James Driskell is a financial advisor at LPL Financial in Birmingham, AL, holding the ChFC® and Series 63 designations with 44 years of industry experience. His prior roles include positions at Securities America Advisors, Inc., Securities America, Inc., and Investacorp Inc. Outside of advisory work, he owns and operates a CPA firm specializing in tax preparation and accounting. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and research from multiple sources, and provides both discretionary and non-discretionary management options.

Robert Moody III is a CFP® professional with 17 years of experience in the financial industry. He is currently with LPL Financial, where he has worked since 2023. Prior to joining LPL, Moody held roles at Synovus Securities, Inc. and Clark Financial 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 offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Andrew Burns is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 65 licenses and three years of industry experience. He previously worked at Cetera Investment Services LLC, Regions Bank, and Northwestern Mutual. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and public entities, delivering non-discretionary planning and portfolio recommendations supported by a broad affiliate network and specialized municipal finance capabilities.

Lee Applebaum is a Series 66-credentialed financial advisor with LPL Financial, where he has worked for 15 years. He has 23 years of industry experience. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Jody Newsome is a financial advisor at Charles Schwab with a Series 66 designation and experience spanning positions at Thrivent Financial and Regions Bank. Newsome has been with Charles Schwab since 2026. Charles Schwab & Co., Inc. serves a large client base, 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 a combination of non-discretionary and discretionary investment management through multi-asset model portfolios and maintains a distinctive operational structure integrating advisory, brokerage, custody, and cash-sweep services.

Jackson English is a financial advisor at Morgan Stanley in Birmingham, AL, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at Troy University and American Christian Academy from 2013 to 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers a structured financial planning process supported by firm-approved tools and models.

Kane Reece is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2019. Prior to his current role, he worked at Comdata and Alku and briefly contributed to course maintenance activities at Sunbelt Golf. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies through a nationwide network of more than 23,000 advisors.

Sarah Burt is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2010 and Bank of America, N.A. since 2021. Outside of her advisory role, she is an independent consultant for Rodan + Fields, a skincare direct selling company. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional investors. The firm’s integration with Bank of America provides access to a wide range of investment products and services.

Laurel Pressley is a financial advisor with Stifel in Birmingham, AL, holding a Series 66 designation and seven years of industry experience. She has worked at Stifel Nicolaus since 2019 and previously held positions at INTL FCStone Financial Inc., St. Clair Farmers Co-op, and Alabama Farmer's Cooperative. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Katherine Gregg is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. She holds the Series 66 designation and has worked previously at Bank of America and Merrill. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Michele Pair is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. She holds the Series 63 designation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

William Hagedorn is a financial advisor at Morgan Stanley with three years of industry experience. He holds the Series 66 designation and has previously worked at CrossFit Mudtown, CrossFit 280, Southern Nuclear Operating Company, and in the restaurant industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and investment models.

Nanette Dieguez is a financial advisor at Merrill with 18 years of industry experience. She has held her current role at Merrill since 2014 and holds a Series 63 designation. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Kyle Hallman is a financial advisor at Ameriprise with 32 years of industry experience. He has held prior roles at Cetera Investment Advisers and Cetera Investment Services LLC. Outside of finance, he is involved in seed distribution businesses as a shareholder and co-owner of Sierra Seed Company and Sierra Seed International. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports, supported by a centralized consulting team and algorithmic tools.

John Ehrhardt Patty is a financial advisor with Charles Schwab in Mountain Brook, AL, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, and Cory Watson Attorneys. Charles Schwab 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a formal alternative-investment onboarding process.

Patrick David is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel since 2015. Outside of his advisory work, he serves as a board member for Smile A Mile, an organization supporting children with cancer and their families. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and advisory services backed by proprietary investment analysis and probabilistic modeling from its Investment Strategy Group.

Charles Schilleci is a CFP® professional with 40 years of industry experience, currently affiliated with Raymond James Financial Services Advisors. His prior experience includes roles at Wealthcare Advisory Partners LLC, LPL Financial LLC, and Wells Fargo Advisors. He is also a licensed independent insurance agent. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses and emphasizes tailored, non-discretionary advisory solutions supported by institutional consulting capabilities.

Allan Chappelle is a financial professional with 56 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 designations and has worked at Kestra Advisory and Kestra Investment Services, as well as leading Chappelle Consulting Group, Inc. since 1985. Outside of financial advisory, he owns a commercial real estate business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, 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 across various program structures.

Beverly Barry is a financial advisor with Wells Fargo Clearing, holding Series 63, Series 65, and Series 66 credentials and 29 years of industry experience. She previously worked at Morgan Stanley for 10 years before joining Wells Fargo Clearing in 2023. 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 in its investment menus.

Robert Moore is a Senior Resident Director at Merrill, where he is actively involved with clients to help them achieve their financial goals. He works closely with individuals and businesses to define and pursue their financial objectives, offering personalized wealth management strategies that align with clients' priorities. Moore began his career in the financial services industry with Merrill Lynch Wealth Management in 1983 and has since developed expertise in areas including college education planning, family wealth management, legacy planning, retirement income, philanthropic planning, and tax minimization. He holds the professional designations Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a bachelor's degree from Emporia State University and is a member of the Financial Planning Association. Moore participates in community organizations such as the Dominican Sisters of Peace and The Wichita-Sedgwick County Historical Museum. Outside of his professional and community activities, he enjoys basketball, biking, and spending time with his family.