Daniel Bass is a financial advisor at Ameriprise with 40 years of industry experience. He held previous roles at Synovus Securities, Inc. for 18 years before joining Ameriprise in 2023. Bass serves on the Board of Directors for the Leon Aland Foundation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income and tax-aware withdrawal strategies.

Michael Player is a financial advisor with Morgan Stanley in Birmingham, AL, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and Estate Planning Strategies Group.

Matthew Hope is a financial advisor with Mass Mutual Investors Services in Birmingham, AL, holding Series 66 and Series 63 credentials and possessing 15 years of industry experience. His prior roles include positions at Hornor, Townsend & Kent, LLC, and Penn Mutual Life Insurance Company. Outside of advising, he is involved in other business activities including serving as a financial representative selling life insurance for multiple carriers and managing an LLC for pass-through compensation. 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 employs a structured planning approach using firm-approved analytical tools and provides event-driven planning programs, including a recent addition of Divorce Planning services.

William Wykle is a financial advisor with Morgan Stanley, holding a Series 66 designation and four years of industry experience. He previously worked at Highland Associates for eleven years and has been with Morgan Stanley Smith Barney LLC since 2022. Wykle serves on the Investment Committee of the Independent Presbyterian Church in Birmingham, Alabama. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that serves individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models as part of its financial planning process.

Susan Sloan is a Financial Advisor at Merrill Lynch Wealth Management. She has over 15 years of industry experience, including 12 years in banking and 3 years in financial advising. In her role, Susan helps clients navigate complex financial decisions and create personalized strategies tailored to their individual goals. Her expertise includes corporate executive services, wealth management for women, tax minimization, and retirement income planning. By leveraging resources from Merrill Lynch and Bank of America, she offers a connected approach combining investment guidance, banking and borrowing solutions, digital tools, and financial planning. Susan holds a Bachelor's Degree from Auburn University and is a Personal Investment Advisor (PIA). She is active in her community, serving as an Ambassador for the Vestavia Hills Chamber of Commerce and participating in organizations such as The Red Barn and the Vestavia Hills Library in the Forest. Outside of work, her personal interests include antiquing, boating, cooking, gardening, interior decorating, and running.

Ryan Parker is a financial advisor with OSAIC based in Birmingham, AL. He holds a Series 66 designation and has one year of industry experience. Prior to joining OSAIC, he has served in the Alabama Air National Guard since 2019 and owns Parker Family Group, a real estate investment company managing residential rental properties. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services. The firm employs various asset-allocation tools and supports multiple advisory platforms, including third-party managed accounts, to construct client portfolios across a broad spectrum of investment types.

Maurice Nix is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Wells Fargo, he worked at K and G Mens Clothing and Lowe's Home Improvement. Outside of finance, he serves as the assistant music director for Saint Paul AME in Birmingham, Alabama, and is an independent musician. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions.

Shelly Floyd is a financial advisor at Cetera with a Series 66 designation and five years of industry experience. She has held roles at Cetera and its affiliates since 2022 and is also involved in administrative support activities at Vision Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and investment options to meet diverse client needs.

Cynthia Matthews is a Series 66-licensed financial advisor at Merrill with 21 years of industry experience. She has been with Merrill since 1998, based in Birmingham, AL. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Alexander Belt is an advisor with Raymond James & Associates in Birmingham, AL, holding a Series 66 credential. He joined Raymond James in 2026 and has prior experience with Bridgeworth Wealth Management, Stifel, and employment roles outside the financial sector. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Jack Wells III is a financial advisor with Raymond James & Associates in Birmingham, AL, holding a Series 66 designation and one year of industry experience. His prior work includes roles at OSAIC, Chick-Fil-A, DoorDash, and the University of Alabama. 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, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Sophie Ventura is a financial advisor with Wells Fargo Clearing in Birmingham, AL. She holds the Series 66 designation and has six years of industry experience. Since 2016, she has been with Wells Fargo Clearing. Outside of her advisory work, she serves as treasurer for Scouts BSA Troop 193 in Hoover, AL, managing financial records and processing payments. 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 utilizes research and analytics to guide its investment approach and offers a broad range of brokerage and advisory solutions.

