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.

Aaron Gammon is a financial advisor with Cetera in Bessemer, AL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Cetera and its related entities since 2013 and also has experience with Regions Bank. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management, financial planning, and consulting services through a multi-manager platform that supports diverse investment strategies and program structures.

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.

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.

Ty Miller is a financial advisor with LPL Financial in Birmingham, AL. He holds a Series 66 designation and has eight years of industry experience. Prior to joining LPL Financial in 2021, he worked at Securities America Advisors and Securities America, Inc. from 2017 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions delivered through a large network of investment adviser representatives.

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.