James Murfee IV is a CFP® professional with 37 years of industry experience. He has been with Voya Financial Advisors, Inc. since 2014 and is also the owner of The Murfee Group and Murfee Meadows Inc., both established in 1993. He serves as president of several related businesses, including property management entities. Voya Financial Advisors, Inc. serves a diverse client base ranging from individual investors to institutional clients such as retirement plan sponsors and charitable organizations. The firm offers financial planning, portfolio management, and various advisory programs, with a focus on providing predominantly non-discretionary investment advice.

Jessica Baugh is a financial advisor with Voya Financial Advisors, Inc. in Birmingham, AL, holding Series 63 and Series 66 credentials. She has 18 years of industry experience, including 12 years at Voya Financial Advisors and 19 years at Murfree Meadows, Inc. Voya Financial Advisors serves a diverse client base including individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and retirement plan consulting through various program structures, with a focus on recommendation-based, non-discretionary client relationships.