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.

David Pruitt is a financial advisor with Ameriprise in Birmingham, AL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he serves on the Board of Directors for the American Cancer Society and the Pawnee Condominium Association. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Brook Acton is a financial advisor at Cetera with 12 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Northwestern Mutual Wealth Management Company and its affiliated entities from 2013 to 2021. He is currently based in Birmingham, AL. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party managers.

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.

Katherine Gregg is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. She holds the Series 66 designation and has worked previously at Bank of America and Merrill. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Steven Kahn is a financial advisor with Cambridge Investment Research Advisors in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2017 and has been associated with Cambridge Investment Research Inc since 2014. Kahn is also president and owner of Greystone Capital Management Inc., an investment-related business based in Birmingham. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing various platform arrangements and both proprietary and third-party investment strategies.

Michele Pair is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. She holds the Series 63 designation. 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.

William Hagedorn is a financial advisor at Morgan Stanley with three years of industry experience. He holds the Series 66 designation and has previously worked at CrossFit Mudtown, CrossFit 280, Southern Nuclear Operating Company, and in the restaurant industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and investment models.

Nanette Dieguez is a financial advisor at Merrill with 18 years of industry experience. She has held her current position since 2014 and holds a Series 63 designation. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.