Bryan Morgan is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1996. He is also affiliated with Bank of America, N.A. since 2022. Merrill, together 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 offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Stein is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2011. He has over twenty-five years of experience in the financial services industry, having held various roles including Investment Representative, Client Service Specialist, Financial Representative, and Branch Service Representative at Fidelity Investments, as well as Shareholder Services Representative at BISYS Fund Services. Throughout his career, Robert has focused on partnering with clients to help them pursue their financial goals, build and preserve wealth, and maintain a focus on what matters most to them. This client-centered approach has enabled him to develop long-term, trust-based relationships. Outside of his professional work, Robert enjoys fitness activities such as golf, hiking, running, skiing, and traveling.

Henry Holliday is a Series 66 licensed advisor with Stifel in Birmingham, AL, bringing 16 years of industry experience. He has been with Stifel since 2015. Outside of his advisory role, he serves as Finance Chair for YoungLife in North Alabama, assisting with managing operating accounts and donations for the local Christian ministry to high school students. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling.

Louis Mcdonough III is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 credential and previously worked at A-LIGN and KPMG. Outside of finance, he operates a history-focused YouTube channel and serves as an independent contractor for Cowboy Country Club LLC. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, using asset-allocation tools and third-party managers to construct portfolios across various asset classes.

James Hill is a financial advisor with Wells Fargo Advisors in Homewood, AL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 12 years. Outside of his advisory work, he serves on the New Membership Committee at Vestavia Country Club 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 investment and financial planning services tailored to clients who meet a net-worth threshold, utilizing Wells Fargo research and planning tools to develop recommendations delivered through meetings and written summaries.

Melanie Purvis is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of her advisory role, she manages an estate as executor and co-executor and owns a financial planning practice in Gulf Shores, Alabama. 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, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and tools.

Andrew Dean is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Horizons Financial Group and The SSI Group, Inc. Andrew operates out of Birmingham, Alabama. 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 and access to various portfolio programs and institutional platforms.

John Dunham is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors. Dunham manages a paper manufacturing plant for Westrock Corp and serves as counsel for a nonprofit focused on improving mental and physical health in the construction industry. OSAIC serves a wide range of retail and institutional clients through a large network of advisers, offering integrated financial planning, investment advisory services, and access to third-party money managers. The firm utilizes advanced asset-allocation tools and supports multiple advisory platforms and investment strategies.

John Horton is a financial advisor with Ameriprise in Birmingham, AL, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked at Raymond James & Associates and Strategic Financial Partners. Outside of his advisory role, he serves as a head coach for a 7th grade baseball team in the Vestavia Hills Youth Baseball League. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations through a centralized consulting team.

Michael Winter is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has been with Cetera and its affiliates since 2015, alongside concurrent roles at Regions Bank and MetLife. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary investment authorities across multiple program structures.

William Shaw is a financial advisor with Charles Schwab, holding a Series 66 designation and 22 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2022, and prior to that spent nearly two decades with TD Ameritrade Investment Management and TD Ameritrade, Inc. 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 a blend of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a formal alternative investment program.

Jake Majors is a financial advisor with Raymond James & Associates in Birmingham, AL. He holds a Series 66 designation and has been with the firm since 2026. Prior to his current role, Majors has held positions at Auburn University and Greystone Country Club. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and non-discretionary investment consulting through various specialized programs.

Lacey Maxwell is a financial advisor at Merrill with seven years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing, BBVA, and Wells Fargo Bank NA. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies supported by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jessica Hall is a financial advisor at Raymond James & Associates with 21 years of industry experience. She has worked at Raymond James since 2019 and previously held positions at BBVA Securities Inc., BBVA Wealth Solutions Inc., and COMPASS Bank. She holds a Series 63 designation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and advisory services supported by a wide range of portfolio management styles and affiliated research.

Jamie Holman is a CFP®-designated financial advisor with 33 years of industry experience. He has worked at Wells Fargo Clearing since 2020 and was previously with UBS Financial Services Inc. for 12 years. Holman holds ownership in two LLCs related to personal investments and recreation property. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA 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 notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Robert Furlong is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds a Series 66 designation and previously worked at Concourse Financial Group Securities and Proequities, Inc. He serves as secretary and board member of the Ross Bridge Neighborhood Association and owns a design business called Cosy Designs. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, trusts, and estates through financial planning, investment management, and related services. The firm offers a range of investment solutions across multiple platforms, combining proprietary and third-party strategies tailored by independent Financial Professionals.

April Wallace is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 26 years of industry experience. Her career includes prior roles at Arbor Point Advisors, Securities America, and Cetera Advisor Networks. Outside of advisory work, she serves as a board member for the Windsong Homeowners Association in Tuscaloosa, AL. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Cassie Malchus Thomson is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. She holds a Series 63 designation and previously worked at UBS Financial Services for 10 years before joining Wells Fargo in 2020. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

David Heath is a financial advisor with Morgan Stanley in Birmingham, AL, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he owns a small number of personal condominium investments. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery tools and modeling techniques, and it offers a variety of retail and institutional investment solutions.

Daniel Dimick IV is a financial advisor with Wells Fargo Clearing in Birmingham, AL, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He 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 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.