Brad Hendrix Sr. is a financial advisor at LPL Financial with 43 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Securities Service Network, Inc. for 32 years before joining LPL Financial in 2020. Outside of advising, he operates a tax preparation and accounting business and is involved in non-variable insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by extensive research and model portfolios.

Charles Terry is a CFP®-designated financial advisor with 38 years of industry experience, currently affiliated with LPL Financial since 2023. His prior experience includes long tenures at Securities America Advisors, Inc., Securities America, Inc., and his own firm, Lifestyle Financial Planning Services, LLC. He is involved with Lifestyle Financial Network, LLC, which encompasses activities such as tax preparation and non-variable insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm offers a range of financial planning and advisory programs incorporating model portfolios, retirement plan consulting, and technology-driven investment strategies.

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 in Birmingham, AL, holding the ChFC® and Series 63 designations with 44 years of industry experience. His prior roles include positions at Securities America Advisors, Inc., Securities America, Inc., and Investacorp Inc. Outside of advisory work, he owns and operates a CPA firm specializing in tax preparation and accounting. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and research from multiple sources, and provides both discretionary and non-discretionary management options.

Robert Moody III is a CFP® professional with 17 years of experience in the financial industry. He is currently with LPL Financial, where he has worked since 2023. Prior to joining LPL, Moody held roles at Synovus Securities, Inc. and Clark Financial Advisors. 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 a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Eldred Barger is a financial advisor with Ameriprise, holding a Series 66 credential and 17 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2008. Outside of his advisory role, Barger is co-owner of a baseball training facility and serves as president of the Seventeen Baseball Club, in addition to holding multiple nonprofit board positions. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Andrew Burns is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 65 licenses and three years of industry experience. He previously worked at Cetera Investment Services LLC, Regions Bank, and Northwestern Mutual. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and public entities, delivering non-discretionary planning and portfolio recommendations supported by a broad affiliate network and specialized municipal finance capabilities.

Lee Applebaum is a Series 66-credentialed financial advisor with LPL Financial, where he has worked for 15 years. He has 23 years of industry experience. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

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 six years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2019. Prior to his current role, he worked at Comdata and Alku and briefly contributed to 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 manages approximately $1.01 trillion in assets and offers a range of advisory strategies through a nationwide network of more than 23,000 advisors.

Sarah Burt is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2010 and Bank of America, N.A. since 2021. Outside of her advisory role, she is an independent consultant for Rodan + Fields, a skincare direct selling company. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional investors. The firm’s integration with Bank of America provides access to a wide range of investment products and services.

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.