Mat Johnson is a financial advisor at Stifel with 59 years of industry experience. He holds a Series 63 designation and has been with Stifel since 2015. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Camper O'Neal is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked since March 2005. He provides investment consulting services to wealthy families and individuals, foundations and endowments, corporations, and retirement plans. Camper assists clients with pre- and post-retirement planning, focusing on income and capital preservation, and holds professional designations including Certified Private Wealth Advisor® (CPWA®), Chartered Retirement Planning Counselor™ (CRPC®), Chartered Retirement Plans Specialist™ (CRPS®), and Certified Plan Fiduciary Advisor (CPFA). Camper earned a High School Diploma from Mountain Brook High School and a Bachelor's Degree from Auburn University. His areas of expertise include family wealth management strategies, services for endowments, foundation and non-profits, legacy planning, liquidity management, managing new wealth, personal retirement planning, socially responsible and ESG investing, women and wealth, and retirement income. He is involved with professional and community organizations including the Breast Cancer Research Foundation of Alabama, Mountain Brook City Schools Foundation, and the O'Neal Comprehensive Cancer Center Advisory Board. Outside of his professional work, Camper enjoys spending time with his family, attending his children's sporting events, and engaging in outdoor activities such as fishing, golfing, and hunting.

Bryan Poole is a CFP® professional with 26 years of experience in the financial industry. He is currently with Wells Fargo Advisors and previously worked at Wells Fargo Clearing for eight years. In addition to his work at Wells Fargo, he owns Village Wealth Management LLC, an independent financial practice based 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 financial planning services and integrates advisory offerings with other financial products and referral channels.

Malcolm Albin is a Senior Financial Advisor with the Lacey Albin Group within Merrill Private Wealth Management. He serves the financial and investment needs of high- and ultra-high net worth families, individuals, businesses, and nonprofits. His team's goal is to simplify clients' financial lives so they can focus on their priorities, providing customized, boutique-level service backed by the resources of a global financial institution. Malcolm's expertise encompasses portfolio management and construction, wealth management planning and modeling, impact portfolio strategies, estate planning and wealth transfer services, customized credit, and lending solutions. Prior to his career in financial services, he spent five years managing fundraising and development operations for various nonprofits in the Birmingham, Alabama area. He holds three degrees from the University of Michigan, including a Bachelor's Degree in History, a Masters of Environmental Science, and an MBA from the Ross School of Business. Malcolm has been involved in the Birmingham community through memberships with organizations such as the Public Affairs Research Council of Alabama (PARCA), UAB School of Nursing, and Campfire Alabama. In his personal time, he enjoys camping, cooking, hiking, music, soccer, and spending time with his family.

Jonathan Mansfield is a financial advisor with Wells Fargo Clearing in Birmingham, AL, holding a Series 66 designation and 27 years of industry experience. He previously worked at Merrill for six years before joining Wells Fargo Clearing in 2016. Outside of his advisory role, Mansfield serves as vice president of a family-owned business associated with his spouse’s optometric practice. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

John Pickering is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base that includes individuals, institutional clients, and charitable organizations, offering a range of financial planning and advisory services with a generally non-discretionary approach tailored through detailed risk profiling and analytical tools.

Gary Gordon is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing nearly 40 years of experience in the financial industry. Since joining Merrill Lynch in February 2014, he has focused on providing investment services for individuals and companies, helping clients navigate changing market conditions. Previously, Gary served as a financial advisor with Morgan Stanley from 1982 to 2014. His areas of expertise include managing new wealth, sports and entertainment financial planning, and retirement income strategies. Gary holds a Bachelor's Degree from the University of Alabama and has earned several professional designations including Certified Investment Management Analyst (CIMA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Gary is committed to delivering personalized wealth management solutions tailored to clients’ evolving needs. He also participates in community volunteer activities, reflecting Merrill’s tradition of community involvement. Outside of work, he enjoys reading, spending time with his family, and watching movies.

John Rucker is a financial advisor at Stifel with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Intl Advisory Consultants Inc. for 10 years. Rucker has served as past president and board member of the Mountain Brook Chamber of Commerce and is currently a board member of JH Outback Birmingham and Vestavia Country Club. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Larry Weil is an Investment Consultant who partners with clients to understand their unique situations and collaboratively build plans aimed at achieving their financial goals. He has experience in wealth management, having served as Director of Wealth Management at Blake Butler Northwestern Mutual from 2014 to 2020.

Martin Talley is a financial advisor with Raymond James & Associates in Birmingham, AL, holding a Series 63 designation and five years of industry experience. His prior roles include positions at BBVA Wealth Solutions, BBVA Securities, Warreen Averett, and university affiliations at Auburn and the University of Mississippi. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Anne Bethea is a financial advisor with LPL Financial in Birmingham, Alabama, holding Series 63 and Series 66 credentials and 11 years of industry experience. She has worked at Renassant Bank and LPL Financial since 2018, and previously spent several years with Morgan Stanley and Morgan Stanley Private Bank. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Linda Daniel is a financial advisor with Stifel in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 54 years of industry experience. She has worked at Stifel since 2015 and previously spent nine years with Intl Advisory Consultants Inc. and three years with Sterne, Agee & Leach, Inc. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

David Searcy is a financial advisor with Morgan Stanley in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley since 2013, including 11 years with Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and firm-approved tools to develop financial plans.

Andrew Taylor is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has a background in the United States Army, serving on active duty from 2005 to 2019 and continuing military service as a Major in the United States Army Reserve Sustainment Command. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Caitlin Gossett is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has two years of industry experience and has previously worked at Merrill and RFG Advisory, LLC. 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 offers a range of planning programs, educational seminars, and investment solutions but does not provide discretionary investment management as part of its financial planning services.

George Moreland is a financial advisor at Wells Fargo Clearing with a Series 66 designation. He has experience working at several firms since 2022, including Raymond James & Associates Inc. and RT Specialty. Prior to his financial services career, he was a professional golfer on the PGA Tour Canada. 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 advice with an IPS-driven approach grounded in modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options among its investment menu, serving a broad range of institutional clients.

Charles Fetner is a CFP® professional with 26 years of experience in the financial industry. He is currently with LPL Financial and has previously worked at Kestra Advisory, Securities America Advisors, TD Ameritrade, Merrill, and Ameriprise. Fetner serves on the board of the St. Stephens Episcopal Church Endowment Fund, where he reviews portfolio allocation and account performance. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning and asset management solutions, including model portfolios and institutional platforms.

Ramsey Reich is a financial advisor with Ameriprise who holds Series 63 and Series 66 credentials and has 31 years of industry experience. Prior to joining Ameriprise in 2024, he operated a private legal practice focused on estate planning and probate matters for 17 years and worked with Concourse Financial Group Securities Inc for 20 years. Outside of his advisory role, he is involved in a family-owned fencing business and serves on the board of a local condominium owners association, as well as holding a leadership position in a local chapter of the Sons of the American Revolution. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes comprehensive reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies. The firm utilizes a centralized service team to produce recommendations that incorporate investment research and third-party data, subject to restrictive enrollment criteria based on investable assets and managed account participation.

Constantine Pihakis is a CFP® credentialed financial advisor with 26 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has also held roles at MassMutual Life Insurance Company since 2016. Outside of his advisory work, he is involved as a sales agent in individual and group life and health insurance. MassMutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars as part of its comprehensive financial planning approach.

Susan Barnes is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Her career includes roles at Wells Fargo Clearing and UBS Financial Services before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a wide range of advisory programs, including tailored financial planning that utilizes firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.