Kennedy Butcher is a financial advisor with Mass Mutual Investors Services, holding Series 65 and Series 63 licenses and having one year of industry experience. Prior to joining MassMutual Life Insurance Co and MML Investors Services, LLC, Kennedy worked at the Tuscaloosa VA Federal Credit Union and has diverse experience including roles at Yellow Tulip Design, The Ice Cream Distillery, and the University of Alabama. 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, annual financial planning engagements and specializes in strategies such as divorce planning, estate settlement, and employer-sponsored programs.

Jack Evans Jr. is a Series 66-licensed financial advisor with Ameriprise in Tuscaloosa, Alabama, and has 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional provider.

Stacie Kirkland is a financial advisor with Morgan Stanley in Tuscaloosa, AL, holding a Series 66 designation and seven years of industry experience. She has worked at Morgan Stanley and its Private Bank since 2019 and previously spent 22 years at JamisonMoneyFarmer PC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Randall Laney is a CFP® and holds a Series 66 license with 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he is involved in residential real estate investment. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

Barbara Beck is a financial advisor with Raymond James & Associates in Tuscaloosa, AL, holding Series 63 and Series 66 designations and having 27 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, BBVA Securities, and Compass Bank. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jason Sgarlata is a CFP®-certified financial advisor with 18 years of industry experience, currently serving at Fisher Investments since 2013. He is based in Tuscaloosa, AL. Outside of his advisory role, he is a member of Brandywine One LLC, an entity used for personal investments. Fisher Investments serves a global range of institutional and private clients, providing discretionary portfolio management through a centralized Investment Policy Committee that integrates quantitative and qualitative research. The firm offers diverse investment solutions including equity, fixed-income, sub-advisory, and retirement plan services, with tax-aware and risk management strategies.

Jessica Santoro is a financial advisor at Ameriprise with four years of industry experience. Prior to joining Ameriprise in 2022, she spent 15 years in full-time education. She holds a Series 66 designation and is based in Tuscaloosa, Alabama. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Michael Filosa is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked for Saint-Gobain for ten years. 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, investment consulting, and municipal advisory services.

Steven Kellough is a financial advisor with Raymond James & Associates in Tuscaloosa, AL, holding a Series 66 designation and 22 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, Kellough serves as president and advisory board officer for The Bourbon Club of Tuscaloosa, a nonprofit focused on charity and compliance with alcohol guidelines. 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, and pension plans, offering a range of financial planning and consulting services supported by multiple portfolio management styles and affiliated research.

Robert Tanner is a financial advisor at Merrill in Tuscaloosa, AL, holding a Series 66 credential with 14 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner and Smith Incorporated and Bank of America, N.A. since 2012. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Devin Haun is a financial advisor at Raymond James & Associates in Tuscaloosa, AL, holding a Series 66 credential with approximately one year of industry experience. His prior work includes roles at Velocity Restorations, LLC and New Orleans Bomb Factory, LLC. He serves as treasurer for the Hale County Band Boosters, a nonprofit organization. Raymond James & Associates is a large broker‑dealer and SEC‑registered investment adviser overseeing roughly $501 billion in assets, serving individuals, institutions, and municipal entities. The firm provides financial planning and consulting with a variety of portfolio management styles, including municipal advisory services and employer consulting programs.

Terrance Dedrick is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 10 years of industry experience. He is a partner at W.D. Logistics and owner of D Lux Enterprises, and serves as president of the West Alabama Auburn Club. Additionally, he contributes to community development as a member of the advisory board for Elevate in Tuscaloosa. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Lindsey Deal is a CFP® with 14 years of industry experience, currently serving as a financial advisor and partner at Thornhill Capital Management. She has been affiliated with Raymond James Financial in various capacities since 2013. Lindsey manages Thornhill Capital Management as an owner, dedicating significant time to this business. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary advice, supporting a broad client base through a network of advisors and affiliated firms.

James Hulsey Jr. is a financial advisor with Cetera who holds a Series 63 designation and has 56 years of industry experience. He has been associated with Cetera and its affiliated entities since 2013 and has been self-employed since 1973. In addition to his advisory work, he operates as an independent insurance agent specializing in dental, group disability income, fixed annuities, life, accident, health, and long-term care insurance through Hulsey & Associates Insurance & Financial Services, Inc. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services, employing multiple program structures and investment options including model portfolios, third-party managers, and bespoke strategies.

William Hocutt is a Series 63-registered financial advisor with 28 years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked at StoneX Advisors Inc. and Raymond James Financial Services. Hocutt serves as president of Lance Hocutt Financial Group and is a board member of the charitable organization Sweetwater Outreach. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing both proprietary and third-party model strategies with various discretionary and non-discretionary investment implementations.

Zachary Snider is a financial advisor with Morgan Stanley in Tuscaloosa, Alabama, holding a Series 66 designation and nine years of industry experience. He has worked with Morgan Stanley since 2011, including eight years at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery conversations and firm-approved tools, with services focused on advisory support rather than individual security recommendations.

Terence Harris is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. Prior to joining Edward Jones, he worked in hospitality and service roles, including at Take 5 Car Wash and Cypress Inn Restaurant. Outside of his advisory work, he is a contract musician performing during church services at Church of the Highlands in Irondale, AL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 advisors nationwide. The firm offers a range of investment advisory programs and services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Nathanael Lovelady is a financial advisor with Edward Jones in Tuscaloosa, AL, holding the CFP®, ChFC®, and Series 66 credentials and four years of industry experience. His prior roles include positions at Guardian Life, OneAmerica Securities, American Heritage Financial, Northwestern Mutual, and Phifer Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Lucas Skinner is a financial advisor at Stifel with three years of industry experience. He holds the Series 66 designation and has held roles at Stifel since 2023. Prior to that, he worked at Jackie of All Trades and has experience in education at the University of Alabama and American Christian Academy. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Brett Rickey is a financial advisor at Morgan Stanley in Tuscaloosa, AL, holding a Series 66 designation with two years of industry experience. His prior work includes positions at Morgan Stanley Private Bank and the University of South Alabama. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs. The firm emphasizes structured financial planning and manages approximately $2.74 trillion in client assets.