Gary Jester Jr. is a financial advisor with Charles Schwab, holding a Series 66 designation and 20 years of industry experience. His prior work includes 16 years at TD Ameritrade before joining Charles Schwab and Charles Schwab Bank in 2022. 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 both non-discretionary advisory guidance and access to discretionary separately managed accounts through an integrated structure combining advisory, brokerage, custody, and cash-sweep services.

Anna Otterson is a financial advisor at Edward Jones in Pell City, Alabama, holding a Series 66 designation with seven years of industry experience. She has worked at Edward Jones since 2018 and previously was employed at Kasai North America from 2015 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices, managing approximately $1.01 trillion in assets.

James Graham is a financial advisor with Mass Mutual Investors Services in Birmingham, AL, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously with MetLife Securities Inc. Graham also serves as a notary public and an insurance agent. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations, utilizing firm-approved analytical tools and delivering collaborative, goal-oriented recommendations.

Edward Baldwin Sr. is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James and its related entities since 2013. Outside of his advisory role, he serves as a trustee of a life insurance trust. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Andy White is a Financial Consultant currently working at Fidelity Investments since 2024. He brings fifteen years of industry experience to his role, having previously served as a Wealth Advisor at Merit Wealth, LLC in 2023, a Senior Financial Advisor at Vanguard from 2017 to 2023, and a Financial Advisor at Peachtree Planning from 2009 to 2016. Throughout his career, Andy has focused on building trusting relationships and providing a safe space for essential conversations. He engages clients in a collaborative planning process that helps them focus on their priorities, make prudent financial decisions, and achieve greater peace of mind about their future. Outside of his professional work, Andy has interests that include lake activities, music, reading, running, tennis, and writing.

Christopher Lee is a Series 66 licensed financial advisor with Equitable Advisors in Birmingham, AL, where he has 17 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 2009. Lee is also a shareholder in 360 Planning Partners LLC, a registered DBA, which he dedicates time to outside of his advisory role. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing a mix of firm-offered programs and third-party asset managers.

Chris Fielding is a financial advisor with Edward Jones in Chelsea, AL, holding the ChFC® designation and Series 66 license. He has 10 years of industry experience, all with Edward Jones since 2016. 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 operates a wide network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and overlay services under a fiduciary standard.

Susan Smith is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. Before joining Ameriprise in 2022, she worked in various roles including service on the Talladega County Commission and a long tenure at Gadsden Music Company. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary retirement-income recommendations, primarily for clients with Ameriprise-managed accounts.

Jessica DeMill is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2024. She leads a team focused on assisting families and organizations with significant wealth decisions. Prior to this role, she served as a Team Leader at Fidelity Investments from 2018 to 2022. Jessica's professional experience centers on guiding clients through impactful financial decisions. Outside of her professional duties, she is interested in cooking and baking, family activities, parenthood, and volunteering.

Grant Dalton is a financial advisor at Charles Schwab with a Series 66 credential and experience beginning in 2025. Prior to joining Schwab, he was involved with several firms including Love 2 Run and Herc Rentals. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment services supported by multi-asset model portfolios and centralized operational infrastructure.

James Nix Jr. is a financial advisor with LPL Financial in Birmingham, AL, holding Series 63 and Series 65 credentials and 40 years of industry experience. His prior firms include Horizons Financial Group, Inc., NIX-MASHBURN, LLC, Triad Advisors, Inc., and Mass Mutual Investors Services. 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 financial planning and investment management services, including access to model portfolios and third-party asset managers, supported by advanced operational and research tools.

Derek Burrow is a financial advisor with OSAIC in Birmingham, AL, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Merrill, J. Smith Lanier, Royal Alliance, and Advo(k)ate Advisors, where he currently serves as a Senior Relationship Manager. Outside of his advisory work, he is a volunteer board member for YMCA Camp Cosby. OSAIC serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm provides integrated brokerage, advisory, and retirement consulting services, employing asset-allocation tools and risk analysis to construct portfolios across various asset classes, with both discretionary and non-discretionary management options.

Howell Holland Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with various entities including Concourse Financial Group Securities Inc and has co-owned Ella Valley Wealth Advisors since 2022. Holland is involved in community service as a trustee committee member managing his church's properties and serves on the finance committee of Fayette First Methodist Church. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to a range of program structures with over $256 billion in assets under management and a nationwide network of more than 10,000 advisors.

Lisa Pettis is a financial advisor with Osaic Wealth, Inc. based in Birmingham, Alabama. She holds Series 63 and Series 65 designations and has 13 years of industry experience. Her prior roles include positions at Royal Alliance, Equitable Advisors, and Axa Advisors, among others. Pettis also serves as Vice President and Senior Relationship Manager at Advo(k)ate Advisors. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm utilizes a range of investment tools and platforms, offering integrated brokerage and advisory services designed to construct diversified portfolios with various asset classes.

Cassi Martinez is a financial advisor with Ameriprise in Vestavia, AL, holding a Series 66 designation and having 10 years of industry experience. She has been with Ameriprise and its affiliate since 2015. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and offers a range of advisory, brokerage, and insurance solutions through affiliated entities.

Frederic Sjostrom III is a CFP®-certified financial advisor with 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent 14 years at Merrill. Outside of his advisory role, he serves as an observer for USA Ultimate, officiating ultimate games. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and integrates research and analytics in its investment approach.

Allan Mcclure is a financial advisor at Ameriprise with 13 years of industry experience. He holds the CFP®, CFA®, and Series 66 credentials and previously worked at Synovus Securities, Inc. for 11 years before joining Ameriprise. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports and offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Laura Britt is a financial advisor with Wells Fargo Clearing in Birmingham, AL, holding a Series 66 designation and 21 years of industry experience. She previously worked at Bank of America and Merrill, with tenures of five and fifteen years respectively. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Charles Carlton is a CFP® professional with 40 years of experience in the financial industry. He is currently with LPL Financial and has previously worked at SSN Advisory, Securities Service Network, Gambrell Financial Advisors, and North Ala United Methodist Foundation. Carlton is also a notary public in Jefferson County, Alabama. 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, third-party asset management, and institutional platforms, supported by extensive research and operational tools.

Leonard Housel is a financial advisor with LPL Financial in Birmingham, AL, holding Series 63, 65, and 66 licenses and having 27 years of industry experience. He has worked at LPL Financial since 2013 and concurrently serves at Cadence Bank, where he has been involved in investment-related duties since 2011. Prior to that, he worked at BB&T Investment Services for one year. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management programs, utilizing both proprietary and third-party strategies, supported by technology tools for operational and research purposes.