Jared Jones is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has 24 years of industry experience, including roles at Metropolitan Life Insurance Company and Mass Mutual Investors Services. Outside of his advisory work, he is involved as an independent insurance agent. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual investors, pension plans, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides services on multiple platforms with access to third-party advisers and proprietary model strategies.

John Rucker is a financial advisor at Stifel with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Intl Advisory Consultants Inc. for 10 years. Rucker has served as past president and board member of the Mountain Brook Chamber of Commerce and is currently a board member of JH Outback Birmingham and Vestavia Country Club. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing 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, holding a Series 63 designation and five years of industry experience. His prior roles include positions at BBVA Wealth Solutions, BBVA Securities, Warreen Averett, and university affiliations at Auburn and the University of Mississippi. Raymond James & Associates, Inc. is a large dually registered 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 specialized municipal advisory services.

Linda Daniel is a financial advisor with Stifel in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 54 years of industry experience. She has worked at Stifel since 2015 and previously spent nine years with Intl Advisory Consultants Inc. and three years with Sterne, Agee & Leach, Inc. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering 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.

Charles Fetner is a CFP® professional with 26 years of experience in the financial industry. He is currently with LPL Financial and has previously worked at Kestra Advisory, Securities America Advisors, TD Ameritrade, Merrill, and Ameriprise. Fetner serves on the board of the St. Stephens Episcopal Church Endowment Fund, where he reviews portfolio allocation and account performance. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning and asset management solutions, including model portfolios and institutional platforms.

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 at Raymond James & Associates with Series 63 and Series 66 credentials and 31 years of industry experience. She has been with Raymond James since 2011, based in Birmingham, AL. 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 diverse client base including individuals, institutional and pension plans, charitable organizations, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary 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 previous work experience including roles at Globe Life Liberty National and academic and athletic involvement at Troy University and Iowa Central Community College. Outside of finance, he donates plasma to help create medicine and save lives. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, charitable organizations, and government entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by affiliated research and model manager options.

Adrienne Moore is a financial advisor with Equitable Advisors in Irondale, AL, holding Series 63 and Series 66 credentials and 15 years of industry experience. She has worked with Equitable Advisors since 2009, with previous roles including positions at AXA Advisors LLC and various short-term engagements in other sectors. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and a range of third-party and proprietary programs.

James Holloway is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Securian Financial Services and Shoemaker Financial. He is based in Birmingham, 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, and provides financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

William Focia is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 66 credentials and with 20 years of industry experience. His prior experience includes roles at LPL Financial, Merit Financial Group LLC, Wells Fargo Clearing, Merrill, Osaic FA, Inc., and Harrisdirect LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Lacey Hughes Jr. is a financial advisor with LPL Financial holding Series 63 and Series 65 credentials and 27 years of industry experience. His career includes roles at firms such as First Horizon, Transamerica Capital, Dixon Wells, and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad advisory and brokerage platform that includes financial planning, model portfolios, third-party asset management, and institutional programs.

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 financial advisor with Merrill in Mountain Brook, AL, holding a Series 66 designation and 16 years of industry experience. She has worked at Merrill since 2010 and concurrently at Bank of America, N.A. since 2019. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brennen Vedel is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 65 licenses. He has seven years of industry experience, all of which have been with Raymond James & Associates or its affiliated entities. Prior to his advisory career, he was affiliated with the University of Alabama for five 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 a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

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.