Joel Mcgriff is a financial advisor at The McGriff Alliance with 42 years of industry experience. He holds the ChFC® designation and Series 63 license. McGriff has worked at Crown Capital Securities, LP since 2010 and has been associated with The McGriff Alliance RIA since 1994. He is also an officer of the McGriff Burrus Alliance, dedicating significant time to fixed insurance and independent registered advisory activities. The McGriff Alliance serves individuals, trusts, estates, pension and profit-sharing plans, and provides advisory services to investment company clients and pooled investment vehicles. The firm offers discretionary asset management, financial planning, third-party money manager referrals, and insurance brokerage, employing both strategic and tactical asset allocation and managing private pooled funds focused on life settlements.

Steven Lind is a CFP® professional with 14 years of industry experience, currently serving at Navigate Wealth Management, LLC. He has worked at Stonebridge Advisors, LLC since 2017 and has owned Lind Professional Corporation, providing CPA services since 1995. Navigate Wealth Management, LLC is a six-advisor team managing approximately $354.6 million for individual and high-net-worth clients. The firm offers discretionary portfolio management and fee-based financial planning, employing a long-term investment approach grounded in modern portfolio theory and tailored Investment Policy Statements.

Donna Gordon is a CFP® with 24 years of experience in financial advising, currently serving at Wesban Financial Consultants, P.C. in Birmingham, AL, where she has worked since 2001. She previously was associated with Park Square Financial Group LLC and holds leadership roles outside of finance, including serving as President of Little Whiskers Rescue Ranch, a charity focused on rescuing cats, and sitting on the board of directors for Trinity Counseling, Inc. Wesban Financial Consultants, P.C. provides investment advisory and comprehensive financial planning services primarily to individuals, high-net-worth clients, and charitable organizations. The firm emphasizes non-discretionary portfolio management using a strategic allocation approach with active, passive, and exchange-traded funds, combined with regular client reviews and tax-loss harvesting.

James Burnett is a CFP® with 22 years of industry experience, currently serving as an advisor at Navigate Wealth Management, LLC since 2021. He has also been affiliated with Stonebridge Advisors, LLC since 2003. Outside of his advisory work, Mr. Burnett provides consulting services to an accounting firm, Conrad, Burnett, Norris & Gordon, LLC. Navigate Wealth Management is a team of six advisors managing approximately $354.6 million for individual and high-net-worth clients. The firm employs a long-term investment approach grounded in modern portfolio theory, offering discretionary portfolio management and fee-based financial planning tailored to client-specific investment policy statements.

Jonathan Fargason is a CFP® with six years of industry experience, currently serving as an advisor at Navigate Wealth Management, LLC since 2024. His prior roles include positions at Oakworth Capital Bank, FSC Securities Corp, and Thrivent Financial. Navigate Wealth Management, LLC is a six-advisor team providing portfolio management and financial planning to individual and high-net-worth clients. The firm employs a long-term investment approach grounded in modern portfolio theory, using model portfolios and individualized Investment Policy Statements to align asset allocation with client risk tolerance and time horizon.

Reuben Stewart is a financial advisor at Navigate Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Shimoda, Stewart & Storey, LLP, where he is a partner in a law practice. Navigate Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $354.6 million across about 259 client relationships with a team of six advisors. The firm utilizes a long-term investment approach grounded in modern portfolio theory and offers discretionary portfolio management tailored to client-specific Investment Policy Statements.

Stephen Garrett Sr. is a financial advisor with Summit Financial, LLC in Birmingham, AL, holding a Series 63 designation and 34 years of industry experience. His prior roles include nearly two decades at Ameriprise Financial Services, Inc., and more recent positions at Purshe Kaplan Sterling Investments and Summit Financial DBA Garrett, Perkins & Horton Advisory Partners. He serves on the Board of Directors for the University of Southern Mississippi Alumni Foundation and is Treasurer Emeritus for Bassett Hound Rescue of Alabama. Summit Financial, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management, retirement plan advisory services, and access to insurance and annuity products through various platforms and partners.

Stephen Garrett is a financial advisor with Summit Financial, LLC in Birmingham, AL, holding Series 65 and Series 66 credentials and bringing 22 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 19 years before joining Summit Financial and Purshe Kaplan Sterling Investments. Summit Financial provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers both discretionary and non-discretionary investment programs and retirement plan advisory services, managing approximately $15 billion in client assets as of the end of 2024.

