Dylan Franklin is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. He has been in the industry for less than one year. Prior to joining Wells Fargo, he worked at Regions Bank and has entrepreneurial experience with Destinations To Travel, LLC and food service businesses. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm uses research and analytics to guide its investment approach and offers a range of brokerage and advisory solutions.

Ralph Anderson III is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on client areas including Family Wealth Management Strategies, Personal Retirement Planning, Philanthropic Planning, Portfolio Management Services, Socially Responsible, Values Based, and ESG Investing, as well as Retirement Income. He approaches financial planning with a personalized strategy designed to help clients pursue their long-term goals. Ralph actively participates in community service, following the Merrill tradition of engagement. His personal interests include cooking, spending time with his family, traveling, and watching movies. He has also been involved as a former Boy Scout Leader and is a member of professional organizations such as the American Numismatic Association and the Birmingham Sunrise Rotary Club. He holds a Bachelor's Degree from Birmingham-Southern College and maintains professional designations of CERTIFIED FINANCIAL PLANNER® (CFP) and Personal Investment Advisor (PIA).

Ryan Moulin is a financial advisor at Cetera with 17 years of industry experience. He holds a Series 66 designation and has been with Cetera and affiliated entities since 2013. Prior to and during his time at Cetera, he has also been associated with Regions Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary account management.

Daniel Hunget is currently a Vice President and Financial Consultant at Fidelity Investments. He has held this role since 2025 and has been with Fidelity Investments as a Financial Consultant since 2016. His professional experience includes previous roles at Farmers Insurance as an Insurance Agent in 2016 and Reserve Field Manager from 2014 to 2015. Additionally, Daniel worked as a Financial Advisor at Edward Jones from 2012 to 2013. He aims to help his clients gain confidence and peace of mind as they pursue their livelihood and legacy goals by listening, collaborating, and assisting them in choosing suitable strategies. Daniel is committed to crafting financial plans that address his clients' financial well-being and work toward their success.

John Williamson is a Series 66-registered financial advisor with Ameriprise in Birmingham, AL, with 26 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Tyler White is a Financial Consultant currently working at Fidelity Investments since 2025. He holds the Chartered Financial Analyst (CFA) designation and has accumulated over a decade of experience in financial planning. His professional background includes roles such as Investment Consultant at Morgan Stanley from 2022 to 2025, Director of Investments at Northwestern Mutual from 2017 to 2022, Associate Financial Consultant at Regions Financial Corp. from 2015 to 2017, and Financial Advisor at Edward Jones from 2014 to 2015. His expertise lies in helping clients navigate the complexities of financial planning, with a focus on education and simplifying financial topics to empower clients in making informed decisions. Outside of his professional career, Tyler engages in activities including baseball, family activities, fitness, football, social events with friends, and golf.

Dona Land is a financial advisor at Morgan Stanley with 30 years of industry experience. She has held roles at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2002. Dona holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services supported by structured discovery tools and modeling techniques.

Sarah Shannon is a Series 66-licensed financial advisor with STIFEL in Birmingham, AL, where she has worked since 2015. She has 12 years of industry experience. Outside of her advisory role, she serves as a chapter advisor for the Alpha Delta Pi Sorority at Samford University. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodologies developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Christopher Cole is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, serving plan sponsors with tailored solutions that include a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Ellis Windle is a financial advisor at Ameriprise with 27 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 1999. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice.

Linda Hodges is a financial advisor with Wells Fargo Clearing in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Anthony Romano is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds the Series 66 designation and has been with Raymond James & Associates since 2013. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. Raymond James serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

James Creamer Jr. is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he is a part-owner of a mobile home park investment company and a deep-sea charter business in Alabaster, Alabama. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. Their advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among their investment offerings.

Kimberly Young is a financial advisor at Raymond James & Associates with 29 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing for a combined 16 years. Outside of her advisory role, she assists her mother by serving as a power of attorney to manage her accounts. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various advisory programs and provides municipal advisory services alongside market-making and execution in municipal and government bonds.

Cole Baker is a financial advisor at Morgan Stanley with nine years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2015 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and various analytical tools.

Sam Donnell is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings over 30 years of experience advising clients and their families, with a focus on building lifelong relationships. Sam works alongside business owners, offering knowledge in banking, cash flow, and lending solutions, as well as assisting high-net-worth individuals and families with wealth transfer and legacy planning. Sam earned a Bachelor's degree from the University of Alabama and holds the Personal Investment Advisor (PIA) designation. He is a second-generation Merrill advisor, with his family serving clients in the Birmingham area for more than six decades. Beyond his professional work, Sam is engaged in community service as a board member and past chairman of Kings Home, an organization supporting women, youth, and mothers with children at risk. He is active in Canterbury United Methodist Church, where he has served as board chairman, and volunteers with the Kiwanis Club of Birmingham. Sam and his wife, Lisa, live in Birmingham and enjoy spending time with their three adult children and granddaughter.

Rebecca Souders is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith for 16 years before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

James Mcelroy is a financial advisor at Stifel with 21 years of industry experience. He holds a Series 66 designation and has been with Stifel since 2015. Outside of his advisory role, he serves on multiple boards, including as chairman of the Alabama Symphony Endowment Board and as a board member of the Canterbury United Methodist Church day care. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and financial planning analyses that support client decision-making.

Frederick Angst is a financial advisor at Osaic with 25 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Securities America Advisors Inc and Securities America Inc for nine years. In addition to his advisory role, he is involved in insurance sales. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through an extensive network of affiliated advisers and offers integrated brokerage, investment advisory, and financial planning services. The firm employs a variety of asset-allocation tools and third-party solutions to manage diversified portfolios across multiple investment vehicles.

Coty Schneider is a CFP®, ChFC®, and Series 66-licensed financial advisor with seven years of industry experience. He has worked at Edward Jones since 2019 and previously spent nine years at Samaritan's Purse. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated investment products, supported by a nationwide network of more than 23,000 financial advisors.