John Blackmon is a financial advisor with Wells Fargo Clearing in Pelham, Alabama. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes four years at Regions Bank and roles in various other industries including hospitality and academia. 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 manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions supported by extensive research and analytics.

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®-credentialed financial advisor with 15 years of industry experience. He has worked at LPL Financial since 2014 and previously at Truist Investment Services, INC. from 2012 to 2014. Norman is affiliated with FI-Plan Partners, LLC, an entity related to his LPL business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management and institutional platforms.

Brian Southerland is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

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 with Morgan Stanley in Birmingham, AL, holding a Series 66 designation and 21 years of industry experience. He has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individual and institutional clients, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and analytical models.

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.

Timothy Donahue Jr. is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and previously worked at Stifel and Donahue and Associates. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendations through a centralized consulting team.

Kurt Britnell is a CFP® with 35 years of experience in the financial services industry, currently affiliated with Cetera since 2025. He has held roles at Cetera Wealth Services, LLC, and Concourse Financial Group Securities Inc, and has operated under the dba Security Financial Advisors since 2011. Outside of financial advising, Britnell is co-owner and instructor at a local gym, Fitness 459 LLC. Cetera Investment Advisers LLC is an SEC-registered adviser that works with a broad client base, including individuals, retirement plans, corporations, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers.

Michael Player is a financial advisor with Morgan Stanley in Birmingham, AL, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Bank of America, N.A., and Merrill. 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 firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and Estate Planning Strategies Group.

Matthew Hope is a financial advisor with MassMutual Investors Services in Birmingham, AL, holding Series 63 and Series 66 designations and 15 years of industry experience. He has worked with MassMutual subsidiaries and Penn Mutual Life Insurance Company, including two separate five-year tenures at MassMutual Investors Services. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, employing firm-approved software for goal analysis and generally recommending investment strategies without discretionary authority.

William Wykle is a financial advisor with Morgan Stanley, holding a Series 66 designation and four years of industry experience. He previously worked at Highland Associates for eleven years and has been with Morgan Stanley Smith Barney LLC since 2022. Wykle serves on the Investment Committee of the Independent Presbyterian Church in Birmingham, Alabama. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that serves individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models as part of its financial planning process.

Susan Sloan is a Financial Advisor at Merrill Lynch Wealth Management. She has over 15 years of industry experience, including 12 years in banking and 3 years in financial advising. In her role, Susan helps clients navigate complex financial decisions and create personalized strategies tailored to their individual goals. Her expertise includes corporate executive services, wealth management for women, tax minimization, and retirement income planning. By leveraging resources from Merrill Lynch and Bank of America, she offers a connected approach combining investment guidance, banking and borrowing solutions, digital tools, and financial planning. Susan holds a Bachelor's Degree from Auburn University and is a Personal Investment Advisor (PIA). She is active in her community, serving as an Ambassador for the Vestavia Hills Chamber of Commerce and participating in organizations such as The Red Barn and the Vestavia Hills Library in the Forest. Outside of work, her personal interests include antiquing, boating, cooking, gardening, interior decorating, and running.