Brad Hendrix is a financial advisor with LPL Financial in Irondale, Alabama, holding a Series 66 designation and 13 years of industry experience. He previously worked at Securities Service Network before joining LPL Financial in 2020. Outside of his advisory work, Hendrix is involved in tax preparation and accounting services through his own practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources and providing both discretionary and non-discretionary management options.

Robert Lott is a ChFC® credentialed financial advisor with 46 years of industry experience. He is currently with Cambridge Investment Research Advisors, where he has worked since 2020, following prior roles at LPL Financial and INVEST Financial Corp. Outside of his advisory role, he is also an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing both proprietary and third-party investment strategies across multiple platform arrangements.

Amir Khan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and based in Birmingham, AL. He has been with Wells Fargo Clearing since 2025 and has prior experience with Wells Fargo Bank, KMG Solutions, Sedgwick, and other firms dating back to 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Brad Hendrix Sr. is a financial advisor at LPL Financial with 43 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Securities Service Network, Inc. for 32 years before joining LPL Financial in 2020. Outside of advising, he operates a tax preparation and accounting business and is involved in non-variable insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by extensive research and model portfolios.

Henry Lynn Jr. is a financial advisor at Stifel with 53 years of industry experience. He holds a Series 63 designation and has been with Stifel since 2015. Outside of his advisory role, he serves as a trustee and director for several charitable and cultural organizations in Birmingham, including the Diane Stobert Sessions and Paul Trammell Sessions, Jr. Foundation, the Cathedral Church of the Advent Endowment Fund, and the Birmingham Museum of Art Endowment Trust. He is also involved with the Order of First Families of Virginia, a genealogical society. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that supports asset allocation and financial planning analyses.

Eldred Barger is a financial advisor with Ameriprise, holding a Series 66 credential and 17 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2008. Outside of his advisory role, Barger is co-owner of a baseball training facility and serves as president of the Seventeen Baseball Club, in addition to holding multiple nonprofit board positions. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Andrew Burns is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 65 licenses and three years of industry experience. He previously worked at Cetera Investment Services LLC, Regions Bank, and Northwestern Mutual. 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 financial advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and public entities, delivering non-discretionary planning and portfolio recommendations supported by a broad affiliate network and specialized municipal finance capabilities.

Jody Newsome is a financial advisor at Charles Schwab with a Series 66 designation and experience spanning positions at Thrivent Financial and Regions Bank. Newsome has been with Charles Schwab since 2026. Charles Schwab & Co., Inc. serves a large client base, 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 combination of non-discretionary and discretionary investment management through multi-asset model portfolios and maintains a distinctive operational structure integrating advisory, brokerage, custody, and cash-sweep services.

Grant Wagstaff is a Financial Consultant at Fidelity Investments, where he works with clients to develop comprehensive retirement plans aimed at achieving financial and emotional security for their families. He has been with Fidelity Investments since 2016, advancing through roles including Financial Representative-Full Trader, Relationship Manager, and Planning Consultant before becoming a Financial Consultant in 2022. Grant's professional background focuses on retirement planning and client relationship management within the financial services sector. His progressive experience at Fidelity Investments underlines his expertise in delivering tailored financial strategies to meet client needs. Outside of his professional role, Grant's personal interests include football, golf, spending time at the lake, visiting museums, and attending theater.

Laurel Pressley is a financial advisor with Stifel in Birmingham, AL, holding a Series 66 designation and seven years of industry experience. She has worked at Stifel Nicolaus since 2019 and previously held positions at INTL FCStone Financial Inc., St. Clair Farmers Co-op, and Alabama Farmer's Cooperative. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Steven Kahn is a financial advisor with Cambridge Investment Research Advisors in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2017 and has been associated with Cambridge Investment Research Inc since 2014. Kahn is also president and owner of Greystone Capital Management Inc., an investment-related business based in Birmingham. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing various platform arrangements and both proprietary and third-party investment strategies.

John Ehrhardt Patty is a financial advisor with Charles Schwab in Mountain Brook, AL, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, and Cory Watson Attorneys. Charles Schwab 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a formal alternative-investment onboarding process.

Patrick David is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel since 2015. Outside of his advisory work, he serves as a board member for Smile A Mile, an organization supporting children with cancer and their families. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and advisory services backed by proprietary investment analysis and probabilistic modeling from its Investment Strategy Group.

Dean Gambrell Jr. is a financial advisor with LPL Financial in Birmingham, AL, holding a Series 66 designation and 12 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Securities Service Network, Inc. and operated Gambrell Financial Advisor. He is also the sole owner and operator of Gambrell Tax Advisors, LLC, a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationally. The firm offers a wide range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Alisha Hall is a Series 66-licensed financial advisor at LPL Financial with four years of industry experience. She has been associated with Grandview Financial Group and LPL Financial since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

John Scarbrough is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes multiple roles at The University of Alabama and positions in media and retail. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies and its advisory role to multiple registered investment companies.

Weston Akin is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds the Series 66 designation and has worked previously at firms including MDSI Inc., Strategic Financial Partners/MassMutual Life Insurance Co., and Southern States Bank. Outside of finance, he works as a wedding and event DJ, providing music and sound services for weddings and school dances. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive planning engagements using firm-approved tools and offers programs including estate settlement and employer-sponsored planning.

Amelia Luttrell is a financial advisor at Raymond James & Associates with Series 63 and Series 65 credentials and three years of industry experience. She previously worked at Arlington Capital Advisors for two years before joining Raymond James. Amelia serves on the Junior Board of Directors for Oasis Counseling for Women & Children, a nonprofit organization focused on supporting vulnerable women, children, and families. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser providing wealth advisory and investment consulting services to a wide range of clients, including individuals, institutions, and municipal entities. The firm delivers non-discretionary planning and recommendations, supported by its extensive affiliate network and specialized capabilities in public finance.

Sydney Dale is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, Dale worked in various roles including teaching positions and involvement with Dance South Studio. Outside of finance, Dale has experience related to community activities such as involvement with Make-A-Wish Alabama. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model investment solutions.

Joshua Little is a financial advisor with Cetera and holds a Series 66 designation. He has three years of industry experience, including prior roles at Ameriprise, LPL Financial, and Abroms and Associates. Outside of his advisory role, he is also an associate financial advisor at Cunningham Financial Group, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with access to multiple program structures, third-party managers, and both discretionary and non-discretionary account management.