Richard Alexander is a financial advisor with Eagle Strategies (NY Life) based in Mobile, AL, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with Eagle Strategies since 2016 and operates Alexander Financial Group LLC, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages the vast majority of its assets on a non-discretionary basis, working extensively with institutional sponsors alongside individual investors.

Ryan Mahtani is a financial advisor at Truist Advisory Services with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Truist Advisory Services and its affiliated firms since 2018, including Bb&T Securities and BBTIS. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms, to deliver asset allocation, fiduciary support, and manager selection services.

Kellie Thompson is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 24 years of industry experience. Her previous roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. She serves as Treasurer of the Augusta Evans Garden Association, a nonprofit neighborhood garden group in Mobile, Alabama. Steward Partners Investment Advisory, LLC is an enterprise-scale registered investment advisor managing approximately $36.7 billion in assets. The firm provides investment advisory, financial planning, pension consulting, and managed account programs to individuals, institutions, and charitable organizations through a range of personalized and model portfolio solutions.

Beverly Johnson Davis is a financial advisor with Eagle Strategies (NY Life) based in Fairhope, AL, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has been with Eagle Strategies since 2018 and also maintains roles with NYLIFE Securities LLC and New York Life Insurance Co dating back to 2014. Outside of her advisory work, she manages a rental property. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis.

Laureen Lynn is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 designations and 32 years of industry experience. Prior to joining Steward Partners in 2024, she spent eight years at Wells Fargo Clearing and two years at Wells Fargo Advisors. She serves on the board and investment committee of the Alabama West FL United Methodist Foundation and holds leadership roles with the Mobile Opera Board and Ashland Place United Methodist Church. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a range of clients, including individuals, pension plans, corporations, and charitable organizations, offering both discretionary and non-discretionary portfolio management along with financial planning and consulting services.

Marion Delaplaine is a financial advisor with Money Concepts Capital Corp in Fairhope, Alabama, holding the PFS™ designation and Series 63 license. She has 29 years of industry experience and has been with Money Concepts Capital Corp since 1996. Outside of her advisory role, she is involved in tax planning, preparation, and consulting through her own CPA practice. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a range of managed programs and investment strategies, combining model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Margaret Leffler is a financial advisor at Empower Advisory Group with one year of industry experience. She holds a Series 66 designation and previously worked at LPL Financial LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its planning approach.

Ronald Schley is a financial advisor at Independent Financial Group, LLC with 33 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes positions at Resource Horizons Investment Advisory, Inc. and PartnerVEST Advisory Services LLC. He is also the owner of a marketing DBA called Retirement Solutions and works as a licensed insurance agent in Minnesota. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate and retirement plans. The firm uses a combination of strategic asset allocation, multi-manager portfolios, and both passive and active investment exposures, providing financial planning and portfolio management through multiple platforms.

Vincent Matthews is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His career includes roles at Scottrade, TD Ameritrade, Hancock Whitney Bank, and various Empower entities. He is based in Mobile, AL. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.

David Bush is a financial advisor with Empower Advisory Group in Mobile, Alabama, holding a Series 66 designation and 23 years of industry experience. His previous roles include positions at Prudential Insurance Company of America, LPL Financial, and Morgan Stanley DW Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders, using an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing, delivering both point-in-time financial plans and optional managed account solutions.

Justin Law is a financial advisor with Primerica Advisors, holding a Series 66 designation and four years of industry experience. He has worked at Guardian Life Insurance Company and Park Avenue Securities since 2019. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing various investment strategies through proprietary and third-party platforms.

Timothy Heath is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He has been with Park Avenue Securities and Guardian Life since 2013. Outside of his advisory role, he is involved with Heath Holdings LLC, a business focused on buying and selling residential properties. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including brokerage, financial planning, and advisory programs featuring both proprietary and third-party models.

Jamie Kertis is a financial advisor at Commonwealth Financial Network with 15 years of industry experience. He holds a Series 66 designation and has worked at Commonwealth since 2012. Prior to that, he was with Citigroup Global Markets for one year. Kertis is also a partner and co-owner of Allied Wealth Educators, LLC, a private entity involved in securities business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $213 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

Samuel Robinson is a CFP® with 21 years of industry experience, currently serving with Primerica Advisors. He has worked with Guardian Life Insurance Company and Peachtree Planning Corporation. Outside of his advisory role, he is involved with Omni at Gap Lake Ministry, which is developing a sports camp for students. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers various investment programs and financial planning solutions supported by a mix of proprietary and third-party strategies.

Paul Rankin is a financial advisor with PNC Wealth Management in Fairhope, Alabama, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior work includes roles at Woodmen Financial Services, Bank of America, Merrill, and Wells Fargo. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio management platform that uses algorithmic risk assessments to guide investment selection primarily in mutual funds and ETFs.

Jonathan Zimlich is a financial advisor with Primerica Advisors in Mobile, Alabama, holding CFP®, Series 63, and Series 65 designations and bringing 31 years of industry experience. He has been with Primerica Advisors since 1999 and has also worked with The Guardian Life Insurance Company since 1993. Outside of his advisory role, he volunteers on the Finance Committee at St Mary Parish. Primerica Advisors operates under Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers multiple proprietary and third-party investment programs and provides a range of financial planning, retirement, and business consulting services.

Jeffrey Phillips is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 designations and over 35 years of industry experience. His career includes positions at LPL Financial, Wells Fargo Clearing, and Morgan Keegan & Company, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions, including its proprietary WealthSuite platform and third-party TAMPs. The firm employs a fiduciary-based advisory model utilizing multiple investment strategies and technology platforms.

Jerome Sanders is a financial advisor with Principal Financial Services in Mobile, Alabama. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. Prior to his current role at Principal Securities Inc., where he has worked for 10 years, Sanders serves as secretary for the Alabama Omega Foundation, a nonprofit organization supporting scholarships and student financial aid, and chairs the scholarship committee for the Beulah Goode Scholarship. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Christopher Pierce is a financial advisor with Primerica Advisors and holds the CFP® and ChFC® designations. He has 17 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance since 2018 and prior work with Primerica Advisors and Guardian Life Insurance Company from 2012 to 2018. Pierce is also involved in outside insurance sales focusing on traditional life, disability, health, and long-term care products. Park Avenue Securities LLC serves a diverse retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm employs a variety of investment strategies through proprietary and third-party portfolios, supporting discretionary and non-discretionary account management along with specialized lending and tax features.

Robert Thompson is a financial advisor at Creative Planning with 21 years of industry experience. He holds the Series 66 and Series 63 designations and has previously worked at Prudential Insurance Company of America and Empower Advisory Group. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and access to private market investments.