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.

Timothy Bembry is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He previously worked at Wells Fargo Clearing for 20 years. Outside of his advisory role, he is involved in entrepreneurial ventures, including co-owning Living Wells Financial Group and owning You Make the Call, LLC, an online app focused on sports engagement and education. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, providing tailored recommendations supported by firm research and a broad affiliate network.

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.

Stephen Sink is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a variety of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Brad Hendrix is a financial advisor with LPL Financial in Irondale, Alabama, holding a Series 66 designation and 13 years of industry experience. He previously worked at Securities Service Network before joining LPL Financial in 2020. Outside of his advisory work, Hendrix is involved in tax preparation and accounting services through his own practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources and providing both discretionary and non-discretionary management options.

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 at LPL Financial with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. Williams is also a registered representative of LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management with access to a variety of model portfolios and research.

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 licenses and three years of industry experience. His prior work includes positions 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.

Morgan Hankins is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has worked previously at BancorpSouth, Infinex Investments, Mass Mutual, and America's First Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

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 six years of industry experience. He holds a Series 66 designation and has worked with several firms including Merrill Lynch and Ingram Whatley LLC. Rich serves on the advisory board of the Economics, Finance, and Quantitative Analytics Board at Samford University’s Brock School of Business. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans developed through comprehensive risk profiling and employs a primarily non-discretionary advisory model supported by extensive firm research and an affiliate network.

Ty Miller is a financial advisor with LPL Financial in Birmingham, AL, holding a Series 66 credential and eight years of industry experience. He previously worked at Securities America Advisors and Securities America, Inc. He has also been involved with TVA Community Credit Union and the University of North Alabama. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations, offering a range of advisory programs, financial planning, and brokerage services supported by strategic and tactical model portfolios and research.