Alfredo Formentano is a financial advisor at Morgan Stanley in Birmingham, AL, holding Series 63 and Series 66 licenses with 24 years of industry experience. He previously worked at Merrill from 2008 to 2022 before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Brian Woodke is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in helping clients navigate the transition from accumulating wealth to managing spending during retirement. His approach includes probability modeling, tax mitigation strategies, and portfolio engineering to support sustainable income streams throughout retirement. Brian holds the Certified Financial Planner (CFP®), Certified Investment Management Analyst (CIMA®), Certified 401(k) Professional (C(k)P®), and Certified Plan Fiduciary Advisor (CPFA) designations. He is a graduate of the University of Alabama with a Bachelor's degree in corporate finance. He has been recognized on Barron's "Top 1,200 Financial Advisors" and Forbes "Best-in-State Wealth Advisors" lists from 2019 through 2023. In addition to his professional work, Brian is involved in youth sports and has held leadership roles such as Commissioner of the Over the Mountain Basketball League and Mountain Brook Youth Football. He enjoys fishing, gardening, and spending time with his family.

John Gray is a financial advisor with LPL Financial in Birmingham, AL, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior firms include Securities America Advisors, Investacorp, Next Financial Group, and Cahaba Advisory. Outside of his advisory role, he is associated with Cedar Advisory, Inc., a non-investment related business entity. 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 portfolios, third-party asset management, and institutional platforms, supporting both discretionary and non-discretionary investment strategies.

Mitchell Chappell is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2023. In this capacity, he leads a team focused on assisting families and organizations with significant wealth decisions. Prior to this, he served as a Planning Consultant at Fidelity Investments from 2022 to 2023. Mitchell has a background in financial advising and branch management, having worked as a Financial Advisor and Vice President at Regions Investments from 2020 to 2022, and as a Branch Manager at Regions from 2015 to 2020. He holds an Arkansas Insurance License, enabling him to provide insurance-related financial guidance. Outside of his professional responsibilities, Mitchell enjoys activities such as biking, cars, fitness, hiking, kayaking, and outdoor adventures.

Guy Wilder is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies tailored to clients' long-term goals by gaining a comprehensive understanding of their full financial picture. His services include college education planning, institutional investment consulting, legacy planning, managing new wealth, portfolio management, tax minimization, and retirement income strategies. Wilder holds professional designations including Certified Exit Planning Advisor (CEPA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). He earned a bachelor's degree from the University of Alabama System and is involved in professional organizations such as GBBA. Additionally, he actively participates in community initiatives like the Monday Morning Quarterback Club. Outside of his professional work, Guy Wilder enjoys spending time with his family, traveling, and engaging in activities such as baseball, cooking, football, golfing, and running.

John Edwards is a CFP®-certified financial advisor with 29 years of industry experience, currently affiliated with LPL Financial in Birmingham, AL. He worked at Merrill from 1997 to 2009 before joining LPL Financial, where he has been since 2009. 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 offers a broad range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Jeremiah Burns is a CFP® with seven years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at First Horizon Bank, Infinex Investments Inc., IberiaBank, and PNC Bank. He serves as a board member of the Estate Planning Council of Birmingham. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment programs, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced research and operational tools.

Neil Eggers is a financial advisor with Equitable Advisors in Vestavia, AL, holding a Series 66 designation and 18 years of industry experience. His prior experience includes roles at Bank of America, Merrill, Morgan Stanley, and Citigroup Global Markets. He is a member of the Alabama Society of CPAs and the Estate Planning Council of Birmingham. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm delivers its services through a network of Investment Adviser Representatives and utilizes a range of firm-offered and third-party investment programs.