Todd Talbot is a CFP® and ChFC® with 25 years of experience in financial services. He is currently with CreativeOne Wealth, LLC and has previously worked at firms including Concourse Financial Group Securities Inc and Principal Life Insurance Company. Outside of his advisory role, he operates Red Mountain Financial, his insurance and investment business. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based core models, third-party managers, and option-based strategies within a platform that supports tailored suitability assessments and regular portfolio rebalancing.

Mark Perkins is a financial advisor at Summit Financial, LLC with 29 years of industry experience. He holds a Series 63 designation and has previously worked at Ameriprise Financial Services, Inc. and Purshe Kaplan Sterling Investments. Summit Financial, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers both discretionary and non-discretionary investment management, retirement plan advisory services, and access to insurance and annuity products through multiple custodians and platforms.

Brandon Horton is a financial advisor with Summit Financial, LLC in Birmingham, AL, holding a Series 66 designation and 23 years of industry experience. His career includes roles at Ameriprise Financial Services, Inc. for 19 years and at Purshe Kaplan Sterling Investments. Horton also provides insurance advice through an independent agency. Summit Financial, LLC offers investment advisory and financial planning services to individuals, corporations, pension plans, and charitable organizations. The firm combines discretionary managed portfolios with advisor-directed programs and manages approximately $15 billion in client assets as of December 2024.

Alynn Plaisted is a financial advisor at Summit Financial, LLC with 28 years of industry experience. She holds a Series 63 designation and has worked previously at Ameriprise Financial Services, Inc. from 1997 to 2024. Her current roles include providing investment advisory and insurance services. Summit Financial, LLC offers investment advisory and financial planning services to individuals, corporations, pension plans, and charitable organizations. The firm manages both discretionary and non-discretionary portfolios and utilizes multiple custodians and platforms to serve a diverse client base.

Patrick Garrett is a financial advisor with Summit Financial, LLC in Birmingham, AL, holding a Series 66 credential and nine years of industry experience. He has previously worked with Ameriprise Financial Services and Purshe Kaplan Sterling Investments. Garrett also provides insurance advice as part of his professional activities. Summit Financial, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm manages discretionary portfolios alongside advisor-directed programs and reported approximately $15 billion in client assets as of the end of 2024.

Andrew Schaper is a financial advisor at Summit Financial, LLC in Birmingham, AL, holding a Series 66 designation with seven years of industry experience. His career includes roles at Ameriprise Financial Services, AXA Advisor, and Regions Financial Corporation. Summit Financial, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers both discretionary and non-discretionary investment management programs and integrates multiple custodians and platforms to serve approximately $15 billion in client assets.

William Carpenter Jr. is a financial advisor at Centaurus Financial, Inc. in Birmingham, AL, holding a Series 63 designation with 39 years of industry experience. He has been with Centaurus Financial since 2008. Outside of his advisory role, he is involved in the sale of fixed insurance and fixed annuities through Equitrust and also operates Carpenter Financial Services, a branding entity associated with fixed and term life insurance sales. Centaurus Financial provides advisory services through independent representatives to individuals, families, businesses, and institutions, offering financial planning, investment management, and access to third-party money managers. The firm employs a combination of fundamental and technical analysis and supports a range of portfolio management options, serving a diverse client base including high-net-worth individuals and retirement plans.

Michael Adair is a financial advisor at RBC Rochdale, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with CNR Securities, LLC and Rochdale Investment Management since 2012. Outside of his advisory role, he serves on the Board of Visitors for the University of Alabama Culverhouse School of Business, is a board member of the Isabel Anderson Comer Museum & Arts Center, and participates on the Sylacauga Utilities Board. RBC Rochdale serves a diverse client base, including high net worth individuals, corporations, and institutional investors, providing discretionary and non-discretionary portfolio management, sub-advisory, and model delivery services. The firm employs a multi-strategy investment process that integrates quantitative screening, fundamental analysis, and proprietary tools to tailor portfolios across multiple asset classes.

