Jared Jones is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 66 licenses and has 24 years of industry experience. He has held various roles at firms including Metropolitan Life Insurance Company, Massachusetts Mutual Life Insurance Company, and Securian Financial Services Inc. Outside of his advisory work, Jones is involved as an independent insurance agent for multiple independent insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and other clients through a network of independent Financial Professionals. The firm offers a range of financial planning, investment management, and retirement advisory services utilizing both proprietary and third-party strategies across multiple platform arrangements.

John Rucker is a financial advisor at Stifel in Birmingham, AL, with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2015. Outside of his advisory role, he serves as a past president and board member of the Mountain Brook Chamber of Commerce, is on the board of JH Outback Birmingham, and is a board member of the Vestavia Country Club. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Larry Weil is an Investment Consultant who partners with clients to understand their unique situations and collaboratively build plans aimed at achieving their financial goals. He has experience in wealth management, having served as Director of Wealth Management at Blake Butler Northwestern Mutual from 2014 to 2020.

Martin Talley is a financial advisor with Raymond James & Associates in Birmingham, AL. He holds a Series 63 designation and has four years of industry experience. Prior to joining Raymond James, he worked at BBVA Wealth Solutions, BBVA Securities, and Warreen Averett. 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, supporting both discretionary and non-discretionary advisory relationships.

Linda Daniel is a financial advisor with Stifel in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. She has been with Stifel since 2015. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services anchored by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides fee-based planning, model allocations, and works with private funds and municipal-market activities alongside affiliated trust companies and banks.

Gregory Tremblay is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for the Tom James Company for 15 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Travis Lewis is a financial advisor with Mass Mutual Investors Services based in Birmingham, AL. He holds a Series 66 designation and has been in the financial industry since 2025. Prior to joining the firm, he worked at Barnhart Crane and Rigging and has experience in education from roles at Troy University and White Station High School. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing planning relationships using firm-approved software and delivers written recommendations, with implementation being optional and requiring separate arrangements.

Toni Curles is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Raymond James & Associates since 2011. 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 services.

Blake Hutto is a Financial Consultant I with experience in investment consulting and workplace planning at Fidelity Investments. He has worked as an Investment Consultant from 2023 to 2024 and as a Workplace Planning Consultant from 2022 to 2023. Blake focuses on helping clients build and maintain long-term financial plans tailored to their individual needs and goals. He assists clients in navigating changes in their lives and market conditions by personalizing investment strategies to suit their unique situations.

Clayton Ollendieck is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and has prior experience at Globe Life Liberty National and in collegiate football programs at Troy University and Iowa Central Community College. Outside of finance, he donates plasma to support medicine creation and patient care. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, with a focus on both retail and institutional advisory services.

Adrienne Moore is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has worked primarily with Equitable Advisors and its predecessor, AXA Advisors LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, offering a range of financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through various program sponsors and third-party managers to deliver advisory and brokerage solutions.

James Holloway is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Securian Financial Services and Shoemaker Financial. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers wealth advisory planning and investment consulting through a range of programs and maintains notable capabilities in municipal and public finance.

William Focia is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and 20 years of industry experience. His prior roles include positions at LPL Financial, Merit Financial Group, and Wells Fargo Advisors. Raymond James & Associates offers financial planning and investment consulting to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, serving both retail and institutional clients with a range of advisory and fiduciary services.

Lacey Hughes Jr. is a financial advisor with LPL Financial based in Birmingham, AL, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. His prior experience includes roles at First Horizon, Transamerica Capital Inc., Dixon Wells, and other firms. Lacey offers investment products and services through LPL Financial using the trade name First Horizon Advisors. 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 provides financial planning, advisory programs, retirement plan consulting, and brokerage services, with a range of discretionary and non-discretionary management options and access to model portfolios and research.

Michael Smith is a financial advisor at OSAIC with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has held positions at several firms, including Sagepoint Financial Inc, Wealth Management Group, Securian Financial Services Inc, and Mass Mutual. Outside of his advisory role, he also works as a broker providing fixed life insurance and fixed annuity quotes for clients. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services through a large network of affiliated advisors, utilizing firm-provided asset-allocation tools, risk-tolerance assessments, and access to third-party money managers and wrap programs.

Evan Moorer is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and three years of industry experience. His work history includes roles at Wells Fargo Bank, NA and Guardian Financial. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Callie Shown is a Series 66-credentialed financial advisor with 15 years of industry experience. She has been with Merrill since 2010 and has also worked at Bank of America, N.A. since 2019. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional fiduciaries. The firm’s integration with Bank of America allows access to a wide range of financial products and services.

Brennen Vedel is a financial advisor at Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 65 licenses with seven years of industry experience. He has been with Raymond James & Associates since 2018, following five years at the University of Alabama. Raymond James & Associates offers financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and supports institutional consulting via its Institutional Fiduciary Solutions division.

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.