Jessica DeMill is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2024. She leads a team focused on assisting families and organizations with significant wealth decisions. Prior to this role, she served as a Team Leader at Fidelity Investments from 2018 to 2022. Jessica's professional experience centers on guiding clients through impactful financial decisions. Outside of her professional duties, she is interested in cooking and baking, family activities, parenthood, and volunteering.

George Tucker is a financial advisor at Raymond James Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James Financial Services Advisors, Inc. since 2010. In addition to his advisory role, Tucker provides employee benefits consulting related to group life, disability, and vision insurance. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and risk profiling tools to help clients achieve their goals and supports its advisors through specialized programs and partnerships.

David Roberts is a financial advisor with Ameriprise in Vestavia Hills, Alabama, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of advising, he manages operations and strategic planning for P1522, LLC, a company involved in building ownership and management in Birmingham, Alabama. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Doris Utterback is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 31 years of industry experience. She previously worked at Merrill for 15 years and Raymond James & Associates for 2 years before joining Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. 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 among its investment offerings.

Grant Dalton is a financial advisor at Charles Schwab with a Series 66 credential and experience beginning in 2025. Prior to joining Schwab, he was involved with several firms including Love 2 Run and Herc Rentals. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment services supported by multi-asset model portfolios and centralized operational infrastructure.

Matthew Di Salvo is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at firms including BBVA Wealth Solutions and PNC Bank. In addition to his advisory role, he is an associate at Pinnacle Financial Partners, where he engages with clients on banking and investment needs. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers non-discretionary planning tailored to client goals and supports its services with advanced analytical tools and specialized programs.

George Salem is a Senior Financial Advisor with Merrill Lynch Wealth Management. He provides guidance in areas including family wealth management strategies, personal retirement planning, portfolio management services, sports and entertainment, and retirement income. His approach focuses on connecting clients to the people, plans, and processes that align with their individual goals. George holds the Personal Investment Advisor (PIA) designation and earned two bachelor's degrees from the University of Alabama System. His work incorporates clients' personal perspectives and priorities, aiming to bring clarity to investment planning and wealth management.

Brian Vukovich is a financial advisor at Morgan Stanley with 8 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James and Regions Financial. Outside of his advisory role, he is a partner and officer of X4 Homewood, a recreation-related business based in Birmingham, Alabama. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

John Talley is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is the proprietor of Mulberry Creek Farm, a personal tree farm in Birmingham. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a variety of portfolio management styles supported by firm research and affiliated sub-advisers.

Grace Cook is a financial advisor with Wells Fargo Clearing in Birmingham, AL, holding a Series 63 designation and 24 years of industry experience. She worked at A. G. Edwards & Sons, Inc. from 2005 to 2008 before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research and analytics to guide its investment approach.

Josh Vanfleteren is a financial advisor at Mass Mutual Investors Services with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Guardian Life, Strauss Wealth Advising, and Standard Process. In addition to his advisory role, he maintains an outside position as an insurance broker specializing in life and disability insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, client-specific strategies without discretionary investment authority.

Anna Carroll is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She previously worked at ProEquities, Inc. from 2016 to 2020. Outside of her advisory role, she manages social media marketing for Taco Casa and serves as a compliance manager for Regions Investment Solutions. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, including individual investors, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with access to various model portfolios and third-party managers.

Megan Manzi is a financial advisor at Osaic with 18 years of industry experience, including 17 years at Lincoln Financial Advisors. She holds the Series 66 credential. Outside of her advisory role, she is an insurance agent offering accident and health, disability, long-term care, life insurance, and annuity products, and she facilitates life settlement transactions for clients upon request. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios that may include a range of investment products across discretionary and non-discretionary accounts.

Thomas Israel is a Certified Financial Planner (CFP®) with 22 years of experience in the financial services industry. He currently serves with Morgan Stanley, where he has worked since 2022, following prior roles at Bank of America and Merrill. Outside of his advisory work, he is a board member of Vestavia Country Club and a partner in Barefoot and Beloved Design, LLC, a company involved in technology, manufacturing, and biotechnology. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through financial advisors and estate planning strategies.

Matthew Saia is a financial advisor at Raymond James Financial in Birmingham, Alabama, holding a Series 66 designation with one year of industry experience. His background includes roles at Birmingham Investment Group and involvement with Auburn University and the Onward Campus Ministry. 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 plans, corporations, and institutional clients. The firm employs risk profiling and analytical tools within a non-discretionary advisory model and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Robin Owens is a financial advisor with Cetera, holding a Series 66 license and over 23 years of industry experience. He has been with Cetera and its affiliated entities since 2024, following prior roles at Avantax Advisory Services and 1ST Global Capital Corp. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and services delivered through a large nationwide network of independent advisors.

Kenneth Price is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in financial coaching for high-performing individuals such as athletes, sales professionals, and business owners. He employs a disciplined and personalized approach to wealth management, focusing on areas including corporate benefits, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, and tax minimization. Ken emphasizes a 360-degree view of clients' financial lives to develop customized plans aligned with their goals and values. Ken brings extensive experience to his role, having joined Merrill Lynch in 2006 following his tenure at Morgan Stanley. He is a former U.S. Marine with four years of active duty, where he developed skills in anticipating and planning for the unexpected. This experience informs his proactive and adaptable approach to helping clients navigate financial challenges. His professional credentials include the CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. He holds a Bachelor's degree from Tusculum College and an MBA from the University of Alabama at Birmingham. Ken is involved in community support efforts through various nonprofits, including organizations focused on cancer awareness and family support. Outside of work, he enjoys biking, fishing, golfing, reading, and spending time with his wife Stephanie and their two sons.

John Howard is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked with Escape Zone LLC from 2016 to 2019. Howard serves as Treasurer and board officer for Village Press, Inc., where he participates in major business decisions in an oversight capacity without compensation. 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 tailored financial planning and consulting services primarily through non-discretionary advisory relationships.

Patrick Morgan is a financial advisor with Morgan Stanley in Birmingham, Alabama, holding a Series 66 license and bringing 25 years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2009 and 2015, respectively. Morgan serves on the board of the 1st and Ten Club of Alabama, a nonprofit organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Cassi Martinez is a financial advisor with Ameriprise in Vestavia, AL, holding a Series 66 designation and having 10 years of industry experience. She has been with Ameriprise and its affiliate since 2015. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and offers a range of advisory, brokerage, and insurance solutions through affiliated entities.