Christian Wallace is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at WG Financial Group and Academy Sports and Outdoors. Outside of his advisory role, Wallace assists in financial planning and client services as a paraplanner, including selling insurance products. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a range of services such as model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services, operating a platform that combines internally managed and third-party models with advisor-managed options.

Joshua Jordan is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior roles include positions at Commonwealth and CUNA Mutual Group. Outside of his advisory work, he is a rental property owner in Homewood, Alabama. J. W. Cole Advisors operates a large network of independent advisers, providing fee-based portfolio management, financial planning, and retirement plan services for individuals, high-net-worth clients, and institutional accounts. The firm employs a range of investment strategies and offers access to multiple custodial platforms and third-party investment advisers.

Emily Mason is a CFP® with nine years of industry experience, currently affiliated with AE Wealth Management, LLC. Her prior experience includes roles at Morgan Stanley Smith Barney LLC and Merrill. Outside of her advisory work, she is involved in custom home building and garage door sales through her roles with Capstone Custom Homes, LLC and Best Door Co., GP. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, and financial planning services.

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.

Jacob Wagaman is a financial advisor with AE Wealth Management, LLC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at LPL Financial, Redstone Federal Credit Union, and Raymond James & Associates Inc. He is also involved with WG Financial Group, where he provides financial advisory and insurance sales services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services through a platform that integrates AEWM-managed, third-party, and advisor-managed models.

Nicholas Jackson is a CFP® with six years of industry experience, currently serving as a financial advisor at J.W. Cole Advisors, Inc. He previously worked at Commonwealth Financial Network and has held a senior partner role at Vector Wealth Strategies, LLC. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions.

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 in Huntsville, AL, holding Series 63 and Series 65 registrations and bringing 27 years of industry experience. His career includes roles at LPL Financial, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Prudential Equity Group. Neighbors also operates Neighbors Wealth Management Group as a DBA for his LPL-affiliated business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm offers a range of managed account solutions and employs a fiduciary-based advisory model that utilizes technology platforms and both proprietary and third-party investment strategies.

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.

Cynthia Hunt is a financial advisor at CWM, LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has an extensive background that includes previous roles at Carson Wealth, Pgi Wealth Management, Cyntax, LLC, and Avantax Investment Services. Outside of her advisory work, she owns a tax preparation and accounting business and serves on the boards of the Alabama Society of Enrolled Agents and the Accreditation Council for Accountancy and Taxation. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm provides discretionary asset management, financial planning, annuity sub-account management, sub-advisory services, and retirement plan solutions, supported by an Investment Committee that oversees model portfolios and offers tailored investment options.

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.

Kelly Moise is a financial advisor with J.W. Cole Advisors, Inc. based in Huntsville, Alabama. He holds a Series 66 credential and has 21 years of industry experience, including prior roles at Commonwealth Financial Network, MSI Financial Services, Inc., and Thrivent Investment Management. Moise is also a senior partner at Vector Wealth Strategies, LLC, where he is involved in retail financial planning. J.W. Cole Advisors operates a large network of independent investment adviser representatives and offers fee-based portfolio management, financial planning, retirement plan services, and digital advice for individuals, high-net-worth clients, and institutional accounts. The firm employs a variety of strategies and custodial platforms, managing accounts on both a discretionary and non-discretionary basis.

Suzanne Miller is a financial advisor at Truist Advisory Services with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Truist-related entities since 2015, including SunTrust Advisory Services and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individual and institutional clients, including retirement plan sponsors and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools, to manage client portfolios and oversee manager selection.

Marshall Dearing is a CFP® with six years of industry experience, currently serving as a financial advisor at J.W. Cole Advisors, Inc. in Huntsville, AL. He has worked with Vector Wealth Strategies and Commonwealth Financial Network in prior roles. Dearing also serves as Treasurer for the nonprofit Community of Hope, where he prepares financial analyses and statements for board meetings. J.W. Cole Advisors operates a large network of independent investment adviser representatives and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party managers and digital advice platforms for individuals, high-net-worth clients, and institutions. The firm employs both discretionary and non-discretionary management strategies using fundamental and technical analysis and a variety of custodial platforms.

Frank Jones III is a financial advisor with Eagle Strategies (NY Life) in Huntsville, AL, holding the ChFC® designation along with Series 63 and 65 licenses. He has 32 years of industry experience, including multiple tenures at Eagle Strategies and roles at NYLIFE Securities LLC, New York Life Insurance Company, MassMutual Life Insurance, Guardian Life, and Equitable Advisors. Outside of his advisory work, he serves on the board of the Gulf Coast Soccer Officials Association and holds leadership roles in state and regional soccer referee organizations. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated investment adviser representatives. The firm emphasizes tailored solutions and primarily manages assets on a non-discretionary basis, serving a diverse client base including defined contribution and defined benefit plans, as well as charitable and corporate entities.

Robert Warren is a CFP® with 14 years of experience, currently serving as a financial advisor at Hightower Advisors since 2014. He is a limited member of EASY RIDE, LLC, a pedicab company operating in Tuscaloosa, AL, and serves as a board member of the Huntsville-Madison County Library Foundation. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Michael Mcglaughn is a CFP® professional with 17 years of industry experience. He is currently with AE Wealth Management, LLC and has previously worked at Northwestern Mutual Wealth Management Company and Trilogy Advisory Services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios, discretionary asset management, and financial planning services.