John Horton is a financial advisor with Ameriprise in Birmingham, AL, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked at Raymond James & Associates and Strategic Financial Partners. Outside of his advisory role, he serves as a head coach for a 7th grade baseball team in the Vestavia Hills Youth Baseball League. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations through a centralized consulting team.

Michael Winter is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has been with Cetera and its affiliates since 2015, alongside concurrent roles at Regions Bank and MetLife. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary investment authorities across multiple program structures.

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 the Series 66 designation and has less than one year of industry experience. Prior to joining Raymond James & Associates, he held various roles at Raymond James and Auburn University. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 advisors. The firm serves individual and institutional clients through wealth advisory planning, investment consulting, and specialized municipal and public finance services.

Lacey Maxwell is a financial advisor at Merrill with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing, BBVA, and LifeStore Insurance. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations.

Jessica Hall is a financial advisor with Raymond James & Associates in Birmingham, AL, holding a Series 63 designation and 21 years of industry experience. Her prior roles include positions at BBVA Securities Inc., BBVA Wealth Solutions Inc., and COMPASS Bank. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations using firm research and planning tools, and it also serves municipal clients through its public finance and institutional consulting capabilities.

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 with Raymond James Financial Services, Inc. in Birmingham, AL, holding a Series 66 designation and five years of industry experience. His prior work includes roles at SIMON Markets LLC and founding Hartline Financial Advisors. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations, with a distinctive emphasis on non-discretionary advisory 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 66 and Series 63 licenses and 12 years of industry experience. His prior roles include positions at Cetera Investment Services, Regions Bank, Charles Schwab, and Western & Southern Life. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including high-net-worth individuals, institutional clients, and government entities, with a notable presence in municipal and public finance sectors.

Kevin Couch is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with LPL Financial since 2013. He also has a concurrent role at Renasant Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options, supported by in-house research and third-party subadvisors.

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. He holds the Series 66 designation and has been in the industry since 2022. Prior to his advisory roles, he worked in educational institutions including Troy University and Pike Liberal Arts School, and was involved with Starling Tree Farm. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 financial advisors. The firm offers wealth advisory planning and investment consulting to a diverse client base, including individuals, pension plans, corporations, and government entities, with a notable focus on municipal and public finance through its extensive affiliate network and firm-sponsored programs.