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.

Aimee Barnes is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she applies her extensive experience in developing personalized wealth management strategies. Since joining Merrill Lynch in 2018, she has focused on advising individuals, families, and businesses to meet their short- and long-term financial goals. Her expertise areas include college education planning, divorce transition planning, executive compensation, family wealth management strategies, and retirement income planning. Aimee holds a Bachelor's Degree from Auburn University and possesses 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). She leverages her 16 years of experience in risk management, estate transfer, and portfolio strategies to create customized wealth management approaches. Aimee is involved in coordinating with attorneys and CPAs to provide integrated client service. Beyond her professional work, Aimee is active in her community and participates in several organizations. She and her family reside in Birmingham, where they support the McWane Science Museum, Oak Mountain Schools, and St. Mark's Catholic Church. Aimee has held roles such as a founding member of the Women's Business Council in the Greater Shelby County Chamber of Commerce and membership in the Birmingham United Soccer Association.

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 at Raymond James & Associates with 12 years of industry experience. He holds Series 66 and Series 63 designations and has worked at firms including Cetera Investment Services, Regions Bank, and Charles Schwab. Cobb is based in Birmingham, AL. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering financial planning and non-discretionary investment consulting supported by various portfolio management styles and affiliated research.

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 with Morgan Stanley in Birmingham, AL, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. Her prior roles include positions at Merrill, Secure Asset Management LLC, Aurora Securities Inc, Guardian Life Insurance Company of America, and Park Avenue Securities. She also serves as a FINRA Dispute Resolution Arbitrator, reviewing cases and rendering decisions. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling techniques in its advisory services.