Cary Guffey is a financial advisor at PNC Wealth Management in Birmingham, AL, holding a Series 66 designation with 25 years of industry experience. He has been with PNC Investments since 2012 and joined PNC Wealth Management in 2017. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessments and approved model strategies executed by investment delegates.

Edward Robinson is a financial advisor with PNC Wealth Management in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Sagepoint Financial, Hornor Townsend & Kent, Penn Mutual Life Insurance, and Edward Jones. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only online discretionary model account that uses algorithmic risk assessment and implements investments via approved model strategies managed by PNC or third parties.

Darryl Wilson is a financial advisor with Cetera in Birmingham, AL, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked with Concourse Financial Group Securities Inc for 15 years and has operated his own advisory practice since 2012. In addition to his advisory roles, he prepares tax returns for a select group of clients. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and fiduciary services, combining retirement capabilities with an extensive trust and institutional network.

Raymond Skinner is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Concourse Financial Group Securities and Provident Partners LLC, where he serves as a co-member and private wealth manager. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, supported by multiple investment programs and a combination of retirement and institutional capabilities.

James Carr is a financial advisor at Cetera with nine years of industry experience and holds the Series 66 designation. His prior experience includes roles at Mass Mutual Investors Services, E*TRADE Securities, and Edward Jones. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, combining advisor-managed accounts, model portfolios, and third-party solutions alongside retirement and fiduciary capabilities.

Christopher Vines is a financial advisor at LPL Enterprise with a Series 66 designation and over 11 years of experience in the financial services industry. His prior roles include positions at Independent Financial Group, ProEquities, and Securities America. LPL Enterprise, LLC provides investment advisory and brokerage services to a broad client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to third-party asset management programs, and a unified managed account platform, utilizing a combination of LPL and third-party research and model portfolios.

Andrew Dean is a financial advisor with LPL Financial in Birmingham, AL, holding Series 63 and Series 65 licenses and having three years of industry experience. He previously worked at Horizons Financial Group and The SSI Group, Inc. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, and institutions. The firm offers a range of investment solutions supported by an in-house research team and combines advisory services with insurance, credit, and lending products.

Keith Scott is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Securities Corporation and AllState Financial Services. In addition to his advisory role, he is also licensed as an insurance agent offering accident, health, disability, and traditional life insurance. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a combination of risk-tolerance assessments, asset-allocation software, and portfolio optimization tools to manage a range of investment programs and offers access to multiple custodial platforms and third-party managers.

Jack Tillery Jr. is a financial advisor at Cetera with eight years of industry experience. He holds the Series 66 designation and has worked at Cetera and its affiliate Cetera Investment Services LLC since 2017, alongside a concurrent role at Regions Bank since 2009. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a variety of portfolio management and financial planning services, combining advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions with a notable integration of retirement and fiduciary capabilities.

Donald Williams Jr. is a financial advisor at OSAIC with 21 years of industry experience. He has held positions at JSL Securities and J. Smith Lanier & Co., each for over 15 years. Williams holds Series 63 and Series 65 licenses. OSAIC is an investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory programs and access to multiple custodial platforms.

Kent Herring is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Cambridge Investment Research Advisors since 2018 and also maintains roles at Chemical Associates and Herring Brothers, Inc., where he serves as vice president. Herring is involved in community activities as the treasurer of the Gulf Breeze Optimist Club. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and a combination of model-based and customized investment strategies.

Preston Wolfe is a CFP®-certified financial advisor at Edward Jones in Birmingham, AL, with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at TEKsystems Inc. from 2013 to 2016. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and corporate accounts. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Albert Ellison Jr. is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has served as an advisory board member for Truist Bank since 2010. In addition to his advisory work, he is the managing shareholder of Ellison & Ellison PC, a CPA firm, and serves on several local boards including a charitable organization focused on children’s causes. Cetera Investment Advisers supports a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions, along with retirement and fiduciary capabilities integrated into its institutional platform.

Chris Fielding is a financial advisor at Edward Jones with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at Norfolk Southern Corp from 2006 to 2016. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

James Nix Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Horizons Financial Group, Inc., NIX-MASHBURN, LLC, and Triad Advisors, Inc. from 2006 to 2020. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team and a large network of investment adviser representatives.

