Aimee Barnes is a Senior Financial Advisor with Merrill Lynch Wealth Management. She joined the Bluestein Wealth Management Group in 2018, bringing comprehensive and integrated wealth management planning to her clients. Aimee has been in the financial services industry since 2007 and focuses on developing strategies and advice tailored to individuals, their families, and their businesses, aiming to understand their short- and long-term financial objectives. Throughout her 18-year career in wealth planning, Aimee has concentrated on life insurance, employee benefits, and coaching advisors. Her expertise includes college education planning, divorce transition planning, executive compensation, family wealth management strategies, managing new wealth, personal retirement planning, women and wealth, sports and entertainment, and retirement income. She holds several professional designations including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Aimee earned her bachelor's degree from Auburn University. Beyond her professional work, Aimee and her husband, Jud, live in Birmingham with their two children. They are active in their community and support organizations such as the McWane Science Museum, Oak Mountain Schools, and St. Mark's Catholic Church. She serves as a founding member of the Women's Business Council within the Greater Shelby County Chamber of Commerce and has been involved with the Birmingham United Soccer Association and St. Mark the Evangelist Parish Council. Aimee's personal interests include horseback riding, soccer, spending time with family, and traveling.

Parker Hartline is a financial advisor at Raymond James Financial with six years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services, SIMON Markets LLC, and operated Hartline Financial Advisors. Outside of finance, he has experience in the hospitality industry, having worked at Hoffbrau Haus. 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, corporations, and institutions. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

James Taylor is a CFP® and Series 66-registered financial advisor with Edward Jones in Trussville, Alabama, where he has worked for 13 years. He has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services.

Joseph Cobb is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Cetera Investment Services, Regions Bank, Charles Schwab, and Merrill. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles and affiliated research resources.

Kevin Couch is a financial advisor with LPL Financial who holds Series 63 and Series 66 licenses and has 26 years of industry experience. He has worked with firms including Merrill, BBVA Compass Investment Solutions, PNC Managed Account Solutions, and Renasant Bank. Outside of his advisory work, he is involved with a real estate rental business in Chelsea, 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, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Timothy Duncan is a Series 66-licensed financial advisor at Cambridge Investment Research Advisors with 22 years of industry experience. He has worked at Cambridge Investment Research since 2019 and previously spent 12 years at FSC Securities Corporation. Outside of his advisory work, he is involved in acting and performing arts. 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, utilizing both proprietary and third-party model strategies tailored to client objectives.

Benjamin Herzog is a Planning Consultant at Fidelity Investments, where he focuses on helping clients take control of their financial futures through personalized holistic planning. He collaborates with individuals to develop comprehensive strategies aligned with their retirement goals, addressing concerns and identifying opportunities to strengthen financial plans. Benjamin's experience at Fidelity Investments includes roles as a Relationship Manager from 2025 to 2026 and as a Financial Representative from 2023 to 2025. Through these positions, he has developed expertise in client relationship management and financial planning. Outside of his professional work, Benjamin has interests in boating, fishing, fitness, football, golf, and soccer.

Scott Renfroe is a financial advisor with Raymond James & Associates, holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at Heritage 1843, Troy University, Starling Tree Farm, and Pike Liberal Arts School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, investment consulting, and institutional services with a range of portfolio management styles and affiliated research.

Henry Hagood is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2012, currently serving at Morgan Stanley Private Bank, National Association. Outside of his advisory work, he is Vice President of the Pinnacle Chapter of BNI, a professional networking group. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured planning process. The firm manages approximately $2.74 trillion in client assets and offers services that include relationships with investment companies, private funds, and principal trading activities.

Sarah Burns is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at firms including Merrill, Secure Asset Management LLC, Aurora Securities Inc, GUARDIAN LIFE INSURANCE COMPANY of America, Park Avenue Securities, and MSI Financial Services, Inc. Outside of her advisory role, she serves as a FINRA Dispute Resolution Arbitrator. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs. The firm emphasizes structured financial planning supported by firm-approved tools and offers diversified investment services across retail and institutional segments.

Timothy Bembry is a CFP®-credentialed financial advisor with 37 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. in Birmingham, AL. Prior to joining Raymond James in 2025, he spent 20 years at Wells Fargo Clearing. Outside of his advisory work, he is involved in entrepreneurial ventures including co-owning Living Wells Financial Group and owning You Make the Call, LLC, an online app for sports engagement and education. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofits. The firm offers tailored, non-discretionary investment consulting and planning, leveraging analytical tools and supports municipal and public finance through its unique affiliations.

Benjamin Kalbaugh is a financial advisor with Cetera in Birmingham, AL, holding a Series 66 designation and two years of industry experience. He has been associated with Cetera and its affiliates since 2025 and is also involved with Ella Valley Wealth Advisors, where he provides administrative support and client assistance. 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 financial planning services through a multi-manager platform that combines affiliated and third-party strategies, supporting both discretionary and non-discretionary account structures.

Stephen Sink is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a variety of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Brad Hendrix is a financial advisor with LPL Financial in Irondale, Alabama, holding a Series 66 designation and 13 years of industry experience. He has worked at LPL Financial since 2017 and previously spent six years with Securities Service Network. Outside of his advisory role, he is engaged in tax preparation and accounting services. 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 portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Jonathan Register is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. His career includes roles at Stifel Nicolaus & Co Inc, Bank of America, N.A., and Merrill. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Judson Fleming is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Wells Fargo entities since 2012. Fleming is a part owner of Peritus Wealth Management, LLC, and Peritus Holdings, LLC, and also owns Fleming Wealth Management LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services. The firm offers a broad range of planning options, including specialized services for business owners, special-needs clients, and professionals in sports and entertainment.

Robert Lott is a ChFC® credentialed financial advisor with 46 years of industry experience. He is currently with Cambridge Investment Research Advisors, where he has worked since 2020, following prior roles at LPL Financial and INVEST Financial Corp. Outside of his advisory role, he is also an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing both proprietary and third-party investment strategies across multiple platform arrangements.

Nathan Collums is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and having 24 years of industry experience. He previously worked at UBS Financial Services Inc. for 12 years before joining Wells Fargo in 2020. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 menu.

Uriah Williams is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include seven years at Morgan Stanley Private Bank, N.A. and one year at Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, with advice delivered through a network of investment adviser representatives using a range of discretionary and non-discretionary strategies.

Clarence Mitchell is a financial advisor with Primerica Advisors in Hoover, AL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Primerica Advisors since 2005 and also works with CMJ Financial Group. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies and manages a leasing property for PFS. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed account options. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plan management.