William Hopkins is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and has prior experience working with Regions Bank in wealth advisory and customer service roles. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad 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 a multi-manager platform with access to various investment strategies and program structures.

Scott Pospisil is a financial advisor with Wells Fargo Clearing and holds Series 63 and Series 66 licenses. He has 23 years of industry experience, including prior roles at Regions Bank, Cetera, Fifth Third Securities, and Bank of America. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

John Malone is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 designations and has 27 years of industry experience, including 11 years at Morgan Stanley prior to joining Raymond James in 2020. Malone serves as a trustee for the Malone Family Trust. He is also an owner and financial advisor at First Call Financial, a support company operating under a DBA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as institutional and corporate clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports a broad network of advisors and affiliated firms.

Christopher Davis is a financial advisor at Wells Fargo Advisors with three years of industry experience. He holds the Series 66 designation and previously worked for PNC Financial Services Group, Inc (formerly BBVA USA) for twelve years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, and niche planning areas, using proprietary research and tools to develop tailored recommendations for clients.

Gates Smallwood is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Duncan Williams, Inc. from 2011 to 2018. Outside of advising, he owns and operates Smallwood Ceramics, a ceramics sales business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a large network of advisors.

Edward Davis is a financial advisor with Cetera in Birmingham, AL, holding a Series 66 designation and beginning his career in 2025. Prior to joining Cetera, he worked at Coca-Cola Bottling Company United for nine years. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions through a nationwide network of advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various investment program options and custodial relationships.

Andrew Cundiff is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 29 years of industry experience. He previously worked at UBS Financial Services for nine years before joining Wells Fargo Clearing in 2020. Outside of his advisory role, he serves on the Board of Trustees at Samford University. 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 investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Misty Mitchell is a financial advisor with Merrill, holding a Series 66 designation and based in Birmingham, Alabama. She has been with Merrill since 2021 and previously worked at Sylvan Learning Center and First Community Bank of Central Alabama. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Joshua Carnes is a financial advisor with Ameriprise in Helena, AL, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Ameriprise Financial Services Inc and then Ameriprise. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, delivering written recommendations that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Logan Barnes is a Series 66-licensed financial advisor with Morgan Stanley in Birmingham, AL, with two years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Progress Bank from 2021 to 2023 and has a background that includes a year at Forge Chiropractic and four years as a full-time student. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

George Oller is a financial advisor with Morgan Stanley in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Morgan Stanley since 2007, including roles at Morgan Stanley & Co., Morgan Stanley Smith Barney, and Morgan Stanley Private Bank. Outside of his advisory work, he is involved with Training Consultants Inc., a training business he operates outside regular business hours. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools to support client goals, acting primarily in an advisory capacity.

Candace Thompson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include positions at Alabama State Employees Credit Union, PNC Bank, BBVA Securities, and Valley Bank. 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 advisory process is IPS-driven and incorporates modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Alexander Sarafianos is a financial advisor with Cetera in Birmingham, AL, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He has been with Cetera and its related entities since 2013 and also maintains a role at Regions Bank since that time. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to third-party money managers and a range of portfolio management and financial planning services.

Kindle Rudolph is a financial advisor with Mass Mutual Investors Services in Birmingham, AL, holding Series 63 and Series 66 licenses with four years of industry experience. Prior to joining Mass Mutual, Kindle worked at Baker Donelson and Jefferson State Community College. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers with financial planning, asset management, and educational programs.

David Malone is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 22 years of industry experience. Prior to joining Raymond James in 2020, he worked for Morgan Stanley for 11 years. Outside of his advisory role, he is an owner of First Call Financial, a support company based in Birmingham, AL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm delivers tailored, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes and supports its clients through various advisory programs and institutional consulting.

Ron Opolka Jr. is a financial advisor with Mass Mutual Investors Services in Birmingham, AL, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has worked with Mass Mutual Investors Services since 1997 and with MassMutual Life Insurance Company since 1996. Outside of his advisory role, he assists individuals and businesses in securing various insurance benefits through multiple carriers. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, goal-based planning using firm-approved analytical tools and offers specialized event-driven planning services.

John Wilson Jr. is a financial advisor with Morgan Stanley in Birmingham, AL, holding a Series 66 designation and 12 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Outside of his advisory role, he is involved in sports broadcasting as a football analyst for the University of Alabama and other Southeastern Conference games and is the owner of a restaurant business. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm emphasizes structured planning using approved tools and models, serving clients through various advisory and brokerage channels.

Jason Hatley is a financial advisor with LPL Financial in Birmingham, Alabama, holding Series 63 and Series 66 licenses with eight years of industry experience. Prior to joining LPL Financial, he worked at Northwestern Mutual and Surgical Care Affiliates. 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, model portfolio programs, third-party asset management, and institutional platforms.

Justin Mayfield is a Private Wealth Manager with expertise in supporting institutional investors and families in managing and growing their financial and human capital. With 17 years of experience in the financial industry, he focuses on purpose-driven planning and proactive asset management to help clients achieve their goals. He operates within Merrill Private Wealth Management, leveraging Merrill's resources and insights together with the banking and lending solutions of Bank of America. Justin's professional credentials include the Chartered Financial Analyst (CFA) designation, CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Merrill Institutional Consultant (MIC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He holds a Bachelor's Degree from the University of Alabama System and has completed executive education coursework through the Harvard Business School Executive Education program. He is a member of the Dawson Family of Faith and serves on the CFA Society of Alabama Board of Directors as well as the regional board of HOPE International. Outside of his professional work, Justin spends time volunteering with community organizations. Personal interests include fishing, football, golfing, reading, skiing, tennis, and traveling. He values a personalized approach to wealth management, tailoring strategies that align with clients' long-term goals and risk tolerances.

Logan Laduke is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing, Bank of America, Merrill, Regions Bank, and PNC Bank. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and uses research and planning tools to develop tailored recommendations for clients.