Robert Denning is a financial advisor with Ameriprise in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He worked at UBS Financial Services for 22 years before joining Ameriprise in 2022. He serves on the Board of Directors for the Sloss Furnaces National Historical Landmark. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. As a large institutional firm, it provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Jeffrey Foose II is a financial advisor with Raymond James Financial, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones for eight years and has experience in the restaurant and ranching sectors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth investors, pension plans, and public entities. The firm offers tailored, typically non-discretionary advisory solutions and has specialized programs for small businesses and municipal clients.

William Rhett is a financial advisor at Stifel with 42 years of industry experience. He has been with Stifel since 2015. Rhett holds a Series 63 designation. Outside of his advisory role, he is a limited partner in the Rhett Family Partnership, which involves triple net leasing real estate and farming. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, providing brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to deliver asset allocation and planning analyses.

Caroline Gallahar is a financial advisor with Morgan Stanley in Birmingham, AL, holding Series 65 and Series 63 licenses with four years of industry experience. Prior to joining Morgan Stanley in 2025, she worked at The Vanguard Group from 2021 to 2025. Her background also includes roles outside of finance, such as positions at Danny Clements Builder and RSVP Magazine. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services through both individual and corporate financial planning agreements.

Raymond Reuter is a financial advisor at LPL Financial with 29 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. Prior to joining LPL Financial in 2022, he worked at Infinex Investments, Inc. for nine years and is also associated with Cadence Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Jaron Shaw is a financial advisor with Wells Fargo Clearing in Birmingham, AL, holding Series 65 and Series 63 licenses and having six years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2019 and has prior experience with Perry's Steakhouse & Grille. 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 offers both brokerage and advisory solutions supported by extensive research and analytics.

Bridget Buckley is a financial advisor at Morgan Stanley in Birmingham, AL, holding a Series 66 designation with six years of industry experience. She has worked at Morgan Stanley since 2019 and has prior experience in retail and nonprofit sectors, including roles at The Gold Standard New York and the Lee County Humane Society. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that combine advisory and brokerage capabilities.

Joshua Cothran is a financial advisor with Ameriprise in Birmingham, AL, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets. The firm provides written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team in partnership with advisors like Cothran.

Darcy Glenn is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 licenses and has 37 years of industry experience. Prior to joining Raymond James in 2022, Glenn worked at Morgan Stanley for nine years. Outside of finance, Glenn is the owner of Glenn Art, a business producing and selling paintings and other art-related products. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, using detailed risk profiling and firm research to develop tailored recommendations.

Thomas Norris is a financial advisor at Morgan Stanley with 24 years of industry experience. He has worked at various Morgan Stanley entities since 2008, including Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and 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 modeling techniques.

Paul Saia is a financial advisor at OSAIC with 49 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation from 1976 to 2025. Saia also engages in employee benefits and insurance services, including group life, dental, vision, medical, disability, fixed annuities, and life settlements. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a network of affiliated advisers and advisory platforms. The firm offers integrated brokerage, investment advisory, and financial planning services, utilizing various asset-allocation tools and third-party solutions to manage portfolios across multiple asset classes.

Mary Anne Phillips is a Private Wealth Advisor with experience in managing portfolios for institutional and high-net-worth clients. She began her career in financial services in 2008 at Highland Associates, focusing on investment management, portfolio analytics, and risk assessments for institutional clients. In 2012, she joined Merrill Lynch Wealth Management, where she applies analytical skills to create customized client portfolios that align with client objectives, risk tolerance, and liquidity needs. Mary Anne earned a Bachelor of Science degree in Business with a concentration in Finance from Auburn University. She holds the Chartered Financial Analyst (CFA) designation and is a Merrill Institutional Consultant. Her expertise includes family wealth management strategies, institutional investment consulting, philanthropic planning, socially responsible investing, and more. Active in her community, Mary Anne has served on the Homewood Library Foundation, the YWCA Central Alabama Junior Board, the Junior League of Birmingham, and the Trinity United Methodist Administrative Board. She lives in Homewood with her husband, Bradley, and their three children.

Candice Hobbs is a financial advisor with Merrill based in Birmingham, AL. She holds a Series 66 designation and has 15 years of experience with Merrill and nine years with Bank of America. She serves as a co-trustee of a private trust outside of her advisory role. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

George Nolen is a financial advisor with Mass Mutual Investors Services in Birmingham, AL, holding a Series 63 designation and bringing 50 years of industry experience. He has been with MassMutual Life Insurance Company and Mass Mutual Investors Services since 1996. Outside of his advisory role, he is involved in sales as an agent for life, health, group life, group health, and group disability insurance, and he also provides financial advisory services related to life settlements. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals—including high-net-worth clients—business owners, trusts, estates, charitable organizations, and employers. The firm delivers ongoing financial planning, asset management, and educational seminars through collaborative, annual client relationships.

Matthew Smith is a financial advisor with Morgan Stanley in Birmingham, AL, holding a Series 66 designation and 13 years of industry experience. He previously worked at Bank of America and Merrill before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2025. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Christopher Smith is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 26 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 investment recommendations, serving both retail and institutional clients with a range of advisory and fiduciary services.

Robert Giles is a financial advisor with Morgan Stanley in Birmingham, AL, holding Series 63 and Series 65 registrations and bringing 30 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Giles also serves as a stadium announcer for the University of Alabama and is a deacon with Vestavia Hills Baptist Church. Additionally, he operates Power Play, providing voiceovers for radio and television commercials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs for individuals and institutions. The firm’s financial planning process employs firm-approved tools and modeling techniques, serving clients through tailored financial plans and corporate financial planning agreements.

Lawrence Garrity is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at BlackRock Investments, Inc. and Cantor Fitzgerald. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Mark Melichar is a financial advisor at Morgan Stanley in Birmingham, AL, holding a Series 66 credential with 13 years of industry experience. His career includes roles at Bank of America and Merrill Lynch from 2012 to 2023 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2023. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide 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 both direct and corporate financial planning arrangements.

S. Creekbaum is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. Creekbaum has been with Wells Fargo Advisors since 2015. Outside of financial advising, Creekbaum is the owner and host of The Chase TV Show in Birmingham, Alabama, a role held since 2010. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services supported by proprietary research and tools, with planning engagements that are generally discrete and tailored to client needs.