William Focia is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and 20 years of industry experience. His prior roles include positions at LPL Financial, Merit Financial Group, and Wells Fargo Advisors. Raymond James & Associates offers financial planning and investment consulting to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, serving both retail and institutional clients with a range of advisory and fiduciary services.

Susan Boyd is a financial advisor at Wells Fargo Clearing in Birmingham, AL, with 16 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo affiliates since 2016. Outside of her advisory role, she serves as an executrix for a family trust. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm integrates research and analytics in its investment approach and offers both brokerage and advisory solutions across a broad range of financial products.

Dan Tamburello is a Financial Consultant at Fidelity Investments, a position he has held since 2023. In this role, he works closely with clients to develop tailored investment strategies aimed at achieving their financial goals. Prior to this, Dan served as an Investment Consultant at Fidelity Investments from 2021 to 2023. His career in the financial services industry began at New York Life, where he was a Life and Annuity Consultant from 2004 to 2021. Throughout his career, Dan has focused on understanding client needs through active listening and collaborating to create personalized financial plans. His experience spans life and annuity consulting as well as investment consulting, providing a comprehensive foundation for assisting clients in reaching their financial objectives.

Keith Whetter is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 22 years of industry experience. He has been with Primerica Advisors since 2002 and is also involved with EHR Financial Group and several other businesses related to auctions and auto sales. Outside of advisory work, he engages in sales of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-based strategies and separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Lacey Hughes Jr. is a financial advisor with LPL Financial based in Birmingham, AL, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. His prior experience includes roles at First Horizon, Transamerica Capital Inc., Dixon Wells, and other firms. Lacey offers investment products and services through LPL Financial using the trade name First Horizon Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, with a range of discretionary and non-discretionary management options and access to model portfolios and research.

Carl Stringfellow III is a financial advisor with Cetera, holding a Series 66 designation and 26 years of industry experience. He has been with Cetera since 2013 and also has a longstanding affiliation with Regions Bank since 2008. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with various program structures and supervisory processes.

George West is a financial advisor with Wells Fargo Advisors in Homewood, Alabama, holding Series 63 and Series 66 licenses and 31 years of industry experience. He has been with Wells Fargo Advisors since 2015. Outside of his advisory role, West is president and 50% owner of Westmed Disposal Inc., a medical waste processing and disposal company. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with brokerage products and other financial offerings.

Braxton Weimer is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney and its Private Bank division since 2009. He is based in Birmingham, Alabama. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to both individual and institutional clients, including customized financial planning services and access to a diverse array of investment products.

William Grooms is a CFP® with 28 years of industry experience, currently serving as an advisor at Morgan Stanley in Birmingham, AL. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and operates both as an SEC-registered investment adviser and broker-dealer.

Callie Shown is a Series 66-credentialed financial advisor with 15 years of industry experience. She has been with Merrill since 2010 and has also worked at Bank of America, N.A. since 2019. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional fiduciaries. The firm’s integration with Bank of America allows access to a wide range of financial products and services.

Brennen Vedel is a financial advisor at Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 65 licenses with seven years of industry experience. He has been with Raymond James & Associates since 2018, following five years at the University of Alabama. Raymond James & Associates offers financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and supports institutional consulting via its Institutional Fiduciary Solutions division.

Gary Jester Jr. is a financial advisor with Charles Schwab, holding a Series 66 designation and 20 years of industry experience. His prior work includes 16 years at TD Ameritrade before joining Charles Schwab and Charles Schwab Bank in 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary advisory guidance and access to discretionary separately managed accounts through an integrated structure combining advisory, brokerage, custody, and cash-sweep services.

Robert Ross II is a financial advisor at Mass Mutual Investors Services with 14 years of industry experience. He holds the Series 66 designation and has worked previously at Northwestern Mutual in multiple capacities. Ross serves as the treasurer for the Hope for Autumn Foundation, a nonprofit organization. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs collaborative, software-driven planning processes and provides various specialized planning programs and educational seminars.

