Leonard Skelton Jr. is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves as Treasurer and a member of the Finance Committee for the Episcopal Church of the Ascension. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets and employing over 5,400 financial advisors. The firm serves a broad client base with wealth advisory planning and investment consulting, providing non-discretionary recommendations across various programs and institutional consulting services.

Andrew Foshee is a financial advisor at Osaic Wealth, Inc. based in Birmingham, Alabama, with six years of industry experience. He holds the Series 65 and Series 63 designations and previously worked at LPL Financial, ADB Companies, and Primerica Advisors. Outside of financial advising, Foshee is involved in entrepreneurial ventures including owning a trading card business and providing bookkeeping services through a single-member LLC. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients by offering brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to build portfolios encompassing various securities, with accounts managed on discretionary or non-discretionary bases.

David Walta is a financial advisor at Mass Mutual Investors Services with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Northwestern Mutual Wealth Management Company and its affiliates from 2013 to 2017. Since 2017, he has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers collaborative, annual financial planning engagements using firm-approved software and delivers written recommendations focused on investment categories and strategies.

William Doughty Jr. is a financial advisor with LPL Financial in Birmingham, AL, holding Series 63 and Series 66 credentials and 11 years of industry experience. Before joining LPL Financial in 2020, he worked at Woodbury Financial Services from 2014 to 2020. He also operates Doughty Home Inspections LLC dba A-Pro, a business he has managed since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and various management strategies.

Stephen Akers is a financial advisor at Stifel with a Series 66 designation. He began his career in 2025 and has prior experience in hospitality and retail industries, including roles at Sauce on the Creek and Park Hyatt. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling to support asset allocation and financial planning decisions.

Kara Head is a Wealth Management Planning Consultant at Fidelity Investments, where she has been working since 2019. In her current role, she collaborates with clients and their Wealth Management Advisors to develop financial plans tailored to the unique needs of each family, emphasizing clear understanding and trust. Kara has been with Fidelity Investments since 2011, progressing through various roles including Financial Representative, Investment Consultant, and Relationship Manager. This experience has provided her with a comprehensive understanding of wealth management and client relationship management. No additional information regarding Kara's education, credentials, personal interests, or community involvement has been provided.

Durwood Greene II is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Cetera in Birmingham, AL. He was previously associated with Concourse Financial Group Securities Inc for over two decades and operates under the dba Vision Financial Group as Director of Planning. Additionally, he provides notary public services for clients. Cetera Investment Advisers LLC offers a broad range of portfolio management and financial planning services to individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm utilizes a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or design bespoke strategies across various program structures and custodial relationships.

Stracy Chatham is a Series 63 credentialed financial advisor with LPL Financial, based in Vestavia, AL, bringing 30 years of industry experience. Prior to joining LPL Financial in 2020, Chatham worked at Securities America Advisors and Securities America Inc from 2014 to 2020. Outside of his advisory role, he is involved in insurance sales and manages Chatham Wealth Advisors. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary portfolio management supported by proprietary and third-party research.

Austin Mc Kelvey is a financial advisor at Stifel in Birmingham, AL, holding Series 63 and Series 65 licenses with five years of industry experience. His prior roles include positions at 49 Financial and Purshe Kaplan Sterling Investments. Outside of finance, he owns and operates Britches LLC, an online retail business. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

John Inzer is a financial advisor at Stifel based in Birmingham, AL, holding a Series 66 designation with 17 years of industry experience. He has been with Stifel since 2015. Outside of his advisory role, he is a managing member of J.R. Air LLC, a hunting club. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services guided by proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

James Moyer is a financial advisor with Raymond James & Associates in Irondale, Alabama, holding a Series 66 designation and 21 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he owns Struttin Duck Outfitters LLC, a business specializing in duck hunting outfitting. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through both non-discretionary and discretionary advisory programs, with additional capabilities in public finance and institutional consulting.

Phillip Gann is a financial advisor at Stifel with 38 years of industry experience. He holds the Series 63 designation and has been with Stifel Nicolaus & Co Inc since 2014. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach includes proprietary methodologies developed by its Investment Strategy Group, offering analysis and asset allocation guidance to support client decisions.

James Vaughn Jr. is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 29 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 individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, serving both retail and institutional clients with a range of advisory programs.

Brian Mcgee is a financial advisor at Raymond James & Associates in Birmingham, AL, with 19 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2013. Outside of his advisory role, he serves on the Finance/Investment Committee and Advisory Board of The Marine Military Academy. 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 tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships.

Laquita Smith is a financial advisor at Raymond James & Associates with 17 years of industry experience. She holds the Series 66 designation and has been with Raymond James 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 also offers institutional consulting and maintains public-financing and investment banking capabilities.

Jordyn Rosier is a financial advisor at Raymond James & Associates with a Series 66 credential and two years of industry experience. Prior to joining Raymond James, Jordyn worked at Truist Bank and held various roles in education and customer service. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients, with a focus on both retail and institutional advisory services.

Steven Hudson is a financial advisor with Ameriprise in Birmingham, AL, holding a Series 63 designation and bringing 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Hudson serves on several nonprofit and community boards, including as President of the Alabama Golf Association and as a board member of FCA North Central Alabama. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver customized recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Craig Vinson Jr. is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds a Series 66 designation and has worked with Raymond James since 2019, following a three-year tenure at Ameriprise Financial Services, Inc. Outside of his advisory role, Vinson is the owner of Granville Interiors, LLC, where he consults part-time for small brick-and-mortar retailers on advertising, inventory management, and customer engagement. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets. The firm serves a broad client base including individuals, institutions, and government entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

Chase Gore is a financial advisor with Raymond James & Associates in Birmingham, AL, holding a Series 66 designation and 17 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 also offers wrap fee advisory programs and institutional consulting, with a particular focus on public finance and municipal work.

Jonathan Cunningham is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior work includes 14 years at LPL Financial and one year at Ameriprise. He also owns Cunningham Financial Group, LLC, through which he manages an advisory business. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multi-manager platforms that combine affiliated and third-party strategies across various program structures.