Daniel Dimick IV is a financial advisor with Wells Fargo Clearing in Birmingham, AL, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Aimee Barnes is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she applies her extensive experience in developing personalized wealth management strategies. Since joining Merrill Lynch in 2018, she has focused on advising individuals, families, and businesses to meet their short- and long-term financial goals. Her expertise areas include college education planning, divorce transition planning, executive compensation, family wealth management strategies, and retirement income planning. Aimee holds a Bachelor's Degree from Auburn University and possesses several professional designations including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She leverages her 16 years of experience in risk management, estate transfer, and portfolio strategies to create customized wealth management approaches. Aimee is involved in coordinating with attorneys and CPAs to provide integrated client service. Beyond her professional work, Aimee is active in her community and participates in several organizations. She and her family reside in Birmingham, where they support the McWane Science Museum, Oak Mountain Schools, and St. Mark's Catholic Church. Aimee has held roles such as a founding member of the Women's Business Council in the Greater Shelby County Chamber of Commerce and membership in the Birmingham United Soccer Association.

Joseph Cobb is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 66 and Series 63 licenses and 12 years of industry experience. His prior roles include positions at Cetera Investment Services, Regions Bank, Charles Schwab, and Western & Southern Life. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including high-net-worth individuals, institutional clients, and government entities, with a notable presence in municipal and public finance sectors.

Scott Renfroe is a financial advisor with Raymond James & Associates. He holds the Series 66 designation and has been in the industry since 2022. Prior to his advisory roles, he worked in educational institutions including Troy University and Pike Liberal Arts School, and was involved with Starling Tree Farm. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 financial advisors. The firm offers wealth advisory planning and investment consulting to a diverse client base, including individuals, pension plans, corporations, and government entities, with a notable focus on municipal and public finance through its extensive affiliate network and firm-sponsored programs.

Henry Hagood is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2012, currently serving at Morgan Stanley Private Bank, National Association. Outside of his advisory work, he is Vice President of the Pinnacle Chapter of BNI, a professional networking group. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured planning process. The firm manages approximately $2.74 trillion in client assets and offers services that include relationships with investment companies, private funds, and principal trading activities.

Sarah Burns is a financial advisor with Morgan Stanley in Birmingham, AL, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. Her prior roles include positions at Merrill, Secure Asset Management LLC, Aurora Securities Inc, Guardian Life Insurance Company of America, and Park Avenue Securities. She also serves as a FINRA Dispute Resolution Arbitrator, reviewing cases and rendering decisions. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling techniques in its advisory services.

Timothy Bembry is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He previously worked at Wells Fargo Clearing for 20 years. Outside of his advisory role, he is involved in entrepreneurial ventures, including co-owning Living Wells Financial Group and owning You Make the Call, LLC, an online app focused on sports engagement and education. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, providing tailored recommendations supported by firm research and a broad affiliate network.

Aaron Gammon is a financial advisor with Cetera in Bessemer, AL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Cetera and its related entities since 2013 and also has experience with Regions Bank. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management, financial planning, and consulting services through a multi-manager platform that supports diverse investment strategies and program structures.

Jonathan Register is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. His career includes roles at Stifel Nicolaus & Co Inc, Bank of America, N.A., and Merrill. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Judson Fleming is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Wells Fargo entities since 2012. Fleming is a part owner of Peritus Wealth Management, LLC, and Peritus Holdings, LLC, and also owns Fleming Wealth Management LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services. The firm offers a broad range of planning options, including specialized services for business owners, special-needs clients, and professionals in sports and entertainment.

Nathan Collums is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and having 24 years of industry experience. He previously worked at UBS Financial Services Inc. for 12 years before joining Wells Fargo in 2020. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Uriah Williams is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. Williams is also a registered representative of LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management with access to a variety of model portfolios and research.

Clarence Mitchell is a financial advisor with Primerica Advisors in Hoover, AL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Primerica Advisors since 2005 and also works with CMJ Financial Group. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies and manages a leasing property for PFS. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed account options. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plan management.

Morgan Hankins is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has worked previously at BancorpSouth, Infinex Investments, Mass Mutual, and America's First Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Samuel Giffin is a financial advisor at Edward Jones with Series 66 registration and one year of industry experience. Prior to joining Edward Jones, he was associated with Genesis Enterprise LLC and has been involved with the Handworks Holiday Market, an annual craft show, since 2009. He also serves on the board of the Homewood Chamber of Commerce and is president-elect for the upcoming year. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including retirement plans and charitable organizations. The firm offers a range of investment advisory programs and maintains a large nationwide network of advisors and branch offices.

Ty Miller is a financial advisor with LPL Financial in Birmingham, AL, holding a Series 66 credential and eight years of industry experience. He previously worked at Securities America Advisors and Securities America, Inc. He has also been involved with TVA Community Credit Union and the University of North Alabama. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations, offering a range of advisory programs, financial planning, and brokerage services supported by strategic and tactical model portfolios and research.

Charles Terry is a CFP®-designated financial advisor with 38 years of industry experience, currently affiliated with LPL Financial since 2023. His prior experience includes long tenures at Securities America Advisors, Inc., Securities America, Inc., and his own firm, Lifestyle Financial Planning Services, LLC. He is involved with Lifestyle Financial Network, LLC, which encompasses activities such as tax preparation and non-variable insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm offers a range of financial planning and advisory programs incorporating model portfolios, retirement plan consulting, and technology-driven investment strategies.

John Metcalf is a financial advisor with Primerica Advisors in Hoover, AL, holding Series 63 and Series 65 credentials and seven years of industry experience. He has worked at CMJ Financial Group, PFSI Investment Inc., and Primerica Financial Services. Outside of his advisory roles, he is involved with MySchoolShares, a non-investment-related activity. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Kenneth Nelson is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. He has worked at several firms including Raymond James & Associates and Regions Bank. Outside of his advisory role, he serves as vice president and junior board member of Birmingham Landmarks and participates in its board meetings. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with access to affiliated and third-party managers across multiple program structures.

Henry Lynn Jr. is a financial advisor at Stifel with 53 years of industry experience. He holds a Series 63 designation and has been with Stifel since 2015. Outside of his advisory role, he serves as a trustee and director for several charitable and cultural organizations in Birmingham, including the Diane Stobert Sessions and Paul Trammell Sessions, Jr. Foundation, the Cathedral Church of the Advent Endowment Fund, and the Birmingham Museum of Art Endowment Trust. He is also involved with the Order of First Families of Virginia, a genealogical society. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that supports asset allocation and financial planning analyses.