Steven Meadows Sr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Wells Fargo Advisors, LLC since 2015. 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.

Matthew Gordon is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2014. Prior to his advisory role, he worked at Briarwood Christian School for seven years. 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 offers tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships.

Mat Johnson is a financial advisor at Stifel with 59 years of industry experience. He holds a Series 63 designation and has been with Stifel since 2015. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering both 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 analyses.

Camper O'Neal is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked since March 2005. He provides investment consulting services to wealthy families and individuals, foundations and endowments, corporations, and retirement plans. Camper assists clients with pre- and post-retirement planning, focusing on income and capital preservation, and holds professional designations including Certified Private Wealth Advisor® (CPWA®), Chartered Retirement Planning Counselor™ (CRPC®), Chartered Retirement Plans Specialist™ (CRPS®), and Certified Plan Fiduciary Advisor (CPFA). Camper earned a High School Diploma from Mountain Brook High School and a Bachelor's Degree from Auburn University. His areas of expertise include family wealth management strategies, services for endowments, foundation and non-profits, legacy planning, liquidity management, managing new wealth, personal retirement planning, socially responsible and ESG investing, women and wealth, and retirement income. He is involved with professional and community organizations including the Breast Cancer Research Foundation of Alabama, Mountain Brook City Schools Foundation, and the O'Neal Comprehensive Cancer Center Advisory Board. Outside of his professional work, Camper enjoys spending time with his family, attending his children's sporting events, and engaging in outdoor activities such as fishing, golfing, and hunting.

Marcus Hume is a CFP® with 12 years of industry experience, currently serving as a financial advisor at LPL Financial. His prior roles include positions at Berk Cleveland Rathmell Wealth Strategies, LLC and Northwestern Mutual in various capacities. Outside of his advisory work, he is associated with Spotmine, Inc., a holding company without revenue generation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by research and third-party subadvisors.

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 at Raymond James & Associates with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James 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 wrap fee advisory programs and institutional consulting, with a focus on public finance and municipal work.

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 in Birmingham, AL, with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2015. Outside of his advisory role, he serves as a past president and board member of the Mountain Brook Chamber of Commerce, is on the board of JH Outback Birmingham, and is a board member of the Vestavia Country Club. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering 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. He holds a Series 63 designation and has four years of industry experience. Prior to joining Raymond James, he worked at BBVA Wealth Solutions, BBVA Securities, and Warreen Averett. 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, supporting both discretionary and non-discretionary advisory relationships.

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 53 years of industry experience. She has been with Stifel since 2015. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services anchored by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides fee-based planning, model allocations, and works with private funds and municipal-market activities alongside affiliated trust companies and banks.

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 credential and having seven years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm provides wealth advisory planning and investment consulting services to a diverse client base, including individuals, pension plans, corporations, and governmental entities, with a focus on non-discretionary planning and broad institutional capabilities.

Andrew Taylor is a financial advisor with Merrill in Birmingham, AL, holding a Series 66 designation and seven years of industry experience. He has been with Merrill and Bank of America since 2019. Taylor also serves as a Staff Officer and Major in the United States Army Reserve Sustainment Command. Merrill provides managed account services through the Select Portfolio Solutions program to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm offers a range of model-based and discretionary investment strategies integrated with Bank of America’s broader corporate platform.

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.