Scott Simpson is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Raymond James since 2013 and was previously with Aim Point Capital LLC. Outside of his advisory role, he serves as treasurer for Dawson Memorial Baptist Church and is on the board of directors for The WellHouse, a nonprofit organization focused on awareness and fundraising. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Mirela Elliott is a financial advisor with Raymond James & Associates in Birmingham, AL, holding a Series 66 designation and 21 years of industry experience. She has been with Raymond James & Associates since 2013. Elliott serves as a board member for the Building Owners and Managers Association, where she is involved in member recruitment. 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 wide range of clients, including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by extensive research and diverse portfolio management strategies.

James Graham is a financial advisor with Mass Mutual Investors Services in Birmingham, AL, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously with MetLife Securities Inc. Graham also serves as a notary public and an insurance agent. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations, utilizing firm-approved analytical tools and delivering collaborative, goal-oriented recommendations.

Edward Baldwin Sr. is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James and its related entities since 2013. Outside of his advisory role, he serves as a trustee of a life insurance trust. 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 and pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Andy White is a Financial Consultant currently working at Fidelity Investments since 2024. He brings fifteen years of industry experience to his role, having previously served as a Wealth Advisor at Merit Wealth, LLC in 2023, a Senior Financial Advisor at Vanguard from 2017 to 2023, and a Financial Advisor at Peachtree Planning from 2009 to 2016. Throughout his career, Andy has focused on building trusting relationships and providing a safe space for essential conversations. He engages clients in a collaborative planning process that helps them focus on their priorities, make prudent financial decisions, and achieve greater peace of mind about their future. Outside of his professional work, Andy has interests that include lake activities, music, reading, running, tennis, and writing.

Winfield Baird is a CFP®-designated financial advisor with 33 years of industry experience, currently affiliated with Wells Fargo Advisors since 2009. He also owns and operates Baird Financial Management, a financial practice based in Birmingham, AL, since 2004. Baird serves as treasurer for the Society of the Revolution, a social club in Birmingham. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting certain net-worth criteria, using Wells Fargo research and tools to develop recommendations delivered through meetings and written summaries.

Michael Hunter is a financial advisor at Edward Jones in Trussville, AL, holding a Series 63 designation with 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Roger Curtis Jr. is a Series 66-licensed financial advisor with 22 years of industry experience. He currently works at Raymond James & Associates and previously served at Truist Advisory Services, Truist Investment Services, and BB&T Securities. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jeffrey Seton is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2015. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Mary Sullivan is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 65 credentials and 16 years of industry experience. She has been with Raymond James & Associates since 2013. 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 public entities, offering financial planning, non-discretionary consulting, and institutional fiduciary services through various portfolio management strategies and affiliated research.

Susan Smith is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. Before joining Ameriprise in 2022, she worked in various roles including service on the Talladega County Commission and a long tenure at Gadsden Music Company. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary retirement-income recommendations, primarily for clients with Ameriprise-managed accounts.

Jessica DeMill is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2024. She leads a team focused on assisting families and organizations with significant wealth decisions. Prior to this role, she served as a Team Leader at Fidelity Investments from 2018 to 2022. Jessica's professional experience centers on guiding clients through impactful financial decisions. Outside of her professional duties, she is interested in cooking and baking, family activities, parenthood, and volunteering.

Grant Dalton is a financial advisor at Charles Schwab with a Series 66 credential and experience beginning in 2025. Prior to joining Schwab, he was involved with several firms including Love 2 Run and Herc Rentals. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment services supported by multi-asset model portfolios and centralized operational infrastructure.

John Talley is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is the proprietor of Mulberry Creek Farm, a personal tree farm in Birmingham. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a variety of portfolio management styles supported by firm research and affiliated sub-advisers.

John Howard is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked with Escape Zone LLC from 2016 to 2019. Howard serves as Treasurer and board officer for Village Press, Inc., where he participates in major business decisions in an oversight capacity without compensation. 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 municipalities, offering tailored financial planning and consulting services primarily through non-discretionary advisory relationships.

Cassi Martinez is a financial advisor with Ameriprise in Vestavia, AL, holding a Series 66 designation and having 10 years of industry experience. She has been with Ameriprise and its affiliate since 2015. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and offers a range of advisory, brokerage, and insurance solutions through affiliated entities.

William Anthony is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Raymond James & Associates since 2013. Anthony serves as Treasurer and board member of the Ronald McDonald House Charities of Alabama and participates on its Finance Committee. 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, offering financial planning, advisory programs, and consulting with a range of portfolio management styles supported by affiliated research.

Allan Mcclure is a financial advisor at Ameriprise with 13 years of industry experience. He holds the CFP®, CFA®, and Series 66 credentials and previously worked at Synovus Securities, Inc. for 11 years before joining Ameriprise. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports and offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Charles Carlton is a CFP® professional with 40 years of experience in the financial industry. He is currently with LPL Financial and has previously worked at SSN Advisory, Securities Service Network, Gambrell Financial Advisors, and North Ala United Methodist Foundation. Carlton is also a notary public in Jefferson County, Alabama. 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, third-party asset management, and institutional platforms, supported by extensive research and operational tools.

James Owens III is a financial advisor with Raymond James & Associates in Birmingham, AL, holding a Series 63 designation and 38 years of industry experience. He has been with Raymond James & Associates since 2012. 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 broad client base including individuals, institutional and pension plans, and charitable and government entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.