Edward Powell is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has built a career spanning over three decades in financial services, beginning his advisory work in 1988 after a career as an entrepreneur in the building materials distribution industry. Edward has spent his entire advisory career with Merrill, developing long-term relationships with clients, many of whom have remained with him since the start of his tenure. With over 36 years of experience at Merrill, Edward specializes in creating personalized financial strategies tailored to each client's risk tolerance, investment objectives, and time horizon. His approach emphasizes a disciplined process that involves getting to know clients and their families to deliver service aligned with their unique financial situations. Edward holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Auburn University. Edward and his wife Sarah live in Mountain Brook, Alabama. They spend much of their free time at Lake Martin with their five children and seven grandchildren.

Thomas Noon is a financial advisor with Thrivent Investment Management in Birmingham, AL, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning on a range of topics, with planning and managed-account services available separately or combined under a consolidated billing option.

Coleman Richards is a financial advisor at Morgan Stanley with 11 years of industry experience. He has held roles across Morgan Stanley Private Bank, BBVA Wealth Solutions, and related BBVA entities since 2014. Richards holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Paul Lawrence is a financial advisor at Primerica Advisors with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Financial Services and Primerica Advisors since 2019. Outside of advisory work, he serves as a class instructor at Country Club Birmingham. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers advisory services through a model-delivery approach supported by third-party asset managers and custody providers, with approximately $15.5 billion in assets under management.

Ulysses Myers II is a Senior Financial Advisor at Merrill Lynch Wealth Management, with a career beginning in 1992. He specializes in areas including college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. A graduate of Samford University, Ulysses holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. His approach to wealth management emphasizes effective communication and listening to clients' evolving goals through different stages of life, considering priorities such as finances, work, family, health, and giving. Outside of his professional role, Ulysses has interests in fishing, golfing, table tennis, and traveling. He is also involved with Hunter Street Baptist Church.

Bryan Morgan is a financial advisor with Merrill in Birmingham, AL, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked with Merrill since 1996 and Bank of America, N.A. since 2022. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

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.

James Hill is a financial advisor with Wells Fargo Advisors in Homewood, AL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 12 years. Outside of his advisory work, he serves on the New Membership Committee at Vestavia Country Club in Birmingham, AL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients who meet a net-worth threshold, utilizing Wells Fargo research and planning tools to develop recommendations delivered through meetings and written summaries.

Melanie Purvis is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of her advisory role, she manages an estate as executor and co-executor and owns a financial planning practice in Gulf Shores, Alabama. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and tools.

John Dunham is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors. Dunham manages a paper manufacturing plant for Westrock Corp and serves as counsel for a nonprofit focused on improving mental and physical health in the construction industry. OSAIC serves a wide range of retail and institutional clients through a large network of advisers, offering integrated financial planning, investment advisory services, and access to third-party money managers. The firm utilizes advanced asset-allocation tools and supports multiple advisory platforms and investment strategies.

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.

Lacey Maxwell is a financial advisor at Merrill with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing, BBVA, and LifeStore Insurance. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations.

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.

Jamie Holman is a CFP®-designated financial advisor with 33 years of industry experience. He has worked at Wells Fargo Clearing since 2020 and was previously with UBS Financial Services Inc. for 12 years. Holman holds ownership in two LLCs related to personal investments and recreation property. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Robert Furlong is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds a Series 66 designation and previously worked at Concourse Financial Group Securities and Proequities, Inc. He serves as secretary and board member of the Ross Bridge Neighborhood Association and owns a design business called Cosy Designs. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, trusts, and estates through financial planning, investment management, and related services. The firm offers a range of investment solutions across multiple platforms, combining proprietary and third-party strategies tailored by independent Financial Professionals.

April Wallace is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 26 years of industry experience. Her career includes prior roles at Arbor Point Advisors, Securities America, and Cetera Advisor Networks. Outside of advisory work, she serves as a board member for the Windsong Homeowners Association in Tuscaloosa, AL. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Cassie Malchus Thomson is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. She holds a Series 63 designation and previously worked at UBS Financial Services for 10 years before joining Wells Fargo in 2020. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

David Heath is a financial advisor with Morgan Stanley in Birmingham, AL, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he owns a small number of personal condominium investments. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery tools and modeling techniques, and it offers a variety of retail and institutional investment solutions.