Albert Ellison Jr. is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 27 years of industry experience. He previously worked at Concourse Financial Group Securities Inc. for 26 years and serves as an advisory board member for Truist Bank since 2010. In addition to his advisory role, he is the managing shareholder of Ellison & Ellison PC, a CPA firm, and serves on the boards of several local organizations, including a children's charity where he assists with bookkeeping and tax compliance. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers.

James Burns Jr. is a financial advisor with LPL Financial in Birmingham, AL, holding Series 63 and Series 66 licenses and having 21 years of industry experience. Prior to joining LPL Financial in 2013, he worked at Wells Fargo Clearing for five years and concurrently serves as Executive Vice President of Private Banking at Cadence Bank. Outside of his financial roles, he is the managing member of Lee Haven Sportsman Club LLC, a hunting and fishing club based in Livingston, Alabama. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions supported by research and technology, serving over 22,800 advisors and overseeing more than $819 billion in discretionary assets.

Marcus Hume is a CFP®-designated financial advisor with 12 years of industry experience, currently with LPL Financial in Birmingham, AL since 2021. His prior experience includes roles at Berk Cleveland Rathmell Wealth Strategies and Northwestern Mutual in various capacities from 2013 to 2021. He is also involved with Spotmine, Inc., a holding company with no revenue activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Anne Medori is a financial advisor with Ameriprise in Odenville, Alabama, holding a Series 63 designation and 39 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she has interests in oil and gas leases inherited through her family in Texas. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jill Smith is a financial advisor with Cetera, holding a Series 66 designation and 14 years of industry experience. She has worked at Cetera Investment Services LLC, Cetera, and Regions Bank since 2017, and previously at ProEquities, Inc. from 2015 to 2017. Outside of her advisory role, she serves as an independent consultant for Pure Romance. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, supporting over 10,000 advisors and approximately 800,000 clients.

Jay Trousdale is a financial professional at Cetera with three years of industry experience and holds a Series 66 designation. He has worked with several firms including Great Scott Consulting and Inspired Wealth Solutions. Outside of financial services, Trousdale operates a math tutoring business providing instruction and ACT preparation for students from seventh through twelfth grade. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with options including model portfolios, third-party managers, and bespoke strategies.

Cindy Chandler is a CFP® with 30 years of industry experience. She is currently with OSAIC and was previously with Securities America Advisors, Inc. for 10 years. She is also the sole proprietor of Chandler Financial Group, Inc. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing firm-provided tools and third-party platforms to construct and manage portfolios across various asset classes.

Margaret Broome is a financial advisor with Raymond James & Associates, holding a Series 66 designation and seven years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Charles Whitley is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Primerica Advisors since 1995 and is also associated with CMJ Financial Group. In addition to his advisory role, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily under a tiered wrap-fee structure.

Russell Tate is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Cetera since 2014 and is based in Hoover, AL. Outside of his advisory work, he serves as a volunteer coach, board member, and age group director for Oak Mountain Youth Baseball. Cetera Investment Advisers LLC is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse investment management and financial planning services through a multi-manager platform that provides access to affiliated and third-party managers across various program structures.

Chad Sepulvado is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 25 years of industry experience. His prior roles include over 17 years with Jackson National Life Distributors. Outside of advising, he owns a technology services company and is involved in healthcare and employment staffing businesses. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services. The firm provides a range of portfolio management options through independent financial professionals and features proprietary and third-party investment strategies.

Paul Turnbow is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has worked at Cetera and affiliated entities since 2024. Prior to his financial services career, he operated World Class Taekwondo LLC for 12 years. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, and institutional clients nationwide through a network of over 10,000 advisors. The firm offers a range of portfolio management and retirement services and operates a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Aspen Seeds is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Primerica, Aspen held various roles including at PFS Investments Inc. Outside of advisory work, Aspen is an independent contractor and shopper for Instacart. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients primarily through model-delivery strategies managed by unaffiliated asset managers. The firm supports a large advisor base and offers a range of investment models with custody and execution services provided by Pershing.

Lellwyn Griffin is a financial advisor at Edward Jones with 16 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2009. 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 under management and offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.

Bradley Martin is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 credentials and six years of industry experience. He has worked concurrently in financial services and healthcare, serving as a physical therapist at UAB Medicine while maintaining his advisory role. Martin is also involved with Unconquered Financial Services, Inc., where he holds ownership and an employee role. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, offering a range of portfolio management solutions across multiple platforms and custody arrangements.

Aishah Smith is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has worked at Wells Fargo Bank NA and Wells Fargo Clearing Services since 2018, and previously held roles at BBVA Securities Inc., BBVA Compass Insurance Agency Inc., and Compass Bank. Outside of her advisory work, she is employed as a retail sales associate at Target. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs among its offerings.

Julie Shropshire is a financial advisor with Ameriprise in Birmingham, AL, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering tailored recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its advisory approach.

Keith Whetter is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 22 years of industry experience. He has been with Primerica Advisors since 2002 and is also involved with EHR Financial Group and several other businesses related to auctions and auto sales. Outside of advisory work, he engages in sales of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-based strategies and separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Carl Stringfellow III is a financial advisor with Cetera, holding a Series 66 designation and bringing 27 years of industry experience. He has worked with Cetera and its related entities since 2013 and has been associated with Regions Bank since 2008. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individual investors, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors and managing assets exceeding $256 billion.

Robert Ross II is a financial advisor at Mass Mutual Investors Services with 14 years of industry experience. He holds the Series 66 designation and has worked previously at Northwestern Mutual in multiple capacities. Ross serves as the treasurer for the Hope for Autumn Foundation, a nonprofit organization. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs collaborative, software-driven planning processes and provides various specialized planning programs and educational seminars.