Winfield Baird is a CFP®-designated financial advisor with 33 years of industry experience, currently affiliated with Wells Fargo Advisors since 2009. He also owns and operates Baird Financial Management, a financial practice based in Birmingham, AL, since 2004. Baird serves as treasurer for the Society of the Revolution, a social club in Birmingham. 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 tailored to clients meeting certain net-worth criteria, using Wells Fargo research and tools to develop recommendations delivered through meetings and written summaries.

James Ruggerio is a financial advisor with Fisher Investments in Birmingham, AL, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Fisher Investments since 2012. Outside of his advisory role, he serves as a director on the architectural committee of a homeowners association. Fisher Investments serves institutional and private clients globally, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment process with a five-member committee and offers tax-aware strategies, sub-advisory services, and manages separate accounts and pooled investment vehicles.

Michael Matlock is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He previously worked at Next Financial Group, Inc. for 14 years and Financial Service Co. for one year. Matlock is also involved in running a tax preparation and accounting business. 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, providing access to model portfolios, third-party asset managers, and customized investment strategies through a large network of investment adviser representatives.

Michael Hunter is a financial advisor at Edward Jones in Trussville, AL, holding a Series 63 designation with 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Mansour is a financial advisor at Morgan Stanley with Series 65 and Series 66 credentials and 26 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Citigroup Global Markets. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s approach emphasizes structured planning tools and advisory services supported by its Financial Advisors and Estate Planning Strategies Group.

John Gregg is a CFP® professional with 20 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously held positions at Bank of America and Merrill. Outside of his advisory role, he serves as treasurer for the Village View Homeowners Association in Bryson City, NC. 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 IPS-driven investment approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Roger Curtis Jr. is a Series 66-licensed financial advisor with 22 years of industry experience. He currently works at Raymond James & Associates and previously served at Truist Advisory Services, Truist Investment Services, and BB&T Securities. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jeffrey Seton is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2015. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Mary Sullivan is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 65 credentials and 16 years of industry experience. She has been with Raymond James & Associates since 2013. 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 public entities, offering financial planning, non-discretionary consulting, and institutional fiduciary services through various portfolio management strategies and affiliated research.

Schuyler Baker III is a financial advisor at Morgan Stanley in Birmingham, AL, holding a Series 66 designation with 12 years of industry experience. He has worked at Morgan Stanley since 2018 and previously spent four years at Bank of America and Merrill. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through both individual and corporate financial planning arrangements.

Gregory Brooks is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been associated with Cetera and its affiliates since 2001 and operates Brooks Financial Services LLC, his own financial services business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing multi-manager platforms and various program structures.

Kristopher Knight is a financial advisor with LPL Financial, holding a Series 66 license and 13 years of industry experience. His prior work includes roles at PRUCO Securities, The Prudential Insurance Company of America, Mass Mutual Investors Services, Metlife Securities, Pittman Financial Partners, and Merrill. Knight also maintains an affiliation with America's First Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, participant-level retirement advice, and institutional platforms, supporting advisors with technology and research while managing over $819 billion in discretionary assets.

Scott Debeck is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His past roles include positions at Citigroup Global Markets, Morgan Stanley, and Convergent Wealth Advisors. Outside of his advisory work, he is a landlord managing a rental property in Chicago. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning in areas such as business-owner transitions and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients choosing how to implement them through various brokerage or advisory options.

Garrison Shenker is a financial advisor at Raymond James Financial in Birmingham, AL, holding a Series 66 designation with two years of industry experience. Prior to his current role, he held positions at Raymond James Financial Services, Inc., and has experience working outside the financial sector, including time as a proprietor responsible for property management duties. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm provides tailored, non-discretionary planning using analytical tools to illustrate potential outcomes and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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.

Susan Smith is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. Before joining Ameriprise in 2022, she worked in various roles including service on the Talladega County Commission and a long tenure at Gadsden Music Company. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary retirement-income recommendations, primarily for clients with Ameriprise-managed accounts.

Sarah Wood is a financial advisor at Ameriprise with 17 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Truist Advisory Services, Merrill, and Morgan Stanley Smith Barney LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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 with Wells Fargo Clearing in Birmingham, AL, holding a Series 66 designation and 25 years of industry experience. He has previously worked at Morgan Stanley and UBS Financial Services. Weintraub is also an inactive member of the State Bars of Georgia and Louisiana. 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 offers a combination of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.