John Boston is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services Inc. He began his career after graduating from the University of Alabama. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Steven Hagood is a financial advisor with Stifel in Tuscaloosa, Alabama, holding a Series 66 designation and 20 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2015. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.

Zackery Barnett is a financial advisor at Edward Jones in Tuscaloosa, AL, holding a Series 66 credential with five years of industry experience. His previous roles include positions at the FDA, Indiana University, and several wealth management firms. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Elizabeth Childress is a CFP® with 18 years of industry experience, currently serving as a financial advisor at OSAIC since 2023. She previously worked at Sagepoint Financial, Inc. for eight years and has been affiliated with Bank of America, N.A. since 2009. Outside of her advisory role, she maintains a long-term involvement as a consultant with Mary Kay Cosmetics and serves as a consumer advocate on the Alabama Liquified Petroleum Gas Board. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients. The firm provides integrated brokerage and advisory services through a wide network of advisors, employing asset-allocation tools, risk assessment, and third-party platforms to construct and manage portfolios across various asset classes.

Stephen Rickard is a financial advisor with Ameriprise in Tuscaloosa, Alabama, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for eight years and spent 15 years at Eli Lilly & Company. Outside of his financial career, he serves as an associate minister at the Chapel Hill Church of Christ. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Blair Fowler is a Series 66-licensed financial advisor with Morgan Stanley in Tuscaloosa, Alabama, and has one year of industry experience. Prior to joining Morgan Stanley, he was involved with TCLSK2, LLC for seven years and held roles at the University of Alabama and Cushman & Wakefield. He is a partner in several real estate and restaurant-related businesses in Northport, Alabama. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by proprietary tools and market modeling.

James Duren is a financial advisor with OSAIC in Tuscaloosa, AL, holding Series 63 and Series 66 licenses and bringing 54 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and has been involved with Pathway Financial Resources LLC for over two decades, where he is an owner managing the sales of life, health, and disability insurance products. Duren is also a partner in Downtown Professional Building, LLC, which owns the building housing his financial services offices. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory, and financial planning services. The firm employs advanced asset-allocation tools and multiple third-party platforms to construct diversified portfolios tailored to client needs.

Heather Mills is a financial advisor with Raymond James & Associates in Tuscaloosa, AL, holding Series 63 and Series 66 licenses and 22 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers financial planning, investment consulting, and institutional fiduciary solutions.

Marcus Causey is a financial advisor at Stifel with 24 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus & Co Inc since 2015. Based in Tuscaloosa, AL, he provides brokerage and investment advisory services to a diverse client base. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities. The firm offers both brokerage and fee-based advisory services, supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Adam Korzen is a Series 66-licensed financial advisor with Morgan Stanley in Tuscaloosa, Alabama, where he has worked since 2021. He has five years of industry experience, including prior roles at Chipotle, Plastic Plate LLC, Lowe's, and the University of Alabama. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, specializing in tailored financial planning supported by firm-approved tools and methodologies.

James Todd is a Series 66-credentialed financial advisor with Morgan Stanley in Tuscaloosa, Alabama, and has six years of industry experience. Prior to his current role, he worked at the Tuscaloosa Tennis Center and was involved with the Turtle Point Yacht & Country Club. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by firm-approved planning tools and a structured discovery process.

Katherine Almon is a financial advisor with Morgan Stanley in Tuscaloosa, Alabama, holding Series 63 and Series 66 registrations and 10 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2017. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, including financial planning and estate planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and advanced modeling tools but generally acts in an advisory capacity without providing individual security recommendations as part of standalone plans.

Robert Lachney Jr. is a Series 66-licensed financial advisor with 15 years of industry experience. He has worked at Ameriprise since 2018, following three years at LPL Financial. Outside of his advisory role, he is involved in independent insurance brokering with Allianz. Ameriprise is an institutional firm that offers retirement-income planning services primarily for clients with significant investable assets. Its approach includes detailed, algorithm-assisted recommendations and a focus on tax-efficient withdrawal strategies within Ameriprise-managed accounts.

Stanley Scarvey Jr. is a financial advisor with Stifel, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Ameriprise, Bank of America, and Merrill. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

William Humber is a financial advisor at Stifel with 16 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Co. Inc. since 2015. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Jennifer Hart is a financial advisor with Morgan Stanley in Tuscaloosa, Alabama, holding a Series 66 designation and 19 years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2013. Hart serves on the Board of Directors and Finance Committee for the Chamber of Commerce of West Alabama. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and scenario modeling as part of its financial planning process and offers a broad range of retail and institutional services.

Deborah Crownover is a financial advisor with Raymond James & Associates in Tuscaloosa, AL, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Paige Lombardy serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been a financial professional since 2006, initially working as a CPA before transitioning to her current advisory role. Paige focuses on family wealth management strategies, legacy planning, personal retirement planning, women and wealth, and retirement income. She holds a Bachelor's Degree from Mississippi State University and has earned several professional designations, including Accredited Asset Management Specialist (AAMS), Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). Paige emphasizes understanding clients' life priorities to develop personalized financial strategies aligned with their goals and aspirations. Paige is committed to community involvement and volunteers with local organizations. Outside of work, she enjoys cooking, fishing, gardening, interior decorating, reading, and spending time with her family.

Brandon Stough is a CFP® professional with 15 years of industry experience, currently serving at Raymond James Financial. He has worked with various branches of Raymond James since 2013. Outside of his advisory role, he serves on the boards of the Tuscaloosa County Economic Development Authority Foundation and Tuscaloosa Academy, where he reviews financial matters. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide client base that includes individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and consulting supported by advanced analytical tools and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Robert Cornelius is a Series 66-licensed financial advisor with seven years of industry experience. He is currently affiliated with OSAIC and previously worked at SagePoint Financial, Inc. for seven years. Outside of his financial advisory role, he has extensive involvement in accounting and farming, including managing several family farming and cattle operations. OSAIC Wealth, Inc. serves a diverse client base ranging from individual investors to institutions, offering brokerage, investment advisory, financial planning, and retirement consulting services through a large network of affiliated advisors and multiple platforms. The firm employs asset-allocation tools and third-party solutions to construct diversified portfolios tailored to client risk tolerances and investment preferences.