Robert Easterling is a CFP® and PFS™ with 25 years of industry experience, currently affiliated with Cetera. He has worked with Cetera Advisors LLC since 2013 and continues his practice at Cetera. Easterling is also co-treasurer of the Philip Mahan Davis Foundation and serves as vice-president of the Providence Park Owners Association. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate, charitable, 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 money managers.

Candace Thompson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include positions at Alabama State Employees Credit Union, PNC Bank, BBVA Securities, and Valley Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Crystal Bowles is a financial advisor with LPL Financial based in Birmingham, AL. She holds the CFP® designation and has 25 years of industry experience. Her prior roles include eight years at Bridgeworth, LLC and a previous six-year tenure with LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services delivered through a large network of advisors using both proprietary and third-party models.

Robert Sparks is a CFP® professional with 23 years of industry experience, currently affiliated with Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Sparks serves on the Board of Directors for Leadership Vestavia Hills. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research-driven strategies and tax-efficiency analysis to support clients approaching or in retirement. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Ryan Nast is a financial advisor with Cetera who holds a Series 66 designation and has 17 years of industry experience. He has been with Cetera and its related entities since 2013. Outside of his advisory work, he serves as a Sunday school teacher, church deacon, and finance committee member at Dawson Memorial Baptist Church, and acts as a school liaison for Wise Guys Ministries at Dolly Ridge Elementary School. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, corporate, charitable, and institutional clients nationwide, offering a range of portfolio management and advisory services across various program structures.

Grady Kelly is a Planning Consultant at Fidelity Investments, where he works with clients to develop personalized, holistic financial plans. In his role, he partners with individuals to create comprehensive strategies that align with their retirement objectives, addressing concerns and identifying opportunities to enhance their financial security. Kelly has held multiple positions at Fidelity Investments, progressing from Financial Representative (2023-2025) to Relationship Manager (2025-2026), before assuming his current role in 2026. This experience has provided him with a foundation in client relations and financial planning. Outside of his professional work, Kelly enjoys baseball, golf, outdoor adventures, skiing, and traveling.

Alexander Sarafianos is a financial advisor with Cetera in Birmingham, AL, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He has been with Cetera and its related entities since 2013 and also maintains a role at Regions Bank since that time. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to third-party money managers and a range of portfolio management and financial planning services.

William Murphree is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. In this role, he focuses on empowering clients to make informed financial decisions and building lifetime relationships aimed at advancing clients toward financial freedom through comprehensive analysis and wealth planning. William's career in financial services spans several years, including roles such as Financial Consultant and Investment Consultant at Fidelity Investments from 2016 to 2019, Director of Training and Development at AIG Financial Network from 2015 to 2016, Financial Services Representative at Financial Group of The South from 2014 to 2015, and Branch Manager and Financial Services Representative at Country Financial from 2013 to 2014.

Jason Hatley is a financial advisor with LPL Financial in Birmingham, Alabama, holding Series 63 and Series 66 licenses with eight years of industry experience. Prior to joining LPL Financial, he worked at Northwestern Mutual and Surgical Care Affiliates. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Tyler Noles is a financial advisor with OSAIC in Birmingham, AL, holding a Series 66 designation and two years of industry experience. His background includes roles at PricewaterhouseCoopers LLC and business operations within The Noles Group, an S-Corp supporting investment-related client services. He also works as an insurance agent specializing in fixed products through multiple agencies. OSAIC serves a diverse client base including individual and institutional investors, offering a range of advisory and brokerage services supported by proprietary asset-allocation tools and access to third-party managers. The firm is notable for its extensive platform network, multiple mergers, and integration of various investment solutions.

Michael Davenport is a CFP® professional with 14 years of experience in the financial services industry. He is currently with Raymond James Financial Services Advisors, Inc. and has held prior roles at firms including Concourse Financial Group Securities Inc and Cetera Investment Advisers LLC. Located in Vestavia Hills, AL, Davenport’s background spans various advisory and consulting positions. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Sam Dayhood III is a CFP® with 31 years of industry experience, currently serving at Raymond James Financial in Birmingham, AL. He previously worked at Sterne Agee Financial Services for 14 years before joining Raymond James Financial Services in 2016. Outside of his advisory role, he is the president of Great Cedar Capital Management LLC and serves as chair of the board for the Meadowbrook Place Office Condo Association. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses a non-discretionary approach tailored to client goals and supports municipal and public finance work through a municipal advisor affiliation.

Dylan Saulsbury is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 2013, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Dylan focuses on helping clients develop comprehensive financial plans that align with their key life priorities. His approach involves understanding each client's complete financial situation and collaborating with them to create plans designed to perform well across various economic conditions. Outside of his professional responsibilities, Dylan has interests in cars, family activities, football, golf, pets, and reading.

Conjia Bridges is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds a Series 66 designation and has worked at Merrill Lynch since 1999 prior to joining Wells Fargo Clearing in 2024. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Daniel Hunget is currently a Vice President and Financial Consultant at Fidelity Investments. He has held this role since 2025 and has been with Fidelity Investments as a Financial Consultant since 2016. His professional experience includes previous roles at Farmers Insurance as an Insurance Agent in 2016 and Reserve Field Manager from 2014 to 2015. Additionally, Daniel worked as a Financial Advisor at Edward Jones from 2012 to 2013. He aims to help his clients gain confidence and peace of mind as they pursue their livelihood and legacy goals by listening, collaborating, and assisting them in choosing suitable strategies. Daniel is committed to crafting financial plans that address his clients' financial well-being and work toward their success.

Tyler White is a Financial Consultant currently working at Fidelity Investments since 2025. He holds the Chartered Financial Analyst (CFA) designation and has accumulated over a decade of experience in financial planning. His professional background includes roles such as Investment Consultant at Morgan Stanley from 2022 to 2025, Director of Investments at Northwestern Mutual from 2017 to 2022, Associate Financial Consultant at Regions Financial Corp. from 2015 to 2017, and Financial Advisor at Edward Jones from 2014 to 2015. His expertise lies in helping clients navigate the complexities of financial planning, with a focus on education and simplifying financial topics to empower clients in making informed decisions. Outside of his professional career, Tyler engages in activities including baseball, family activities, fitness, football, social events with friends, and golf.

James Carter is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at LPL Financial since 2020 and previously at MEN, LLC, Horizons Financial Group, and Triad Advisors, Inc. He is also an independent insurance agent specializing in non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and various technology and administrative resources.

Stewart Parks is a financial advisor with MassMutual Investors Services in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with MassMutual Investors Services since 2014 and is also associated with Massachusetts Mutual Life Insurance Co. Outside of his advisory role, Parks is involved as an agent in fixed life insurance sales and is a member of Veritas Financial Partners, LLC, a pass-through entity for expense and payroll management. MassMutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm utilizes collaborative, goal-oriented planning supported by software tools and offers specialized programs including estate-settlement and employer-sponsored planning.

Stephen Martin is a financial advisor with LPL Financial in Birmingham, AL, holding the Series 66 designation and bringing 14 years of industry experience. His prior roles include positions at CUNA Mutual Group, Mass Mutual Investors Services, and Waddell & Reed. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services that include financial planning, model portfolios, third-party asset management, and institutional platforms.

Michael Seeds is a financial advisor with Primerica Advisors in Birmingham, AL, holding Series 63 and Series 65 designations and bringing nine years of industry experience. He has been associated with PFS Investments Inc. since 2016 and Primerica Financial Services since 2015. In addition to advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and separately managed account options for individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and uses third-party asset managers and custodians to implement its investment models.