William Mcintyre is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing Services and Wells Fargo NA. Outside of his advisory career, he was involved with the Boy Scouts of America Greater Alabama Council for nine years. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jeffrey Hinrichs is a CFP® with 24 years of industry experience, currently working at Charles Schwab. He has been with Charles Schwab and Charles Schwab Bank since 2020, following roles at USAA Investment Management Company and USAA Financial Advisors. Hinrichs also served in the USAF Reserves for 24 years. Charles Schwab & Co., Inc. serves a large client base mainly composed of high- and ultra-high-net-worth individuals, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts through its integrated wealth management platform.

Jesse Saunders is a financial advisor with Wells Fargo Clearing in Birmingham, AL, holding a Series 66 designation and 19 years of industry experience. He previously worked at Bank of America and Merrill Lynch. Outside of his advisory role, Saunders serves as a board member for the Lake Point Estates Homeowners Association and is a silent partner in a restaurant business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s approach is IPS-driven and incorporates a wide range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jacob Byers is a financial advisor at Cetera with the Series 66 designation and one year of industry experience. Prior to joining Cetera, he worked at CB&S Bank for four years and has held various roles in financial services and other industries. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individual investors, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to both affiliated and third-party managers.

Conrad Cook V is a financial advisor affiliated with LPL Financial in Birmingham, AL, holding Series 63 and Series 65 credentials with 29 years of industry experience. He has worked at LPL Financial since 2005, following prior roles at Morgan Stanley DW Inc. and Level Four Advisory Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment management services utilizing model portfolios, third-party subadvisors, and customized strategies.

Grayson Birch is a financial advisor with Cetera in Birmingham, AL, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Cetera, he worked at Regions Bank, MML Investors Services, LLC, and MassMutual Life Insurance Company. In addition to his financial services roles, Birch has been involved with Samford University since 2022 and previously worked at Grace Christian Academy. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting various program options and custodial relationships.

Donald Williams Jr. is a financial advisor with OSAIC based in Birmingham, AL, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has worked at OSAIC since 2004 and previously spent over 15 years with JSL Securities and J. Smith Lanier & Co. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory, financial planning, and retirement plan consulting services. The firm utilizes advanced asset-allocation tools and access to third-party money managers to construct diversified portfolios tailored to client needs.

David Pittman is a financial advisor with Mass Mutual Investors Services in Birmingham, AL, holding the ChFC® designation and a Series 63 license. He has 48 years of industry experience, including roles at Mass Mutual Investors Services since 2017 and Massachusetts Mutual Life Insurance Company since 2016, as well as running Pittman & Associates/New England Life since 1975. Outside of advisory services, he is an insurance agent and has ownership interests in family-related investment and business entities. Mass Mutual Investors Services, LLC 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 a range of planning and investment programs and educational seminars, focusing on long-term collaborative client relationships.

Christopher Sullivan is a financial advisor with Equitable Advisors in Birmingham, AL, holding the Series 66 designation and eight years of industry experience. His prior roles include positions at Synovus Bank and Synovus Securities, Inc. Outside of his advisory work, he serves as a sales associate involved in the sales of tax account programs and ancillary insurance products. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs, utilizing both proprietary and third-party advisory solutions delivered through a large network of Investment Adviser Representatives.

Carson Dycus is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work experience includes roles at Domino's Pizza and DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs.

Preston Wolfe is a CFP®-certified financial advisor at Edward Jones in Birmingham, AL, with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at TEKsystems Inc. from 2013 to 2016. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and corporate accounts. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Hampe Farmer is a Financial Consultant I at Fidelity Investments, a position held since 2026. Prior to this role, he worked as a Planning Consultant at Fidelity Investments from 2024 to 2026. His previous experience includes working as a Financial Planner at Kassouf & Co in 2023 and as a Financial Advisor at Raymond James from 2020 to 2022. Mr. Farmer collaborates closely with his clients to develop personalized financial plans aimed at fostering confidence in their financial futures. He emphasizes providing exceptional service through teamwork and building long-lasting client relationships. Outside of his professional career, Mr. Farmer is engaged in family activities and enjoys football, golf, and social events with friends.

Lawrence Wall is a CFP®-designated financial advisor with 22 years of industry experience, currently affiliated with LPL Financial. He has held roles at several firms including Cambridge Investment Research and Ameritas Investment Company. Wall is also involved with Crump Insurance in a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a range of financial planning and investment management services, including access to third-party asset managers and institutional platforms.

Charles Grinkmeyer is a financial advisor with Ameriprise in Vestavia Hills, AL, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory work, he manages an office space leasing and management business through Grinkmeyer and Associates, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written Recommendation Reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Jacob Hulsey is a financial advisor at Ameriprise with Series 63 and 66 designations and three years of industry experience. His prior work includes roles at Northwestern Mutual and RhinoAg. He serves on the Junior Board of Directors for Alzheimer's of Central Alabama. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Justen Burns is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds a Series 66 designation and has a military background, having served in the United States Army from 2001 to 2021. He also has ownership in Tavros Wealth Management LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with banking and other financial products.

Joseph Kassouf is a financial advisor with Cetera, holding a Series 66 designation and 15 years of industry experience. He has been with Cetera and related entities since 2018 and previously worked at Wells Fargo Advisors and Wells Fargo Bank from 2013 to 2018. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and provides access to multiple program platforms and third-party money managers.

John Blackmon is a financial advisor with Wells Fargo Clearing in Pelham, Alabama. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes four years at Regions Bank and roles in various other industries including hospitality and academia. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions supported by extensive research and analytics.

Austin Hartline is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has previously worked at Regions Bank and Cracker Barrel. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and a multi-manager platform.

Robert Norman is a CFP®-credentialed financial advisor with 15 years of industry experience. He has worked at LPL Financial since 2014 and previously at Truist Investment Services, INC. from 2012 to 2014. Norman is affiliated with FI-Plan Partners, LLC, an entity related to his LPL business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management and institutional platforms.