Md Hossain is a financial advisor at Charles Schwab with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and its related entities since 2019. His prior experience includes roles at E*Trade Securities and Scottrade. 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 both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Asjha White Silas is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to her current role, she worked at Wells Fargo Bank, nA, BBVA, and several automotive dealerships. Outside of her advisory work, she also drives for Uber. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jonathan Williams is a financial advisor at Edward Jones in Birmingham, AL, holding a Series 66 credential with one year of industry experience. Prior to joining Edward Jones, he worked at Hoover City Schools and served for 19 years at First Baptist Church of Pelham. Outside of his advisory role, he maintains the lawn and parking lot at his wife’s dental practice through his sole proprietorship lawn care business and is an associate missionary leading trips with E3 Partners. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and managed solutions, supported by a large nationwide network of advisors and branch offices.

London Huie is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds a Series 66 designation and has prior work history including roles at O'Neal Steel, LLC and O'Neal Industries, as well as experience at Jacksonville State University and his own firm, Huie and Associates. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as collaborative, annual relationships using firm-approved analytical tools.

Bethany Davis is a financial advisor with LPL Financial in Birmingham, AL, holding a Series 66 credential and 12 years of industry experience. She was previously with The Covenant Group from 2012 to 2019 before joining LPL Financial. Outside of advising, she is the owner of Feed Dixie Farms, a business based in Wilsonville, AL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and portfolio management services, utilizing a broad range of investment strategies and technology tools alongside a large network of investment adviser representatives.

Clayton Lake is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2020. Prior to that, he was involved with HLW Pubs. LLC, Arch Global Precision, and Good People Brewing Co. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Ryan Caffrey is a financial advisor with Ameriprise in Birmingham, AL, holding a Series 66 designation and one year of industry experience. His background includes roles at Ameriprise Financial Services and academic positions at the University of Alabama and Seven Lakes High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides customized retirement income planning through written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Joel Johnson is a financial advisor with Equitable Advisors in Birmingham, AL, holding Series 63 and Series 65 credentials and 35 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 a board member for Quest Ministries, providing guidance to their youth recreation and camp ministry. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes third-party asset managers and comprehensive advisory models, providing various investment options and ERISA fiduciary services through its network of Investment Adviser Representatives.

Michael Mashburn Sr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 39 years of industry experience. He previously worked at Horizons Financial Insurance Group and Triad Advisors, Inc., among others. He is associated with Mashburn Financial LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, delivered through a large network of investment adviser representatives.

Arin Lawrence is a financial advisor at Wells Fargo Advisors with Series 66 credentials and one year of industry experience. Before joining Wells Fargo Advisors, Arin was involved in the restaurant business, including roles at Little Donkey Taqueria, LLC and Saigon Noodle House. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions using a broad planning menu that includes retirement, education, risk management, and specialized services such as business-owner transition and divorce planning. The firm combines advisory services with other financial products and referral channels to serve clients with diverse financial needs.

James Burns is a ChFC®-designated financial advisor with over 40 years of industry experience. He is currently with Wells Fargo Advisors, having held roles at Wells Fargo Clearing and Wells Fargo Advisors since 2012. Outside of his advisory work, he co-owns and manages the Wolf Creek Ranch Ski Lodge in South Fork, Colorado. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations supported by proprietary research and planning tools, with flexible implementation options through brokerage or advisory programs.

Samuel Thompson is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 14 years of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked with Wells Fargo Clearing and Wells Fargo Bank NA. He is also the sole owner of Thompson Capital Group LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning strategies and integrates advisory services with other financial products and referral channels.

Samantha Hays is a Planning Consultant at Fidelity Investments, a position she has held since 2026. She has been with Fidelity Investments in various roles including Planning Consultant and Financial Consultant since 2021. Prior to that, Samantha gained experience at Wells Fargo Advisors and Wells Fargo Private Bank, working in roles such as Senior Registered Client Associate and Private Bank Client Associate. Samantha holds the Certified Financial Planner™ (CFP®) designation and has twenty years of experience in the financial industry. She specializes in helping clients develop tailored financial strategies by leveraging her analytical skills and attention to detail. Outside of her professional responsibilities, Samantha enjoys attending concerts, cooking and baking, participating in social events, parenthood, spending time with pets, and reading.

Molly Wilder is a financial advisor at Ameriprise in Birmingham, AL, holding a Series 66 designation. She joined Ameriprise in 2024 and has prior experience at firms including Coastal Truck Driving School and MedPlan Recruiting, Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Morgan Choat is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Primerica Advisors since 2004 and also operates CMJ Financial Group, which involves sales of investment-related products and certain home-related services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Andrew Martin is a ChFC® credentialed financial advisor at OSAIC with 40 years of industry experience. He previously worked at Lincoln Financial Securities for six years and ProEquities, Inc. for 33 years. Martin is also the owner of Providence Benefits LLC, which offers health insurance and other insurance products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services utilizing asset-allocation tools, risk assessment, and a variety of investment options, supported by multiple advisory platforms and third-party managers.

Jenny Clark is a financial advisor at Clark Planning & Investment Advisory in Birmingham, AL, holding a Series 65 designation with 22 years of industry experience. She has been with Clark Planning & Investment Advisory since 2004. Clark Planning & Investment Advisory is a small firm with two advisors.

Gary Clark is a CFP® and ChFC® with 26 years of industry experience. He has worked at Clark Planning & Investment Advisory since 1978 and currently serves as secretary and treasurer of Immunology Laboratories Inc., a pre-clinical biotechnology firm he helped incorporate. Clark Planning & Investment Advisory is a small firm based in Birmingham, AL, with two advisors.