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.

Kyle Hallman is a financial advisor at Ameriprise with 32 years of industry experience. He has held prior roles at Cetera Investment Advisers and Cetera Investment Services LLC. Outside of finance, he is involved in seed distribution businesses as a shareholder and co-owner of Sierra Seed Company and Sierra Seed International. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports, supported by a centralized consulting team and algorithmic tools.

John Ehrhardt Patty is a financial advisor with Charles Schwab in Mountain Brook, AL, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, and Cory Watson Attorneys. Charles Schwab 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a formal alternative-investment onboarding process.

Keith Scott is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 37 years of industry experience. He previously worked at Lincoln Financial Securities Corporation and AllState Financial Services. Scott also operates as an insurance agent offering accident, health, disability, and traditional life insurance. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides brokerage and advisory services through a large network of advisers, utilizing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Patrick David is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel since 2015. Outside of his advisory work, he serves as a board member for Smile A Mile, an organization supporting children with cancer and their families. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and advisory services backed by proprietary investment analysis and probabilistic modeling from its Investment Strategy Group.

Charles Schilleci is a CFP® professional associated with Raymond James Financial, based in Vestavia Hills, AL, with 40 years of industry experience. He previously worked with Wealthcare Advisory Partners LLC, LPL Financial, and Wells Fargo Advisors. Mr. Schilleci is also a licensed independent insurance agent. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools to support client goals and maintains unique affiliations that enhance its municipal and public-finance services.

Kenneth Gaddis Jr. is a Series 66-licensed financial advisor with Ameriprise in Birmingham, AL, bringing eight years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, he serves as Communications Chair on the Kairos Prison Ministry Elmore Advisory Council and as President of the Highland Condominium Association, and he provides home care support for his disabled daughter through the Medicaid Waivers Program. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement who meet specific asset criteria, delivering written recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a Retirement Income Oversight Committee to generate and tailor client recommendations.

Allan Chappelle is a financial professional with 57 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 licenses and has held roles at Kestra Advisory, Kestra Investment Services, and Chappelle Consulting Group, where he serves as president. His outside activities include ownership of a commercial real estate business. Cetera Investment Advisers LLC is a large nationwide advisory firm serving individual, corporate, charitable, and institutional clients with a range of portfolio management and financial planning services delivered through a multi-manager platform.

Dean Gambrell Jr. is a Series 66-licensed financial advisor with LPL Financial, based in Birmingham, AL, and has 13 years of industry experience. Prior to joining LPL in 2020, he worked at Securities Service Network, Inc. and operated Gambrell Financial Advisor. He is also the sole owner and operator of Gambrell Tax Advisors, LLC, a tax preparation and accounting business. 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, third-party asset management, and institutional platforms, supporting clients with both discretionary and non-discretionary investment strategies.

Beverly Barry is a financial advisor with Wells Fargo Clearing, holding Series 63, Series 65, and Series 66 credentials and 29 years of industry experience. She previously worked at Morgan Stanley for 10 years before joining Wells Fargo Clearing in 2023. 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 in its investment menus.

Robert Moore is a financial advisor with Merrill in Birmingham, AL, holding Series 63 and Series 66 designations and 38 years of industry experience. He has been with Merrill since 2010 and Bank of America, N.A. since 2011. Outside of his advisory role, he is involved in managing a personal rental property jointly with his spouse. Merrill serves a broad client base including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services. The firm emphasizes manager-selection capabilities and tax-efficient investment strategies, leveraging its integration with Bank of America affiliates and capital-markets platform.