Nicholette Hamel is a financial advisor at Dougherty Investment Advisors with four years of industry experience. She holds a Series 65 designation and previously worked at Schwend and the Department of Veterans Affairs. Prior to her advisory roles, she was employed at Portsmouth Naval Shipyard for seven years. Dougherty Investment Advisors is a team-based firm managing approximately $114 million for around 180 clients, including individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management and financial planning services, using fundamental analysis to construct portfolios that include equities, debt securities, mutual funds, ETFs, and government securities.

Carlos Uriarte is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior work includes roles at Wholehearted Financial Services LLC, Columbia Financial Group, and Primerica Financial Services, among others. In addition to his advisory work, he is also an insurance agent affiliated with Columbia Financial Group and operates as a sole proprietor in insurance product sales. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment approach emphasizes selecting and monitoring third-party money managers combined with fundamental analysis for supplemental individual security recommendations.

Ian Maddox is a financial advisor with Independent Financial Partners, holding a Series 66 designation and 18 years of industry experience. He has worked at Independent Financial Partners since 2012 and previously at LPL Financial from 2012 to 2019. Outside of his advisory role, Maddox serves as Vice Chair on the board of the Trussville Redevelopment Authority and is a board member of both the Trussville Area Chamber of Commerce and the Trussville City Schools Foundation. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of approximately 261 independent advisors. The firm supports a decentralized advisory model with a notable focus on retirement-plan advisory and pension consulting services.

Matthew Kiser is a financial advisor with PNC Wealth Management in Birmingham, Alabama. He holds the Series 66 designation and has 16 years of industry experience. His prior roles include positions at BBVA Securities Inc., BBVA Compass Insurance Agency, BBVA Wealth Solutions Inc., and Compass Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available by invitation. The firm primarily utilizes approved model strategies managed by PNC or third-party strategists, with portfolio implementation and proxy voting delegated to external parties.

Peyton Jones is a CFP® professional with three years of industry experience, currently serving at Creative Planning. Prior to joining Creative Planning, he worked for seven years at Bridgeworth Wealth Management. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Martin Adams is a financial advisor with Planmember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Planmember and Innovative Financial Solutions, Inc. since 2014 and has also operated as a self-employed advisor since 2011. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation process to manage risk-based mutual fund portfolios and offers education, support, and personalized planning services to plan sponsors and participants.

Eugene Gard is a CFP® and CFA® with nine years of industry experience. He is currently with Creative Planning, where he has worked since 2023. His prior roles include positions at Telarray, Additive Advisory and Capital, and Auris Noble. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by supplemental approaches and a broad range of affiliated non-investment businesses such as an affiliated law firm, trust company, and retirement plan recordkeeping services.

Noah Lohan is a financial advisor at Ameritas Advisory Services, LLC with one year of industry experience. He holds a Series 66 designation and has worked at several firms including McMillan Financial Services and The Washington Trust Company. In addition to his advisory role, he is involved with Keystone Financial Group and InSource Financial Advisors, providing holistic financial advisory services. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management and retirement-plan advisory services through a combination of model portfolios, third-party sub-advisers, and custom strategies.

Gene Hitchcock Jr. is a CFP® professional with 26 years of industry experience, currently serving at Independent Financial Partners. He has worked with IFP Securities, LLC and LPL Financial, LLC during his career. Hitchcock is a board member of the Trussville Cemetery Authority and is involved in a local real estate development partnership. Independent Financial Partners is an enterprise firm with over 260 advisors nationwide, offering investment advisory, financial planning, trust, and retirement-plan services. The firm supports a multi-advisor platform with a decentralized advisory model, notable for its formal retirement-plan advisory and pension consulting capabilities.

Virginia Morris is a financial advisor with Independent Financial Partners who holds Series 63 and Series 65 licenses and has 26 years of industry experience. Her prior roles include positions at Truist Advisory Services, BB&T, and related entities. Outside of her advisory work, she volunteers with the Trussville Area Chamber of Commerce and serves on the board of the Trussville City Schools Foundation. Independent Financial Partners is a nationwide enterprise serving individual, charitable, corporate, and high-net-worth clients through a decentralized advisory model. The firm offers investment advisory, financial planning, trust, and retirement-plan services, with notable capabilities in retirement-plan advisory and pension consulting.

Seth Edgil is a financial advisor with Ameritas Advisory Services, LLC and holds a Series 66 designation. He has 10 years of industry experience, including prior roles at Equitable Advisors and AXA Advisors, LLC. In addition to his advisory work, he is licensed as an Independent Insurance Agent and is involved in managing an inherited family property through a separate LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, offering fee-based asset management and fiduciary advice through a range of programs and affiliated investment adviser representatives.

Chadwick Messina is a financial advisor at Truist Advisory Services with 14 years of industry experience. He holds the Series 66 designation and has worked at Truist Advisory Services and related entities since 2018, including Bb&T Securities and BB&T Investments. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plans, and charitable organizations. The firm offers discretionary and non-discretionary investment solutions combining model portfolios, third-party managers, and advisor-led asset allocation, supported by research shared across Truist’s affiliated channels.

Kyle Windham is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Cetera. He previously worked at Avantax Investment Services, Inc. and operates Windham Financial Group, PC, which provides accounting and tax preparation services. Cetera Investment Advisers serves a diverse client base including 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 solutions, supported by a combination of advisor-managed accounts, model portfolios, and third-party managed options.

Pablo Miranda is a financial advisor at Cetera with two years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at Wells Fargo Clearing, Regions Bank, and AE Wealth Management. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts, model portfolios, and third-party managed options.

Michael Winter is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cetera and related entities since 2015, including prior roles at Regions Bank and MetLife. Cetera Investment Advisers serves a diverse client base including 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, deploying advisor-managed accounts, model portfolios, and third-party solutions.

