Bradley Gray is a financial advisor at The AmeriFlex Group with nine years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Company. Outside of his advisory role, he is involved in life insurance brokerage through The Noles Agency and The Noles Group, focusing on sales and service of life, accident, health, disability, long-term care, and annuity accounts. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering customized strategies via model asset allocations and discretionary manager relationships.

Dustin Hyche is a CFP® professional with 9 years of industry experience, currently serving at IP Financial Advisory Services LLC. He also leads Hyche Financial as President and CEO, a firm involved in financial planning, fixed life and Medicare insurance, commercial real estate, and event ticket brokerage. His prior experience includes roles at Raymond James Financial Services and Tailormade Financial Inc. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on portfolio management, financial planning, and consulting services. The firm employs a range of analytical approaches and offers discretionary portfolio management, with an emphasis on non-high-net-worth investors and retirement plan participants.

Ronald Slatton is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with PlanMember since 2013 and also works with Innovative Financial Solutions. Outside of his advisory work, he serves as president and treasurer of the Monrovia Umpires Association and has been involved in officiating and umpiring since 1992. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans, and offers education and support through seminars, personalized planning, and counseling. Their investment approach utilizes a top-down strategic asset allocation framework with risk-based mutual fund portfolios ranging from conservative to aggressive.

Andrew Snyder is a financial advisor with Eagle Strategies (NY Life) based in Tuscaloosa, Alabama, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has worked at firms including Snyder and Associates, Crown Wealth Strategies, and Pathway Financial Group. Snyder serves on the board of Freedom Farms, a local faith-based nonprofit supporting foster children, where he contributes to investment and development oversight. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisers. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis across individual and institutional accounts.

Scott Whisenant is a CFP® and PFS™ with 28 years of industry experience, currently serving as a financial advisor at Money Concepts Capital Corp since 2009. He is also a principal at Mitchem & Whisenant, LLC, where he has worked since 2006. Outside of financial advising, Whisenant is involved in several business activities including owning a tax preparation and accounting firm and serving as treasurer for a company that sells promotional and marketing items. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing about $3.33 billion for nearly 14,700 clients. The firm provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations, utilizing a range of managed programs and investment strategies.

Andrew Kelsen is a financial advisor at Moneta Group Investment Advisors, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Moneta, he worked at United Investment Managers, Inc. from 2008 to 2021. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, offering portfolio management, financial planning, family office services, and concierge support. The firm employs Partner-led Teams supported by a centralized Investment Department and provides diversified, multi-asset allocation strategies along with specialized services such as planning for professional athletes.

Rachael Schaffer is a financial advisor at PlanMember Securities Corporation with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Raymond James & Associates, Innovative Financial Solutions, and State Farm Insurance. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios ranging from conservative to aggressive, while offering education and support services to plan sponsors and participants.

Zackary Earnest is a financial advisor at Empower Advisory Group with Series 66 and Series 63 credentials and one year of industry experience. His prior roles include positions at Empower Financial Services, Real Financial Solutions LLC, and West Alabama Bank, as well as service on the Tuscaloosa Board of Education. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and savings rates through an integrated service model tied to Empower’s recordkeeping and administrative platforms.

Nicholas Bearden is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and 19 years of industry experience. He previously worked at Stifel and Edward Jones. Outside of advising, he owns Family Tide, LLC, a real estate investment business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary advice using risk profiling and analytical tools, and it supports municipal finance through a unique affiliation with a municipal advisor.

Thomas Dedrick is a financial advisor with Raymond James & Associates in Tuscaloosa, AL, holding Series 63 and Series 65 registrations and totaling 42 years of industry experience. He is also a partner at W.D. Logistics, where he oversees administrative operations. 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, institutions, and municipal entities, offering financial planning and advisory services through a range of portfolio management styles and affiliated research.

William Zeanah is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and 66 licenses and has been with Morgan Stanley and its affiliates since 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Daniel Jack is a financial advisor at Morgan Stanley in Tuscaloosa, AL, holding Series 63 and Series 65 licenses with 23 years of industry experience. His prior roles include positions at PNC Investments and BBVA, where he worked across multiple entities from 2013 to 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to both individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers a range of financial products and services through its extensive network of advisors.

Lucy Walker is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Her prior work includes positions at Advantage Realty Group and Wagner's Runwalk. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports advisory programs alongside municipal and public-finance work.

Matthew Bungo is a financial advisor with Morgan Stanley in Tuscaloosa, AL, holding a Series 66 credential and 17 years of industry experience. He has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank since 2009. Outside of his advisory role, he owns Bungo Biz LLC, a small business focused on soap and candle crafting and sales. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and modeling techniques but generally acts in an advisory capacity rather than as an ERISA fiduciary without separate engagement.

Patrick Hargrove is a CFP® with 14 years of experience, currently serving as a financial advisor at Raymond James Financial in Tuscaloosa, AL. He has worked with various affiliates of Raymond James since 2013. Outside of his advisory role, he is an independent contractor partner at Warrior Investment Group LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm utilizes risk profiling and analytical tools to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.

Patrick Sikes is a financial advisor at Morgan Stanley in Tuscaloosa, Alabama, holding a Series 66 designation. He has one year of industry experience, with prior roles at Wells Fargo Advisors and Ready Restoration. He attended The University of Alabama from 2021 to 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery processes and planning tools.

James Ford is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He previously worked at Raymond James & Associates for seven years before joining Ameriprise in 2021. Ford serves on the boards of the Tuscaloosa Morning Rotary Club and Junior Achievement of Tuscaloosa County, and he is Treasurer-elect of the Druid City Business League. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficient strategies to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Miles Franklin is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. He has been with Cetera and Cetera Investment Services LLC since 2015 and also has a background at Regions Bank dating back to 2014. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of investment management and planning services through a multi-manager platform with access to both affiliated and third-party managers.

Marcus Mcclanahan is a financial advisor with Morgan Stanley in Birmingham, AL, holding a Series 66 designation and 22 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, Mcclanahan serves as a league director for the Miracle League of Tuscaloosa, is a color commentator for Alabama baseball games, and serves on the board of the A-Club Alumni Association. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets through various advisory and brokerage services.

William Beck is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and has worked in various roles, including positions at Farley Enterprises, Tall Pines Logistics, KTB Global, the University of Alabama, and American Christian Academy. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, pension plans, and charitable organizations—and offers financial planning, non-discretionary investment consulting, and institutional advisory services.