Christopher Sullivan is a financial advisor with Equitable Advisors in Birmingham, AL, holding the Series 66 designation and eight years of industry experience. His prior roles include positions at Synovus Bank and Synovus Securities, Inc. Outside of his advisory work, he serves as a sales associate involved in the sales of tax account programs and ancillary insurance products. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs, utilizing both proprietary and third-party advisory solutions delivered through a large network of Investment Adviser Representatives.

Carson Dycus is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work experience includes roles at Domino's Pizza and DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs.

Preston Wolfe is a Certified Financial Planner™ (CFP®) with nine years of industry experience, currently serving as a financial advisor at Edward Jones in Birmingham, AL. He has been with Edward Jones since 2016, accumulating ten years of service at the firm. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gerald Miranda is a financial advisor with Primerica Advisors in Birmingham, AL, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has worked with PFS Investments Inc. since 2011 and Primerica Financial Services since 2009. Outside the investment field, he has operated a self-employed commercial equipment lease brokerage business under the name CTC Capital, which he plans to discontinue. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and provides a tiered wrap-fee structure for its services.

Hampe Farmer is a Financial Consultant I at Fidelity Investments, a position held since 2026. Prior to this role, he worked as a Planning Consultant at Fidelity Investments from 2024 to 2026. His previous experience includes working as a Financial Planner at Kassouf & Co in 2023 and as a Financial Advisor at Raymond James from 2020 to 2022. Mr. Farmer collaborates closely with his clients to develop personalized financial plans aimed at fostering confidence in their financial futures. He emphasizes providing exceptional service through teamwork and building long-lasting client relationships. Outside of his professional career, Mr. Farmer is engaged in family activities and enjoys football, golf, and social events with friends.

Jacob Hulsey is a financial advisor at Ameriprise with Series 63 and 66 designations and three years of industry experience. His prior work includes roles at Northwestern Mutual and RhinoAg. He serves on the Junior Board of Directors for Alzheimer's of Central Alabama. 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 recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Lisa Gaddis is a CFP®-certified financial advisor with Ameriprise in Birmingham, AL, bringing 30 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she owns and manages a consulting business, Irby Investments Inc. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research and modeling techniques to deliver tailored, tax-efficient recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Jason Crowe is a financial advisor at LPL Financial in Birmingham, AL, holding a Series 66 designation with 21 years of industry experience. His work history includes multiple roles at LPL Financial since 2005, as well as positions at NEXT Financial Group and Securities America Advisors. He is also a co-owner of The Covenant Group, an investment-related business. 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 portfolio programs, third-party asset management, and institutional platforms.

Ricky Mc Quiston is a financial advisor with Cetera in Birmingham, AL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 44 years of industry experience, including over two decades at Concourse Financial Group Securities Inc and nearly three decades operating Highland Planning Group. Mc Quiston is also affiliated with Vision Financial Group and serves as a trustee for the Alabama-NAIFA Image Builder Fund. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management and financial planning services, supporting advisors with a mix of affiliated and third-party investment options.

Christopher Leopard is a financial advisor with Primerica Advisors in Birmingham, AL. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Primerica Advisors, he worked at PFS Investments Inc. He also has 18 years of service with the US Air Force. Outside of advising, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-driven investment strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Whitney Mc Laughlin is a financial advisor with OSAIC, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Royal Alliance Associates, Concourse Financial Group Securities, and Cetera Investment Services. Outside of financial advising, she operates a sole proprietorship as an attorney providing legal preparation related to family rental property. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers and multiple advisory platforms. The firm employs firm-provided asset-allocation tools and a range of investment strategies across various asset classes, offering both discretionary and non-discretionary portfolio management.

Jeffery Vandiver is a Series 66 licensed financial advisor with 12 years of industry experience. He is currently with LPL Financial, where he has worked since 2020, following prior roles at Cetera Investment Services and PNC Bank. Outside of his advisory work, he is employed as a school bus driver for Pell City School Systems. 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 range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

Wesley Plunk is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. In this role, he collaborates with clients to develop comprehensive wealth plans tailored to their specific financial situations and needs. He emphasizes open communication and long-term relationships with clients and their families. Wesley has been with Fidelity Investments since 2011, progressing through roles including Investment Representative and Financial Consultant. Prior to joining Fidelity, he worked as a Wealth Advisor at JC Reed & Company and as a Financial Representative at Northwestern Mutual, gaining experience in financial consulting and wealth management. Throughout his career, Wesley has focused on strategies related to wealth planning and client relationship management. Further details about his education, credentials, personal interests, or community involvement have not been provided.

Daniel Bass is a financial advisor at Ameriprise with 40 years of industry experience. He held previous roles at Synovus Securities, Inc. for 18 years before joining Ameriprise in 2023. Bass serves on the Board of Directors for the Leon Aland Foundation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income and tax-aware withdrawal strategies.

Ryan Parker is a financial advisor with OSAIC based in Birmingham, AL. He holds a Series 66 designation and has one year of industry experience. Prior to joining OSAIC, he has served in the Alabama Air National Guard since 2019 and owns Parker Family Group, a real estate investment company managing residential rental properties. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services. The firm employs various asset-allocation tools and supports multiple advisory platforms, including third-party managed accounts, to construct client portfolios across a broad spectrum of investment types.

Maurice Nix is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Wells Fargo Clearing, he worked in various roles including at K and G Mens Clothing and Lowe's Home Improvement. Outside of his financial career, Nix is the assistant music director for Saint Paul AME in Birmingham, Alabama, and works as an independent musician. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines in-house research and third-party analytics to support diversified investment strategies and offers a wide range of brokerage and advisory solutions.

Shelly Floyd is a financial advisor at Cetera with a Series 66 designation and five years of industry experience. She has held roles at Cetera and its affiliates since 2022 and is also involved in administrative support activities at Vision Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and investment options to meet diverse client needs.

Mitchell Chappell is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2023. In this capacity, he leads a team focused on assisting families and organizations with significant wealth decisions. Prior to this, he served as a Planning Consultant at Fidelity Investments from 2022 to 2023. Mitchell has a background in financial advising and branch management, having worked as a Financial Advisor and Vice President at Regions Investments from 2020 to 2022, and as a Branch Manager at Regions from 2015 to 2020. He holds an Arkansas Insurance License, enabling him to provide insurance-related financial guidance. Outside of his professional responsibilities, Mitchell enjoys activities such as biking, cars, fitness, hiking, kayaking, and outdoor adventures.

John Edwards is a CFP®-certified financial advisor with 29 years of industry experience, currently affiliated with LPL Financial in Birmingham, AL. He worked at Merrill from 1997 to 2009 before joining LPL Financial, where he has been since 2009. 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 broad range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Kelly Morgan is a financial advisor with LPL Financial in Birmingham, AL, holding a Series 66 designation and nine years of industry experience. Morgan previously worked at Cetera Advisors and has been affiliated with GrandView Financial Group for over a decade. Outside of advisory activities, Morgan is a commissioned notary public. 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, and institutional platforms, supported by a large network of investment adviser representatives.