Michael Haughery is a financial advisor with Charles Schwab, holding CFP® and Series 63 credentials and bringing 34 years of industry experience. He has worked at Charles Schwab since 1992 and at Charles Schwab Bank since 2005. Outside of his advisory role, he serves as president of the Vestavia Hills Men's & Women's Golf 19th Hole Club, which supports the golf programs at Vestavia Hills High School. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm offers a blend of non-discretionary advisory services and access to discretionary model portfolios, supported by a multi-asset allocation approach and centralized operational infrastructure.

Tyler Hinton is a financial advisor with Wells Fargo Clearing in Birmingham, AL, holding Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at LPL Enterprise LLC, Navigate Wealth Management, and Regions Bank. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

James Harrison Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Ameriprise, Wells Fargo Clearing, Private Client Services, and RFG Advisory. He operates a related business under the name Covenant Group Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Joseph Prokop is a financial advisor at Edward Jones with 13 years of industry experience. He holds the CFP® and ChFC® designations as well as the Series 66 license. Prior to joining Edward Jones in 2020, he worked at BBVA Wealth Solutions, TD Ameritrade, Cetera, and Regions Bank. He serves as an adjunct professor teaching a finance course at the University of Montevallo. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and managed solutions with an emphasis on fiduciary standards, supported by a large network of advisors and branch offices nationwide.

Andrew Foshee is a financial advisor at Osaic Wealth, Inc. based in Birmingham, AL, with six years of industry experience. He previously worked at LPL Financial and various other firms. Outside of advising, Foshee owns Foshee Z Decks, LLC, a trading card business, and Deduced Reckoning, LLC, which provides bookkeeping services for small businesses. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios with various investment vehicles on both discretionary and non-discretionary bases.

David Walta is a financial advisor with MassMutual Investors Services in Vestavia Hills, Alabama, holding Series 63 and Series 65 credentials. He has 12 years of industry experience, including prior roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company. Walta has been with MassMutual Investors Services and MassMutual Life Insurance Company since 2017. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved tools to analyze client goals and deliver written recommendations.

Phillip Blankenship is a financial advisor with OSAIC in Birmingham, AL, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He has been with OSAIC since 2008 and previously worked at J. Smith Lanier. He is a principal of Advo(k)ate Advisors, LLC, a related entity connected to his branch office activities. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and managed accounts. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that include a variety of investment vehicles on both discretionary and non-discretionary bases.

William Doughty Jr. is a financial advisor with LPL Financial in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Woodbury Financial Services and operates Doughty Home Inspections LLC, a business active since 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary research and third-party strategies delivered through a large network of advisors.

Brenna Pritchett is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. Her career includes roles at Regions Bank and Heritage House Coffee, as well as time spent at The University of Alabama. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers diversified investment options, combining discretionary and non-discretionary management across multiple platforms and custodial relationships.

Chadwick Griggs is a financial advisor with LPL Financial, holding a Series 66 designation and over 10 years of industry experience. He has worked with LPL Financial since 2015 and also has a longstanding role at Avadian Credit Union beginning in 2007. Outside of his advisory work, he is a part owner of Fortis LLC Crossfit Alabaster and has served as a Crossfit trainer. 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, including financial planning and access to third-party asset managers, supported by a network of investment adviser representatives who utilize diversified investment strategies and operational tools.

Kara Head is a Wealth Management Planning Consultant at Fidelity Investments, where she has been working since 2019. In her current role, she collaborates with clients and their Wealth Management Advisors to develop financial plans tailored to the unique needs of each family, emphasizing clear understanding and trust. Kara has been with Fidelity Investments since 2011, progressing through various roles including Financial Representative, Investment Consultant, and Relationship Manager. This experience has provided her with a comprehensive understanding of wealth management and client relationship management. No additional information regarding Kara's education, credentials, personal interests, or community involvement has been provided.

Lexiss Gallegos is a financial advisor with LPL Financial in Birmingham, AL. They hold the Series 66 designation and have experience with firms including Fisher Investments and Financial Advice and Consulting, LLC. Gallegos’s background also includes roles in education and consulting. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a range of advisory and brokerage services with a focus on customizable portfolio strategies supported by research and technology.

Blake Bolden is a financial advisor with Cetera, holding Series 63 and Series 66 designations and eight years of industry experience. He has worked with Cetera and related entities since 2021 and was previously with ProEquities, Inc. from 2019 to 2021. Outside of his advisory roles, he has experience with All Productions LLC and was involved with Whosoever Ministries for seven years. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Durwood Greene II is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Cetera in Birmingham, AL. He was previously associated with Concourse Financial Group Securities Inc for over two decades and operates under the dba Vision Financial Group as Director of Planning. Additionally, he provides notary public services for clients. Cetera Investment Advisers LLC offers a broad range of portfolio management and financial planning services to individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm utilizes a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or design bespoke strategies across various program structures and custodial relationships.

Stracy Chatham is a financial advisor with LPL Financial, holding a Series 63 designation and 31 years of industry experience. His prior roles include positions at Securities America Advisors, Securities America Inc, and Raymond James Financial. He is also involved in insurance sales and operates Chatham Wealth Advisors under 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 advisory and brokerage services, including financial planning and access to third-party asset managers, supported by technology tools and a broad platform that integrates advisory and non-advisory financial services.

Isaiah Bell is a financial advisor with Primerica Advisors in Hoover, Alabama, holding Series 63 and Series 65 credentials and eight years of industry experience. His work history includes roles in education at Birmingham City School and Alabama State University, as well as tutoring. He is involved in sales of investment-related products and also receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-based recommendations managed by unaffiliated asset managers.

Laurence Tipton III is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. His career includes roles at Capital Investment Advisory Services, Wells Fargo Clearing, and Cetera Advisors. He is a Series 63 and Series 65 credential holder and operates as an independent insurance agent alongside his advisory work. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers both discretionary and non-discretionary investment solutions across multiple platforms, combining proprietary and third-party strategies.

James Dismukes is a financial advisor with LPL Financial holding Series 63 and Series 66 licenses and has 26 years of industry experience. He has been with LPL Financial since 2011 and also works with Alabama Telco Credit Union. 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, third-party asset management, and institutional platforms.

Daniel Johnson is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Kenneth Cobb is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. His career includes roles at Regions Bank and various firms in finance and real estate. Outside of advising, he serves as a littler control supervisor during the Masters Golf Tournament at Augusta National Golf Club one week each year. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of over 10,000 independent advisors. It serves a diverse client base ranging from individual investors to institutional accounts, offering multiple portfolio management options and financial planning services through a multi-manager platform.