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.

S. Creekbaum is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. Creekbaum has been with Wells Fargo Advisors since 2015. Outside of financial advising, Creekbaum is the owner and host of The Chase TV Show in Birmingham, Alabama, a role held since 2010. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services supported by proprietary research and tools, with planning engagements that are generally discrete and tailored to client needs.

Steven Meadows Sr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Wells Fargo Advisors, LLC since 2015. 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.

Albert Ellison Jr. is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 27 years of industry experience. He previously worked at Concourse Financial Group Securities Inc. for 26 years and serves as an advisory board member for Truist Bank since 2010. In addition to his advisory role, he is the managing shareholder of Ellison & Ellison PC, a CPA firm, and serves on the boards of several local organizations, including a children's charity where he assists with bookkeeping and tax compliance. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers.

Richard Haberstroh is a financial advisor at LPL Enterprise with seven years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors and Lincoln Financial Group. Outside of his advisory role, he serves as a board member and volunteer at St. Stephens Episcopal Church in Vestavia Hills, AL. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate entities. The firm utilizes model-driven investment strategies and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Matthew Gordon is a CFP® with 12 years of experience currently working at Raymond James & Associates. He has been with the firm since 2014 and previously worked at Briarwood Christian School for seven years. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and municipal entities, offering financial planning and consulting services with a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

Jonathan Foster is a financial advisor with Ameriprise in Vestavia, AL, holding a Series 66 designation and nine years of industry experience. He has worked with Ameriprise and Ameriprise Financial, Inc. since 2015. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement-income planning and recommendations. The firm’s approach combines investment research, third-party data, and algorithmic tools to deliver tax-aware withdrawal strategies and dependable income planning.

Mat Johnson is a financial advisor at Stifel with 59 years of industry experience. He holds a Series 63 designation and has been with Stifel since 2015. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

James Burns Jr. is a financial advisor with LPL Financial in Birmingham, AL, holding Series 63 and Series 66 licenses and having 21 years of industry experience. Prior to joining LPL Financial in 2013, he worked at Wells Fargo Clearing for five years and concurrently serves as Executive Vice President of Private Banking at Cadence Bank. Outside of his financial roles, he is the managing member of Lee Haven Sportsman Club LLC, a hunting and fishing club based in Livingston, Alabama. 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 other institutions. The firm offers a range of financial planning and asset management solutions supported by research and technology, serving over 22,800 advisors and overseeing more than $819 billion in discretionary assets.

Camper O'Neal is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked since March 2005. He provides investment consulting services to wealthy families and individuals, foundations and endowments, corporations, and retirement plans. Camper assists clients with pre- and post-retirement planning, focusing on income and capital preservation, and holds professional designations including Certified Private Wealth Advisor® (CPWA®), Chartered Retirement Planning Counselor™ (CRPC®), Chartered Retirement Plans Specialist™ (CRPS®), and Certified Plan Fiduciary Advisor (CPFA). Camper earned a High School Diploma from Mountain Brook High School and a Bachelor's Degree from Auburn University. His areas of expertise include family wealth management strategies, services for endowments, foundation and non-profits, legacy planning, liquidity management, managing new wealth, personal retirement planning, socially responsible and ESG investing, women and wealth, and retirement income. He is involved with professional and community organizations including the Breast Cancer Research Foundation of Alabama, Mountain Brook City Schools Foundation, and the O'Neal Comprehensive Cancer Center Advisory Board. Outside of his professional work, Camper enjoys spending time with his family, attending his children's sporting events, and engaging in outdoor activities such as fishing, golfing, and hunting.

Marcus Hume is a CFP®-designated financial advisor with 12 years of industry experience, currently with LPL Financial in Birmingham, AL since 2021. His prior experience includes roles at Berk Cleveland Rathmell Wealth Strategies and Northwestern Mutual in various capacities from 2013 to 2021. He is also involved with Spotmine, Inc., a holding company with no revenue activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.

Bryan Poole is a CFP® professional with 26 years of experience in the financial services industry. He has held roles at Wells Fargo Advisors and Wells Fargo Clearing since 2009. Poole also owns Village Wealth Management LLC, a financial planning practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory offerings with other financial products.

Malcolm Albin is a Senior Financial Advisor with the Lacey Albin Group within Merrill Private Wealth Management. He serves the financial and investment needs of high- and ultra-high net worth families, individuals, businesses, and nonprofits. His team's goal is to simplify clients' financial lives so they can focus on their priorities, providing customized, boutique-level service backed by the resources of a global financial institution. Malcolm's expertise encompasses portfolio management and construction, wealth management planning and modeling, impact portfolio strategies, estate planning and wealth transfer services, customized credit, and lending solutions. Prior to his career in financial services, he spent five years managing fundraising and development operations for various nonprofits in the Birmingham, Alabama area. He holds three degrees from the University of Michigan, including a Bachelor's Degree in History, a Masters of Environmental Science, and an MBA from the Ross School of Business. Malcolm has been involved in the Birmingham community through memberships with organizations such as the Public Affairs Research Council of Alabama (PARCA), UAB School of Nursing, and Campfire Alabama. In his personal time, he enjoys camping, cooking, hiking, music, soccer, and spending time with his family.

Jonathan Mansfield is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Birmingham, AL, and has 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as vice president of Double Oak Mountain, a non-investment-related business connected to his spouse's optometric practice. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

John Pickering is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base that includes individuals, institutional clients, and charitable organizations, offering a range of financial planning and advisory services with a generally non-discretionary approach tailored through detailed risk profiling and analytical tools.