Daniel Hunget is currently a Vice President and Financial Consultant at Fidelity Investments. He has held this role since 2025 and has been with Fidelity Investments as a Financial Consultant since 2016. His professional experience includes previous roles at Farmers Insurance as an Insurance Agent in 2016 and Reserve Field Manager from 2014 to 2015. Additionally, Daniel worked as a Financial Advisor at Edward Jones from 2012 to 2013. He aims to help his clients gain confidence and peace of mind as they pursue their livelihood and legacy goals by listening, collaborating, and assisting them in choosing suitable strategies. Daniel is committed to crafting financial plans that address his clients' financial well-being and work toward their success.

Tyler White is a Financial Consultant currently working at Fidelity Investments since 2025. He holds the Chartered Financial Analyst (CFA) designation and has accumulated over a decade of experience in financial planning. His professional background includes roles such as Investment Consultant at Morgan Stanley from 2022 to 2025, Director of Investments at Northwestern Mutual from 2017 to 2022, Associate Financial Consultant at Regions Financial Corp. from 2015 to 2017, and Financial Advisor at Edward Jones from 2014 to 2015. His expertise lies in helping clients navigate the complexities of financial planning, with a focus on education and simplifying financial topics to empower clients in making informed decisions. Outside of his professional career, Tyler engages in activities including baseball, family activities, fitness, football, social events with friends, and golf.

James Carter is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at LPL Financial since 2020 and previously at MEN, LLC, Horizons Financial Group, and Triad Advisors, Inc. He is also an independent insurance agent specializing in non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and various technology and administrative resources.

Ellis Windle is a financial advisor at Ameriprise with 27 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 1999. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice.

Stephen Martin is a financial advisor with LPL Financial in Birmingham, AL, holding the Series 66 designation and bringing 14 years of industry experience. His prior roles include positions at CUNA Mutual Group, Mass Mutual Investors Services, and Waddell & Reed. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services that include financial planning, model portfolios, third-party asset management, and institutional platforms.

Daniel Dean is a Series 66 licensed financial advisor with 19 years of industry experience. He has been with UBS Financial Services in Mountain Brook, AL since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment plans.

Lindsay Luketic is a financial advisor with Osaic Wealth Inc. in Birmingham, Alabama, holding Series 63 and Series 65 designations. She has 14 years of industry experience, including roles at J. Smith Lanier & Co. and currently serves as Vice President and Director of Relationship Management at Advo(k)ate Advisors. Osaic Wealth Inc. serves a diverse client base, including individual, high-net-worth, institutional, and charitable organizations. The firm offers integrated brokerage and advisory services, using various portfolio construction tools and multiple advisory platforms to meet client needs.

Patrick Townes is a financial advisor with Mass Mutual Investors Services. He holds a Series 66 designation and has been working in the financial industry since 2024. In addition to his roles at MassMutual and MML Investors Services, he has been associated with Parker & Townes, P.C. since 2013. 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 structured, collaborative financial planning engagements using firm-approved software and tools, with optional implementation requiring separate arrangements.

Travis Jones is an Investment Consultant at Fidelity Investments, where he works to co-create comprehensive financial plans and develop solutions tailored to clients' goals and expectations. He focuses on fostering an environment conducive to growth and building long-lasting client relationships. Before joining Fidelity Investments in 2023, Travis served as a Senior Banker and Mortgage Loan Officer at PNC Bank from 2021 to 2023. His professional experience spans investment consulting and banking services. Outside of his professional work, Travis enjoys spending time at the beach and lake, fishing, football, outdoor adventures, and traveling.

Brice Falkner is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and possessing 19 years of industry experience. He has worked with several firms, including Cetera Advisors LLC, Rockridge Partners, LLC, and Falkner Financial Advisors, which he has operated since 2010. Outside of his advisory role, Falkner serves on the finance committee of the First Baptist Church of Trussville. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that supports discretionary and non-discretionary management across multiple program structures and custodial relationships.

Thomas Brown is a financial advisor with Mass Mutual Investors Services in Birmingham, AL. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked in various medical and sports medicine positions, including at Fagan Sports Medicine and UAB Hospital. Mass Mutual Investors Services 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 collaborative, goal-oriented planning using firm-approved analytical tools and a range of investment and educational programs.

Jennifer Farris is a financial advisor with Equitable Advisors in Trussville, Alabama, holding a Series 66 designation and 19 years of industry experience. Her prior work history includes roles at Axa Advisors, LPL Financial, Uvest Financial Services Group, Inc., and Morgan Keegan & Company, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs for individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm uses a range of advisory models implemented through third-party sponsors and LPL programs, offering varied investment options including mutual funds, ETFs, separately managed accounts, and select alternatives.

J Verchot is a financial advisor with Equitable Advisors in Birmingham, AL, holding Series 63 and Series 65 credentials and having 35 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. He serves as power of attorney for both of his parents. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a variety of advisory programs and third-party managers to deliver customized investment solutions.

Philip McDonald is a financial advisor with Wells Fargo Clearing in Birmingham, AL, holding Series 63 and Series 66 designations and 20 years of industry experience. His prior roles include positions at UBS Financial Services and Merrill. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a large network of financial advisors.

Earl Falkner Jr. is a financial advisor at Cetera with 49 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with Securities Service Network, Inc. and managed his own firm, Falkner Financial Advisors. He is also active as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting discretionary and non-discretionary accounts across various program structures.

Michael Haughery is a financial advisor with Charles Schwab, holding CFP® and Series 63 credentials and bringing 34 years of industry experience. He has worked at Charles Schwab since 1992 and at Charles Schwab Bank since 2005. Outside of his advisory role, he serves as president of the Vestavia Hills Men's & Women's Golf 19th Hole Club, which supports the golf programs at Vestavia Hills High School. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm offers a blend of non-discretionary advisory services and access to discretionary model portfolios, supported by a multi-asset allocation approach and centralized operational infrastructure.

Tyler Hinton is a financial advisor with Wells Fargo Clearing in Birmingham, AL, holding Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at LPL Enterprise LLC, Navigate Wealth Management, and Regions Bank. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

James Harrison Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Ameriprise, Wells Fargo Clearing, Private Client Services, and RFG Advisory. He operates a related business under the name Covenant Group Wealth Management. 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 portfolios, third-party asset management, and institutional platforms.

Andrew Foshee is a financial advisor at Osaic Wealth, Inc. based in Birmingham, AL, with six years of industry experience. He previously worked at LPL Financial and various other firms. Outside of advising, Foshee owns Foshee Z Decks, LLC, a trading card business, and Deduced Reckoning, LLC, which provides bookkeeping services for small businesses. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios with various investment vehicles on both discretionary and non-discretionary bases.

David Walta is a financial advisor with MassMutual Investors Services in Vestavia Hills, Alabama, holding Series 63 and Series 65 credentials. He has 12 years of industry experience, including prior roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company. Walta has been with MassMutual Investors Services and MassMutual Life Insurance Company since 2017. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved tools to analyze client goals and deliver written recommendations.