Pope Rivers is a financial advisor at Osaic with Series 65 and Series 63 licenses and one year of industry experience. He has worked at several firms, including The Noles Group, Strategic Financial Partners, and Tre Luna, where he is also involved in a catering business. Additionally, he serves as an insurance agent managing fixed annuities, life, and health insurance products. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and platforms. The firm provides integrated brokerage and advisory services with access to multiple investment products and third-party managers, using tools such as asset-allocation models and automated rebalancing.

Morgan Paugh is a financial advisor with Raymond James & Associates in Birmingham, AL. He holds the Series 66 designation and has experience working at Regions Bank for six years prior to joining Raymond James. 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. The firm offers tailored financial plans and asset-allocation analyses, supporting both non-discretionary and discretionary advisory relationships.

William Poe is a financial advisor with STIFEL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with STIFEL since 2015. STIFEL serves a diverse client base including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Jon Hunt is a financial advisor with Mass Mutual Investors Services in Birmingham, AL, holding CFP® and Series 66 designations and bringing 20 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has an ongoing affiliation with Massachusetts Mutual Life Insurance Company since 2016. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, including high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved analytical tools and offers specialized programs such as Divorce Planning and employer-sponsored planning.

David Anthony is a financial advisor with Raymond James & Associates in Birmingham, AL, holding a Series 63 designation and 41 years of industry experience. He has been with Raymond James & Associates since 2013. 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. The firm offers tailored financial plans and investment recommendations, along with institutional consulting and public finance services.

Dale Hansen is a financial advisor at Edelman Financial Engines with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Edelman Financial Engines since 2025, following nine years at Financial Engines Advisors L.L.C. and three years at Tmfs Advisors, Llc. Hansen serves on the finance committee of Double Oak Community Church in Birmingham, AL. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large participant base through advisor-led and online offerings.

Ry Carter is a Financial Consultant currently working at Fidelity Investments since 2013. He has extensive experience in the financial services industry, having previously worked as a Financial Adviser at MassMutual Financial Group from 2009 to 2013 and at Edward Jones from 2008 to 2009. His professional focus is on building strong client relationships through collaborative planning, personalized guidance, and customized investment strategies that align with clients' goals and priorities. Ry's approach centers on understanding individual client needs to develop tailored financial plans. Outside of his professional work, Ry enjoys engaging in baseball, fishing, football, golf, and traveling.

Joseph Freeman is a financial advisor at Raymond James & Associates with 37 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Freeman serves as a board member on the Jefferson County Board of Equalization and Adjustments, where he reviews property assessment challenges. Raymond James & Associates provides financial planning and investment consulting to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers wealth advisory services, wrap fee programs, and institutional consulting, with a focus that includes public finance and municipal work.

Sara Hibbs is a financial advisor with LPL Financial in Trussville, Alabama, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. Her prior roles include six years at Cambridge Investment Research Advisors and sixteen years at ProEquities, Inc. Outside of her advisory work, she owns a lawn care business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research.

Michael Turnbough is a financial advisor at Raymond James & Associates with 31 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Raymond James since 2012. 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 also offers wrap fee advisory programs and institutional consulting, with a notable focus on public finance and municipal work.

Charles West II is a financial advisor with Morgan Stanley who holds Series 63, 65, and 66 licenses and has 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, West participates in community activities as a member of the Finance Committee for the Black Chamber of Commerce of Palm Beach County and assists with property rehabilitation projects related to agriculture and real estate through a family enterprise in Alabama. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services, utilizing structured discovery processes and firm-approved tools to tailor plans to client needs.

Bonnie Brewer is a financial advisor at Cetera with 12 years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley, Ameriprise Financial Services, and SA Stone Wealth Management. Outside of advising, she is involved in retail and online sales through her role at Pottery Barn. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base 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 multiple program structures.

Michael Jones is a financial advisor with Primerica Advisors in Birmingham, AL, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at PFS Investments Inc. since 2020 and has been involved with Primerica Financial Services since 1995. Outside of his advisory role, he is the owner and salesperson of Harmony Remodeling, Inc., a non-investment-related business. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

London Huie is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds a Series 66 designation and has prior work history including roles at O'Neal Steel, LLC and O'Neal Industries, as well as experience at Jacksonville State University and his own firm, Huie and Associates. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as collaborative, annual relationships using firm-approved analytical tools.

Thomas Ward Jr. is a financial advisor at Stifel with Series 63 and Series 65 credentials and 40 years of industry experience. He has been with Stifel since 2015. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, which serve as a basis for client decisions.

Kenneth Yarbrough is a financial advisor at Raymond James & Associates with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2013. Outside of his advisory role, he has served on the Council On Accreditation Of Nurse Anesthetist since 2016. 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 public finance services.

Gregory Majors is a financial advisor with Raymond James & Associates in Birmingham, AL, holding a Series 66 designation and 27 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 institutional consulting and public finance services, with a focus on municipal clients and affiliated financing solutions.

Willis Hagan III is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves as a finance and investment committee member on the foundation board of St. Luke's Church. 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 also offers institutional consulting and municipal finance services alongside its retail advisory offerings.

Samantha Hays is a Planning Consultant at Fidelity Investments, a position she has held since 2026. She has been with Fidelity Investments in various roles including Planning Consultant and Financial Consultant since 2021. Prior to that, Samantha gained experience at Wells Fargo Advisors and Wells Fargo Private Bank, working in roles such as Senior Registered Client Associate and Private Bank Client Associate. Samantha holds the Certified Financial Planner™ (CFP®) designation and has twenty years of experience in the financial industry. She specializes in helping clients develop tailored financial strategies by leveraging her analytical skills and attention to detail. Outside of her professional responsibilities, Samantha enjoys attending concerts, cooking and baking, participating in social events, parenthood, spending time with pets, and reading.

Russell Barton is a financial advisor with Stifel in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Stifel since 2015. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment analysis methodology developed by its Investment Strategy Group to support asset allocation and financial planning.