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.

John Oldham is a financial advisor at First Command Advisory Services with 12 years of industry experience. He holds a Series 66 designation and has been with First Command since 2015, including roles at First Command Insurance Services and Brokerage Services. Outside of his advisory work, he owns JNO Properties LLP, a commercial real estate business through which he manages office space used by First Command advisors. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, with investment decisions centralized through an internal Investment Management Team and Wealth Portfolio Managers.

Marty McGuire is an investment advisor representative at NewEdge Advisors with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley, PRUCO Securities, and COUNTRY Financial. McGuire is also a licensed insurance agent and may offer insurance products as part of his services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations through a network of independent representatives. The firm provides comprehensive portfolio management, financial planning, and access to various advisory programs, utilizing technology and centralized due diligence in its investment approach.

James Hyde is a financial advisor with PNC Wealth Management in Madison, AL, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at BBVA Compass and BBVA Securities, where he worked for nearly two decades before joining PNC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation that uses algorithmic questionnaires to guide investment strategies implemented via mutual funds and ETFs.

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 the Series 63 and Series 65 credentials and has previously worked at Carson Wealth, Pgi Wealth Management, Cyntax, LLC, and Avantax Investment Services, INC. Outside of her advisory role, Hunt owns and manages a tax preparation and planning 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 serving a diverse client base including individuals, high-net-worth families, foundations, and institutional clients. The firm uses discretionary management with model portfolios supported by an in-house Investment Committee, combining fundamental and technical analysis, third-party sub-advisors, and customized solutions such as Orion Custom Indexing and access to alternative investments.

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 and Series 63 and Series 65 licenses. He has 31 years of industry experience, including 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 positions with soccer referee organizations in Alabama. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients, delivering tailored advice through various program types and emphasizing non-discretionary asset management within an integrated New York Life affiliate structure.

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.

Latrica Birgan is a financial advisor at Osaic Advisory Services, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Triad Advisors, PFS Investments Inc., and Primerica Financial Services. Outside of advising, she teaches mathematics at Calhoun Community College and Liberty University and serves on the board of directors for The Rouge Foundation. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, charitable organizations, and governmental entities. The firm offers a range of services including investment management, financial planning, retirement consulting, and third-party manager oversight, utilizing multiple program models and both proprietary and third-party platforms.

Holli Grissom is a financial advisor with Hightower Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Hightower in 2024, she worked in veterinary care for over a decade, including roles at Banfield Pet Hospital and Green Cove Pet Hospital. Outside of her advisory work, she continues to assist with pet care and client communication in a veterinary setting. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers, proprietary research, and a range of portfolio construction options including mutual funds, ETFs, and alternative investments.

Mark Arn is a Series 66 registered financial advisor with First Command Advisory Services in Huntsville, AL, with two years of industry experience. Prior to joining First Command, he worked at Sigmatech Incorporated and operated his own advisory practice. First Command Advisory Services serves individuals, corporate, and charitable clients with a focus on active-duty service members and their families. The firm provides financial planning and various wrap-fee asset management programs, employing a centralized Investment Management Team that selects and manages model portfolios and third-party managers for client accounts.

Whitney Smith is a CFP®-certified financial advisor with six years of industry experience, currently associated with AE Wealth Management, LLC and WG Financial Group. Prior to these roles, Whitney worked at Morgan Stanley and Longview Financial Advisors. Whitney serves as a board member for two nonprofit organizations supporting families affected by child loss and pediatric critical care. AE Wealth Management, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, retirement plans, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining AEWM-managed, third-party, and advisor-managed models, along with financial planning and consulting services.

Ira Taylor is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 credential and seven years of industry experience. He previously worked as an attorney and currently serves as a Branch Sales Manager at Bankers Life, where he manages a team and is involved in hiring and training agents. Bankers Life Advisory Services, Inc. provides investment advisory services primarily to mass-affluent and high-net-worth individuals, offering tailored portfolio management using fundamental, technical, and cyclical analysis methods. The firm supports discretionary and non-discretionary strategies across various asset classes and emphasizes periodic portfolio rebalancing and performance reviews.

Adam Munger is a CFP® professional at Savant Wealth Management with 17 years of industry experience. He has held roles at Bridgeworth Wealth Management, TD Ameritrade, and Scottrade prior to joining Savant in 2023. Savant Wealth Management provides comprehensive wealth management, financial planning, and family office services to individuals, families, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and supports these services with affiliated accounting, legal, and trust entities.