Lawrence Wall is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at LPL Financial. He has previously worked at Cambridge Investment Research and Minnesota Life Insurance Company. Outside of his advisory role, he is involved with Crump Insurance on a part-time basis. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services supported by research, model portfolios, and technology-driven strategies.

Charles Grinkmeyer is a financial advisor with Ameriprise in Vestavia, Alabama, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Outside of his advisory role, he manages office space through his business, Grinkmeyer and Associates, LLC. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to develop personalized recommendations delivered through a centralized consulting team.

Justen Burns is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds a Series 66 designation and has a military background, having served in the United States Army from 2001 to 2021. He also has ownership in Tavros Wealth Management LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with banking and other financial products.

Joseph Kassouf is a financial advisor with Cetera, holding a Series 66 designation and 15 years of industry experience. He has been with Cetera and related entities since 2018 and previously worked at Wells Fargo Advisors and Wells Fargo Bank from 2013 to 2018. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, 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 provides access to multiple program platforms and third-party money managers.

James Kline is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Wells Fargo in 2020, he worked at UBS Financial Services for nine years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

John Blackmon is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and one year of industry experience. His prior roles include four years at Regions Bank and various positions in the hospitality and insurance sectors. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics grounded in diversification principles and modern portfolio theory.

Scott Chambers is a financial advisor with Wells Fargo Clearing in Birmingham, AL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Outside of his advisory role, Chambers serves as a council member for the City of Leeds, AL, where he participates in decision-making on municipal issues. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Austin Hartline is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has previously worked at Regions Bank and Cracker Barrel. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients 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 a multi-manager platform.

Farra Alford Jr. is a Series 66-credentialed financial advisor with Morgan Stanley, bringing 15 years of industry experience. He has worked with Morgan Stanley since 2013 and has been affiliated with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is the owner of a timber land company and is a passive investor in racehorses. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and market modeling techniques, serving clients in both advisory and brokerage capacities.

Whitney Syme is a financial advisor with Morgan Stanley in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Robert Norman is a CFP® professional with 15 years of industry experience, currently associated with LPL Financial since 2014. He operates out of Birmingham, AL, and holds the Series 66 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Brian Southerland is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers both tailored financial plans and institutional consulting, with a focus that includes public finance and municipal work.

Melissa Porco is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2017 and previously worked at AVON Products for 13 years. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses a structured planning process incorporating firm-approved tools and modeling techniques without providing individual security recommendations as part of standalone planning.

Gail Ginn is a financial advisor at Morgan Stanley with 33 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Citigroup Global Markets since 1993 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and scenario modeling.

John Hamn is a financial advisor at Stifel with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel since 2015. Outside of his advisory role, he is a managing member of Gunski, LLC and a member of Rectory, LLC, both single-building real estate investment entities. Stifel serves a wide range of clients, including individual, institutional, and nonprofit entities, offering 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.

Robert Russell is a ChFC® credentialed financial advisor with 43 years of industry experience. He currently works with Cetera and previously spent 19 years at Concourse Financial Group Securities Inc. He also owns and operates R.S. Russell Financial Group Inc, an insurance and financial services business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes 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 affiliated and unaffiliated managers, providing diverse program options and supervisory structures.

James Mitchell is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2023, following a 14-year tenure at Bank of America and an 18-year period at Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that employs firm-approved tools and modeling techniques, and manages approximately $2.74 trillion in client assets.

Colton Bradford is a financial advisor at Merrill in Birmingham, AL, holding a Series 66 designation. He has been with Merrill since 2024 and has prior experience at Advantage Retirement Group and other firms. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional fiduciaries.

Michael Atkins is a CFP® with six years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2019. He previously worked at Elevations Credit Union and ServisFirst Bank. Atkins volunteers as a financial literacy teacher through a community program in Birmingham, AL. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets through over 14,000 advisors and offers a range of brokerage and advisory solutions.

Jason Cork is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and possessing 23 years of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked at Ameriprise Financial Services from 2009 to 2024. He is the sole owner of Cork Wealth Management LLC, a separate business entity. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, with a focus on specialized planning areas such as business-owner transition and special-needs analysis.