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.

Benjamin Frasier is a financial advisor at First Command Advisory Services with a Series 66 designation and one year of industry experience. Prior to joining First Command’s advisory and brokerage services in 2026, he completed eleven years of full-time education. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs, using a centralized Investment Management Team to design and manage model portfolios from approved fund and manager universes.

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.

John Oldham is a Series 66-licensed financial advisor with 11 years of experience at First Command Advisory Services in Huntsville, Alabama. He has been with various First Command entities since 2015. Outside of his advisory role, he owns a commercial real estate business that manages the office building housing his firm’s local advisors. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through centralized portfolio design and third-party manager selection.

Marty Mcguire is a financial advisor at NewEdge Advisors with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at NewEdge Advisors since 2025, with prior experience at COUNTRY FINANCIAL beginning in 2015. Mcguire is also a licensed insurance agent and may offer insurance products alongside his advisory services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm provides a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support client needs.

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.

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, holding a Series 66 designation and 20 years of industry experience. Prior to joining J. W. Cole Advisors in 2026, Moise spent 12 years with Commonwealth Financial Network. Outside of his advisory role, he is a senior partner at Vector Wealth Strategies, LLC, a firm focused on retail financial planning. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of more than 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party investment managers, and multiple managed account solutions.

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 the Series 65 and Series 63 designations and has previously worked at PFS Investments Inc., Triad Advisors, and Primerica Financial Services. In addition to her advisory work, she serves as an adjunct mathematics instructor at Liberty University and Calhoun Community College and is a member of the board of directors for The Rouge Foundation. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and nonprofit entities. The firm provides a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and proprietary and third-party platforms.