Whitney Syme is a financial advisor with Morgan Stanley in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Robert Norman is a CFP®-credentialed financial advisor with 15 years of industry experience. He has worked at LPL Financial since 2014 and previously at Truist Investment Services, INC. from 2012 to 2014. Norman is affiliated with FI-Plan Partners, LLC, an entity related to his LPL business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management and institutional platforms.

Brian Southerland is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Melissa Porco is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2017 and previously worked at AVON Products for 13 years. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses a structured planning process incorporating firm-approved tools and modeling techniques without providing individual security recommendations as part of standalone planning.

Lisa Gaddis is a CFP®-certified financial advisor with Ameriprise in Birmingham, AL, bringing 30 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she owns and manages a consulting business, Irby Investments Inc. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research and modeling techniques to deliver tailored, tax-efficient recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Jason Crowe is a financial advisor at LPL Financial in Birmingham, AL, holding a Series 66 designation with 21 years of industry experience. His work history includes multiple roles at LPL Financial since 2005, as well as positions at NEXT Financial Group and Securities America Advisors. He is also a co-owner of The Covenant Group, an investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Gail Ginn is a financial advisor at Morgan Stanley with 33 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Citigroup Global Markets since 1993 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and scenario modeling.

John Hamn is a financial advisor at Stifel with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel since 2015. Outside of his advisory role, he is a managing member of Gunski, LLC and a member of Rectory, LLC, both single-building real estate investment entities. Stifel serves a wide range of clients, including individual, institutional, and nonprofit entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Ricky Mc Quiston is a financial advisor with Cetera in Birmingham, AL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 44 years of industry experience, including over two decades at Concourse Financial Group Securities Inc and nearly three decades operating Highland Planning Group. Mc Quiston is also affiliated with Vision Financial Group and serves as a trustee for the Alabama-NAIFA Image Builder Fund. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management and financial planning services, supporting advisors with a mix of affiliated and third-party investment options.

Robert Russell is a ChFC® credentialed financial advisor with 43 years of industry experience. He currently works with Cetera and previously spent 19 years at Concourse Financial Group Securities Inc. He also owns and operates R.S. Russell Financial Group Inc, an insurance and financial services business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, 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 unaffiliated managers, providing diverse program options and supervisory structures.

Christopher Leopard is a financial advisor with Primerica Advisors in Birmingham, AL. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Primerica Advisors, he worked at PFS Investments Inc. He also has 18 years of service with the US Air Force. Outside of advising, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-driven investment strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

James Mitchell is a financial advisor with Morgan Stanley in Birmingham, AL, holding a Series 66 designation and 21 years of industry experience. He has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individual and institutional clients, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and analytical models.

Andrew Beard is a financial advisor at Edward Jones in Gardendale, AL, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Dan Carlisle Agency with Allstate and Altec Industries, and earlier in the food service industry with Chick-fil-a of Fultondale. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services through a network of more than 23,700 financial advisors and 15,000 branch offices nationwide.

Whitney Mc Laughlin is a financial advisor with OSAIC, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Royal Alliance Associates, Concourse Financial Group Securities, and Cetera Investment Services. Outside of financial advising, she operates a sole proprietorship as an attorney providing legal preparation related to family rental property. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers and multiple advisory platforms. The firm employs firm-provided asset-allocation tools and a range of investment strategies across various asset classes, offering both discretionary and non-discretionary portfolio management.

Wesley Plunk is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. In this role, he collaborates with clients to develop comprehensive wealth plans tailored to their specific financial situations and needs. He emphasizes open communication and long-term relationships with clients and their families. Wesley has been with Fidelity Investments since 2011, progressing through roles including Investment Representative and Financial Consultant. Prior to joining Fidelity, he worked as a Wealth Advisor at JC Reed & Company and as a Financial Representative at Northwestern Mutual, gaining experience in financial consulting and wealth management. Throughout his career, Wesley has focused on strategies related to wealth planning and client relationship management. Further details about his education, credentials, personal interests, or community involvement have not been provided.

Michael Atkins is a CFP® with six years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2019. He previously worked at Elevations Credit Union and ServisFirst Bank. Atkins volunteers as a financial literacy teacher through a community program in Birmingham, AL. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets through over 14,000 advisors and offers a range of brokerage and advisory solutions.

Jason Cork is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and possessing 23 years of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked at Ameriprise Financial Services from 2009 to 2024. He is the sole owner of Cork Wealth Management LLC, a separate business entity. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, with a focus on specialized planning areas such as business-owner transition and special-needs analysis.

Stephen Massengale is a financial advisor with Cetera in Birmingham, AL, holding Series 63 and Series 66 credentials and 23 years of industry experience. His prior work includes roles at First Allied Securities, Summit Brokerage Services, and several other firms. He has been affiliated with Cetera and its various entities since 2015. Cetera Investment Advisers LLC serves a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, model portfolios, and a range of program options tailored to different investment needs.

Timothy Donahue Jr. is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and previously worked at Stifel and Donahue and Associates. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendations through a centralized consulting team.

Kurt Britnell is a CFP® with 35 years of experience in the financial services industry, currently affiliated with Cetera since 2025. He has held roles at Cetera Wealth Services, LLC, and Concourse Financial Group Securities Inc, and has operated under the dba Security Financial Advisors since 2011. Outside of financial advising, Britnell is co-owner and instructor at a local gym, Fitness 459 LLC. Cetera Investment Advisers LLC is an SEC-registered adviser that works with a broad client base, including individuals, retirement plans, corporations, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers.