Weston Akin is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds the Series 66 designation and has worked previously at firms including MDSI Inc., Strategic Financial Partners/MassMutual Life Insurance Co., and Southern States Bank. Outside of finance, he works as a wedding and event DJ, providing music and sound services for weddings and school dances. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive planning engagements using firm-approved tools and offers programs including estate settlement and employer-sponsored planning.

Amelia Luttrell is a financial advisor at Raymond James & Associates with Series 63 and Series 65 credentials and three years of industry experience. She previously worked at Arlington Capital Advisors for two years. Amelia serves on the Junior Board of Directors for Oasis Counseling for Women & Children, a nonprofit organization supporting vulnerable women, children, and families. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering tailored financial planning and investment consulting through non-discretionary advisory programs.

Jonathan Hand is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has been with Morgan Stanley in various capacities since 2009 and previously worked at Citigroup Global Markets. Outside of his advisory role, he serves on the Finance Committee of Brookwood Baptist Church in Mountain Brook, Alabama. Morgan Stanley Wealth Management is a SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and a range of advisory programs supported by structured planning tools and a variety of investment strategies.

Andrew Mears is a financial advisor at LPL Financial in Birmingham, AL, holding a Series 66 designation with 17 years of industry experience. His prior roles include positions at South State Bank, Wells Fargo Clearing, Cetra Investment Advisers, Regions Bank, PNC Investments, UBS Financial Services, and Merrill. He is involved with South State Investment Services, an investment products and services business offered through LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management access, and institutional platforms, supported by advanced research and operational tools.

Julie Helmers is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. She has previously worked at Bank of America and Merrill. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients through a broad planning menu that includes specialized areas such as business-owner transition and special-needs analysis. The firm combines advisory services with other financial products, providing tailored recommendations supported by its research and planning tools.

Sydney Dale is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, Dale worked in various roles including teaching positions and involvement with Dance South Studio. Outside of finance, Dale has experience related to community activities such as involvement with Make-A-Wish Alabama. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model investment solutions.

William Crabb is a Wealth Management Advisor and Merrill Resident Director with over 12 years of experience in financial advising. He holds the Chartered Financial Analyst (CFA) designation, is a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His educational background includes a Bachelor's Degree from The University of Alabama and a Master of Business Administration (MBA) from the University of Alabama at Birmingham. In his role, William focuses on a comprehensive approach to wealth management, emphasizing personalized financial strategies tailored to each client's long-term goals. His areas of expertise include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. He works closely with clients to understand their financial objectives and develop strategies aligned with their needs. William is also involved in his community through participation in organizations such as the Monday Morning Quarterback Club. Outside of his professional commitments, he enjoys baseball, football, golfing, running, and spending time with his family.

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.

Joshua Little is a financial advisor with Cetera and holds a Series 66 designation. He has three years of industry experience, including prior roles at Ameriprise, LPL Financial, and Abroms and Associates. Outside of his advisory role, he is also an associate financial advisor at Cunningham Financial Group, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with access to multiple program structures, third-party managers, and both discretionary and non-discretionary account management.

C. Logan Taylor III is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of the Taylor-Lepley team. He has been recognized on the 2023 and 2024 Forbes "Best-in-State Wealth Management Teams" list. In his role, Mr. Taylor focuses on understanding clients and their families to provide tailored financial solutions, including investment growth, cash flow management, insurance, and credit products offered through Merrill and Bank of America. Mr. Taylor brings over thirty years of experience in wealth management. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and the Personal Investment Advisor (PIA) designation. He is a former President of the Alabama Securities Dealers Association. His educational background includes a master's degree from the Thunderbird School of Global Management and a bachelor's degree from Emory University. Outside of his professional work, Mr. Taylor is involved with several community organizations in Birmingham, including the Birmingham Art Museum, Red Mountain Theatre, the Vestavia Chamber of Commerce, and Vestavia Hills Baptist Church. He resides in Vestavia Hills with his wife and two daughters. His interests include outdoor activities, travel, languages, cooking, art, and history.

Aaron Hardin is a Planning Consultant at Fidelity Investments' Birmingham Investor Center. He collaborates with clients to develop customized financial plans that align with their goals and values. Aaron emphasizes understanding the individual priorities of each client to create thoughtful strategies supporting their financial aspirations. He has been working as a Planning Consultant at Fidelity Investments since 2021. Prior to this role, Aaron gained experience as a Personal Banker at BBVA from 2019 to 2021. Outside of his professional work, Aaron is interested in concerts, family activities, football, social events with friends, golf, and lake-related activities.

Kenneth Russell is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds Series 63 and Series 66 registrations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and public entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Robert Bailey is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a wide array of advisory programs, managing approximately $2.74 trillion in client assets.

Candice Parker is a financial advisor with Raymond James Financial, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at Zyia Active and Sa Stone Wealth Management. She is a minority owner and financial advisor at Birmingham Investment Group and holds a 10% ownership in Ingram Whatley LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional entities. The firm employs tailored, non-discretionary planning and consulting supported by analytical tools and offers specialized programs such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Mason Smith is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. He has previous experience at Iron Legacy Wealth Advisors, the University of Alabama, and the Army National Guard. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm uses a variety of asset-allocation tools and supports both discretionary and non-discretionary account management across diverse investment products.

Brandon Burroughs is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 credentials and 10 years of industry experience. His career includes roles at Wells Fargo Bank, J.P. Morgan Securities, Merrill, Bank of America, and Principal Financial Group. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, offering both brokerage and advisory solutions supported by extensive research and analytics.

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.

Robert Schuler is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently with LPL Enterprise and previously worked at Prudential Insurance Company of America, Pruco Securities, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Merrill. Outside of his advisory work, Schuler officiates youth and high school lacrosse in Alabama and is a member of the Rotary Club of Shades Valley. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party portfolio strategists, and it offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Stuart Johnson is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds the Series 66 designation and previously worked at The Title Group, Inc. from 2015 to 2017. Raymond James & Associates is a large 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 a range of financial planning and advisory services with a focus on tailored, non-discretionary consulting.

Earl Falkner III is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at Cetera and its affiliates since 2020 and has operated Falkner Financial Advisors since 2010. He also holds an insurance agent role selling life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC serves individual, employer-sponsored retirement plan, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.