Bryan Poole is a CFP® professional with 26 years of experience in the financial services industry. He has held roles at Wells Fargo Advisors and Wells Fargo Clearing since 2009. Poole also owns Village Wealth Management LLC, a financial planning practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory offerings with other financial products.

Malcolm Albin is a Senior Financial Advisor with the Lacey Albin Group within Merrill Private Wealth Management. He serves the financial and investment needs of high- and ultra-high net worth families, individuals, businesses, and nonprofits. His team's goal is to simplify clients' financial lives so they can focus on their priorities, providing customized, boutique-level service backed by the resources of a global financial institution. Malcolm's expertise encompasses portfolio management and construction, wealth management planning and modeling, impact portfolio strategies, estate planning and wealth transfer services, customized credit, and lending solutions. Prior to his career in financial services, he spent five years managing fundraising and development operations for various nonprofits in the Birmingham, Alabama area. He holds three degrees from the University of Michigan, including a Bachelor's Degree in History, a Masters of Environmental Science, and an MBA from the Ross School of Business. Malcolm has been involved in the Birmingham community through memberships with organizations such as the Public Affairs Research Council of Alabama (PARCA), UAB School of Nursing, and Campfire Alabama. In his personal time, he enjoys camping, cooking, hiking, music, soccer, and spending time with his family.

Jonathan Mansfield is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Birmingham, AL, and has 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as vice president of Double Oak Mountain, a non-investment-related business connected to his spouse's optometric practice. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

John Pickering is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base that includes individuals, institutional clients, and charitable organizations, offering a range of financial planning and advisory services with a generally non-discretionary approach tailored through detailed risk profiling and analytical tools.

Jill Smith is a financial advisor with Cetera, holding a Series 66 designation and 14 years of industry experience. She has worked at Cetera Investment Services LLC, Cetera, and Regions Bank since 2017, and previously at ProEquities, Inc. from 2015 to 2017. Outside of her advisory role, she serves as an independent consultant for Pure Romance. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, supporting over 10,000 advisors and approximately 800,000 clients.

Jay Trousdale is a financial professional at Cetera with three years of industry experience and holds a Series 66 designation. He has worked with several firms including Great Scott Consulting and Inspired Wealth Solutions. Outside of financial services, Trousdale operates a math tutoring business providing instruction and ACT preparation for students from seventh through twelfth grade. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with options including model portfolios, third-party managers, and bespoke strategies.

Gary Gordon is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing nearly 40 years of experience in the financial industry. Since joining Merrill Lynch in February 2014, he has focused on providing investment services for individuals and companies, helping clients navigate changing market conditions. Previously, Gary served as a financial advisor with Morgan Stanley from 1982 to 2014. His areas of expertise include managing new wealth, sports and entertainment financial planning, and retirement income strategies. Gary holds a Bachelor's Degree from the University of Alabama and has earned several professional designations including Certified Investment Management Analyst (CIMA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Gary is committed to delivering personalized wealth management solutions tailored to clients’ evolving needs. He also participates in community volunteer activities, reflecting Merrill’s tradition of community involvement. Outside of work, he enjoys reading, spending time with his family, and watching movies.

John Rucker is a financial advisor at Stifel with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Intl Advisory Consultants Inc. for 10 years. Rucker has served as past president and board member of the Mountain Brook Chamber of Commerce and is currently a board member of JH Outback Birmingham and Vestavia Country Club. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Martin Talley is a financial advisor with Raymond James & Associates in Birmingham, AL, holding a Series 63 designation and five years of industry experience. His prior roles include positions at BBVA Wealth Solutions, BBVA Securities, Warreen Averett, and university affiliations at Auburn and the University of Mississippi. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Cindy Chandler is a CFP® with 30 years of industry experience. She is currently with OSAIC and was previously with Securities America Advisors, Inc. for 10 years. She is also the sole proprietor of Chandler Financial Group, Inc. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing firm-provided tools and third-party platforms to construct and manage portfolios across various asset classes.

Linda Daniel is a financial advisor with Stifel in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 54 years of industry experience. She has worked at Stifel since 2015 and previously spent nine years with Intl Advisory Consultants Inc. and three years with Sterne, Agee & Leach, Inc. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

David Searcy is a financial advisor with Morgan Stanley in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley since 2013, including 11 years with Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and firm-approved tools to develop financial plans.

Margaret Broome is a financial advisor with Raymond James & Associates, holding a Series 66 designation and eight years of industry experience. She has been with Raymond James & Associates, Inc. since 2016. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Andrew Taylor is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has a background in the United States Army, serving on active duty from 2005 to 2019 and continuing military service as a Major in the United States Army Reserve Sustainment Command. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Caitlin Gossett is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has two years of industry experience and has previously worked at Merrill and RFG Advisory, LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of planning programs, educational seminars, and investment solutions but does not provide discretionary investment management as part of its financial planning services.

George Moreland is a financial advisor at Wells Fargo Clearing with a Series 66 designation. He has experience working at several firms since 2022, including Raymond James & Associates Inc. and RT Specialty. Prior to his financial services career, he was a professional golfer on the PGA Tour Canada. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice with an IPS-driven approach grounded in modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options among its investment menu, serving a broad range of institutional clients.

Gregory Tremblay is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at Tom James Company for 15 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Charles Whitley is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Primerica Advisors since 1995 and is also associated with CMJ Financial Group. In addition to his advisory role, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily under a tiered wrap-fee structure.

Ramsey Reich is a financial advisor with Ameriprise who holds Series 63 and Series 66 credentials and has 31 years of industry experience. Prior to joining Ameriprise in 2024, he operated a private legal practice focused on estate planning and probate matters for 17 years and worked with Concourse Financial Group Securities Inc for 20 years. Outside of his advisory role, he is involved in a family-owned fencing business and serves on the board of a local condominium owners association, as well as holding a leadership position in a local chapter of the Sons of the American Revolution. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes comprehensive reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies. The firm utilizes a centralized service team to produce recommendations that incorporate investment research and third-party data, subject to restrictive enrollment criteria based on investable assets and managed account participation.

Susan Barnes is a financial advisor at Morgan Stanley with 24 years of industry experience. She has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Barnes holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and utilizes structured planning tools and investment models in its financial planning process.