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.

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.

Scott Montes is a financial advisor at Wealth Enhancement Advisory Services, LLC with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Cloud Investments LLC, Keel Point Capital, LLC, and Proequities, Inc. Montes is based in Huntsville, Alabama. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active strategies, with portfolio oversight by an internal Investment Committee.

Andrew D'amico is a CFP® with three years of industry experience. He has worked at Savant Wealth Management since 2023 and previously spent several years at Bridgeworth Wealth Management. Prior to his financial advisory career, he served 20 years in the United States Army. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by extensive in-house capabilities and affiliated legal and accounting services.

Tasha Webie is a CFP® professional with 17 years of experience in the financial services industry. She is currently with Principal Financial Services and Principal Life Insurance Company. Her prior experience includes roles at Equitable Advisors, Bank of America, Merrill, Valic Financial Advisors, American Portfolios, UBS Financial Services, and Truist Investment Services. She also operated an e-commerce business for two years. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Nathaniel Linker is a financial advisor at Hightower Advisors with one year of industry experience. He holds a Series 66 credential. Prior to joining Hightower, he worked at Eagle Market Makers for four years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager investment approach and proprietary research. The firm offers portfolio management, financial planning, retirement consulting, and access to various pooled and private investment vehicles.

Taylor Thomas is a financial advisor at Hightower Advisors with a Series 66 designation and three years of industry experience. Prior to joining Hightower in 2022, Taylor worked at Boeing and Merrill Lynch. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors, with an emphasis on manager selection and multi-manager solutions that incorporate proprietary research and a variety of investment vehicles.

Todd Ray is a Series 66–licensed financial advisor with Guardian Life in Huntsville, Alabama, and has two years of industry experience. He previously worked at Park Avenue Securities and has a background that includes long-term involvement with First Baptist Church Brewton. Outside of his advisory role, he serves as an executor for a will and holds power of attorney for his spouse. Guardian Life’s subsidiary Park Avenue Wealth Management offers brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm delivers tailored financial planning and investment solutions through a combination of advisor-led discretionary management and model-based strategies supported by proprietary and third-party platforms.

Mitchel Blanco is a financial advisor with Hightower Advisors in Huntsville, Alabama, holding Series 63 and Series 65 licenses and three years of industry experience. Before joining Hightower, he worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Outside of finance, he has worked as a delivery driver for Domino’s Pizza. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes multi-manager solutions using affiliated and third-party managers, proprietary research, and various investment vehicles such as mutual funds, ETFs, and alternative investments.

Peter Ranta is a financial advisor with Independent Financial Partners and holds Series 63 and Series 65 designations. He has 41 years of industry experience, including roles at LPL Financial, Morgan Keegan & Company, and UBS Financial Services. He has been with Independent Financial Partners and its affiliated IFP Securities since 2010. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving tens of thousands of clients and offers both individualized investment strategies and centralized asset management options.

Germi Cloud is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and 16 years of industry experience. Prior to joining Wealth Enhancement Advisory Services, he led Cloud Investments, LLC and Cloud Financial Inc. Outside of his advisory role, he serves as Treasurer for a homeowners association. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets using diversified, risk-based allocations that combine passive and active management, supported by an internal Investment Committee and multiple implementation tools.