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.

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.

Milton Booth III is a financial advisor with LPL Financial in Birmingham, AL, holding Series 65 and Series 63 credentials and 18 years of industry experience. He has been with LPL Financial since 2014. 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.

Jonathan Vogel is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has held previous roles at MML Investors Services, Mass Mutual Life Insurance, SPC, Parkland Securities, and Wealth Designs. Outside of his advisory work, he produces the enDURABLE Entrepreneur Podcast and is active as a musician. 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 advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Daniel Logan is a financial advisor with Edward Jones in Pelham, Alabama, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior experience includes roles at ADP LLC and ADP Broker Dealer Inc from 2018 to 2020, as well as Berney Office Solutions from 2014 to 2018. He has been with Edward Jones since 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Joe Gibson Jr. is a financial advisor with Primerica Advisors in Hoover, Alabama, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. He has worked with CMJ Financial Group since 2019, PFS Investments Inc. since 2017, and Primerica Financial Services since 2016. Outside of advisory work, he is involved in the sale of home security and automation products as well as loan products through affiliates of his firm. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm offers model-based investment strategies managed by unaffiliated asset managers and supports trade execution and account custody through BNY Mellon Advisors and Pershing.

Eric Gibbons is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing four years of industry experience. He has worked with Primerica Advisors since 2021 and has a background that includes roles with CMJ Financial and Primerica Financial Services. Outside of financial advising, Gibbons is a licensed real estate agent with Sun Real Estate, Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Lawrence Wall is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at LPL Financial. He has previously worked at Cambridge Investment Research and Minnesota Life Insurance Company. Outside of his advisory role, he is involved with Crump Insurance on a part-time basis. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services supported by research, model portfolios, and technology-driven strategies.