Justin Morganti is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior work includes roles at Advocacy Wealth Management, Hornor Townsend & Kent, and Penn Mutual Life Insurance. Outside of his advisory work, he is involved with Live Life Healthy LLC, focusing on insurance and benefits. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors by providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers multiple investment platforms and proprietary model strategies alongside access to unaffiliated managers, with a distinctive focus on affiliated strategy disclosures and institutional features.

Richard Vandiver is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and over 33 years of industry experience. He has worked with Primerica Financial Services since 1988 and with PFS Investments Inc. since 1992. Vandiver is also involved in non-investment activities, including partnerships in an event house and real estate management companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services primarily through model-driven strategies developed by unaffiliated asset managers.

Robert Glass is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Northwestern Mutual, PNC Managed Account Solutions, Morgan Stanley, and Citigroup Global Markets. He has been with Wells Fargo Clearing and Wells Fargo Bank NA since 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to guide its investment approach.

Marci Watters is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Raymond James Financial Services Advisors Inc. and Gulf Winds Federal Credit Union. She is also a 50% owner of The Wealth Advisors of the Gulf Coast Inc., an investment-related business. Wells Fargo Advisors is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Lindsay Luketic is a financial advisor with Osaic Wealth Inc. in Birmingham, Alabama, holding Series 63 and Series 65 designations. She has 14 years of industry experience, including roles at J. Smith Lanier & Co. and currently serves as Vice President and Director of Relationship Management at Advo(k)ate Advisors. Osaic Wealth Inc. serves a diverse client base, including individual, high-net-worth, institutional, and charitable organizations. The firm offers integrated brokerage and advisory services, using various portfolio construction tools and multiple advisory platforms to meet client needs.

Harlan Page III is a financial advisor with LPL Financial in Birmingham, AL, holding a Series 66 designation and bringing 16 years of industry experience. He has been with LPL Financial since 2010. 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 portfolios, and institutional platforms, supported by extensive operational and research tools.

Trenton Geringer is a financial advisor with Mass Mutual Investors Services in Birmingham, AL, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. His career includes over a decade with Northwestern Mutual and since 2017 with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. He is also involved as an insurance broker specializing in life, disability, and long-term care insurance and is a member of Veritas Financial Partners, LLC, which he oversees as a pass-through entity for expenses and payroll. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and various educational programs, utilizing firm-approved tools to create written recommendations tailored to client goals.

Jason Mims is a Series 66-credentialed financial advisor with Edward Jones, where he has worked since 2013. He has 12 years of industry experience. Outside of his advisory role, he serves as Vice President on the Board of Directors for the Shelby County Arts Council in Columbiana, AL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices, offering a range of advisory programs and affiliated investment products.

Michael Elkins is a financial advisor at LPL Financial based in Hoover, Alabama, holding a Series 66 credential with one year of industry experience. Prior to joining LPL Financial, he worked at Avadian Credit Union and Republic Finance LLC, among other roles. He is also a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Travis Jones is an Investment Consultant at Fidelity Investments, where he works to co-create comprehensive financial plans and develop solutions tailored to clients' goals and expectations. He focuses on fostering an environment conducive to growth and building long-lasting client relationships. Before joining Fidelity Investments in 2023, Travis served as a Senior Banker and Mortgage Loan Officer at PNC Bank from 2021 to 2023. His professional experience spans investment consulting and banking services. Outside of his professional work, Travis enjoys spending time at the beach and lake, fishing, football, outdoor adventures, and traveling.

Edgar Acosta is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and 18 years of industry experience. He previously worked at Wachovia Bank and Wells Fargo Clearing. In addition to his advisory role, Acosta is a 50% owner of Living Wells Financial Group and serves as Vice President of the nonprofit SMART PLAY, where he participates in financial oversight and fundraising activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses risk profiling and modeling tools to tailor its non-discretionary advisory services and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

William Davis is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, and business-owner transition planning, using Wells Fargo research and planning tools to develop tailored recommendations.

Meagan Tourtellotte is a financial advisor with Raymond James & Associates holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors, LLC. 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, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Keeley Moore is a financial advisor with Cetera, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. Prior to joining Cetera in 2025, Moore worked at Concourse Financial Group Securities Inc for 13 years and has operated Moore Insurance & Financial Services since 2012, where they serve as President and provide insurance and investment products. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

James Windsor is a financial advisor with Edward Jones in Hoover, Alabama, holding the CFP® and Series 66 designations. He has 12 years of industry experience, all of which have been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high- and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Brown is a financial advisor with Mass Mutual Investors Services in Birmingham, AL. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked in various medical and sports medicine positions, including at Fagan Sports Medicine and UAB Hospital. 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, charitable organizations, and employers. The firm offers collaborative, goal-oriented planning using firm-approved analytical tools and a range of investment and educational programs.

J Verchot is a financial advisor with Equitable Advisors in Birmingham, AL, holding Series 63 and Series 65 credentials and having 35 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. He serves as power of attorney for both of his parents. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a variety of advisory programs and third-party managers to deliver customized investment solutions.

David Mathews is a financial advisor at Thrivent Investment Management in Birmingham, AL, holding a Series 66 credential. He has recently entered the industry, with prior experience including roles at Northwestern Mutual and various positions in education and food service. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based financial analyses and a planning relationship that can be either one-time or ongoing. The firm separates its planning services from managed-account programs while allowing clients to consolidate billing under its WealthPlan option.

Philip Mcdonald is a financial advisor with Wells Fargo Clearing in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. 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 advisory services. The firm uses an IPS-driven process grounded in modern portfolio theory and includes insurance-related investment options alongside traditional products.

Kevin Lacey is a financial advisor at Cetera with 21 years of industry experience. He holds the Series 66 designation and has worked at Cetera Investment Advisors LLC and Cetera Investment Services LLC since 2014, in addition to his role at Regions Bank. He is also involved in compliance and legal work related to bank products in a salaried position. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and consulting services through a large network of independent advisors and operates a multi-manager platform with diverse program options.