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 who holds Series 63 and Series 65 licenses and has 37 years of industry experience. Prior to joining Raymond James in 2022, Glenn worked at Morgan Stanley for nine years. Outside of finance, Glenn is the owner of Glenn Art, a business producing and selling paintings and other art-related products. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, using detailed risk profiling and firm research to develop tailored recommendations.

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 based in Birmingham, AL. She holds a Series 66 designation and has 15 years of experience with Merrill and nine years with Bank of America. She serves as a co-trustee of a private trust outside of her advisory role. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

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 with Morgan Stanley in Birmingham, AL, holding a Series 66 designation and 13 years of industry experience. He previously worked at Bank of America and Merrill before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2025. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and 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 with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, serving both retail and institutional clients with a range of advisory and 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 at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at BlackRock Investments, Inc. and Cantor Fitzgerald. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

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.

Christopher Miller is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Edelman Financial Engines, where he has worked since 2017. His prior experience includes roles at Transamerica Financial Advisors, Inc., United Financial Services Inc., and TRANSAMERICA Agency Network. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and offers both advisor-led and online services to a large client base.

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 Series 66 licensed financial advisor with seven years of industry experience, currently with LPL Enterprise. His prior roles include positions at Equitable Advisors and Lincoln Financial Group. He serves as a board member and volunteer at St. Stephens Episcopal Church in Vestavia Hills, Alabama. LPL Enterprise provides financial planning and consulting services to a broad client base, including individuals, retirement plans, and institutional clients, utilizing a range of advisory and brokerage services supported by its integrated platform.