Alisha Hall is a Series 66-licensed financial advisor at LPL Financial with four years of industry experience. She has been associated with Grandview Financial Group and LPL Financial since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

John Scarbrough is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes multiple roles at The University of Alabama and positions in media and retail. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies and its advisory role to multiple registered investment companies.

Jason Vise is a financial advisor with Morgan Stanley in Birmingham, AL, holding a Series 66 credential and one year of industry experience. He previously worked at Regions Bank and Republic Finance, among other roles. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm employs structured planning tools and investment models to support clients, managing approximately $2.74 trillion in assets.

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 before joining Raymond James. Amelia serves on the Junior Board of Directors for Oasis Counseling for Women & Children, a nonprofit organization focused on supporting vulnerable women, children, and families. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser providing wealth advisory and investment consulting services to a wide range of clients, including individuals, institutions, and municipal entities. The firm delivers non-discretionary planning and recommendations, supported by its extensive affiliate network and specialized capabilities in public finance.

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 Series 66-registered financial advisor with LPL Financial, based in Birmingham, AL, and has 17 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Cetra Investment Advisers LLC, Regions Bank, PNC Investments LLC, and UBS Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and various portfolio strategies.

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 with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include nine years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with a focus on public finance and municipal work alongside its retail 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 Services Advisors, Inc. in Birmingham, AL, 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 ownership in Ingram Whatley LLC. Raymond James Financial Services Advisors serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through fact-finding and risk profiling, with advisory services spanning brokerage, managed accounts, and outside managers.

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.