Aaron Hardin is a Planning Consultant at Fidelity Investments' Birmingham Investor Center. He collaborates with clients to develop customized financial plans that align with their goals and values. Aaron emphasizes understanding the individual priorities of each client to create thoughtful strategies supporting their financial aspirations. He has been working as a Planning Consultant at Fidelity Investments since 2021. Prior to this role, Aaron gained experience as a Personal Banker at BBVA from 2019 to 2021. Outside of his professional work, Aaron is interested in concerts, family activities, football, social events with friends, golf, and lake-related activities.

Stuart Johnson is a financial advisor with Raymond James & Associates in Birmingham, AL, holding a Series 66 designation and eight years of industry experience. He has been with Raymond James since 2017 and previously worked at The Title Group, Inc. from 2015 to 2017. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program, serving individuals, employer-sponsored retirement plans, corporate and charitable entities, as well as state and municipal government clients. The firm offers tailored financial plans and investment recommendations, along with institutional consulting and public finance services.

Earl Falkner III is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at Cetera and its affiliates since 2020 and has operated Falkner Financial Advisors since 2010. He also holds an insurance agent role selling life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC serves individual, employer-sponsored retirement plan, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.

William Mcintyre is a financial advisor with J.P. Morgan Securities in Birmingham, AL, holding Series 65 and Series 63 licenses and three years of industry experience. He previously worked at Wells Fargo Clearing Services and Wells Fargo NA and has been involved with the Boy Scouts of America Greater Alabama Council for nine years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence, with an ESG eligibility framework incorporated in its investment approach.

Jeffrey Hinrichs is a CFP® with 24 years of industry experience, currently working at Charles Schwab. He has been with Charles Schwab and Charles Schwab Bank since 2020, following roles at USAA Investment Management Company and USAA Financial Advisors. Hinrichs also served in the USAF Reserves for 24 years. Charles Schwab & Co., Inc. serves a large client base mainly composed of high- and ultra-high-net-worth individuals, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts through its integrated wealth management platform.

Peppi Talley is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds a Series 63 designation and has worked at Raymond James since 2021. His prior experience includes roles at BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and COMPASS Bank. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and public finance services.

David Pittman is a financial advisor with Mass Mutual Investors Services in Birmingham, AL, holding the ChFC® designation and a Series 63 license. He has 48 years of industry experience, including roles at Mass Mutual Investors Services since 2017 and Massachusetts Mutual Life Insurance Company since 2016, as well as running Pittman & Associates/New England Life since 1975. Outside of advisory services, he is an insurance agent and has ownership interests in family-related investment and business entities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of planning and investment programs and educational seminars, focusing on long-term collaborative client relationships.

Dean Paugh is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients, offering tailored financial plans and institutional consulting services.

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.

Jill Taylor Phillips is a financial advisor at Raymond James & Associates with five years of industry experience. She holds the Series 66 designation and has previously worked at Merrill and RBC. Her background includes roles outside finance, such as positions in the hospitality and restaurant industries. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, with services ranging from non-discretionary advisory to institutional consulting and public finance.

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.

Brian Southerland is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates provides 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 offers both tailored financial plans and institutional consulting, with a focus that includes public finance and municipal work.

John Hamn is a financial advisor at Stifel with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel since 2015. Outside of his advisory role, he is a managing member of Gunski, LLC and a member of Rectory, LLC, both single-building real estate investment entities. Stifel serves a wide range of clients, including individual, institutional, and nonprofit entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

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, holding Series 63 and Series 65 credentials and having two years of industry experience. He has worked at both Primerica Advisors and Primerica Financial Services since 2024 and served in the US Air Force since 2008. Outside of advising, he is involved in sales of home security and automation products, as well as loan product referrals, through affiliated Primerica companies. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies and discretionary separately managed accounts, supported by BNY Mellon Advisors and Pershing, and operates at scale with approximately $15.5 billion in assets under management.

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 financial advisor with LPL Financial, holding a Series 66 designation and bringing 12 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Cetera Investment Services and Regions Bank, among other firms. Outside of his advisory role, he works as a school bus driver for the Pell City School Systems. LPL Financial serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management, utilizing model portfolios, research, and various technology-driven solutions.

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.