Jonathan Vogel is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has held previous roles at MML Investors Services, Mass Mutual Life Insurance, SPC, Parkland Securities, and Wealth Designs. Outside of his advisory work, he produces the enDURABLE Entrepreneur Podcast and is active as a musician. 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 advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Robert Comer is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his financial services career in 1998 at Sands Brothers Asset Management before joining Merrill Lynch in 2000. Robert focuses on guiding clients through the retirement planning process and places emphasis on understanding and meeting their individual needs. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Personal Investment Advisor (PIA) designation. Robert earned a Bachelor’s degree in Economics from Hampden-Sydney College in Virginia, where he was a member of the Economics Honor Society Omicron Delta Epsilon. Outside of his professional work, Robert enjoys coaching his daughters in their athletic activities and participating in outdoor pursuits such as hunting, scuba diving, and swimming. He and his wife, Laura, are active members of the Canterbury United Methodist Church and reside in Birmingham, Alabama, with their two daughters.

William Caine is a financial advisor with Morgan Stanley in Birmingham, AL, holding a Series 66 designation and 24 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as an ambassador with the Birmingham Chamber of Commerce and acts as trustee and executor for various estates. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of financial planning services using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Retha Hagood is a financial advisor with Wells Fargo Advisors in Homewood, AL, holding Series 63 and Series 65 designations with 40 years of industry experience. She has been with Wells Fargo Advisors since 2015. Outside of her advisory role, she co-owns two investment-related businesses with her spouse. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, including specialized planning for business-owner transitions, special needs, and divorce. The firm offers tailored recommendations using proprietary research and tools, with clients deciding how to implement these through various brokerage or advisory options.

Daniel Logan is a financial advisor with Edward Jones in Pelham, Alabama, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior experience includes roles at ADP LLC and ADP Broker Dealer Inc from 2018 to 2020, as well as Berney Office Solutions from 2014 to 2018. He has been with Edward Jones since 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Kenneth Dean Jr. is a financial advisor with Mass Mutual Investors Services in Birmingham, AL, holding Series 63 and Series 66 credentials and having 11 years of industry experience. His prior roles include positions at Savior Wealth and Securian Financial Services Inc. He serves as a board member of the nonprofit organization King's Home. 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, and charitable organizations. The firm offers client-centered planning using firm-approved software and hosts educational seminars, with specialized programs in areas such as divorce and estate settlement planning.

Jason Vise is a financial advisor with Morgan Stanley in Birmingham, AL, holding a Series 66 credential and one year of industry experience. He previously worked at Regions Bank and Republic Finance, among other roles. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm employs structured planning tools and investment models to support clients, managing approximately $2.74 trillion in assets.

Amelia Luttrell is a financial advisor at Raymond James & Associates with Series 63 and Series 65 credentials and three years of industry experience. She previously worked at Arlington Capital Advisors for two years before joining Raymond James. Amelia serves on the Junior Board of Directors for Oasis Counseling for Women & Children, a nonprofit organization focused on supporting vulnerable women, children, and families. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser providing wealth advisory and investment consulting services to a wide range of clients, including individuals, institutions, and municipal entities. The firm delivers non-discretionary planning and recommendations, supported by its extensive affiliate network and specialized capabilities in public finance.

Jonathan Hand is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has been with Morgan Stanley in various capacities since 2009 and previously worked at Citigroup Global Markets. Outside of his advisory role, he serves on the Finance Committee of Brookwood Baptist Church in Mountain Brook, Alabama. Morgan Stanley Wealth Management is a SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and a range of advisory programs supported by structured planning tools and a variety of investment strategies.

Andrew Mears is a Series 66-registered financial advisor with LPL Financial, based in Birmingham, AL, and has 17 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Cetra Investment Advisers LLC, Regions Bank, PNC Investments LLC, and UBS Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and various portfolio strategies.

Julie Helmers is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. She has previously worked at Bank of America and Merrill. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients through a broad planning menu that includes specialized areas such as business-owner transition and special-needs analysis. The firm combines advisory services with other financial products, providing tailored recommendations supported by its research and planning tools.

William Crabb is a Wealth Management Advisor and Merrill Resident Director with over 12 years of experience in financial advising. He holds the Chartered Financial Analyst (CFA) designation, is a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His educational background includes a Bachelor's Degree from The University of Alabama and a Master of Business Administration (MBA) from the University of Alabama at Birmingham. In his role, William focuses on a comprehensive approach to wealth management, emphasizing personalized financial strategies tailored to each client's long-term goals. His areas of expertise include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. He works closely with clients to understand their financial objectives and develop strategies aligned with their needs. William is also involved in his community through participation in organizations such as the Monday Morning Quarterback Club. Outside of his professional commitments, he enjoys baseball, football, golfing, running, and spending time with his family.

Joe Gibson Jr. is a financial advisor with Primerica Advisors in Hoover, Alabama, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. He has worked with CMJ Financial Group since 2019, PFS Investments Inc. since 2017, and Primerica Financial Services since 2016. Outside of advisory work, he is involved in the sale of home security and automation products as well as loan products through affiliates of his firm. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm offers model-based investment strategies managed by unaffiliated asset managers and supports trade execution and account custody through BNY Mellon Advisors and Pershing.

Joshua Little is a financial advisor with Cetera and holds a Series 66 designation. He has three years of industry experience, including prior roles at Ameriprise, LPL Financial, and Abroms and Associates. Outside of his advisory role, he is also an associate financial advisor at Cunningham Financial Group, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with access to multiple program structures, third-party managers, and both discretionary and non-discretionary account management.

C. Logan Taylor III is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of the Taylor-Lepley team. He has been recognized on the 2023 and 2024 Forbes "Best-in-State Wealth Management Teams" list. In his role, Mr. Taylor focuses on understanding clients and their families to provide tailored financial solutions, including investment growth, cash flow management, insurance, and credit products offered through Merrill and Bank of America. Mr. Taylor brings over thirty years of experience in wealth management. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and the Personal Investment Advisor (PIA) designation. He is a former President of the Alabama Securities Dealers Association. His educational background includes a master's degree from the Thunderbird School of Global Management and a bachelor's degree from Emory University. Outside of his professional work, Mr. Taylor is involved with several community organizations in Birmingham, including the Birmingham Art Museum, Red Mountain Theatre, the Vestavia Chamber of Commerce, and Vestavia Hills Baptist Church. He resides in Vestavia Hills with his wife and two daughters. His interests include outdoor activities, travel, languages, cooking, art, and history.

Robert Bailey is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a wide array of advisory programs, managing approximately $2.74 trillion in client assets.

Mason Smith is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. He has previous experience at Iron Legacy Wealth Advisors, the University of Alabama, and the Army National Guard. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm uses a variety of asset-allocation tools and supports both discretionary and non-discretionary account management across diverse investment products.

Brandon Burroughs is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 credentials and 10 years of industry experience. His career includes roles at Wells Fargo Bank, J.P. Morgan Securities, Merrill, Bank of America, and Principal Financial Group. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, offering both brokerage and advisory solutions supported by extensive research and analytics.

Eric Gibbons is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing four years of industry experience. He has worked with Primerica Advisors since 2021 and has a background that includes roles with CMJ Financial and Primerica Financial Services. Outside of financial advising, Gibbons is a licensed real estate agent with Sun Real Estate, Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Robert Schuler is a financial advisor with LPL Enterprise in Mountain Brook, AL, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Morgan Stanley. Outside of his advisory work, he officiates youth and high school lacrosse in Alabama and serves as a member of the Rotary Club of Shades Valley. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various brokerage and insurance products through an integrated platform that blends advisory programs with product sales.