilizes algorithm-driven portfolio selection and third-party managed model strategies primarily composed of mutual funds and ETFs.

Zeeshan Ali is a financial advisor with Empower Advisory Group holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Advised Assets Group, and GWFS Equities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns and annual rebalancing through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Jon Dixon is a financial advisor with Independent Financial Group, LLC in Birmingham, AL. He holds a Series 66 designation and has 22 years of industry experience, including prior roles at Cambridge Investment Research Advisors, Inc., RFG Advisory, LLC, and Securities America Advisors, Inc. He is also an independent contractor providing financial coaching through Ramsey Master Financial Coach, offering guidance on financial independence and debt management. Independent Financial Group, LLC serves a broad client base including individuals, high-net-worth clients, trusts, and corporate plans. The firm uses a combination of strategic asset allocation and multi-manager portfolios across various risk profiles, offering both advisory and brokerage services through platforms like AccessPoint and Schwab CAM.

Amy Mclevaine is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She previously worked at Wells Fargo Clearing for eight years and A. G. Edwards & Sons, Inc. for ten years. Her other activities include serving as a trustee and agent for family trusts and insurance-related trusts. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, investment management, and brokerage services, utilizing proprietary and third-party strategies with an internal trading desk and multiple custody arrangements.

Mark Elmore is a financial advisor at Independent Financial Group, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial, RFG Advisory, and Private Client Services. Outside of his advisory work, he is involved with MELMOREINV, LLC, a business entity established for tax and investment purposes. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm utilizes a combination of firm- and third-party models for portfolio management, offering both discretionary and non-discretionary services through multiple platforms and emphasizes a mix of passive and active investments across various risk profiles.

John Heacock is a financial advisor at AE Wealth Management, LLC, holding a Series 65 credential. He has one year of industry experience with prior roles at Freedom Financial Group and Whitten & Associates. His background also includes a brief period working at Crunch Fitness. 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 various investment strategies, managing approximately $49.8 billion across more than 127,000 clients.

Chad Reid is a financial advisor with PNC Wealth Management in Alabaster, Alabama, holding Series 63, 65, and 66 licenses and four years of industry experience. His prior roles include positions at Cetera, Regions Bank, and Titlemax. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm utilizes algorithm-driven portfolio recommendations and delegates investment execution to approved third-party strategists.

Amy Cooper is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has worked with Principal Securities Inc. since 1999 and Principal Life Insurance Company since 1998. Outside of her advisory role, she is a digital creator sharing content on recipes, home goods, and fashion through social media channels. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm emphasizes direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions.

Jake Hufham is a financial advisor at Integrity Alliance, LLC in Birmingham, AL, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Lion Street Financial and Wealth Strategies LLC, alongside earlier work in education and part-time employment at Pike Road Millwork. Integrity Alliance is a large advisory network serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and various program options, employing a range of investment approaches through advisor-managed accounts, model portfolios, and third-party sub-advisers.

Cole Czajkoski is a financial advisor at AE Wealth Management, LLC in Birmingham, AL, holding a Series 65 credential with five years of industry experience. Prior to joining AE Wealth Management in 2021, he worked at Hill Wealth Management DBA Freedom Financial Group starting in 2020 and has experience with United Parcel Service. 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 a range of investment strategies, managing nearly $50 billion for over 127,000 clients.

Robert Lake Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Commonwealth since 2016. Lake is a co-owner of C323 Inc., a private entity engaged in securities, advisory, and insurance business activities, also providing business consulting services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving approximately 2,900 affiliated advisors and hundreds of thousands of clients nationwide. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody services.

Matthew Meurer is a financial advisor with Guardian Life, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has spent much of his career at Park Avenue Securities and Guardian Life Insurance Company, with overlapping roles at both firms since 2002. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored financial planning, advisory solutions, and discretionary and non-discretionary mandates supported by proprietary and third-party platforms.

Edward Robinson is a financial advisor with PNC Wealth Management in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Sagepoint Financial, Edward Jones, Merrill, and Penn Mutual Life Insurance. Robinson has been with PNC Investments LLC since 2022. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot that uses algorithm-driven risk assessment and implements approved investment models with mutual funds and ETFs.

Leslie Layne is a financial advisor with Edward Jones in Hoover, AL, holding Series 63 and Series 66 licenses. She has seven years of experience at Edward Jones following previous roles at PRUCO Securities and The Prudential Insurance Company of America, as well as ten years at State Farm Insurance and its management corporation. Leslie has served as a panelist in a FINRA dispute resolution arbitration case in Alabama. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets with a nationwide network of more than 23,700 advisors.

Darryl Wilson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Cetera and its affiliates since 2025 and previously spent 15 years at Concourse Financial Group Securities Inc. In addition to his advisory work, he provides tax preparation services to select clients on a limited basis. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services across multiple program structures, featuring access to affiliated and third-party model portfolios and investment managers.

Stephen Iaconis is a financial advisor with LPL Financial in Birmingham, AL, holding CFP® and Series 66 credentials and having 25 years of industry experience. He previously worked at Level Four Advisory Services and Osaic FA, Inc. Outside of his advisory role, he is involved in distributing non-variable insurance products through several agencies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory and brokerage services supported by proprietary research, third-party asset management, and integrated non-advisory financial services.

Raymond Skinner is a financial advisor with Cetera in Birmingham, AL, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has previously worked at Concourse Financial Group Securities and True Wealth Advisors, and currently serves as a co-member and private wealth manager at Provident Partners LLC. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that offers portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm supports a multi-manager platform allowing advisors to implement various model portfolios and bespoke strategies with discretionary and non-discretionary options.

Rhett Whitley is a financial advisor at Primerica Advisors with over 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Primerica since 1994. Outside of his advisory role, he works as a public notary in Birmingham, AL. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on percentage-based fees rather than fixed billing.