Robert Schuler is a financial advisor with LPL Enterprise in Mountain Brook, AL, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Morgan Stanley. Outside of his advisory work, he officiates youth and high school lacrosse in Alabama and serves as a member of the Rotary Club of Shades Valley. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various brokerage and insurance products through an integrated platform that blends advisory programs with product sales.

Stuart Johnson is a financial advisor with Raymond James & Associates in Birmingham, AL, holding a Series 66 designation and eight years of industry experience. He has been with Raymond James since 2017 and previously worked at The Title Group, Inc. from 2015 to 2017. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program, serving individuals, employer-sponsored retirement plans, corporate and charitable entities, as well as state and municipal government clients. The firm offers tailored financial plans and investment recommendations, along with institutional consulting and public finance services.

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.

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 with Merrill in Birmingham, AL, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill in 2023, he worked for the Catholic Diocese of Birmingham. He serves as Vice President of Fundraising for the Phoenix Club of Birmingham, a charitable organization focused on young men's leadership and supporting the Boys and Girls Club of Birmingham. Merrill provides managed account services through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional fiduciaries under Bank of America agreements.

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 CFP® professional with 33 years of industry experience, currently serving at OSAIC since 2025. Prior to joining OSAIC, he worked for 30 years at Lincoln Financial Advisors Corporation. In addition to his advisory role, Smith is a retired Army Reserve Major called to active duty assignments periodically and is involved in ranching operations raising cattle and breeding horses. He also serves as a board member for Live Life Healthy, LLC, a healthcare company focused on indemnity-based health insurance products. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a range of investment options, portfolio management styles, and access to third-party managers and 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 in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked for Raymond James Financial Services Advisors and Gentle Family Wealth Partners, LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and various investment strategies.

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 with LPL Financial, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at Level Four Advisory Services for five years and has been with LPL Financial since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of advisory programs and financial planning services, utilizing model portfolios and research from internal and third-party sources.

Peppi Talley is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds a Series 63 designation and has worked at Raymond James since 2021. His prior experience includes roles at BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and COMPASS Bank. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and public finance 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.

Roger Hartline is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Birmingham, AL, holding Series 63 and Series 66 designations and has 29 years of industry experience. He has held roles at Sterne Agee Financial Service, Inc. and Sterne Agee Investment Advisor Services, Inc., and currently manages Partners Tax, an accounting and tax business. Hartline is also the CEO and President of Hartline Financial Advisors, a support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting through various advisory and institutional programs, emphasizing client collaboration and tailored financial strategies.

Harry Bradford is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with individuals, families, and institutions to help them pursue their financial goals, focusing on clarity and long-term relationships. Harry's approach involves understanding each client's unique needs to assist with preservation, growth, and transfer of wealth. Harry has over twenty years of experience in investment management and wealth strategy. Before joining Merrill Lynch, he held senior roles at several firms, including serving as a Senior Portfolio Manager at the McDonald Group, a single family office, and as a Senior Vice President and Wealth Consultant at Fi-Plan Partners. His career also includes positions at RBC Bank, Morgan Asset Management/Regions Financial, and UBS/Paine Webber. Additionally, Harry led his own asset management firm for three years, gaining insight into the challenges and opportunities faced by business owners. He earned a Bachelor of Science degree in Commerce and Business Administration from the University of Alabama. Harry holds the Personal Investment Advisor (PIA) designation.

David Pittman is a financial advisor with Mass Mutual Investors Services in Birmingham, AL, holding the ChFC® designation and a Series 63 license. He has 48 years of industry experience, including roles at Mass Mutual Investors Services since 2017 and Massachusetts Mutual Life Insurance Company since 2016, as well as running Pittman & Associates/New England Life since 1975. Outside of advisory services, he is an insurance agent and has ownership interests in family-related investment and business entities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of planning and investment programs and educational seminars, focusing on long-term collaborative client relationships.

Jonathan Behrens is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He previously worked at UBS Financial Services Inc. for six years before joining Wells Fargo in 2022. Outside of his advisory role, he is a 50% owner of Vulcan Blue LLC, operating a swim school in Hoover, Alabama, where he assists with budgeting and bookkeeping. 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 manages roughly $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.