Marigene Taylor is a Series 66-credentialed financial advisor with 20 years of industry experience. She has worked at VALIC Financial Advisors, Inc. since 2017 and previously spent eight years with Sagepoint Financial, Inc. Taylor is also an agent for Agia, where she is involved in non-securities insurance products. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models with an emphasis on diversified asset allocation and periodic rebalancing.

Kyle Martin is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He previously worked at Raymond James & Associates for 13 years before joining Steward Partners. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Chadwick Messina is a financial advisor at Truist Advisory Services with 14 years of industry experience. He holds a Series 66 designation and has been with Truist and its related entities since 2018, including prior roles at BB&T Investments and BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

James Harris III is a financial advisor at Stifel with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 2015. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology that uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Tuyet Nguyen is a Series 66-licensed financial advisor with eight years of industry experience, currently with LPL Financial since 2021. She previously worked at BBVA Wealth Solutions, BBVA Securities, Compass Bank, and ProEquities. Outside of finance, she operates a nail salon. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions, offering a range of advisory services including financial planning, model portfolios, and institutional platforms.

Paul Bush is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His career includes prior roles at Bank of America, Merrill, BBVA Securities, and Compass Bank. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing financial planning and advisory services with non-discretionary consulting based on detailed analyses and supported by firm research and a range of portfolio management options.

Pablo Miranda is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Wells Fargo Clearing and Regions Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individual investors, 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 options spanning automated allocations to bespoke strategies.

Matthew Nichols is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he held roles at MML Investors Services, MassMutual Life Insurance Co, and worked in education at Keiser University, Delta State University, Shelton State Community College, and Prattville High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

David Gilchrist Jr. is a financial advisor at Stifel with 29 years of industry experience. He holds a Series 63 designation and has been with Stifel Nicolaus & Co Inc since 2013. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to offer asset allocation, retirement, insurance, and estate planning analyses.

Robert Stein is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2011. He has over twenty-five years of experience in the financial services industry, having held various roles including Investment Representative, Client Service Specialist, Financial Representative, and Branch Service Representative at Fidelity Investments, as well as Shareholder Services Representative at BISYS Fund Services. Throughout his career, Robert has focused on partnering with clients to help them pursue their financial goals, build and preserve wealth, and maintain a focus on what matters most to them. This client-centered approach has enabled him to develop long-term, trust-based relationships. Outside of his professional work, Robert enjoys fitness activities such as golf, hiking, running, skiing, and traveling.

Henry Holliday is a Series 66 licensed advisor with Stifel in Birmingham, AL, bringing 16 years of industry experience. He has been with Stifel since 2015. Outside of his advisory role, he serves as Finance Chair for YoungLife in North Alabama, assisting with managing operating accounts and donations for the local Christian ministry to high school students. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling.

John Horton is a financial advisor with Ameriprise in Birmingham, AL, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked at Raymond James & Associates and Strategic Financial Partners. Outside of his advisory role, he serves as a head coach for a 7th grade baseball team in the Vestavia Hills Youth Baseball League. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations through a centralized consulting team.

Michael Winter is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has been with Cetera and its affiliates since 2015, alongside concurrent roles at Regions Bank and MetLife. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary investment authorities across multiple program structures.

William Shaw is a financial advisor with Charles Schwab, holding a Series 66 designation and 22 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2022, and prior to that spent nearly two decades with TD Ameritrade Investment Management and TD Ameritrade, Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a blend of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a formal alternative investment program.

Jake Majors is a financial advisor with Raymond James & Associates in Birmingham, AL. He holds a Series 66 designation and has been with the firm since 2026. Prior to his current role, Majors has held positions at Auburn University and Greystone Country Club. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and non-discretionary investment consulting through various specialized programs.

Jessica Hall is a financial advisor at Raymond James & Associates with 21 years of industry experience. She has worked at Raymond James since 2019 and previously held positions at BBVA Securities Inc., BBVA Wealth Solutions Inc., and COMPASS Bank. She holds a Series 63 designation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and advisory services supported by a wide range of portfolio management styles and affiliated research.

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.

Joseph Cobb is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Cetera Investment Services, Regions Bank, Charles Schwab, and Merrill. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles and affiliated research resources.

Benjamin Herzog is a Planning Consultant at Fidelity Investments, where he focuses on helping clients take control of their financial futures through personalized holistic planning. He collaborates with individuals to develop comprehensive strategies aligned with their retirement goals, addressing concerns and identifying opportunities to strengthen financial plans. Benjamin's experience at Fidelity Investments includes roles as a Relationship Manager from 2025 to 2026 and as a Financial Representative from 2023 to 2025. Through these positions, he has developed expertise in client relationship management and financial planning. Outside of his professional work, Benjamin has interests in boating, fishing, fitness, football, golf, and soccer.

Scott Renfroe is a financial advisor with Raymond James & Associates, holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at Heritage 1843, Troy University, Starling Tree Farm, and Pike Liberal Arts School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, investment consulting, and institutional services with a range of portfolio management styles and affiliated research.