James Taylor is a CFP® and Series 66-registered financial advisor with Edward Jones in Trussville, Alabama, where he has worked for 13 years. He has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services.

Brigham Barker is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with various Fidelity entities since 2007, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves in advisory roles that include management of model portfolios and oversight of affiliated sub-advisers.

Kenneth Russell is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include nine years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with a focus on public finance and municipal work alongside its retail advisory services.

Earl Falkner III is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 18 years of industry experience. He has worked at Cetera and its affiliates since 2020 and operates Falkner Financial Advisors, a financial services business he started in 2010. He is also licensed as an insurance agent, selling life, health, disability, annuities, and long-term care products. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, fiduciary solutions, and access to third-party money managers, utilizing a range of advisor-managed accounts and model portfolios.

Sarah Thomas is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has 17 years of industry experience. Her previous roles include positions at Wells Fargo Clearing, Proequities, Inc., and First Advisors Capital, Inc. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored financial plans and investment recommendations.

Andrew Beard is a financial advisor at Edward Jones in Gardendale, AL, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Dan Carlisle Agency with Allstate and Altec Industries, and earlier in the food service industry with Chick-fil-a of Fultondale. 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 discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services through a network of more than 23,700 financial advisors and 15,000 branch offices nationwide.

Paul Windham is a CFP® professional with 15 years of industry experience, currently affiliated with Cetera. He has held roles at Avantax Advisory Services and Avantax Investment Services, and he is the owner of Windham Financial Group PC, where he is involved in tax preparation and accounting services. He also operates a CPA practice focused on individual and corporate tax returns. Cetera Investment Advisers serves a diverse client base including 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, combining advisor-managed accounts with firm-sponsored model portfolios and third-party managed solutions.

Gregory Tremblay is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for the Tom James Company for 15 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Greg Martin is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Cetera and its affiliated entities since 2013. Outside of his advisory role, he serves as treasurer for Cub Scout Pack 93. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering a range of portfolio management, financial planning, and fiduciary solutions.

Michael Matlock is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked at Next Financial Group, Inc. for 14 years and has been associated with Financial Service Co. since 2008. Matlock also owns a tax preparation and accounting business and provides non-variable insurance services. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment solutions ranging from model portfolios to customized discretionary arrangements.

Michael Hunter is a financial advisor at Edward Jones in Trussville, AL, holding a Series 63 designation with 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gregory Brooks is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been affiliated with Cetera since 2001 and operates Brooks Financial Services LLC as his investment practice. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing both advisor-managed accounts and firm-sponsored model portfolios.

Robin Owens is a financial advisor at Cetera with 23 years of industry experience and holds a Series 66 designation. Prior to joining Cetera, Owens worked at Avantax Advisory Services and 1ST Global Capital Corp. He is based in Gardendale, Alabama. Cetera serves a wide range of individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers various portfolio management and financial planning services, combining retirement and fiduciary capabilities with a broad trust and institutional network.

Brandi Jones is a financial advisor with UBS Financial Services in Gardendale, AL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with UBS since 2015. Outside of her advisory work, she is also an artist involved in arts and crafts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Katherine Schablow is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and six years of industry experience. Her prior work includes roles at Regions Bank and The Prudential Insurance Company of America. Outside of finance, she is involved as an antique dealer at an antique mall. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering portfolio management, financial planning, and fiduciary solutions with a mix of advisor-managed and firm-sponsored investment programs.

Jason Lippeatt is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at Concourse Financial Group Securities Inc and Investment Distributors Inc. Lippeatt is based in Homewood, Alabama. Cetera Investment Advisers serves a diverse client base including individual, 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, financial planning, and fiduciary services, utilizing advisor-managed accounts, model portfolios, and third-party solutions.

Angela Mixon is a financial advisor with Edward Jones in Trussville, Alabama. She holds the Series 66 designation and has been with Edward Jones since 2011. 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.

Kimberly Young is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. She also assists her mother with managing her accounts under a power of attorney arrangement. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships.

Brice Falkner is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been associated with Cetera and its related entities since 2020 and has operated Falkner Financial Advisors since 2010. Outside of his advisory work, Falkner serves on the finance committee of the First Baptist Church of Trussville. Cetera Investment Advisers serves a diverse client base including 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 a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Jennifer Farris is a financial advisor with Equitable Advisors in Trussville, AL, holding a Series 66 designation and 19 years of industry experience. She has been with Equitable Advisors since 2013 and was previously affiliated with Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Earl Falkner Jr. is a financial advisor at Cetera with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and its affiliates since 2020. Prior to that, he was with Securities Service Network, Inc. for 32 years and has operated Falkner Financial Advisors since 2010. He is also licensed to sell fixed insurance products including life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of services such as portfolio management, financial planning, fiduciary solutions, and access to third-party money managers, supported by various program structures and a combination of retirement and institutional capabilities.

Ferrell Oden II is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Klutch Konsultants and Target, as well as studies at the University of Alabama. Outside of advising, he is involved in a non-variable insurance agency. LPL Enterprise provides advisory services through a large network of representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services with insurance products.

Sara Hibbs is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her prior work includes six years at Cambridge Investment Research Advisors and sixteen years at ProEquities, Inc. Outside of her advisory role, she owns OG Lawncare LLC. LPL Financial provides a range of advisory and brokerage services to individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research and diverse investment solutions, combining large-scale advisory operations with non-advisory product offerings.

Eric Cantrell is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Cambridge Investment Research Advisors since 2013 and Cambridge Investment Research, Inc. since 2014. Outside of his advisory role, Cantrell is involved in insurance and employee benefits consulting and is also a writer and speaker. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, employing a range of investment strategies including model portfolios and third-party sub-advisers.