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.

Stephen Rice is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 65 credentials and has 29 years of industry experience. He previously worked at UBS Financial Services for 23 years before joining Wells Fargo in 2020. Rice serves on the investment committee of the Alabama Institute for the Deaf and Blind and acts as treasurer for Dawson Memorial Baptist Church. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm administers roughly $671 billion in assets and combines research from its Wells Fargo Investment Institute with third-party analytics to support diversified investment strategies.

William Mcintyre is a financial advisor with J.P. Morgan Securities in Birmingham, AL, holding Series 65 and Series 63 licenses and three years of industry experience. He previously worked at Wells Fargo Clearing Services and Wells Fargo NA and has been involved with the Boy Scouts of America Greater Alabama Council for nine years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence, with an ESG eligibility framework incorporated in its investment approach.

Andrew Pratt is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and previously worked for the Catholic Diocese of Birmingham, Alabama. Pratt serves as Vice President of Fundraising on the board of the Phoenix Club of Birmingham, a charitable organization supporting the Boys and Girls Club of Birmingham. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeffrey Hinrichs is a CFP® with 24 years of industry experience, currently working at Charles Schwab. He has been with Charles Schwab and Charles Schwab Bank since 2020, following roles at USAA Investment Management Company and USAA Financial Advisors. Hinrichs also served in the USAF Reserves for 24 years. Charles Schwab & Co., Inc. serves a large client base mainly composed of high- and ultra-high-net-worth individuals, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts through its integrated wealth management platform.

Brian Smith is a financial advisor at OSAIC with 34 years of industry experience. He previously worked for Lincoln Financial Advisors Corporation for 30 years before joining OSAIC in 2025. Smith serves as a Major in the U.S. Army Retired Reserve and owns B&G Ranch LLC, where he raises cattle and breeds horses. Additionally, he is a board member of Live Life Healthy, LLC, a health care company selling indemnity-based health insurance products. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Jesse Saunders is a financial advisor with Wells Fargo Clearing in Birmingham, AL, holding a Series 66 designation and 19 years of industry experience. He previously worked at Bank of America and Merrill Lynch. Outside of his advisory role, Saunders serves as a board member for the Lake Point Estates Homeowners Association and is a silent partner in a restaurant business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s approach is IPS-driven and incorporates a wide range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jeremy Gentle is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and with 37 years of industry experience. He has previously worked at Raymond James Financial Services, Wells Fargo Clearing, and Merrill. Gentle is also involved in non-variable insurance activities in Birmingham, AL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Michael Prewitt is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has over 10 years of experience in the finance industry and has been part of the Merrill team for more than 3 years. Based in Birmingham, Michael focuses on serving high net worth individuals and business owners, assisting them with wealth accumulation, retirement income distribution planning, and tax-efficient wealth transfer strategies. Michael holds a Bachelor's Degree in Finance from the University of Alabama. He has earned several professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His client focus areas encompass divorce transition planning, employee benefits planning, family wealth management, and services for endowments, foundations, and non-profits. Outside of his professional work, Michael enjoys spending time with his wife, playing guitar, watching Alabama football, as well as engaging in adventure sports, cooking, golf, music, reading, swimming, and watching movies. He is also committed to community involvement and volunteers with local organizations.

Conrad Cook V is a financial advisor affiliated with LPL Financial in Birmingham, AL, holding Series 63 and Series 65 credentials with 29 years of industry experience. He has worked at LPL Financial since 2005, following prior roles at Morgan Stanley DW Inc. and Level Four Advisory Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment management services utilizing model portfolios, third-party subadvisors, and customized strategies.

Peppi Talley is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 40 years of industry experience. His career includes long tenures at BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and COMPASS Bank. Based in Birmingham, AL, he has been with Raymond James since 2021. 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, pension plans, and municipal entities, offering tailored financial planning, investment consulting, and municipal advisory services.

Grayson Birch is a financial advisor with Cetera in Birmingham, AL, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Cetera, he worked at Regions Bank, MML Investors Services, LLC, and MassMutual Life Insurance Company. In addition to his financial services roles, Birch has been involved with Samford University since 2022 and previously worked at Grace Christian Academy. 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 with access to affiliated and third-party managers, supporting various program options and custodial relationships.

Donald Williams Jr. is a financial advisor with OSAIC based in Birmingham, AL, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has worked at OSAIC since 2004 and previously spent over 15 years with JSL Securities and J. Smith Lanier & Co. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory, financial planning, and retirement plan consulting services. The firm utilizes advanced asset-allocation tools and access to third-party money managers to construct diversified portfolios tailored to client needs.

Britney Bernstein is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at PNC Investments, BBVA Securities Inc., BBVA Compass Insurance Agency, and COMPASS Bank. Outside of her advisory role, she is the majority owner of a paper shredding business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.