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.

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.

William Wyker is a financial advisor with PNC Wealth Management in Athens, Alabama, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Raymond James & Associates, Inc. and The Agency on Pine. PNC Wealth Management offers retail brokerage and advisory services, including an invitation-only, model-based digital portfolio program for employees that uses algorithmic risk assessment and invests through mutual funds and ETFs with annual rebalancing.

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.

Jay Dryden is a CFP® professional with 24 years of experience in the financial services industry. He is currently affiliated with J. W. Cole Advisors, Inc. and previously worked at Commonwealth Financial Network for 12 years. Dryden serves on the Board of Trustees for Freed Hardeman University and the Southern Climbing Coalition, a land conservation nonprofit. J.W. Cole Advisors is an SEC-registered investment adviser that serves individuals, charities, corporations, and retirement plans through a national network of independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services, including access to third-party investment managers and digital advice platforms.

Nathan Buffington is a Series 66 credentialed advisor with 18 years of industry experience, currently with Truist Advisory Services since 2021. His prior roles include positions at Bb&T Securities and Bbtis. Outside of advising, he engages in speaking to small groups on personal budgeting, serves on board roles including for his church and a home-school hybrid school, and owns a small farming operation as well as a self-serve car wash and billboard sign. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and charitable organizations. The firm offers asset allocation, fiduciary support, and manager selection programs, utilizing a mix of discretionary and non-discretionary approaches with integrated inter-affiliate operations.

Shane Stromei is a financial advisor with Guardian Life in Huntsville, Alabama, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His career includes long tenure at New York Life and more recent roles at Northwestern Mutual and Park Avenue Securities. Outside of his advisory work, he serves on the board of Madison Academy and is active as a deacon at Mayfair Church of Christ, as well as participating in community youth soccer leadership. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides advisor-led discretionary management alongside model-based strategies and supports client relationships with customized solutions including financial planning, ongoing consulting, and access to proprietary and third-party investment programs.

Megan Robertson is a financial advisor at Hightower Advisors with two years of industry experience. She holds a Series 66 designation and has previously worked with LPL Financial LLC and Redstone Federal Credit Union. Her background also includes consulting and roles outside of finance, including time with Catalina Foothills School District and Nextrio. Hightower Advisors provides investment advisory and planning services to a broad mix of individual and institutional clients. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles and strategies.

David Hart is a CFP® and holds a Series 65 license with two years of industry experience. He currently works at Savant Wealth Management and previously held roles at BMSS Wesson Wealth Solutions and Culverhouse College of Business. Prior to his financial career, he worked in various positions including at The Little Donkey Mexican Restaurant and Windwood Equestrian Farm. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by a large team and multiple affiliated entities.

John Huggins is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and four years of industry experience. He has held various co-ownership and management roles in property-related businesses and serves as a club officer for the Athens Football Alumni Club. Wealth Enhancement Advisory Services offers financial planning and asset management for individuals, high-net-worth clients, corporations, and retirement plans, utilizing diversified, risk-class based investment strategies that combine passive and active management overseen by an internal Investment Committee.