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 financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2021, Nguyen worked at BBVA Wealth Solutions Inc., BBVA Securities Inc., Compass Bank, and ProEquities, Inc. Outside of her advisory role, she also operates a nail salon. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios and research.

Paul Bush is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. His prior roles include positions at Bank of America, Merrill, BBVA Securities, BBVA Compass Insurance Agency, and Compass Bank. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program, along with institutional consulting and public finance capabilities.

Pablo Miranda is a financial advisor at Cetera with two years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several financial institutions including Wells Fargo and Regions Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, 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 investment 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.

James Stathopoulos is a financial advisor at Charles Schwab with five years of industry experience. He holds the Series 63 and Series 66 licenses. His prior work includes roles at Charles Schwab Bank, Alpha Gamma Delta Property Management, and several country clubs. 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’s approach combines non-discretionary advisory relationships with access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Henry Holliday is a financial advisor at Stifel with 15 years of industry experience. He holds a Series 66 designation and has been with Stifel since 2015. Outside of his advisory role, he serves as the Finance Chair for YoungLife in North Alabama, assisting with cash flow and donation management for the ministry. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm uses proprietary methodologies developed by its Investment Strategy Group to deliver asset allocation and financial planning guidance.

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 the Series 66 designation and has less than one year of industry experience. Prior to joining Raymond James & Associates, he held various roles at Raymond James and Auburn University. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 advisors. The firm serves individual and institutional clients through wealth advisory planning, investment consulting, and specialized municipal and public finance services.

Jessica Hall is a financial advisor with Raymond James & Associates in Birmingham, AL, holding a Series 63 designation and 21 years of industry experience. Her prior roles include positions at BBVA Securities Inc., BBVA Wealth Solutions Inc., and COMPASS Bank. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations using firm research and planning tools, and it also serves municipal clients through its public finance and institutional consulting capabilities.

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 66 and Series 63 licenses and 12 years of industry experience. His prior roles include positions at Cetera Investment Services, Regions Bank, Charles Schwab, and Western & Southern Life. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including high-net-worth individuals, institutional clients, and government entities, with a notable presence in municipal and public finance sectors.

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. He holds the Series 66 designation and has been in the industry since 2022. Prior to his advisory roles, he worked in educational institutions including Troy University and Pike Liberal Arts School, and was involved with Starling Tree Farm. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 financial advisors. The firm offers wealth advisory planning and investment consulting to a diverse client base, including individuals, pension plans, corporations, and government entities, with a notable focus on municipal and public finance through its extensive affiliate network and firm-sponsored programs.

Stephen Sink is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a variety of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.