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.

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.

Kenneth Nelson is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. He has worked at several firms including Raymond James & Associates and Regions Bank. Outside of his advisory role, he serves as vice president and junior board member of Birmingham Landmarks and participates in its board meetings. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with access to affiliated and third-party managers across multiple program structures.

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.

James Driskell is a financial advisor at LPL Financial with 44 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Securities America Advisors, Inc., Investacorp Inc., Next Financial Group, Inc., and operating his own CPA firm for over a decade. Driskell also owns a tax preparation and accounting firm in Birmingham, Alabama. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and 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.

Robert Moody III is a CFP® professional with 17 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Synovus Securities, Clark Financial Advisors, PNC Wealth Management, and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, with a focus on delivering customized and third-party managed investment strategies.

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 in Birmingham, AL, holding Series 63 and Series 65 registrations. He has three years of industry experience, including prior roles at Cetera Investment Services and Regions Bank. Raymond James & Associates, Inc. is a large 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 municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad network of affiliated research and portfolio management resources.

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 at Charles Schwab with a Series 66 designation and experience spanning positions at Thrivent Financial and Regions Bank. Newsome has been with Charles Schwab since 2026. Charles Schwab & Co., Inc. serves a large client base, 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 and discretionary investment management through multi-asset model portfolios and maintains a distinctive operational structure integrating advisory, brokerage, custody, and cash-sweep services.

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.