Alfred Lammon is a financial advisor with Primerica Advisors in Hoover, AL, holding Series 63 and Series 65 licenses and having 41 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1985. In addition to his advisory role, he is involved in the sales of loan products through Primerica Mortgage, LLC, and refers home security and automation products for Primerica Client Services, Inc. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies created by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Robert Fritze is a financial advisor at Wells Fargo Advisors with seven years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Advisors since 2012. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients through a network of financial advisors. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

James Bethea is a financial advisor at Osaic with 40 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Securities America Advisors and Securities America Inc for nine years. He serves as a finance committee member and trustee at Metropolitan Church, advising on financial decisions and expenditures. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors. The firm offers integrated brokerage and advisory services with a range of investment options and utilizes asset-allocation tools, risk assessments, and automated rebalancing in portfolio construction.

Marilyn Eddings is a financial advisor with Primerica Advisors in Alabaster, AL, holding Series 63 and Series 65 credentials and with 26 years of industry experience. She has been with Primerica Advisors since 1999 and has worked with Primerica Financial Services since 1998. In addition to her advisory role, she is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selective separately managed account options primarily for individual and high-net-worth clients. The firm emphasizes a wrap-fee structure and uses third-party asset managers overseen by an independent due-diligence consultant.

Adolph Weil is a financial advisor with Wells Fargo Clearing in Birmingham, AL, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at Truist Investment Services, BB&T Securities, Bank of America, and Merrill. Weil serves as a committee member for fundraising and community outreach at the Birmingham Zoo and has held a leadership role as co-chair of the annual fundraising campaign for the Birmingham Jewish Federation. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Alan Weintraub is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors LLC. Weintraub is an inactive member of the State Bars of Georgia and Louisiana and does not practice law. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is driven by investment policy statements and modern portfolio theory, with a broader investment menu that includes insurance-related products and bank deposit sweep options.

George Tucker is a financial advisor with Raymond James Financial Services Advisors, Inc. in Birmingham, Alabama, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with Raymond James since 2010. Outside of his advisory role, he works as an independent contractor for Birmingham Investment Group. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research, and supports clients through various brokerage and advisory account options.

David Roberts is a financial advisor with Ameriprise in Vestavia Hills, Alabama, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of advising, he manages operations and strategic planning for P1522, LLC, a company involved in building ownership and management in Birmingham, Alabama. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Doris Utterback is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 31 years of industry experience. She previously worked at Merrill for 15 years and Raymond James & Associates for 2 years before joining Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Joseph Stork is a financial advisor with LPL Financial in Hoover, AL, holding Series 63 and Series 65 licenses and 16 years of industry experience. He previously worked at NEXT Financial Group for 11 years and has been involved in insurance products including fixed annuities, life/health, and long-term care since 2011. He also acts as an insurance agent for First Protective Position. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management with access to model portfolios and research from various sources.

Patrick Nix is a financial advisor at Morgan Stanley in Birmingham, AL, holding a Series 66 designation with five years of industry experience. Before joining Morgan Stanley in 2018, he worked at the University of Alabama from 2010 to 2018. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Matthew Di Salvo is a financial advisor with Raymond James Financial Services Advisors, Inc. in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His career includes roles at BBVA Wealth Solutions, PNC Bank, and Pinnacle Financial Partners. He also works with Pinnacle Asset Management in a client support capacity. Raymond James Financial Services Advisors, Inc. serves a wide range of clients, including individual investors, high-net-worth individuals, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a variety of implementation strategies supported by extensive research and an affiliate network.

George Salem is a Senior Financial Advisor with Merrill Lynch Wealth Management. He provides guidance in areas including family wealth management strategies, personal retirement planning, portfolio management services, sports and entertainment, and retirement income. His approach focuses on connecting clients to the people, plans, and processes that align with their individual goals. George holds the Personal Investment Advisor (PIA) designation and earned two bachelor's degrees from the University of Alabama System. His work incorporates clients' personal perspectives and priorities, aiming to bring clarity to investment planning and wealth management.

Brian Vukovich is a financial advisor at Morgan Stanley with seven years of industry experience. He previously worked at Raymond James, Regions Financial, and Tidwell Group. Outside of his advisory role, he is a partner and officer in a recreation business, X4 Homewood, located in Birmingham, Alabama. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market models.

John Talley is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 66 licenses and having 37 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory work, he owns and operates a personal tree farm called Mulberry Creek Farm. Raymond James & Associates provides financial planning and investment consulting to a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and also serves institutional clients with specialized fiduciary solutions.

Grace Cook is a financial advisor with Wells Fargo Clearing in Birmingham, AL, holding a Series 63 designation and 24 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of investment options including insurance-related vehicles and bank deposit sweep programs.

Josh Vanfleteren is a financial advisor with Mass Mutual Investors Services in Birmingham, AL, holding Series 63 and Series 65 licenses and nine years of industry experience. He previously worked at Guardian Life and Strauss Wealth Advising, among other firms. In addition to his advisory role, he is also licensed as an insurance broker focusing on life and disability insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, goal-oriented planning using proprietary software and offers specialized programs including divorce planning and employer-sponsored planning.

Christopher Taylor is a financial advisor at Edward Jones with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2004. Outside of his advisory role, he serves as a board member for Essential Church School in Birmingham, Alabama. 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 investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Megan Manzi is a financial advisor at Osaic with 18 years of industry experience, including 17 years at Lincoln Financial Advisors. She holds the Series 66 credential. Outside of her advisory role, she is an insurance agent offering accident and health, disability, long-term care, life insurance, and annuity products, and she facilitates life settlement transactions for clients upon request. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios that may include a range of investment products across discretionary and non-discretionary accounts.

Thomas Israel is a Certified Financial Planner (CFP®) with 22 years of experience in the financial services industry. He currently serves with Morgan Stanley, where he has worked since 2022, following prior roles at Bank of America and Merrill. Outside of his advisory work, he is a board member of Vestavia Country Club and a partner in Barefoot and Beloved Design, LLC, a company involved in technology, manufacturing, and biotechnology. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through financial advisors and estate planning strategies.