Callie Elrod is a financial advisor at PNC Wealth Management with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at PNC Investments since 2021. Her prior experience includes roles at BBVA Wealth Solutions, Bbva Securities, BBVA Compass Insurance Agency, and Compass Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist that uses algorithmic risk assessments and executes strategies via mutual funds and ETFs. The firm’s offering is currently limited to employees with PNC Bank online credentials and involves third-party delegates for portfolio implementation and proxy voting.

Marigene Taylor is a Series 66-credentialed financial advisor with 20 years of industry experience. She has worked at VALIC Financial Advisors, Inc. since 2017 and previously spent eight years with Sagepoint Financial, Inc. Taylor is also an agent for Agia, where she is involved in non-securities insurance products. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models with an emphasis on diversified asset allocation and periodic rebalancing.

Michael Mullis is a financial advisor with Kestra Advisory Services, holding the PFS™ designation and Series 63 license. He has 26 years of industry experience, including over a decade with Securities America Advisors, Inc. Mullis is also co-owner of Davis and Mullis, a family real estate business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients, offering fiduciary services and a range of investment platforms. The firm manages approximately $79.8 billion in assets and serves clients including large institutional investors and sovereign wealth funds.

Jake Hufham is a financial advisor at Integrity Alliance, LLC, holding a Series 66 designation with less than one year of industry experience. Prior to joining Integrity Alliance in 2025, he worked at Lion Street Financial and Wealth Strategies LLC. Outside of his financial career, he has experience working part-time at Pike Road Millwork and has volunteered at a camp. Integrity Alliance, LLC is a large advisory enterprise serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and diversified investment approaches through a network of over 300 advisors managing approximately $5.4 billion in assets.

Cole Czajkoski is a financial advisor at AE Wealth Management, LLC in Birmingham, AL, holding a Series 65 credential with five years of industry experience. Prior to joining AE Wealth Management in 2021, he worked at Hill Wealth Management DBA Freedom Financial Group starting in 2020 and has experience with United Parcel Service. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a range of investment strategies, managing nearly $50 billion for over 127,000 clients.

Robert Lake Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Commonwealth since 2016. Lake is a co-owner of C323 Inc., a private entity engaged in securities, advisory, and insurance business activities, also providing business consulting services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving approximately 2,900 affiliated advisors and hundreds of thousands of clients nationwide. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody services.

Matthew Meurer is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. He has 10 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services alongside financial planning and consulting. The firm utilizes a range of proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.

Kyle Martin is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He previously worked at Raymond James & Associates for 13 years before joining Steward Partners. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

James Harris III is a financial advisor at Stifel with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 2015. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology that uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Leslie Layne is a financial advisor with Edward Jones in Hoover, AL, holding Series 63 and Series 66 licenses. She has seven years of experience at Edward Jones following previous roles at PRUCO Securities and The Prudential Insurance Company of America, as well as ten years at State Farm Insurance and its management corporation. Leslie has served as a panelist in a FINRA dispute resolution arbitration case in Alabama. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets with a nationwide network of more than 23,700 advisors.

Whitney Henson is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America, N.A. and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm employs a structured financial planning process and manages approximately $2.74 trillion in client assets.

Jeffrey English is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets since 2000. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services that utilize structured discovery conversations and approved planning tools.

Joseph Donald IV is a financial advisor with Morgan Stanley in Birmingham, Alabama, holding a Series 66 designation and four years of industry experience. His background includes roles at Morgan Stanley Smith Barney LLC and involvement with Sunrise Fly Shop. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery tools and firm-approved methodologies.

Glenn Draper II is a financial advisor with Wells Fargo Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience, with prior roles at Bank of America, N.A. and Wells Fargo Clearing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services. The firm offers tailored recommendations supported by proprietary research and planning tools, with services spanning cash-flow, retirement, education, risk, and wealth-transfer planning, among other specialized areas.

Caroline Hancock is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2021. Her prior work experience includes roles in automotive merchandising and nonprofit organizations, as well as a position at Birmingham Southern College. Morgan Stanley Wealth Management serves individual and institutional clients, offering a wide range of advisory programs that include tailored financial planning supported by firm-approved tools and analysis from its Financial Advisors and Estate Planning Strategies Group.

Darryl Wilson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Cetera and its affiliates since 2025 and previously spent 15 years at Concourse Financial Group Securities Inc. In addition to his advisory work, he provides tax preparation services to select clients on a limited basis. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services across multiple program structures, featuring access to affiliated and third-party model portfolios and investment managers.

Stephen Iaconis is a financial advisor with LPL Financial in Birmingham, AL, holding CFP® and Series 66 credentials and having 25 years of industry experience. He previously worked at Level Four Advisory Services and Osaic FA, Inc. Outside of his advisory role, he is involved in distributing non-variable insurance products through several agencies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory and brokerage services supported by proprietary research, third-party asset management, and integrated non-advisory financial services.

Paul Bush is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His career includes prior roles at Bank of America, Merrill, BBVA Securities, and Compass Bank. 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 municipal entities, providing financial planning and advisory services with non-discretionary consulting based on detailed analyses and supported by firm research and a range of portfolio management options.

Raymond Skinner is a financial advisor with Cetera in Birmingham, AL, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has previously worked at Concourse Financial Group Securities and True Wealth Advisors, and currently serves as a co-member and private wealth manager at Provident Partners LLC. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that offers portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm supports a multi-manager platform allowing advisors to implement various model portfolios and bespoke strategies with discretionary and non-discretionary options.

William Cummings is a financial advisor with Morgan Stanley in Birmingham, AL, holding a Series 63 designation and 28 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley since 2019 and previously held roles at BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and Compass Bank from 2004 to 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools, including Secular Return Estimates and Monte Carlo simulations, to develop tailored financial plans.