Amy Cooper is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has worked with Principal Securities Inc. since 1999 and Principal Life Insurance Company since 1998. Outside of her advisory role, she is a digital creator sharing content on recipes, home goods, and fashion through social media channels. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm emphasizes direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions.

Jake Hufham is a financial advisor at Integrity Alliance, LLC, holding a Series 66 designation with less than one year of industry experience. Prior to joining Integrity Alliance in 2025, he worked at Lion Street Financial and Wealth Strategies LLC. Outside of his financial career, he has experience working part-time at Pike Road Millwork and has volunteered at a camp. Integrity Alliance, LLC is a large advisory enterprise serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and diversified investment approaches through a network of over 300 advisors managing approximately $5.4 billion in assets.

Cole Czajkoski is a financial advisor at AE Wealth Management, LLC in Birmingham, AL, holding a Series 65 credential with five years of industry experience. Prior to joining AE Wealth Management in 2021, he worked at Hill Wealth Management DBA Freedom Financial Group starting in 2020 and has experience with United Parcel Service. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a range of investment strategies, managing nearly $50 billion for over 127,000 clients.

Darryl Wilson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Cetera and its affiliates since 2025 and previously spent 15 years at Concourse Financial Group Securities Inc. In addition to his advisory work, he provides tax preparation services to select clients on a limited basis. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services across multiple program structures, featuring access to affiliated and third-party model portfolios and investment managers.

Raymond Skinner is a financial advisor with Cetera in Birmingham, AL, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has previously worked at Concourse Financial Group Securities and True Wealth Advisors, and currently serves as a co-member and private wealth manager at Provident Partners LLC. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that offers portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm supports a multi-manager platform allowing advisors to implement various model portfolios and bespoke strategies with discretionary and non-discretionary options.

James Carr is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. His career includes roles at Regions Bank, Mass Mutual Investors Services, E*TRADE Securities, and Edward Jones. He is based in Columbiana, Alabama. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network. The firm offers a range of portfolio management and financial planning services with various program options and access to multiple managers.

Lisa Gibbs is a financial advisor with Primerica Advisors in Hoover, AL, holding Series 63 and Series 65 credentials and 10 years of industry experience. Her background includes teaching and choreography roles at several educational and performing arts institutions, and she is the author of a business-related book. Outside of finance, she works with a Creole food truck as a server and independent contractor and serves as a choreographer and instructor for Magic City Performing Arts. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven strategies managed by third parties and offers a range of options supported by an overlay manager and custody services.

Paul Lawrence is a financial advisor at Primerica Advisors with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Financial Services and Primerica Advisors since 2019. Outside of advisory work, he serves as a class instructor at Country Club Birmingham. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers advisory services through a model-delivery approach supported by third-party asset managers and custody providers, with approximately $15.5 billion in assets under management.

Christopher Vines is a financial advisor at LPL Enterprise with 16 years of industry experience and holds a Series 66 designation. His career includes roles at Independent Financial Group, LLC, ProEquities, Inc., and Securities America. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering services through both advisory and brokerage channels. The firm’s integrated platform combines advisor programs with access to insurance products and third-party asset management, utilizing model portfolios and discretionary implementation options.

Andrew Dean is a financial advisor at LPL Financial in Birmingham, Alabama, holding Series 63 and Series 65 credentials with four years of industry experience. His prior work includes positions at Horizons Financial Group and The SSI Group, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide through a broad network of investment adviser representatives. The firm provides a range of financial planning and advisory programs along with discretionary and non-discretionary management services supported by research and model portfolios.

Timothy Bembry is a CFP®-credentialed financial advisor with 37 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. in Birmingham, AL. Prior to joining Raymond James in 2025, he spent 20 years at Wells Fargo Clearing. Outside of his advisory work, he is involved in entrepreneurial ventures including co-owning Living Wells Financial Group and owning You Make the Call, LLC, an online app for sports engagement and education. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofits. The firm offers tailored, non-discretionary investment consulting and planning, leveraging analytical tools and supports municipal and public finance through its unique affiliations.

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.

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.

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.

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.

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.

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.

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.

Jack Tillery Jr. is a financial advisor at Cetera with nine years of industry experience and holds the Series 66 designation. He has worked at Cetera and Cetera Investment Services LLC since 2017 and has been employed by Regions Bank since 2009. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering a range of portfolio management and financial planning services through a network of over 10,000 advisors.