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.

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.