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.

Margot Lane is a financial advisor at Fidelity with a Series 66 credential and no prior industry experience. She has worked in various roles including positions at Morgan Stanley and University of Alabama before joining Fidelity in 2026. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct portfolios from mutual funds, ETFs, and ETPs. The firm’s distinctive use of algorithmic methods, AI, and formal advisory roles for multiple registered investment companies differentiates it in the institutional space.

Reynolds Whatley is a financial advisor at Stifel with 47 years of industry experience. He holds a Series 63 designation and has been with Stifel since 2015. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Peter Huver is a financial advisor at Ameriprise with 22 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its affiliate since 2004. Outside of his advisory role, he coaches cross country and track runners at Northside High School in Northport, Alabama. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement, typically serving clients with at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team.

Evan Price is a financial advisor at Stifel with 17 years of industry experience and holds the Series 66 designation. He has been with Stifel since 2015. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Jeremy Duck is a financial advisor at Stifel with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2014. Prior to that, he was employed at Wells Fargo Clearing from 2006 to 2014 and UBS Financial Services from 2000 to 2002. Stifel serves a broad range of clients, including individuals of varying net worth, institutional clients, and charitable organizations, 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.

Cecil Deas Jr. is a financial advisor with LPL Financial who holds Series 63 and Series 66 licenses and has 27 years of industry experience. His prior experience includes roles at Prudential Insurance Company of America, Cambridge Investment Research, and Fidelity, among others. 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 financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party research and model portfolios.

William Hopkins is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and has prior experience working with Regions Bank in wealth advisory and customer service roles. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, 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 various investment strategies and program structures.

Bryan Parker is a financial advisor with Ameriprise in Indian Springs, AL, holding Series 63 and Series 66 licenses and with 27 years of industry experience. He has been with Ameriprise and its affiliate since 2011. Outside of his advisory role, he is involved in tax preparation through his CPA firm, serves as treasurer on the board of Southeastern Leadership Training for Christ, and owns a commercial real estate business as well as a check-printing company. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Angela Mixon is a financial advisor at Edward Jones in Trussville, Alabama, holding a Series 66 designation with three years of industry experience. She has been with Edward Jones since 2011, totaling 15 years at the firm. 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 solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ryan Nast is a financial advisor with Cetera who holds a Series 66 designation and has 17 years of industry experience. He has been with Cetera and its related entities since 2013. Outside of his advisory work, he serves as a Sunday school teacher, church deacon, and finance committee member at Dawson Memorial Baptist Church, and acts as a school liaison for Wise Guys Ministries at Dolly Ridge Elementary School. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, corporate, charitable, and institutional clients nationwide, offering a range of portfolio management and advisory services across various program structures.

Grady Kelly is a Planning Consultant at Fidelity Investments, where he works with clients to develop personalized, holistic financial plans. In his role, he partners with individuals to create comprehensive strategies that align with their retirement objectives, addressing concerns and identifying opportunities to enhance their financial security. Kelly has held multiple positions at Fidelity Investments, progressing from Financial Representative (2023-2025) to Relationship Manager (2025-2026), before assuming his current role in 2026. This experience has provided him with a foundation in client relations and financial planning. Outside of his professional work, Kelly enjoys baseball, golf, outdoor adventures, skiing, and traveling.

William Murphree is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. In this role, he focuses on empowering clients to make informed financial decisions and building lifetime relationships aimed at advancing clients toward financial freedom through comprehensive analysis and wealth planning. William's career in financial services spans several years, including roles such as Financial Consultant and Investment Consultant at Fidelity Investments from 2016 to 2019, Director of Training and Development at AIG Financial Network from 2015 to 2016, Financial Services Representative at Financial Group of The South from 2014 to 2015, and Branch Manager and Financial Services Representative at Country Financial from 2013 to 2014.

Edward Jones is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 43 years of industry experience. He has been with Primerica Advisors since 1982 and Primerica Financial Services since 1991. Outside of his advisory role, Jones is a partner in Stonebridge Development and Azalia Cove, LLC, and owns The Easy Street Band in Birmingham, Alabama. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm offers a wrap-fee asset management program that delivers model-driven investment strategies supported by third-party managers and custodial services.

Tyler Noles is a financial advisor with OSAIC in Birmingham, AL, holding a Series 66 designation and two years of industry experience. His background includes roles at PricewaterhouseCoopers LLC and business operations within The Noles Group, an S-Corp supporting investment-related client services. He also works as an insurance agent specializing in fixed products through multiple agencies. OSAIC serves a diverse client base including individual and institutional investors, offering a range of advisory and brokerage services supported by proprietary asset-allocation tools and access to third-party managers. The firm is notable for its extensive platform network, multiple mergers, and integration of various investment solutions.

Dylan Saulsbury is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 2013, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Dylan focuses on helping clients develop comprehensive financial plans that align with their key life priorities. His approach involves understanding each client's complete financial situation and collaborating with them to create plans designed to perform well across various economic conditions. Outside of his professional responsibilities, Dylan has interests in cars, family activities, football, golf, pets, and reading.

Benjamin Garrison IV is a financial advisor with Stifel, holding a Series 66 designation and four years of industry experience. He has been with Stifel Nicholas & Company since 2021 and previously worked at The Booth Tuscaloosa. Garrison also has a background in education, having taught at the University of Alabama and The Lakeside School. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering 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.

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.

Sarah Shannon is a Series 66-licensed financial advisor with STIFEL in Birmingham, AL, where she has worked since 2015. She has 12 years of industry experience. Outside of her advisory role, she serves as a chapter advisor for the Alpha Delta Pi Sorority at Samford University. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodologies developed by its Investment Strategy Group to provide asset allocation and planning analyses.