Clinton Vance is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 13 years of industry experience. He previously worked at Concourse Financial Group Securities Inc for 11 years before joining Cetera in 2025. Outside of finance, he coaches a competitive U10 boys soccer team for Hoover Soccer Club, managing practices, tournaments, and team administration. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and retirement services through a multi-manager platform, featuring discretionary and non-discretionary options and access to third-party money managers.

Barry Jeffery is a financial advisor at Cambridge Investment Research Advisors with 37 years of industry experience. He holds a Series 63 designation and has worked previously at Lincoln Investment and Capital Analysts, Incorporated. Outside of advising, he is an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a variety of investment and platform solutions.

David Gilchrist Jr. is a financial advisor at Stifel with 29 years of industry experience. He holds a Series 63 designation and has been with Stifel Nicolaus & Co Inc since 2013. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to offer asset allocation, retirement, insurance, and estate planning analyses.

Steven White is a financial advisor with Cetera holding Series 63 and Series 66 credentials and 32 years of industry experience. His prior roles include positions at First Allied Advisory Services and First Allied Securities. He serves as a member of the Endowment Investment Committee for Vestavia Hills Baptist Church. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary account structures.

Lisa Gibbs is a financial advisor with Primerica Advisors in Hoover, AL, holding Series 63 and Series 65 credentials and 10 years of industry experience. Her background includes teaching and choreography roles at several educational and performing arts institutions, and she is the author of a business-related book. Outside of finance, she works with a Creole food truck as a server and independent contractor and serves as a choreographer and instructor for Magic City Performing Arts. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven strategies managed by third parties and offers a range of options supported by an overlay manager and custody services.

Edward Powell is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has built a career spanning over three decades in financial services, beginning his advisory work in 1988 after a career as an entrepreneur in the building materials distribution industry. Edward has spent his entire advisory career with Merrill, developing long-term relationships with clients, many of whom have remained with him since the start of his tenure. With over 36 years of experience at Merrill, Edward specializes in creating personalized financial strategies tailored to each client's risk tolerance, investment objectives, and time horizon. His approach emphasizes a disciplined process that involves getting to know clients and their families to deliver service aligned with their unique financial situations. Edward holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Auburn University. Edward and his wife Sarah live in Mountain Brook, Alabama. They spend much of their free time at Lake Martin with their five children and seven grandchildren.

Thomas Noon is a financial advisor with Thrivent Investment Management in Birmingham, AL, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning on a range of topics, with planning and managed-account services available separately or combined under a consolidated billing option.

Coleman Richards is a financial advisor at Morgan Stanley with 11 years of industry experience. He has held roles across Morgan Stanley Private Bank, BBVA Wealth Solutions, and related BBVA entities since 2014. Richards holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Paul Lawrence is a financial advisor at Primerica Advisors with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Financial Services and Primerica Advisors since 2019. Outside of advisory work, he serves as a class instructor at Country Club Birmingham. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers advisory services through a model-delivery approach supported by third-party asset managers and custody providers, with approximately $15.5 billion in assets under management.

Ulysses Myers II is a Senior Financial Advisor at Merrill Lynch Wealth Management, with a career beginning in 1992. He specializes in areas including college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. A graduate of Samford University, Ulysses holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. His approach to wealth management emphasizes effective communication and listening to clients' evolving goals through different stages of life, considering priorities such as finances, work, family, health, and giving. Outside of his professional role, Ulysses has interests in fishing, golfing, table tennis, and traveling. He is also involved with Hunter Street Baptist Church.

Bryan Morgan is a financial advisor with Merrill in Birmingham, AL, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked with Merrill since 1996 and Bank of America, N.A. since 2022. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

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.

James Stathopoulos is a financial advisor at Charles Schwab with five years of industry experience. He holds the Series 63 and Series 66 licenses. His prior work includes roles at Charles Schwab Bank, Alpha Gamma Delta Property Management, and several country clubs. 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’s approach combines non-discretionary advisory relationships with access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Henry Holliday is a financial advisor at Stifel with 15 years of industry experience. He holds a Series 66 designation and has been with Stifel since 2015. Outside of his advisory role, he serves as the Finance Chair for YoungLife in North Alabama, assisting with cash flow and donation management for the ministry. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm uses proprietary methodologies developed by its Investment Strategy Group to deliver asset allocation and financial planning guidance.

Louis Mcdonough III is a financial advisor at OSAIC with a Series 66 designation. He has prior experience at A-LIGN, KPMG, and The University of Alabama. Outside of finance, he has created a history-focused YouTube channel that generates recurring income. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm uses asset-allocation tools and automated rebalancing to construct diversified portfolios across various asset classes.

Christopher Vines is a financial advisor at LPL Enterprise with 16 years of industry experience and holds a Series 66 designation. His career includes roles at Independent Financial Group, LLC, ProEquities, Inc., and Securities America. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering services through both advisory and brokerage channels. The firm’s integrated platform combines advisor programs with access to insurance products and third-party asset management, utilizing model portfolios and discretionary implementation options.

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 at LPL Financial in Birmingham, Alabama, holding Series 63 and Series 65 credentials with four years of industry experience. His prior work includes positions at Horizons Financial Group and The SSI Group, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide through a broad network of investment adviser representatives. The firm provides a range of financial planning and advisory programs along with discretionary and non-discretionary management services supported by research and model portfolios.

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.