Scott Simpson is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Raymond James since 2013 and also works at Aim Point Capital LLC. Outside of his advisory role, Simpson serves as Treasurer for both Dawson Memorial Baptist Church and The WellHouse, a nonprofit charity focused on awareness and fundraising. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting for a diverse client base, including individuals, institutions, and government entities, delivering non-discretionary, goal-specific investment recommendations and institutional consulting services.

Mirela Elliott is a financial advisor with Raymond James & Associates in Birmingham, AL, holding a Series 66 designation and 21 years of industry experience. She has been with Raymond James & Associates since 2013. Outside of her advisory role, she serves as a board member for the Building Owners and Managers Association. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Margaret White is a financial advisor at Merrill with two years of industry experience. She holds a Series 66 designation and has previously worked at NBC Securities and The Welch Group. Outside of her advisory roles, she has been involved with the Homewood Tennis Club and local schools in Birmingham, AL. 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 wide range of clients including individuals, high-net-worth clients, and institutional fiduciaries.

Victoria Morris is a financial advisor at Morgan Stanley in Birmingham, AL, with 11 years of industry experience. She previously worked at Charles Schwab for two years and TD Ameritrade for nine years. She holds Series 65 and Series 63 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Mary Dockery is a financial advisor with Edward Jones in Bessemer, Alabama, holding a Series 66 designation and 11 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she owns Mary D LLC, which manages tenant communication and service coordination for a building. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Judson Morrison is a CFP®-designated financial advisor with 16 years of industry experience, currently practicing at Wells Fargo Advisors since 2024. His prior experience includes 11 years at Ameriprise Financial Services, Inc., followed by 4 years at Ameriprise. He serves on the finance committee for Shades Crest Baptist Church in Hoover, AL. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering tailored recommendations supported by proprietary research and planning tools.

Winfield Baird is a CFP®-designated financial advisor with 33 years of industry experience, currently affiliated with Wells Fargo Advisors since 2009. He also owns and operates Baird Financial Management, a financial practice based in Birmingham, AL, since 2004. Baird serves as treasurer for the Society of the Revolution, a social club in Birmingham. 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 tailored to clients meeting certain net-worth criteria, using Wells Fargo research and tools to develop recommendations delivered through meetings and written summaries.

Andrew Cartwright is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at PNC Investments LLC, SunTrust Advisory Services, and Ameriprise Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and access to various investment programs through a multi-manager platform with over $256 billion in assets under management.

Richard Mansour is a financial advisor with Morgan Stanley in Birmingham, AL, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. His career includes long tenures at Merrill and Bank of America, before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2025. 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 focused on tailored financial planning and manages approximately $2.74 trillion in client assets.

John Gregg is a CFP® professional with 20 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously held positions at Bank of America and Merrill. Outside of his advisory role, he serves as treasurer for the Village View Homeowners Association in Bryson City, NC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven investment approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Roger Curtis Jr. is a financial advisor with Raymond James & Associates in Birmingham, AL, holding a Series 66 credential and 22 years of industry experience. His prior work includes positions at Truist Advisory Services, Truist Investment Services, Inc., and BB&T Securities. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 advisors. The firm provides wealth advisory planning and investment consulting across a broad client base, including individuals, institutions, and government entities, offering non-discretionary portfolio recommendations supported by extensive affiliate resources and active involvement in municipal and public finance.

Terrence Relph is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and six years of industry experience. He has been with Primerica Advisors since 2020 and also works with Primerica Financial Services. In addition to his financial roles, he has over a decade of experience with the Disability Determination Service. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates on a large scale and provides advisory services through advisors who deliver model-based investment recommendations.

Jeffrey Seton is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2015. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Margaret Hall is a financial advisor at Cetera with 22 years of industry experience and holds a Series 66 designation. She has been with Cetera Advisors LLC since 2015. Outside of her advisory work, she is involved in several community and nonprofit roles, including serving as chairperson of the board of trustees at University Baptist Church and participating as an advisory board member for the Boys and Girls Club of Central Alabama. Cetera Investment Advisers LLC is an SEC-registered firm supporting a large network of independent advisors and serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through multiple program structures and investment approaches, managing over $256 billion in assets across more than 10,000 advisors.

Mary Sullivan is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and sponsors wrap fee advisory programs.

Schuyler Baker III is a financial advisor at Morgan Stanley in Birmingham, AL, holding a Series 66 designation with 12 years of industry experience. He has worked at Morgan Stanley since 2018 and previously spent four years at Bank of America and Merrill. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through both individual and corporate financial planning arrangements.

Kristopher Knight is a financial advisor with LPL Financial in North Birmingham, AL, holding a Series 66 credential and 12 years of industry experience. His prior roles include positions at PRUCO Securities, The Prudential Insurance Company of America, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Pittman Financial Partners. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing various model portfolios, third-party subadvisors, and technology-driven strategies.

Scott Debeck is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Wells Fargo in various capacities since 2014. Outside of his advisory role, he has ownership and landlord duties in a rental property business based in Chicago. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, allowing clients to implement recommendations through brokerage or advisory programs as they choose.

William Bezkor Jr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Primerica Advisors since 1995 and also has a long-term involvement with Primerica Financial Services. In addition to advisory work, he participates in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm focuses on curated third-party asset managers and employs a tiered wrap-fee structure.

Nolita Williams is a Series 66-licensed financial advisor with Primerica Advisors in Hoover, AL, and has 13 years of industry experience. She has worked with Primerica Advisors since 2013 and was previously involved with The UPS Store for 12 years. Williams also engages in business activities related to sales of loan products and home security referrals through Primerica’s affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and separately managed account options for individual and high-net-worth clients. The firm focuses on third-party asset manager selection and uses a tiered wrap-fee structure rather than fixed fees.