Robert Crane is a financial advisor with Cambridge Investment Research Advisors in Birmingham, AL, holding a Series 66 designation and five years of industry experience. He previously worked at Morgan Stanley for three years and has a diverse background including roles in education and banking. Outside of his advisory role, he is involved as Vice President at TIPTON ADVISORY GROUP and holds agent positions in insurance and financial planning through related entities. Cambridge Investment Research Advisors serves a broad client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of portfolio management solutions and uses both proprietary and third-party investment strategies, with services delivered through a large network of independent financial professionals.

Stacy Murdoch is a financial advisor at Primerica Advisors with 38 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Primerica Advisors since 1993. Outside of her advisory role, she is an owner and partner of Lorna Ridge Group, LLC. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, with approximately 3,698 advisors and $15.5 billion in assets under management. The firm offers model-based investment strategies complemented by discretionary separately managed accounts and utilizes third-party asset managers for portfolio construction and trade execution.

Steven Peterson is a financial advisor with Ameriprise in Hoover, AL, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its predecessor entities since 1997. Peterson is also involved in fiduciary activities as a personal representative. Ameriprise provides a retirement-income planning service targeting clients with significant investable assets, combining research-driven modeling and tax-efficient strategies to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Amanda Reid is a financial advisor at Cetera with 23 years of industry experience. She holds a Series 66 designation and has been with Cetera and its affiliate firms since 2013. In addition to her advisory role, she serves as an accounting manager for Regions Investment Services. Cetera Investment Advisers LLC offers a broad range of investment advisory services through a nationwide network of independent advisors, serving individual, retirement, corporate, charitable, and institutional clients with multi-manager portfolio options and varied program structures.

Mark Nall is a financial advisor with Equitable Advisors in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Equitable Advisors, and its predecessor AXA Advisors, since 1999. Outside of his advisory work, he serves as secretary and treasurer of Sandy River Hunting Club, LLC and is a board member involved in the oversight of neighborhood property value matters. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and nonprofit organizations, providing financial planning, retirement consulting, and diverse asset management programs primarily through its network of Investment Adviser Representatives and third‑party asset managers.

Dale Hansen is a financial advisor at Edelman Financial Engines with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple related firms since 2006, including Financial Engines Advisors and The Mutual Fund Store. He serves on the finance committee of Double Oak Community Church in Birmingham, Alabama. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions.

Asjha White Silas is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to her current role, she worked at Wells Fargo Bank, nA, BBVA, and several automotive dealerships. Outside of her advisory work, she also drives for Uber. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jonathan Williams is a financial advisor at Edward Jones in Birmingham, AL, holding a Series 66 credential with one year of industry experience. Prior to joining Edward Jones, he worked at Hoover City Schools and served for 19 years at First Baptist Church of Pelham. Outside of his advisory role, he maintains the lawn and parking lot at his wife’s dental practice through his sole proprietorship lawn care business and is an associate missionary leading trips with E3 Partners. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and managed solutions, supported by a large nationwide network of advisors and branch offices.

Bethany Davis is a financial advisor with LPL Financial in Birmingham, AL, holding a Series 66 credential and 12 years of industry experience. She was previously with The Covenant Group from 2012 to 2019 before joining LPL Financial. Outside of advising, she is the owner of Feed Dixie Farms, a business based in Wilsonville, AL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and portfolio management services, utilizing a broad range of investment strategies and technology tools alongside a large network of investment adviser representatives.

Clayton Lake is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2020. Prior to that, he was involved with HLW Pubs. LLC, Arch Global Precision, and Good People Brewing Co. 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 and offers a range of advisory programs and services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Ryan Caffrey is a financial advisor with Ameriprise in Birmingham, AL, holding a Series 66 designation and one year of industry experience. His background includes roles at Ameriprise Financial Services and academic positions at the University of Alabama and Seven Lakes High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides customized retirement income planning through written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Joel Johnson is a financial advisor with Equitable Advisors in Birmingham, AL, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory work, he serves as a board member for Quest Ministries, providing guidance to their youth recreation and camp ministry. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes third-party asset managers and comprehensive advisory models, providing various investment options and ERISA fiduciary services through its network of Investment Adviser Representatives.

Molly Wilder is a financial advisor at Ameriprise in Birmingham, AL, holding a Series 66 designation. She joined Ameriprise in 2024 and has prior experience at firms including Coastal Truck Driving School and MedPlan Recruiting, Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Morgan Choat is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Primerica Advisors since 2004 and also operates CMJ Financial Group, which involves sales of investment-related products and certain home-related services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Andrew Martin is a ChFC® credentialed financial advisor at OSAIC with 40 years of industry experience. He previously worked at Lincoln Financial Securities for six years and ProEquities, Inc. for 33 years. Martin is also the owner of Providence Benefits LLC, which offers health insurance and other insurance products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services utilizing asset-allocation tools, risk assessment, and a variety of investment options, supported by multiple advisory platforms and third-party managers.

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.