Shawn Buchanan is a CFP® and ChFC® with 27 years of industry experience, currently serving as a financial advisor at Ameriprise in Bessemer, Alabama. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income advice through a centralized consulting team.

Jacob Cohen is a financial advisor with Wells Fargo Clearing in Birmingham, AL, holding Series 63 and Series 65 registrations and four years of industry experience. His prior work includes roles at Trustmark Bank, American Pacific Mortgage, and Goldwater Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party databases.

Morgan Hankins is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. His career includes roles at BancorpSouth, Infinex Investments, and America’s First Credit Union. 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 and institutional platforms, supported by a large network of advisors and advanced operational tools.

Samuel Giffin is a financial advisor at Edward Jones with Series 66 registration and one year of industry experience. Prior to joining Edward Jones, he was associated with Genesis Enterprise LLC and has been involved with the Handworks Holiday Market, an annual craft show, since 2009. He also serves on the board of the Homewood Chamber of Commerce and is president-elect for the upcoming year. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including retirement plans and charitable organizations. The firm offers a range of investment advisory programs and maintains a large nationwide network of advisors and branch offices.

Amir Khan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and based in Birmingham, AL. He has been with Wells Fargo Clearing since 2025 and has prior experience with Wells Fargo Bank, KMG Solutions, Sedgwick, and other firms dating back to 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Joshua Rich is a financial advisor at Raymond James Financial Services Advisors, Inc. with seven years of industry experience. He holds a Series 66 credential and has previously worked at firms including Merrill Lynch and Ingram Whatley LLC. Rich serves on the advisory board for the Economics, Finance, and Quantitative Analytics Board at Samford University's Brock School of Business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers non-discretionary, tailored planning and analytical tools to support client goals and is known for its municipal advisory affiliation and employer advisory services.

Brad Hendrix Sr. is a financial advisor with LPL Financial who holds Series 63 and Series 65 registrations and has 43 years of industry experience. He worked at Securities Service Network, Inc. for 32 years before joining LPL Financial in 2020. Outside of his advisory role, he is involved in tax preparation and accounting services as a CPA and also holds a non-variable insurance license in Irondale, Alabama. 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, third-party asset management, and institutional platforms, supporting advisors with research tools and a range of investment strategies.

Charles Terry is a CFP® professional affiliated with LPL Financial, based in Birmingham, AL, with 38 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc., as well as operating Lifestyle Financial Network, LLC and Lifestyle Financial Planning Services, LLC. He is involved in tax preparation and accounting services through Lifestyle Financial Network, LLC. 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 technological tools and a large network of over 22,800 advisors.

John Metcalf is a financial advisor with Primerica Advisors in Hoover, AL, holding Series 63 and Series 65 credentials and seven years of industry experience. He has worked at CMJ Financial Group, PFSI Investment Inc., and Primerica Financial Services. Outside of his advisory roles, he is involved with MySchoolShares, a non-investment-related activity. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Henry Lynn Jr. is a financial advisor at Stifel with 53 years of industry experience. He holds a Series 63 designation and has been with Stifel since 2015. Outside of his advisory role, he serves as a trustee and director for several charitable and cultural organizations in Birmingham, including the Diane Stobert Sessions and Paul Trammell Sessions, Jr. Foundation, the Cathedral Church of the Advent Endowment Fund, and the Birmingham Museum of Art Endowment Trust. He is also involved with the Order of First Families of Virginia, a genealogical society. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that supports asset allocation and financial planning analyses.

Eldred Barger is a financial advisor with Ameriprise, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, Barger co-owns Seventeen Athletics LLC, a baseball training facility, and serves as president of the Seventeen Baseball Club. He is also a board member for Fabric of Hope and Westbrook W Club, Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and annual retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Andrew Burns is a financial advisor with Raymond James & Associates based in Birmingham, AL. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Raymond James, he worked at Cetera Investment Services, Regions Bank, and Northwestern Mutual. 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 wide range of clients, including individuals, institutions, and municipalities, offering financial planning and non-discretionary investment consulting while utilizing various portfolio management styles and firm research.

Lee Applebaum is a financial advisor at LPL Financial with 24 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2011, following prior roles at Merrill and Atlantis Investment Management Corp. Applebaum has involvement in other business activities related to retirement solutions and investment management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Jody Newsome is a financial advisor with Charles Schwab in Mountain Brook, AL, holding a Series 66 designation and one year of industry experience. Prior to joining Schwab and Charles Schwab Bank, SSB in 2026, Newsome worked at Thrivent Financial and Thrivent Investment Management, and spent 13 years at Regions Bank. 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 combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment onboarding process.

Grant Wagstaff is a Financial Consultant at Fidelity Investments, where he works with clients to develop comprehensive retirement plans aimed at achieving financial and emotional security for their families. He has been with Fidelity Investments since 2016, advancing through roles including Financial Representative-Full Trader, Relationship Manager, and Planning Consultant before becoming a Financial Consultant in 2022. Grant's professional background focuses on retirement planning and client relationship management within the financial services sector. His progressive experience at Fidelity Investments underlines his expertise in delivering tailored financial strategies to meet client needs. Outside of his professional role, Grant's personal interests include football, golf, spending time at the lake, visiting museums, and attending theater.

David Pruitt is a financial advisor with Ameriprise Financial Services and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, having previously worked at Wells Fargo Clearing and A. G. Edwards & Sons. Outside of his advisory role, he serves on the Board of Directors for the American Cancer Society and is a board member of the Pawnee Condominium Association. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Brook Acton is a financial advisor at Cetera with 12 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Cetera in 2021, he worked at Northwestern Mutual in various capacities from 2013 to 2021. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management and financial planning services, supporting over 10,000 advisors and approximately 800,000 clients nationwide.

Jackson English is a financial advisor at Morgan Stanley in Birmingham, AL, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at Troy University and American Christian Academy from 2013 to 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers a structured financial planning process supported by firm-approved tools and models.

Kane Reece is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to his current role, he held positions at Sunbelt Golf, Comdata, Alku, James Madison University, and Woodberry Forest School. Outside of finance, he has experience with course maintenance activities at SunBelt Golf. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Laurel Pressley is a financial advisor with Stifel in Birmingham, AL, holding a Series 66 designation and seven years of industry experience. She has worked at Stifel Nicolaus since 2019 and previously held positions at INTL FCStone Financial Inc., St. Clair Farmers Co-op, and Alabama Farmer's Cooperative. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.