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.

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.

Anne Medori is a financial advisor with Ameriprise in Odenville, Alabama, holding a Series 63 designation and 39 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she has interests in oil and gas leases inherited through her family in Texas. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jill Smith is a financial advisor with Cetera, holding a Series 66 designation and 14 years of industry experience. She has worked at Cetera Investment Services LLC, Cetera, and Regions Bank since 2017, and previously at ProEquities, Inc. from 2015 to 2017. Outside of her advisory role, she serves as an independent consultant for Pure Romance. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, supporting over 10,000 advisors and approximately 800,000 clients.

Jay Trousdale is a financial professional at Cetera with three years of industry experience and holds a Series 66 designation. He has worked with several firms including Great Scott Consulting and Inspired Wealth Solutions. Outside of financial services, Trousdale operates a math tutoring business providing instruction and ACT preparation for students from seventh through twelfth grade. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with options including model portfolios, third-party managers, and bespoke strategies.

Gary Gordon is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing nearly 40 years of experience in the financial industry. Since joining Merrill Lynch in February 2014, he has focused on providing investment services for individuals and companies, helping clients navigate changing market conditions. Previously, Gary served as a financial advisor with Morgan Stanley from 1982 to 2014. His areas of expertise include managing new wealth, sports and entertainment financial planning, and retirement income strategies. Gary holds a Bachelor's Degree from the University of Alabama and has earned several professional designations including Certified Investment Management Analyst (CIMA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Gary is committed to delivering personalized wealth management solutions tailored to clients’ evolving needs. He also participates in community volunteer activities, reflecting Merrill’s tradition of community involvement. Outside of work, he enjoys reading, spending time with his family, and watching movies.

Jared Jones is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 66 licenses and has 24 years of industry experience. He has held various roles at firms including Metropolitan Life Insurance Company, Massachusetts Mutual Life Insurance Company, and Securian Financial Services Inc. Outside of his advisory work, Jones is involved as an independent insurance agent for multiple independent insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and other clients through a network of independent Financial Professionals. The firm offers a range of financial planning, investment management, and retirement advisory services utilizing both proprietary and third-party strategies across multiple platform arrangements.

John Rucker is a financial advisor at Stifel in Birmingham, AL, with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2015. Outside of his advisory role, he serves as a past president and board member of the Mountain Brook Chamber of Commerce, is on the board of JH Outback Birmingham, and is a board member of the Vestavia Country Club. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.