Dylan Young is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2022, he worked at Peachtree Planning and held various roles across different sectors. Young serves as a Junior Board Member for Down Syndrome Alabama, contributing to event planning and awareness efforts. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client engagements and corporate financial planning agreements.

Matthew Nichols is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he held roles at MML Investors Services, MassMutual Life Insurance Co, and worked in education at Keiser University, Delta State University, Shelton State Community College, and Prattville High School. 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 recommendations and annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Hollis Gieger Jr. is a CFP®-designated financial advisor at Morgan Stanley with 25 years of industry experience. He has worked at Morgan Stanley since 2013 and has been with Morgan Stanley Private Bank, National Association since 2015. Gieger is a passive investor in several biotechnology and technology venture entities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Laneeca Taylor is a financial advisor at Morgan Stanley with 28 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010. Taylor holds Series 63 and Series 65 credentials and is based in Birmingham, AL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Clinton Vance is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 13 years of industry experience. He previously worked at Concourse Financial Group Securities Inc for 11 years before joining Cetera in 2025. Outside of finance, he coaches a competitive U10 boys soccer team for Hoover Soccer Club, managing practices, tournaments, and team administration. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and retirement services through a multi-manager platform, featuring discretionary and non-discretionary options and access to third-party money managers.

David Gilchrist Jr. is a financial advisor at Stifel with 29 years of industry experience. He holds a Series 63 designation and has been with Stifel Nicolaus & Co Inc since 2013. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to offer asset allocation, retirement, insurance, and estate planning analyses.

Edward Powell is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has built a career spanning over three decades in financial services, beginning his advisory work in 1988 after a career as an entrepreneur in the building materials distribution industry. Edward has spent his entire advisory career with Merrill, developing long-term relationships with clients, many of whom have remained with him since the start of his tenure. With over 36 years of experience at Merrill, Edward specializes in creating personalized financial strategies tailored to each client's risk tolerance, investment objectives, and time horizon. His approach emphasizes a disciplined process that involves getting to know clients and their families to deliver service aligned with their unique financial situations. Edward holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Auburn University. Edward and his wife Sarah live in Mountain Brook, Alabama. They spend much of their free time at Lake Martin with their five children and seven grandchildren.

Coleman Richards is a financial advisor at Morgan Stanley with 11 years of industry experience. He has held roles across Morgan Stanley Private Bank, BBVA Wealth Solutions, and related BBVA entities since 2014. Richards holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Ulysses Myers II is a Senior Financial Advisor at Merrill Lynch Wealth Management, with a career beginning in 1992. He specializes in areas including college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. A graduate of Samford University, Ulysses holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. His approach to wealth management emphasizes effective communication and listening to clients' evolving goals through different stages of life, considering priorities such as finances, work, family, health, and giving. Outside of his professional role, Ulysses has interests in fishing, golfing, table tennis, and traveling. He is also involved with Hunter Street Baptist Church.

Bryan Morgan is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1996. He is also affiliated with Bank of America, N.A. since 2022. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Stein is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2011. He has over twenty-five years of experience in the financial services industry, having held various roles including Investment Representative, Client Service Specialist, Financial Representative, and Branch Service Representative at Fidelity Investments, as well as Shareholder Services Representative at BISYS Fund Services. Throughout his career, Robert has focused on partnering with clients to help them pursue their financial goals, build and preserve wealth, and maintain a focus on what matters most to them. This client-centered approach has enabled him to develop long-term, trust-based relationships. Outside of his professional work, Robert enjoys fitness activities such as golf, hiking, running, skiing, and traveling.

Henry Holliday is a Series 66 licensed advisor with Stifel in Birmingham, AL, bringing 16 years of industry experience. He has been with Stifel since 2015. Outside of his advisory role, he serves as Finance Chair for YoungLife in North Alabama, assisting with managing operating accounts and donations for the local Christian ministry to high school students. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling.

James Hill is a financial advisor with Wells Fargo Advisors in Homewood, AL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 12 years. Outside of his advisory work, he serves on the New Membership Committee at Vestavia Country Club in Birmingham, AL. 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 investment and financial planning services tailored to clients who meet a net-worth threshold, utilizing Wells Fargo research and planning tools to develop recommendations delivered through meetings and written summaries.

Melanie Purvis is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of her advisory role, she manages an estate as executor and co-executor and owns a financial planning practice in Gulf Shores, Alabama. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and tools.

John Dunham is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors. Dunham manages a paper manufacturing plant for Westrock Corp and serves as counsel for a nonprofit focused on improving mental and physical health in the construction industry. OSAIC serves a wide range of retail and institutional clients through a large network of advisers, offering integrated financial planning, investment advisory services, and access to third-party money managers. The firm utilizes advanced asset-allocation tools and supports multiple advisory platforms and investment strategies.

John Horton is a financial advisor with Ameriprise in Birmingham, AL, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked at Raymond James & Associates and Strategic Financial Partners. Outside of his advisory role, he serves as a head coach for a 7th grade baseball team in the Vestavia Hills Youth Baseball League. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations through a centralized consulting team.

Michael Winter is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has been with Cetera and its affiliates since 2015, alongside concurrent roles at Regions Bank and MetLife. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary investment authorities across multiple program structures.

William Shaw is a financial advisor with Charles Schwab, holding a Series 66 designation and 22 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2022, and prior to that spent nearly two decades with TD Ameritrade Investment Management and TD Ameritrade, Inc. 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 a blend of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a formal alternative investment program.

Jake Majors is a financial advisor with Raymond James & Associates in Birmingham, AL. He holds a Series 66 designation and has been with the firm since 2026. Prior to his current role, Majors has held positions at Auburn University and Greystone Country Club. 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 municipalities, offering financial planning and non-discretionary investment consulting through various specialized programs.

Lacey Maxwell is a financial advisor at Merrill with seven years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing, BBVA, and Wells Fargo Bank NA. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies supported by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.