Jonathan Williams is a financial advisor at Edward Jones in Birmingham, AL, holding a Series 66 credential with one year of industry experience. Prior to joining Edward Jones, he worked at Hoover City Schools and served for 19 years at First Baptist Church of Pelham. Outside of his advisory role, he maintains the lawn and parking lot at his wife’s dental practice through his sole proprietorship lawn care business and is an associate missionary leading trips with E3 Partners. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and managed solutions, supported by a large nationwide network of advisors and branch offices.

Bonnie Brewer is a financial advisor at Cetera with 12 years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley, Ameriprise Financial Services, and SA Stone Wealth Management. Outside of advising, she is involved in retail and online sales through her role at Pottery Barn. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and multiple program structures.

Michael Jones is a financial advisor with Primerica Advisors in Birmingham, AL, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at PFS Investments Inc. since 2020 and has been involved with Primerica Financial Services since 1995. Outside of his advisory role, he is the owner and salesperson of Harmony Remodeling, Inc., a non-investment-related business. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

London Huie is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds a Series 66 designation and has prior work history including roles at O'Neal Steel, LLC and O'Neal Industries, as well as experience at Jacksonville State University and his own firm, Huie and Associates. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as collaborative, annual relationships using firm-approved analytical tools.

Bethany Davis is a financial advisor with LPL Financial in Birmingham, AL, holding a Series 66 credential and 12 years of industry experience. She was previously with The Covenant Group from 2012 to 2019 before joining LPL Financial. Outside of advising, she is the owner of Feed Dixie Farms, a business based in Wilsonville, AL. 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 variety of financial planning and portfolio management services, utilizing a broad range of investment strategies and technology tools alongside a large network of investment adviser representatives.

Michael Mullis is a financial advisor at LPL Financial with 27 years of industry experience. He holds the PFS™ and Series 63 designations and has previously worked at Kestra Advisory Services and Securities America Advisors. Mullis is co-owner of an investment-related real estate business with family involvement. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advisors with a range of discretionary and non-discretionary investment options supported by operational and research tools.

Ryan Caffrey is a financial advisor with Ameriprise in Birmingham, AL, holding a Series 66 designation and one year of industry experience. His background includes roles at Ameriprise Financial Services and academic positions at the University of Alabama and Seven Lakes High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides customized retirement income planning through written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Joel Johnson is a financial advisor with Equitable Advisors in Birmingham, AL, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory work, he serves as a board member for Quest Ministries, providing guidance to their youth recreation and camp ministry. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes third-party asset managers and comprehensive advisory models, providing various investment options and ERISA fiduciary services through its network of Investment Adviser Representatives.

Samantha Hays is a Planning Consultant at Fidelity Investments, a position she has held since 2026. She has been with Fidelity Investments in various roles including Planning Consultant and Financial Consultant since 2021. Prior to that, Samantha gained experience at Wells Fargo Advisors and Wells Fargo Private Bank, working in roles such as Senior Registered Client Associate and Private Bank Client Associate. Samantha holds the Certified Financial Planner™ (CFP®) designation and has twenty years of experience in the financial industry. She specializes in helping clients develop tailored financial strategies by leveraging her analytical skills and attention to detail. Outside of her professional responsibilities, Samantha enjoys attending concerts, cooking and baking, participating in social events, parenthood, spending time with pets, and reading.

Molly Wilder is a financial advisor at Ameriprise in Birmingham, AL, holding a Series 66 designation. She joined Ameriprise in 2024 and has prior experience at firms including Coastal Truck Driving School and MedPlan Recruiting, Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Andrew Martin is a ChFC® credentialed financial advisor at OSAIC with 40 years of industry experience. He previously worked at Lincoln Financial Securities for six years and ProEquities, Inc. for 33 years. Martin is also the owner of Providence Benefits LLC, which offers health insurance and other insurance products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services utilizing asset-allocation tools, risk assessment, and a variety of investment options, supported by multiple advisory platforms and third-party managers.

Jenny Clark is a financial advisor at Clark Planning & Investment Advisory in Birmingham, AL, holding a Series 65 designation with 22 years of industry experience. She has been with Clark Planning & Investment Advisory since 2004. Clark Planning & Investment Advisory is a small firm with two advisors.

Gary Clark is a CFP® and ChFC® with 26 years of industry experience. He has worked at Clark Planning & Investment Advisory since 1978 and currently serves as secretary and treasurer of Immunology Laboratories Inc., a pre-clinical biotechnology firm he helped incorporate. Clark Planning & Investment Advisory is a small firm based in Birmingham, AL, with two advisors.