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 12 years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise Financial Services. Outside of his advisory role, he is the owner of Granville Interiors, LLC, where he consults part-time on advertising, inventory management, and customer engagement for small retailers. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individual, institutional, and municipal clients. The firm offers tailored financial planning and consulting services through a variety of portfolio management styles and provides municipal advisory services alongside market-making and execution roles in municipal and government bonds.

Chase Gore is a financial advisor at Raymond James & Associates with 18 years of industry experience. He has been with Raymond James & Associates since 2013 and holds the Series 66 designation. 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, investment consulting, and municipal advisory services.

Jonathan Cunningham is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 17 years of industry experience. He previously worked at Ameriprise and LPL Financial. Outside of his advisory role, he owns Cunningham Financial Group, LLC, where he manages an advisory and insurance brokering business. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Pope Rivers is a financial advisor at Osaic with Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at The Noles Group, Strategic Financial Partners, and Vulcan Defence Group. Outside of financial advisory, he operates a catering business and works as an insurance agent specializing in fixed annuities, life, and health insurance products. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to charitable organizations, providing integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools and automated rebalancing to construct portfolios that include a broad array of investment products and offers both discretionary and non-discretionary management options.

Morgan Paugh is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and previously worked at Regions Bank for six years and at the University of Alabama for four years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

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 based in Birmingham, AL. He holds a Series 63 designation and has 42 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 overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

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 with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. Prior to joining Raymond James in 2021, he worked at Wells Fargo Clearing for five years. He serves as a board member on the Jefferson County Board of Equalization and Adjustments, where he reviews property assessment challenges. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, using a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Hunter Smith is a CFP® professional with eight years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Kestra Advisory Services, Securities America Advisors, and America's First Federal Credit Union. Smith holds a Series 66 license and has experience as a registered representative through Kestra Investment Services. 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 financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisory representatives.

Md Hossain is a financial advisor at Charles Schwab with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and its related entities since 2019. His prior experience includes roles at E*Trade Securities and Scottrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Sara Hibbs is a financial advisor at LPL Financial with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Cambridge Investment Research Advisors and ProEquities, Inc. In addition to her advisory work, she owns a lawn care business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a range of advisory and brokerage services.

Michael Turnbough is a financial advisor with Raymond James & Associates in Birmingham, AL. He holds Series 63, 65, and 66 licenses and has 32 years of industry experience, including 14 years with Raymond James. Raymond James & Associates is a large firm serving individuals, institutional clients, and various organizations with financial planning and investment consulting. The firm offers a range of portfolio management styles and specialized services, including municipal advisory and employer consulting programs.

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.

Michael Mullis is a financial advisor at LPL Financial with 27 years of industry experience. He holds the PFS™ and Series 63 designations and has previously worked at Kestra Advisory Services and Securities America Advisors. Mullis is co-owner of an investment-related real estate business with family involvement. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advisors with a range of discretionary and non-discretionary investment options supported by operational and research tools.