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 Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, Northwestern Mutual, and New York Life. Outside of his advisory work, Stromei serves on the Madison Academy Board of Directors and is a deacon at Mayfair Church of Christ, in addition to directing youth soccer programs. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs along with financial and business consulting. The firm manages approximately $15 billion in regulatory assets under management and supports a range of investment strategies through discretionary and non-discretionary accounts.

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 financial advisor at Savant Wealth Management with two years of industry experience. He holds a Series 65 designation and previously worked at BMSS Wesson Wealth Solutions and the Culverhouse College of Business. Outside of finance, his background includes roles in education and the hospitality sector. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation alongside actively managed strategies, supported by affiliated legal, accounting, and trust services.

Renee Bauch is a financial advisor with First Command Advisory Services in Huntsville, AL, holding a Series 66 license and eight years of industry experience. She previously worked with Edward Jones and Keller Williams Madison before joining First Command in 2018. Outside of advisory work, she maintains a real estate license and occasionally assists with property sales for friends and family. 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 various wrap-fee asset management programs managed through a centralized investment team and wealth portfolio managers.

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.

Elliott Crawford is a financial advisor at First Command Advisory Services with a Series 66 credential and one year of industry experience. Before joining the firm, he served in the U.S. Army for over 20 years and has held various roles including a Personal Financial Readiness Specialist. He also manages a holding company that oversees real estate transactions and administrative duties. First Command Advisory Services, Inc. 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 using model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Tasha Webie is a financial advisor with Principal Financial Services, holding the CFP® designation and Series 63 and 66 licenses, with 16 years of industry experience. Her prior roles include positions at UBS Financial Services, American Portfolios, Bank of America, Merrill, and Equitable Advisors. Outside of financial services, she 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 military personnel overseas. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs, with investment implementation typically managed on a discretionary basis by these managers.

Nathaniel Linker is a financial advisor at Hightower Advisors with a Series 66 designation and one year of industry experience. His prior work includes four years at Eagle Market Makers and roles at A.T. Still University and Southern Illinois University. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, emphasizing manager selection and multi-manager solutions through both affiliated and third-party managers. The firm’s offerings include discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to pooled and private investment vehicles.

Preston Smith is a financial advisor at First Command Advisory Services in Huntsville, Alabama. He holds a Series 66 designation and has been with First Command since 2026. His prior work experience includes positions at the United States Postal Service and various other roles outside the financial industry. First Command Advisory Services, Inc. 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 that use model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

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 Primerica Advisors, based in Huntsville, AL, and has one year of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2024. Outside of his advisory role, he serves as an executor for an estate and holds power of attorney for his spouse. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting through a variety of proprietary and third-party investment programs.

Brent Anderson is a financial advisor with First Command Advisory Services, holding a Series 66 designation and two years of industry experience. Prior to his advisory career, he served nine years in the US Army. He is also the CEO of Wise Wolf Financial, LLC, a personal LLC he formed in preparation for independent contracting. First Command Advisory Services is an SEC-registered firm 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 managed centrally by an Investment Management Team and Wealth Portfolio Managers.