James Harris III is a financial advisor at Stifel with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 2015. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology that uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Tuyet Nguyen is a Series 66-licensed financial advisor with eight years of industry experience, currently with LPL Financial since 2021. She previously worked at BBVA Wealth Solutions, BBVA Securities, Compass Bank, and ProEquities. Outside of finance, she operates a nail salon. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions, offering a range of advisory services including financial planning, model portfolios, and institutional platforms.

Whitney Henson is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America, N.A. and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm employs a structured financial planning process and manages approximately $2.74 trillion in client assets.

Jeffrey English is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley since 2009, including time with Morgan Stanley Private Bank, National Association. Prior to that, he was with Citigroup Global Markets for nine years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by its Financial Advisors and Estate Planning Strategies Group.

Joseph Donald IV is a financial advisor with Morgan Stanley in Birmingham, Alabama, holding a Series 66 designation and four years of industry experience. His background includes roles at Morgan Stanley Smith Barney LLC and involvement with Sunrise Fly Shop. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery tools and firm-approved methodologies.

Glenn Draper II is a financial advisor with Wells Fargo Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience, with prior roles at Bank of America, N.A. and Wells Fargo Clearing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services. The firm offers tailored recommendations supported by proprietary research and planning tools, with services spanning cash-flow, retirement, education, risk, and wealth-transfer planning, among other specialized areas.

Caroline Hancock is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2021. Her prior work experience includes roles in automotive merchandising and nonprofit organizations, as well as a position at Birmingham Southern College. Morgan Stanley Wealth Management serves individual and institutional clients, offering a wide range of advisory programs that include tailored financial planning supported by firm-approved tools and analysis from its Financial Advisors and Estate Planning Strategies Group.

Harrison Koon is a Series 66-licensed financial advisor based in Birmingham, AL, currently affiliated with Merrill. He has been with Merrill and Bank of America, N.A. since 2026. Prior to his current role, he gained experience at the University of Alabama and held positions outside of finance, including work with Ike's Beach Service and Russell Marine. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kyle Windham is a CFP® with eight years of industry experience, currently affiliated with Cetera. He has worked at Avantax Investment Services, Inc. and operates Windham Financial Group PC, which offers accounting services and tax preparation. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides a range of portfolio management and financial planning services through a multi-manager platform with access to various investment strategies and third-party managers.

Paul Bush is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His career includes prior roles at Bank of America, Merrill, BBVA Securities, and Compass Bank. 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, providing financial planning and advisory services with non-discretionary consulting based on detailed analyses and supported by firm research and a range of portfolio management options.

William Cummings is a financial advisor with Morgan Stanley in Birmingham, AL, holding a Series 63 designation and 28 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley since 2019 and previously held roles at BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and Compass Bank from 2004 to 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools, including Secular Return Estimates and Monte Carlo simulations, to develop tailored financial plans.

Pablo Miranda is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Wells Fargo Clearing and Regions Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individual investors, 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 options spanning automated allocations to bespoke strategies.

Dylan Young is a financial advisor with Morgan Stanley in Birmingham, AL, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley, he worked at Peachtree Planning and held various roles in event management, hospitality, and education. He serves as a Junior Board Member for Down Syndrome Alabama, where he contributes to event planning and awareness efforts. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and investment research while serving both retail and institutional clients.

Matthew Nichols is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he held roles at MML Investors Services, MassMutual Life Insurance Co, and worked in education at Keiser University, Delta State University, Shelton State Community College, and Prattville High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Hollis Gieger Jr. is a CFP® with 26 years of industry experience, currently advising at Morgan Stanley in Birmingham, AL. His work history includes roles at Morgan Stanley Private Bank, International Advisory Consultants Inc., and Brookline Investments, Inc. He is a passive investor in several biotechnology and technology ventures, including early-stage companies and low-income housing tax credit syndication. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, combining tailored financial planning with access to extensive investment resources and tools. The firm manages approximately $2.74 trillion in client assets and emphasizes structured, advisory-driven planning processes.

David Gilchrist Jr. is a financial advisor at Stifel with 29 years of industry experience. He holds a Series 63 designation and has been with Stifel Nicolaus & Co Inc since 2013. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to offer asset allocation, retirement, insurance, and estate planning analyses.

Edward Powell is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has built a career spanning over three decades in financial services, beginning his advisory work in 1988 after a career as an entrepreneur in the building materials distribution industry. Edward has spent his entire advisory career with Merrill, developing long-term relationships with clients, many of whom have remained with him since the start of his tenure. With over 36 years of experience at Merrill, Edward specializes in creating personalized financial strategies tailored to each client's risk tolerance, investment objectives, and time horizon. His approach emphasizes a disciplined process that involves getting to know clients and their families to deliver service aligned with their unique financial situations. Edward holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Auburn University. Edward and his wife Sarah live in Mountain Brook, Alabama. They spend much of their free time at Lake Martin with their five children and seven grandchildren.

Coleman Richards is a financial advisor with Morgan Stanley in Birmingham, AL, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His career includes roles at Morgan Stanley Private Bank, BBVA Wealth Solutions, and several BBVA-related entities from 2014 through the present. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Ulysses Myers II is a Senior Financial Advisor at Merrill Lynch Wealth Management, with a career beginning in 1992. He specializes in areas including college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. A graduate of Samford University, Ulysses holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. His approach to wealth management emphasizes effective communication and listening to clients' evolving goals through different stages of life, considering priorities such as finances, work, family, health, and giving. Outside of his professional role, Ulysses has interests in fishing, golfing, table tennis, and traveling. He is also involved with Hunter Street Baptist Church.

Robert Stein is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2011. He has over twenty-five years of experience in the financial services industry, having held various roles including Investment Representative, Client Service Specialist, Financial Representative, and Branch Service Representative at Fidelity Investments, as well as Shareholder Services Representative at BISYS Fund Services. Throughout his career, Robert has focused on partnering with clients to help them pursue their financial goals, build and preserve wealth, and maintain a focus on what matters most to them. This client-centered approach has enabled him to develop long-term, trust-based relationships. Outside of his professional work, Robert enjoys fitness activities such as golf, hiking, running, skiing, and traveling.