Adam Vansant is a financial advisor with LPL Financial based in Birmingham, Alabama. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Vansant has been affiliated with both LPL Financial and FI Plan Partners since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Brennen Stewart is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation and has previously worked at Wealthcare Advisory Partners LLC and LPL Financial LLC. Outside of finance, he owns Stewart Strength and Conditioning, LLC, providing strength and conditioning training to athletes and the general population. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs in municipal finance and SIMPLE IRA employer advisory services.

Edward Butler is a financial advisor at Cetera with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Cetera and its affiliates since 2016. He also operates Butler Financial, LLC, a separate business he has managed since 2013. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients nationwide through a multi-manager platform. The firm offers a range of portfolio management and financial planning services with access to affiliated and third-party investment managers.

Dustin Mc Nutt is a financial advisor with LPL Financial in Birmingham, AL, holding Series 63 and Series 65 designations. He has five years of industry experience with prior roles at Mass Mutual Investors Services and Mass Mutual Life Insurance Co. Outside of advising, he is involved in business ownership, including Vital Care of South Dallas and 20-20 Accounting Solutions LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Jonathan Cunningham is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 17 years of industry experience. He previously worked at Ameriprise and LPL Financial. Outside of his advisory role, he owns Cunningham Financial Group, LLC, where he manages an advisory and insurance brokering business. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Douglas Green is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and having 21 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and branch offices, offering a range of advisory programs and investment strategies under a fiduciary standard.

Timothy Dolan is a CFP® and Series 66 licensed financial advisor with Edward Jones, where he has worked since 2015. He has 11 years of industry experience. Outside of his advisory role, he is a joint owner of a rental property in Hoover, Alabama. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors.

William Hammett Jr. is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 29 years of industry experience. He has worked at Ameriprise and its affiliate since 1996. Outside of finance, he teaches martial arts classes through his ownership of Shintaikan Dojo. Ameriprise serves individuals approaching or in retirement, offering retirement-income planning services that combine research, modeling, and tax-efficiency analysis to create personalized recommendations. The firm provides advisory, brokerage, and insurance solutions through a large network of financial professionals.

Pope Rivers is a financial advisor at Osaic with Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at The Noles Group, Strategic Financial Partners, and Vulcan Defence Group. Outside of financial advisory, he operates a catering business and works as an insurance agent specializing in fixed annuities, life, and health insurance products. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to charitable organizations, providing integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools and automated rebalancing to construct portfolios that include a broad array of investment products and offers both discretionary and non-discretionary management options.

Clay Cochran is a financial advisor at Ameriprise with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliate firms since 2014. Outside of his advisory role, he serves as Treasurer on the Board of Directors for Vestavia Hills Youth Football. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, supported by a centralized consulting team, and provides a broad range of advisory, brokerage, and insurance solutions.

Robert Haley is a financial advisor with LPL Financial in Birmingham, AL, holding Series 63 and Series 66 licenses and having 33 years of industry experience. His prior roles include positions at Cadence Bank, Synovus Securities, Synovus Bank, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of advisory and brokerage services including financial planning and access to model portfolio programs and institutional platforms.

Robert Crane is a financial advisor with Cambridge Investment Research Advisors in Birmingham, AL, holding a Series 66 designation and five years of industry experience. He previously worked at Morgan Stanley for three years and has a diverse background including roles in education and banking. Outside of his advisory role, he is involved as Vice President at TIPTON ADVISORY GROUP and holds agent positions in insurance and financial planning through related entities. Cambridge Investment Research Advisors serves a broad client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of portfolio management solutions and uses both proprietary and third-party investment strategies, with services delivered through a large network of independent financial professionals.

Stacy Murdoch is a financial advisor with Primerica Advisors in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1993 and also operates EHR Financial Group, focusing on investment-related sales and affiliated product referrals. Additionally, she is an owner and partner of Lorna Ridge Group, LLC. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts. The firm uses third-party asset managers and a wrap-fee structure, emphasizing oversight and model curation.

Steven Peterson is a financial advisor with Ameriprise in Hoover, AL, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its predecessor entities since 1997. Peterson is also involved in fiduciary activities as a personal representative. Ameriprise provides a retirement-income planning service targeting clients with significant investable assets, combining research-driven modeling and tax-efficient strategies to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Jon Hunt is a financial advisor with Mass Mutual Investors Services in Birmingham, AL, holding CFP® and Series 66 designations and bringing 20 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has an ongoing affiliation with Massachusetts Mutual Life Insurance Company since 2016. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, including high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved analytical tools and offers specialized programs such as Divorce Planning and employer-sponsored planning.

Amanda Reid is a financial advisor at Cetera with 23 years of industry experience. She holds a Series 66 designation and has been with Cetera and its affiliate firms since 2013. In addition to her advisory role, she serves as an accounting manager for Regions Investment Services. Cetera Investment Advisers LLC offers a broad range of investment advisory services through a nationwide network of independent advisors, serving individual, retirement, corporate, charitable, and institutional clients with multi-manager portfolio options and varied program structures.

Mark Nall is a financial advisor with Equitable Advisors in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Equitable Advisors, and its predecessor AXA Advisors, since 1999. Outside of his advisory work, he serves as secretary and treasurer of Sandy River Hunting Club, LLC and is a board member involved in the oversight of neighborhood property value matters. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and nonprofit organizations, providing financial planning, retirement consulting, and diverse asset management programs primarily through its network of Investment Adviser Representatives and third‑party asset managers.

Dale Hansen is a financial advisor at Edelman Financial Engines with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Edelman Financial Engines since 2025, following nine years at Financial Engines Advisors L.L.C. and three years at Tmfs Advisors, Llc. Hansen serves on the finance committee of Double Oak Community Church in Birmingham, AL. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large participant base through advisor-led and online offerings.

Ry Carter is a Financial Consultant currently working at Fidelity Investments since 2013. He has extensive experience in the financial services industry, having previously worked as a Financial Adviser at MassMutual Financial Group from 2009 to 2013 and at Edward Jones from 2008 to 2009. His professional focus is on building strong client relationships through collaborative planning, personalized guidance, and customized investment strategies that align with clients' goals and priorities. Ry's approach centers on understanding individual client needs to develop tailored financial plans. Outside of his professional work, Ry enjoys engaging in baseball, fishing, football, golf, and traveling.

Philippe Lathrop is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Bank of America, N.A. for 14 years before joining Wells Fargo Advisors in 2023. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a wide range of planning options, including specialized services such as business-owner transition planning and special-needs analysis, leveraging Wells Fargo’s research and tools to develop tailored recommendations for clients.