K. Shaun Cosby is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2005 and serves clients including individuals, families, executives, professionals, and business owners. Shaun's expertise encompasses comprehensive wealth management strategies, with a focus on retirement planning, managing generational wealth, and navigating complex financial decisions through personalized plans and portfolio management. Shaun holds a bachelor's degree in Social and Behavioral Sciences from the University of Alabama at Birmingham. He is a CERTIFIED FINANCIAL PLANNER (CFP) and holds the Chartered Retirement Planning Counselor (CRPC) designation as well as the Personal Investment Advisor (PIA) credential. His recognition includes listings on Forbes America's Top Next-Generation Wealth Advisors in 2018 and Forbes Best-In-State Wealth Advisors from 2019 through 2026. In addition to his advisory role, Shaun has served as Resident Director of the Birmingham South office, providing leadership and oversight. He is active in community and volunteer work, having chaired Easterseals of the Birmingham Area and contributed to his church's Administrative & Finance Committee. Shaun also serves on the Board of Directors at Greystone Golf & Country Club. He lives in Hoover, Alabama with his wife and son, and has personal interests in football, genealogy, golf, music, running, swimming, tennis, traveling, and spending time with family.

John Lacey is a Private Wealth Advisor with Merrill Private Wealth Management. Since beginning his career in financial services in 1985, John has focused on providing wealth management strategies tailored especially to ultra-high-net-worth clients. His expertise includes family governance, wealth transfer strategies, inter-generational wealth dynamics, philanthropy, and concentrated stock management. John works closely with multiple generations of families to align investment strategies with their values and vision, aiming to promote a positive impact for individuals, families, and the community. John holds a Bachelor’s degree in Marketing from the University System of Maryland and has earned the Personal Investment Advisor (PIA) designation. He has longstanding involvement in the Birmingham community, including roles with the Alabama Ballet and Racing For Children's. Outside of his professional work, John enjoys antiquing, basketball, boating, skiing, and tennis.

Lillian Rumbley is a financial advisor at Morgan Stanley in Birmingham, AL, holding a Series 66 designation. She has two years of industry experience, with prior roles at Merrill Lynch and Northwestern Mutual. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm‑approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual and corporate financial planning agreements.

Andrew Miller is a financial advisor with Morgan Stanley in Birmingham, AL, holding a Series 66 designation and 7 years of industry experience. He has been with Morgan Stanley since 2014, including 7 years at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and tailored financial planning. The firm uses a structured planning process with firm-approved tools and offers investment solutions supported by its Global Investment Committee.

Patrick Nelis is a financial advisor at Cetera with Series 65 and Series 63 licenses and five years of industry experience. His prior roles include positions at Wells Fargo Clearing, Invesco, The Pacific Financial Group, and UBS. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to affiliated and third-party money managers, providing both discretionary and non-discretionary portfolio management across various program structures.

Lahoma Napper is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. She provides customized financial guidance tailored to the unique goals and life circumstances of her clients. Drawing on the extensive resources of Merrill and Bank of America, she supports clients across a range of needs including executive compensation, family wealth management, legacy planning, personal retirement planning, and portfolio management. Her client base includes entrepreneurs, professionals, athletes, physicians, attorneys, and entertainers, all seeking a holistic and personalized approach to wealth management. Lahoma holds a Master’s Degree in Marketing and Management from the Rinker School of Business at Palm Beach Atlantic University and a Bachelor of Science in Marketing and Management with minors in Entrepreneurship, Social Sciences, and Economics from Northwood University. She has earned multiple financial services designations, including Certified Financial Planner® (CFP), Chartered Retirement Planning Counselor™ (CRPC), Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA), and has completed Merrill’s Longevity Training Program in partnership with the University of Southern California’s Davis School of Gerontology. In 2025, she was recognized on the Forbes "Top Women Wealth Advisors Best in State" list. Outside of her professional work, Lahoma lives in Spring Lake with her husband and two dogs. She dedicates time to support animal welfare through organizations such as the Humane Society of West Michigan and engages in various personal interests including gardening, running, biking, martial arts, skiing, and reading. She is also involved with community organizations including Michigan State University College of Human Medicine, Michigan Woman Forward, Paws with A Cause, and the Women's Resource Center.

Jordan Johnson is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and one year of experience at the firm. Prior to his current role, he has worked in small business ventures including pest control and boat detailing, and has engaged in full-time education for several years. 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, utilizing proprietary research and tools to develop tailored recommendations across various planning needs.