Ellis Windle is a financial advisor at Ameriprise with 27 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 1999. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice.

Anthony Romano is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds the Series 66 designation and has been with Raymond James & Associates since 2013. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. Raymond James serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

James Mcelroy is a financial advisor at Stifel with 21 years of industry experience. He holds a Series 66 designation and has been with Stifel since 2015. Outside of his advisory role, he serves on multiple boards, including as chairman of the Alabama Symphony Endowment Board and as a board member of the Canterbury United Methodist Church day care. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and financial planning analyses that support client decision-making.

Daniel Dean is a Series 66 licensed financial advisor with 19 years of industry experience. He has been with UBS Financial Services in Mountain Brook, AL since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment plans.

Joseph Boudreaux is a Series 66-credentialed financial advisor with 15 years of industry experience. He has worked at Stifel since 2023, following ten years at Raymond James & Associates and two years at Morgan Keegan & Company, LLC. Outside his advisory role, he serves on the board and investment committee of the O'Neal Library Foundation in Birmingham, AL. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and advisory services with an investment approach based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Robert Vaughn is a financial advisor with Raymond James & Associates in Birmingham, AL, holding a Series 66 designation and bringing 28 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. 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, charitable organizations, and municipal entities, offering a range of financial planning and advisory services with non-discretionary consulting and access to multiple portfolio management strategies.

Sara Clemmer is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. She has worked at Raymond James & Associates since 2013 and previously spent 17 years with Rearrangements/SHC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutional investors, and municipal entities, and offers financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research resources.

Mark Henry is a financial advisor with Raymond James & Associates in Birmingham, AL, holding a Series 66 credential and 20 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, Henry serves as Treasurer of the Charles R. and Sandra G. Henry Foundation, a nonprofit that awards college scholarships to military veterans. 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 charitable organizations, offering financial planning and consulting services supported by a range of portfolio management styles and affiliated research.

Patrick Townes is a financial advisor with Mass Mutual Investors Services. He holds a Series 66 designation and has been working in the financial industry since 2024. In addition to his roles at MassMutual and MML Investors Services, he has been associated with Parker & Townes, P.C. since 2013. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, collaborative financial planning engagements using firm-approved software and tools, with optional implementation requiring separate arrangements.

Travis Jones is an Investment Consultant at Fidelity Investments, where he works to co-create comprehensive financial plans and develop solutions tailored to clients' goals and expectations. He focuses on fostering an environment conducive to growth and building long-lasting client relationships. Before joining Fidelity Investments in 2023, Travis served as a Senior Banker and Mortgage Loan Officer at PNC Bank from 2021 to 2023. His professional experience spans investment consulting and banking services. Outside of his professional work, Travis enjoys spending time at the beach and lake, fishing, football, outdoor adventures, and traveling.

Evan Brooks is a Series 66-licensed financial advisor at Stifel with eight years of industry experience. He previously worked at Raymond James & Associates and Northwestern Mutual Investment Services LLC. Outside of his advisory role, he is a partner in Copper Beard LLC, a land management business. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation models developed by its Investment Strategy Group.

Cathy Beasley is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has been with Raymond James & Associates since 2013. 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, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Brice Falkner is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and possessing 19 years of industry experience. He has worked with several firms, including Cetera Advisors LLC, Rockridge Partners, LLC, and Falkner Financial Advisors, which he has operated since 2010. Outside of his advisory role, Falkner serves on the finance committee of the First Baptist Church of Trussville. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that supports discretionary and non-discretionary management across multiple program structures and custodial relationships.

Thomas Brown is a financial advisor with Mass Mutual Investors Services in Birmingham, AL. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked in various medical and sports medicine positions, including at Fagan Sports Medicine and UAB Hospital. 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, charitable organizations, and employers. The firm offers collaborative, goal-oriented planning using firm-approved analytical tools and a range of investment and educational programs.

Matt Roche is a financial advisor with Raymond James & Associates in Birmingham, AL, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Raymond James & Associates since 2012. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

William Lynch is a CFP®-credentialed financial advisor with Stifel, bringing 14 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and previously held roles at US Health Advisors, Estes Automotive Center, Bank of America, and Merrill. Lynch is actively involved in community service as a director and board member in organizations such as the Birmingham Sunrise Rotary Club and the Breast Cancer Research Foundation of Alabama. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jennifer Farris is a financial advisor with Equitable Advisors in Trussville, Alabama, holding a Series 66 designation and 19 years of industry experience. Her prior work history includes roles at Axa Advisors, LPL Financial, Uvest Financial Services Group, Inc., and Morgan Keegan & Company, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs for individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm uses a range of advisory models implemented through third-party sponsors and LPL programs, offering varied investment options including mutual funds, ETFs, separately managed accounts, and select alternatives.

J Verchot is a financial advisor with Equitable Advisors in Birmingham, AL, holding Series 63 and Series 65 credentials and having 35 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. He serves as power of attorney for both of his parents. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a variety of advisory programs and third-party managers to deliver customized investment solutions.

Philip McDonald is a financial advisor with Wells Fargo Clearing in Birmingham, AL, holding Series 63 and Series 66 designations and 20 years of industry experience. His prior roles include positions at UBS Financial Services and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a large network of financial advisors.

Earl Falkner Jr. is a financial advisor at Cetera with 49 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with Securities Service Network, Inc. and managed his own firm, Falkner Financial Advisors. He is also active as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting discretionary and non-discretionary accounts across various program structures.