Scott Simpson is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Raymond James since 2013 and also works at Aim Point Capital LLC. Outside of his advisory role, Simpson serves as Treasurer for both Dawson Memorial Baptist Church and The WellHouse, a nonprofit charity focused on awareness and fundraising. 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 for a diverse client base, including individuals, institutions, and government entities, delivering non-discretionary, goal-specific investment recommendations and institutional consulting 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. Outside of her advisory role, she serves as a board member for the Building Owners and Managers Association. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

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 with Raymond James & Associates, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Raymond James and its affiliated entities since 2013. Outside of his advisory work, he serves as a trustee and successor trustee of a life insurance trust. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and public finance services, supporting both retail and institutional investment needs.

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 financial advisor with Raymond James & Associates in Birmingham, AL, holding a Series 66 credential and 22 years of industry experience. His prior work includes positions at Truist Advisory Services, Truist Investment Services, Inc., and BB&T Securities. 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 advisors. The firm provides wealth advisory planning and investment consulting across a broad client base, including individuals, institutions, and government entities, offering non-discretionary portfolio recommendations supported by extensive affiliate resources and active involvement in municipal and public finance.

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 licenses and 15 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and sponsors wrap fee advisory programs.

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.

John Talley is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 66 licenses and having 37 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory work, he owns and operates a personal tree farm called Mulberry Creek Farm. Raymond James & Associates provides financial planning and investment consulting to a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and also serves institutional clients with specialized fiduciary solutions.

John Howard is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Prior to joining Raymond James in 2013, he was involved with Escape Zone LLC from 2016 to 2019. He serves as Treasurer and a board officer at Village Press, Inc., where he participates primarily in oversight and major business decisions. 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 advisors. The firm provides wealth planning and investment consulting to a diverse client base, including individuals, institutions, and public entities, delivering advice primarily on a non-discretionary basis with an emphasis on municipal and government finance capabilities.

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 42 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves as Treasurer and board member of Ronald McDonald House Charities of Alabama and participates on its Finance Committee. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also provides institutional consulting and sponsors wrap fee advisory programs.

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®-certified financial advisor with 39 years of industry experience, currently serving clients at LPL Financial since 2020. His prior experience includes long tenures with SSN Advisory, Inc., Securities Service Network, Inc., and Gambrell Financial Advisors, Inc. Based in Birmingham, AL, he also holds a notary public commission and provides tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by extensive research and technology-driven portfolio management.

James Owens III is a financial advisor at Raymond James & Associates with 37 years of industry experience. He has been with Raymond James since 2012 and holds a Series 63 designation. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with a notable focus on public finance and municipal work.

James Dixon III is a financial advisor with Stifel in Birmingham, AL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Stifel since 2015. Outside of his advisory role, Dixon serves as a board member for the Carriage Place Condominium Owners Association, a nonprofit homeowners association. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach includes proprietary capital market modeling developed by its Investment Strategy Group, which supports asset allocation and financial planning analyses.