Ryan Parker is a financial advisor with OSAIC based in Birmingham, AL. He holds a Series 66 designation and has one year of industry experience. Prior to joining OSAIC, he has served in the Alabama Air National Guard since 2019 and owns Parker Family Group, a real estate investment company managing residential rental properties. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services. The firm employs various asset-allocation tools and supports multiple advisory platforms, including third-party managed accounts, to construct client portfolios across a broad spectrum of investment types.

Maurice Nix is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Wells Fargo, he worked at K and G Mens Clothing and Lowe's Home Improvement. Outside of finance, he serves as the assistant music director for Saint Paul AME in Birmingham, Alabama, and is an independent musician. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Shelly Floyd is a financial advisor at Cetera with a Series 66 designation and five years of industry experience. She has held roles at Cetera and its affiliates since 2022 and is also involved in administrative support activities at Vision Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and investment options to meet diverse client needs.

Alexander Belt is a financial advisor at Raymond James & Associates in Birmingham, AL, holding a Series 66 designation with one year of industry experience. His prior work includes positions at Bridgeworth Wealth Management, Stifel, and employment roles outside finance such as at Coast Bar and Grill. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with more than $500 billion in assets under management and over 5,400 advisors. The firm serves a diverse client base through wealth advisory planning and investment consulting, offering firm-sponsored wrap fee programs and institutional consulting services with a distinctive focus on municipal and public finance.

Jack Wells III is a financial advisor at Raymond James & Associates with one year of industry experience and holds the Series 66 designation. Prior to joining Raymond James, he worked at OSAIC and held positions at Chick-Fil-A, DoorDash, and Mercedes Benz of Birmingham. He also attended the University of Alabama. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, and government entities, providing wealth advisory planning and investment consulting through non-discretionary financial planning and firm-sponsored programs.

Mitchell Chappell is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2023. In this capacity, he leads a team focused on assisting families and organizations with significant wealth decisions. Prior to this, he served as a Planning Consultant at Fidelity Investments from 2022 to 2023. Mitchell has a background in financial advising and branch management, having worked as a Financial Advisor and Vice President at Regions Investments from 2020 to 2022, and as a Branch Manager at Regions from 2015 to 2020. He holds an Arkansas Insurance License, enabling him to provide insurance-related financial guidance. Outside of his professional responsibilities, Mitchell enjoys activities such as biking, cars, fitness, hiking, kayaking, and outdoor adventures.

John Edwards is a financial advisor at LPL Financial with 28 years of industry experience. He holds the CFP® certification and Series 66 license and has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from both in-house and third-party sources.

Kelly Morgan is a financial advisor with LPL Financial in Birmingham, AL, holding a Series 66 designation and nine years of industry experience. Prior to joining LPL Financial in 2018, Morgan worked at Cetera Advisors and has also been associated with GrandView Financial Group since 2015. Morgan is commissioned as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and brokerage services, utilizing model portfolios and research to support diversified investment strategies.

Lori Merchant is a financial advisor at Mass Mutual Investors Services with 19 years of industry experience. She has held positions at HighTower Advisors LLC and Fidelity Brokerage Services LLC prior to joining her current firm. Mass Mutual Investors Services 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 collaborative, annual financial planning engagements and a range of investment programs and educational seminars.

Jessica Leopard is a financial advisor with Edward Jones in Springville, AL, holding Series 66 and Series 63 designations and four years of industry experience. Her prior roles include positions at Marstone and Bankers Life Securities, Inc., among others. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Matthew Wilson is a financial advisor with OSAIC in Birmingham, AL, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at LPL Financial, INVEST Financial Corporation, The Prudential Insurance Company of America, and PRUCO Securities, LLC. Outside of his advisory work, he is active in the National Association of Insurance and Financial Advisors (NAIFA) Alabama chapter as the APIC/Grassroots Chair and owns a family business operating smart vending machines. OSAIC Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and risk assessments to construct diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Elizabeth Mitcham is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has four years of industry experience, including prior roles at SA Stone Wealth Management and operating Mitcham Financial Services. Outside of advising, she is involved in retail sales and marketing activities through businesses she owns in Birmingham, Alabama. Cambridge Investment Research Advisors serves a diverse client base ranging from individuals to pension plans and charitable organizations, offering financial planning, investment management, and retirement advisory services through a large network of independent Financial Professionals. The firm employs a range of investment approaches, including proprietary models and access to third-party managers, with both discretionary and non-discretionary implementation options.

William Rhett is a financial advisor at Stifel with 42 years of industry experience. He has been with Stifel since 2015. Rhett holds a Series 63 designation. Outside of his advisory role, he is a limited partner in the Rhett Family Partnership, which involves triple net leasing real estate and farming. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, providing brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to deliver asset allocation and planning analyses.

Collin Taylor is a financial advisor with Fidelity Investments in Birmingham, AL, holding a Series 66 designation and one year of industry experience. His previous roles include various positions at Fidelity and periods as a student and self-employed. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm utilizes proprietary research combined with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Christopher Smith is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 26 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 individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, serving both retail and institutional clients with a range of advisory and fiduciary services.

Christopher Miller is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Edelman Financial Engines, where he has worked since 2017. His prior experience includes roles at Transamerica Financial Advisors, Inc., United Financial Services Inc., and TRANSAMERICA Agency Network. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and offers both advisor-led and online services to a large client base.

Matthew Gordon is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2014. Prior to his advisory role, he worked at Briarwood Christian School for seven years. 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 tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships.

Jonathan Foster is a financial advisor with Ameriprise in Trussville, AL, holding a Series 66 designation and eight years of industry experience. He has been with Ameriprise and its affiliate since 2015. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, delivering tailored, non-discretionary recommendations primarily for assets held in Ameriprise Managed Accounts.

Mat Johnson is a financial advisor at Stifel with 59 years of industry experience. He holds a Series 63 designation and has been with Stifel since 2015. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

John Pickering is a financial advisor at Raymond James & Associates with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James 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 also offers wrap fee advisory programs and institutional consulting, with a focus on public finance and municipal work.