Michael Perez Jr. is a financial advisor at Raymond James Financial in Birmingham, AL, holding the Series 66 designation with one year of industry experience. His career includes previous roles at Hartline Financial Advisors, Raymond James Financial Services, Inc., the University of Virginia, AT&T, and the National Association of Landscape Professionals. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers tailored, non-discretionary planning and analytical tools to support client goals and is notable for its municipal advisor affiliation and specialized advisory programs.

Brian Pflaum is a financial advisor with LPL Financial in Birmingham, Alabama, holding a Series 63 designation and 28 years of industry experience. He worked at Lincoln Financial Advisors Corporation from 1998 to 2024 before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Katherine Schablow is a financial advisor at Cetera with seven years of industry experience. She holds Series 63 and Series 66 designations and has worked at Cetera since 2017 in various capacities. Outside of her advisory work, she is involved in antique dealing. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a 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 both affiliated and third-party money managers.

Robert Smith Jr. is a financial advisor with Cetera in Birmingham, AL, holding a Series 63 designation and 24 years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2025 and previously spent 14 years with Concourse Financial Group Securities Inc. Outside of his advisory roles, Smith serves as a board member of the Restoration Academy, a private school in Fairfield, AL. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients. It offers a multi-manager platform with diverse portfolio management options, including model portfolios, third-party managers, and custom strategies.

Jason Lippeatt is a Series 66-credentialed financial advisor with 18 years of industry experience. He has worked at Cetera since 2025, following prior roles at Investment Distributors Inc and Concourse Financial Group Securities Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting a network of over 10,000 advisors and managing more than $256 billion in assets.

Jonathan Hollingsworth is a financial advisor with Cetera, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at Sterne Agee Financial Services Inc. for eight years and is also affiliated with Regions Bank, where he serves as a wealth advisor. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party money managers.

Angela Mixon is a financial advisor at Edward Jones in Trussville, Alabama, holding a Series 66 designation with three years of industry experience. She has been with Edward Jones since 2011, totaling 15 years at the firm. 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 solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Edward Jones is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 43 years of industry experience. He has been with Primerica Advisors since 1982 and Primerica Financial Services since 1991. Outside of his advisory role, Jones is a partner in Stonebridge Development and Azalia Cove, LLC, and owns The Easy Street Band in Birmingham, Alabama. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm offers a wrap-fee asset management program that delivers model-driven investment strategies supported by third-party managers and custodial services.

Kimberly Young is a financial advisor at Raymond James & Associates with 29 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing for a combined 16 years. Outside of her advisory role, she assists her mother by serving as a power of attorney to manage her accounts. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various advisory programs and provides municipal advisory services alongside market-making and execution in municipal and government bonds.

Brice Falkner is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and possessing 19 years of industry experience. He has worked with several firms, including Cetera Advisors LLC, Rockridge Partners, LLC, and Falkner Financial Advisors, which he has operated since 2010. Outside of his advisory role, Falkner serves on the finance committee of the First Baptist Church of Trussville. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that supports discretionary and non-discretionary management across multiple program structures and custodial relationships.

Davis Brown is a financial advisor at Raymond James Financial with 40 years of industry experience. He has been with Raymond James Financial and its affiliated entities since 2008. Brown holds a Series 63 designation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports municipal and public-finance advisory work through a unique affiliation with a municipal advisor.

Jennifer Farris is a financial advisor with Equitable Advisors in Trussville, Alabama, holding a Series 66 designation and 19 years of industry experience. Her prior work history includes roles at Axa Advisors, LPL Financial, Uvest Financial Services Group, Inc., and Morgan Keegan & Company, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs for individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm uses a range of advisory models implemented through third-party sponsors and LPL programs, offering varied investment options including mutual funds, ETFs, separately managed accounts, and select alternatives.

Earl Falkner Jr. is a financial advisor at Cetera with 49 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with Securities Service Network, Inc. and managed his own firm, Falkner Financial Advisors. He is also active as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting discretionary and non-discretionary accounts across various program structures.

Russell Jordan is a CFP® with 32 years of industry experience, currently affiliated with LPL Financial since 2012. He has also been associated with America’s First FCU since 2004. His activities include operating under the DBA America’s First Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, managing over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Trent Howard is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and also has been involved with Birmingham Investment Group in a non-investment related advisory capacity. Prior to his current role, he spent several years associated with Clemson University and Briarwood Christian Upper School. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers tailored, non-discretionary investment consulting using analytical tools and supports a broad advisor network with a range of advisory programs.

Ferrell Oden II is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked at Klutch Konsultants and Target, and he completed his education at the University of Alabama. He is also involved in a non-variable insurance agency in Adamsville, Alabama. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and various institutions. The firm’s model-driven investment approach incorporates portfolios developed by internal research and third-party strategists, with additional services such as financial planning, access to asset managers, and insurance product facilitation through affiliated entities.

Joseph Anthony is a CFP® professional with 12 years of industry experience, currently affiliated with LPL Financial in Birmingham, AL. His prior experience includes roles at Wells Fargo Clearing, Bank of America, Merrill, UBS Financial Services, and Cetera. 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 portfolio programs, and institutional platforms, supported by a large network of over 22,800 advisors and advanced operational tools.

Stuart Whatley Jr. is a financial advisor with Raymond James Financial in Birmingham, AL, holding Series 63 and Series 65 credentials and offering 36 years of industry experience. He has worked with Raymond James Financial since 2009 and has been associated with several related entities since 2008. Outside of his advisory role, he serves as a board member and chair of the finance committee for the Alabama School of Fine Arts Foundation and is involved in multiple LLCs as an owner or managing member. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, corporations, institutions, and nonprofits. The firm employs fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and consulting to client goals, supporting implementation through advisory programs or other providers.

Barry Nelson is a financial advisor with Raymond James Financial in Birmingham, AL, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has worked at Raymond James and its affiliates since 1999 and spent nearly three decades at Jefferson Securities. In addition to his advisory role, he has provided tax preparation services since 1979. Raymond James Financial Services Advisors offers financial planning and investment consulting to individuals, high-net-worth clients, institutions, and organizations. The firm uses analytical tools and risk profiling to provide tailored, non-discretionary advice and supports municipal and public finance work through a unique municipal advisor affiliation.

Sara Hibbs is a financial advisor at LPL Financial with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Cambridge Investment Research Advisors and ProEquities, Inc. In addition to her advisory work, she owns a lawn care business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a range of advisory and brokerage services.