Christopher Sullivan is a financial advisor at Equitable Advisors with eight years of industry experience. He holds the Series 66 designation and previously worked at Synovus Bank and Synovus Securities, Inc. Sullivan is also involved as a sales associate with Realty Benefit Services and Dergalis Associates LLC, focusing on tax account programs and ancillary insurance products. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals and risk tolerance.

Madison Mc Dowell is a financial advisor at Morgan Stanley in Birmingham, AL, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Morgan Stanley in 2022, Madison worked at Northwestern Mutual Investment Services LLC and has experience with firms including Charles Andrews and Wesley Patterson. Outside of finance, Madison was involved with Smile A Mile for six years. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through direct and corporate financial planning agreements.

Charles Crowther III is a CFP® with 43 years of experience in the financial industry. He has been with Raymond James Financial and Raymond James Financial Services since 2009. Outside of his advisory role, he is involved in managing family farm operations through several agricultural entities in Birmingham, Alabama. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers tailored, typically non-discretionary investment solutions and maintains a notable presence in municipal and public finance advisory services.

Hunter Stewart is a financial advisor with Cambridge Investment Research Advisors in Birmingham, AL, holding the ChFC® and Series 63 credentials and bringing 35 years of industry experience. Prior to joining Cambridge in 2022, he worked for CONCOURSE FINANCIAL (formerly ProEquities, Inc) for 23 years and has operated his own independent insurance agency since 1987. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple custody and platform arrangements with both discretionary and non-discretionary strategies tailored to client goals.

Dean Paugh is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients, offering tailored financial plans and institutional consulting services.

Stanton Ingram Jr. is a financial advisor with Raymond James Financial in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been associated with Raymond James and the Birmingham Investment Group since 2008 and is the owner of Ingram Partners, LLC. Outside of his advisory role, he is involved in managing timber and farm properties through Ingram Properties and serves as a partner in several related business entities. 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 offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through detailed client risk profiling and supported by a broad affiliate network.

Carson Dycus is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work experience includes roles at Domino's Pizza and DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs.

Preston Wolfe is a CFP®-certified financial advisor at Edward Jones in Birmingham, AL, with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at TEKsystems Inc. from 2013 to 2016. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and corporate accounts. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jill Taylor Phillips is a financial advisor at Raymond James & Associates with five years of industry experience. She holds the Series 66 designation and has previously worked at Merrill and RBC. Her background includes roles outside finance, such as positions in the hospitality and restaurant industries. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, with services ranging from non-discretionary advisory to institutional consulting and public finance.

Gerald Miranda is a financial advisor with Primerica Advisors in Birmingham, AL, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has worked with PFS Investments Inc. since 2011 and Primerica Financial Services since 2009. Outside the investment field, he has operated a self-employed commercial equipment lease brokerage business under the name CTC Capital, which he plans to discontinue. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and provides a tiered wrap-fee structure for its services.

Hampe Farmer is a Financial Consultant I at Fidelity Investments, a position held since 2026. Prior to this role, he worked as a Planning Consultant at Fidelity Investments from 2024 to 2026. His previous experience includes working as a Financial Planner at Kassouf & Co in 2023 and as a Financial Advisor at Raymond James from 2020 to 2022. Mr. Farmer collaborates closely with his clients to develop personalized financial plans aimed at fostering confidence in their financial futures. He emphasizes providing exceptional service through teamwork and building long-lasting client relationships. Outside of his professional career, Mr. Farmer is engaged in family activities and enjoys football, golf, and social events with friends.

Michael Ruffine is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on creating personalized wealth management strategies tailored to each client's comprehensive financial picture and evolving market conditions. Michael provides access to Merrill's investment insights as well as the banking and lending solutions available through Bank of America. He holds the designation of Personal Investment Advisor (PIA) and has pursued studies at Brookdale Community College, San Jose State University, and De Anza College, in addition to earning a high school diploma from Leland High School. Michael is committed to community involvement and volunteers with organizations that serve the communities where he works.

Jared Anderson is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. He has prior work experience at Bank of America and has been involved in the moving industry through several roles, including part-time work with Liberty Moving. Merrill provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional investors.

Lawrence Wall is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at LPL Financial. He has previously worked at Cambridge Investment Research and Minnesota Life Insurance Company. Outside of his advisory role, he is involved with Crump Insurance on a part-time basis. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services supported by research, model portfolios, and technology-driven strategies.

Charles Grinkmeyer is a financial advisor with Ameriprise in Vestavia, Alabama, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Outside of his advisory role, he manages office space through his business, Grinkmeyer and Associates, LLC. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to develop personalized recommendations delivered through a centralized consulting team.

Jacob Hulsey is a financial advisor at Ameriprise with Series 63 and 66 designations and three years of industry experience. His prior work includes roles at Northwestern Mutual and RhinoAg. He serves on the Junior Board of Directors for Alzheimer's of Central Alabama. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Justen Burns is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds a Series 66 designation and has a military background, having served in the United States Army from 2001 to 2021. He also has ownership in Tavros Wealth Management LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with banking and other financial products.

Joseph Kassouf is a financial advisor with Cetera, holding a Series 66 designation and 15 years of industry experience. He has been with Cetera and related entities since 2018 and previously worked at Wells Fargo Advisors and Wells Fargo Bank from 2013 to 2018. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and provides access to multiple program platforms and third-party money managers.

James Kline is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Wells Fargo in 2020, he worked at UBS Financial Services for nine years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

John Blackmon is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and one year of industry experience. His prior roles include four years at Regions Bank and various positions in the hospitality and insurance sectors. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics grounded in diversification principles and modern portfolio theory.