Derek Burrow is a financial advisor at OSAIC with 10 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Merrill, J. Smith Lanier, Royal Alliance, and Advo(k)ate Advisors. He serves as a volunteer board member for YMCA Camp Cosby. OSAIC is a large SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs a structured investment process that incorporates risk tolerance, asset allocation, and portfolio optimization, offering a range of investment products and access to multiple custodial platforms.

Lisa Pettis is a financial advisor with OSAIC in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her prior roles include positions at Royal Alliance, Equitable Advisors, Axa Advisors, and several other firms. She is also Vice President and Senior Relationship Manager at Advo(k)ate Advisors, an investment-related LLC. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and investment programs supported by advanced portfolio management tools and access to multiple custodial platforms.

Jesse Gum is a financial advisor with Edward Jones in Sylacauga, AL, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

William Owen is a financial advisor at Osaic Wealth, Inc. with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Anderson, Williams & Co. and Royal Alliance Associates, Inc. since 1991. Outside of his advisory role, he serves as president of Owen Advisors Inc., which focuses on life insurance and annuity sales. Osaic Wealth, Inc. is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a structured investment process combining risk-tolerance assessments with portfolio optimization tools and offers a broad range of advisory programs and access to multiple custodial platforms.

Robert Easterling is a CFP® and PFS™ credentialed financial advisor with 25 years of industry experience. He has been with Cetera and its affiliates since 2013 and is based in Birmingham, AL. Outside of advising, he serves as co-treasurer of the Philip Mahan Davis Foundation and is vice-president of the Providence Park Owners Association. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing advisor-managed accounts, model portfolios, and third-party solutions.

Edward Goodson is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He previously worked at Morgan Stanley from 2012 to 2020 and at LPL Financial from 2020 to 2025. Outside of his advisory role, he serves as co-trustee of a family living trust. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

James Carter is a financial advisor with LPL Financial in Birmingham, Alabama, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at MEN, LLC, Horizons Financial Group, and Triad Advisors, Inc. Outside of advisory work, he has been an independent insurance agent for non-variable insurance since 2012. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment solutions supported by an in-house research team and combines advisory operations with insurance and credit services within a large network of investment adviser representatives.

Lindsay Luketic is a financial advisor with Osaic Wealth Inc. and Advo(k)ate Advisors, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. She has worked at J. Smith Lanier & Co. and has served as Vice President and Director of Relationship Management at Advo(k)ate Advisors since 2022. Osaic Wealth, Inc. is a large SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm uses a combination of risk-tolerance assessments, asset-allocation software, and portfolio optimization tools to deliver advisory and brokerage services through a network of thousands of financial advisers.

Jason Mims is a Series 66-credentialed financial advisor with Edward Jones, where he has worked since 2013. He has 12 years of industry experience. Outside of his advisory role, he serves as Vice President on the Board of Directors for the Shelby County Arts Council in Columbiana, AL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices, offering a range of advisory programs and affiliated investment products.

Phillip Blankenship is a financial advisor at OSAIC in Birmingham, AL, with 17 years of industry experience. He holds Series 63 and Series 65 designations and has been with OSAIC since 2008, concurrently working at J. Smith Lanier until 2022. Blankenship is also a principal of Advo(k)ate Advisors, LLC, an entity related to his branch office operations. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process that includes asset-allocation planning, portfolio optimization, and access to a range of investment products and third-party managers.

Andrew Martin is a financial advisor at OSAIC with 39 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at Lincoln Financial Securities and ProEquities, Inc. Martin also owns Providence Benefits LLC, a firm offering health insurance and other insurance products. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process incorporating risk-tolerance assessments and portfolio optimization, supporting thousands of advisors and managing approximately $200 billion in assets.

Jenny Clark is a financial advisor at Clark Planning & Investment Advisory in Birmingham, AL, holding a Series 65 designation with 22 years of industry experience. She has been with Clark Planning & Investment Advisory since 2004. Clark Planning & Investment Advisory is a small firm with two advisors.

Gary Clark is a CFP® and ChFC® with 26 years of industry experience. He has worked at Clark Planning & Investment Advisory since 1978 and currently serves as secretary and treasurer of Immunology Laboratories Inc., a pre-clinical biotechnology firm he helped incorporate. Clark Planning & Investment Advisory is a small firm based in Birmingham, AL, with two advisors.