Joshua Thaggard is a financial advisor with LPL Financial in Birmingham, AL, holding Series 63 and Series 65 registrations and possessing 17 years of industry experience. He has worked at LPL Financial since 2018 and previously held positions at Cadence Bank, West Alabama Bank & Trust, and Wells Fargo Clearing. Thaggard also serves as a Senior Relationship Manager and Team Leader at Cadence Bank. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms such as the Bank Wealth Program.

Caroline Gallahar is a financial advisor with Morgan Stanley in Birmingham, AL, holding Series 65 and Series 63 licenses with four years of industry experience. Prior to joining Morgan Stanley in 2025, she worked at The Vanguard Group from 2021 to 2025. Her background also includes roles outside of finance, such as positions at Danny Clements Builder and RSVP Magazine. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services through both individual and corporate financial planning agreements.

Raymond Reuter is a financial advisor with LPL Financial, holding the Series 63, Series 65, and Series 66 designations, and has 29 years of industry experience. He previously worked at Infinex Investments, Inc. for nine years before joining LPL Financial and Cadence Bank in 2022. Outside of advisory work, he is involved with Cadence Investment Services and the fixed annuity business through Fidelity & Guaranty, United Life Insurance, and Oceanview Life and Annuity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing strategic and tactical allocation strategies supported by research and technology tools.

Jaron Shaw is a financial advisor with Wells Fargo Clearing in Birmingham, AL, holding Series 65 and Series 63 licenses and having six years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2019 and has prior experience with Perry's Steakhouse & Grille. 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 supported by extensive research and analytics.

Bridget Buckley is a financial advisor at Morgan Stanley in Birmingham, AL, holding a Series 66 designation with six years of industry experience. She has worked at Morgan Stanley since 2019 and has prior experience in retail and nonprofit sectors, including roles at The Gold Standard New York and the Lee County Humane Society. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that combine advisory and brokerage capabilities.

Joshua Cothran is a financial advisor with Ameriprise in Birmingham, AL, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets. The firm provides written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team in partnership with advisors like Cothran.

Darcy Glenn is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Birmingham, AL, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. Prior to joining Raymond James in 2022, Glenn worked at Morgan Stanley for nine years. Outside of finance, Glenn owns and operates Glenn Art, producing and selling paintings and other art-related products. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports both advisory programs and institutional portfolio management.

Thomas Norris is a financial advisor at Morgan Stanley with 24 years of industry experience. He has worked at various Morgan Stanley entities since 2008, including Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and 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 modeling techniques.

Brandy Patterson is a financial advisor with Edward Jones in Birmingham, AL, holding a Series 66 designation and seven years of industry experience. She previously worked at Northwestern Mutual of Alabama from 2011 to 2018 before joining Edward Jones in 2018. 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 under management through a network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Paul Saia is a financial advisor at OSAIC with 49 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation from 1976 to 2025. Saia also engages in employee benefits and insurance services, including group life, dental, vision, medical, disability, fixed annuities, and life settlements. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a network of affiliated advisers and advisory platforms. The firm offers integrated brokerage, investment advisory, and financial planning services, utilizing various asset-allocation tools and third-party solutions to manage portfolios across multiple asset classes.

Mary Anne Phillips is a Private Wealth Advisor with experience in managing portfolios for institutional and high-net-worth clients. She began her career in financial services in 2008 at Highland Associates, focusing on investment management, portfolio analytics, and risk assessments for institutional clients. In 2012, she joined Merrill Lynch Wealth Management, where she applies analytical skills to create customized client portfolios that align with client objectives, risk tolerance, and liquidity needs. Mary Anne earned a Bachelor of Science degree in Business with a concentration in Finance from Auburn University. She holds the Chartered Financial Analyst (CFA) designation and is a Merrill Institutional Consultant. Her expertise includes family wealth management strategies, institutional investment consulting, philanthropic planning, socially responsible investing, and more. Active in her community, Mary Anne has served on the Homewood Library Foundation, the YWCA Central Alabama Junior Board, the Junior League of Birmingham, and the Trinity United Methodist Administrative Board. She lives in Homewood with her husband, Bradley, and their three children.

Collin Taylor is a financial advisor with Fidelity Investments in Birmingham, AL, holding a Series 66 designation and one year of industry experience. His previous roles include various positions at Fidelity and periods as a student and self-employed. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm utilizes proprietary research combined with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Candice Hobbs is a financial advisor with Merrill and holds a Series 66 designation, bringing five years of industry experience. She has been with Merrill since 2011 and previously worked at Bank of America for nine years. Outside of her advisory role, she serves as co-trustee for The Trust of B A P in Louisville, Kentucky. Merrill, along 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.

George Nolen is a financial advisor with Mass Mutual Investors Services in Birmingham, AL, holding a Series 63 designation and bringing 50 years of industry experience. He has been with MassMutual Life Insurance Company and Mass Mutual Investors Services since 1996. Outside of his advisory role, he is involved in sales as an agent for life, health, group life, group health, and group disability insurance, and he also provides financial advisory services related to life settlements. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals—including high-net-worth clients—business owners, trusts, estates, charitable organizations, and employers. The firm delivers ongoing financial planning, asset management, and educational seminars through collaborative, annual client relationships.

Matthew Smith is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Colleen Baird is a CFP®-designated financial advisor with Edward Jones in Birmingham, AL, where she has worked for 23 years. She holds Series 63 and Series 65 licenses and brings 27 years of industry experience. Outside of her advisory role, she is an ambassador for a vitamins company. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Smith is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Robert Giles is a financial advisor with Morgan Stanley in Birmingham, AL, holding Series 63 and Series 65 registrations and bringing 30 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Giles also serves as a stadium announcer for the University of Alabama and is a deacon with Vestavia Hills Baptist Church. Additionally, he operates Power Play, providing voiceovers for radio and television commercials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs for individuals and institutions. The firm’s financial planning process employs firm-approved tools and modeling techniques, serving clients through tailored financial plans and corporate financial planning agreements.

Lawrence Garrity is a financial advisor with Wells Fargo Advisors in Birmingham, AL, holding Series 63 and Series 66 licenses and 30 years of industry experience. His previous roles include positions at Blackrock Investments, Inc., Cantor Fitzgerald Investment Advisors, and Merrill Lynch Investment Managers LP. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, using Wells Fargo research and planning tools to develop tailored recommendations for clients.

Mark Melichar is a financial advisor at Morgan Stanley in Birmingham, AL, holding a Series 66 credential with 13 years of industry experience. His career includes roles at Bank of America and Merrill Lynch from 2012 to 2023 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2023. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide 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 both direct and corporate financial planning arrangements.