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.

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.

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 an advisor with Raymond James & Associates in Birmingham, AL, holding a Series 66 credential. He joined Raymond James in 2026 and has prior experience with Bridgeworth Wealth Management, Stifel, and employment roles outside the financial sector. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Jack Wells III is a financial advisor with Raymond James & Associates in Birmingham, AL, holding a Series 66 designation and one year of industry experience. His prior work includes roles at OSAIC, Chick-Fil-A, DoorDash, and the University of Alabama. 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, investment consulting, and municipal advisory services.

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 CFP®-certified financial advisor with 29 years of industry experience, currently affiliated with LPL Financial in Birmingham, AL. He worked at Merrill from 1997 to 2009 before joining LPL Financial, where he has been since 2009. 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 broad range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Kelly Morgan is a financial advisor with LPL Financial in Birmingham, AL, holding a Series 66 designation and nine years of industry experience. Morgan previously worked at Cetera Advisors and has been affiliated with GrandView Financial Group for over a decade. Outside of advisory activities, Morgan is a commissioned notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

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 at Edward Jones with five years of industry experience and holds Series 63 and Series 66 licenses. Her prior firms include Marstone, Bankers Life Securities, Simon Markets, and Concourse Financial Group Securities. She is based in Springville, Alabama. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets with a large national network of advisors and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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 Series 66-licensed financial advisor with four years of industry experience, currently with Cambridge Investment Research Advisors. She previously worked at SA Stone Wealth Management and operated Mitcham Financial Services. Outside of her advisory role, she is involved in retail sales and marketing activities through her privately owned business in Birmingham, Alabama. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm supports multiple management platforms and proprietary model strategies while working with a large network of financial professionals.

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 at Raymond James & Associates with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Matthew Gordon is a CFP® with 12 years of experience currently working at Raymond James & Associates. He has been with the firm since 2014 and previously worked at Briarwood Christian School for seven years. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and municipal entities, offering financial planning and consulting services with a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

Jonathan Foster is a financial advisor with Ameriprise in Vestavia, AL, holding a Series 66 designation and nine years of industry experience. He has worked with Ameriprise and Ameriprise Financial, Inc. since 2015. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement-income planning and recommendations. The firm’s approach combines investment research, third-party data, and algorithmic tools to deliver tax-aware withdrawal strategies and dependable income planning.

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 with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base that includes individuals, institutional clients, and charitable organizations, offering a range of financial planning and advisory services with a generally non-discretionary approach tailored through detailed risk profiling and analytical tools.