Matthew Gordon is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2014. Prior to his advisory role, he worked at Briarwood Christian School for seven years. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships.

Jonathan Foster is a financial advisor with Ameriprise in Trussville, AL, holding a Series 66 designation and eight years of industry experience. He has been with Ameriprise and its affiliate since 2015. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, delivering tailored, non-discretionary recommendations primarily for assets held in Ameriprise Managed Accounts.

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 at LPL Financial in Birmingham, AL, with 21 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at LPL Financial since 2013. In addition to his advisory role, he serves as Executive Vice President of Private Banking at Cadence Bank and manages a hunting and fishing club, Lee Haven Sportsman Club LLC, in Livingston, Alabama. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and utilizes model portfolios and third-party research to support discretionary and non-discretionary investment management.

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® with 12 years of industry experience, currently serving as a financial advisor at LPL Financial. His prior roles include positions at Berk Cleveland Rathmell Wealth Strategies, LLC and Northwestern Mutual in various capacities. Outside of his advisory work, he is associated with Spotmine, Inc., a holding company without revenue generation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by research and third-party subadvisors.

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 at Raymond James & Associates with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2013. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with a focus on public finance and municipal work.

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.

Larry Weil is an Investment Consultant who partners with clients to understand their unique situations and collaboratively build plans aimed at achieving their financial goals. He has experience in wealth management, having served as Director of Wealth Management at Blake Butler Northwestern Mutual from 2014 to 2020.

Martin Talley is a financial advisor with Raymond James & Associates in Birmingham, AL. He holds a Series 63 designation and has four years of industry experience. Prior to joining Raymond James, he worked at BBVA Wealth Solutions, BBVA Securities, and Warreen Averett. 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, supporting both discretionary and non-discretionary advisory relationships.

Anne Bethea is a financial advisor with LPL Financial based in Birmingham, AL, holding Series 63 and Series 66 designations and having 11 years of industry experience. Her prior experience includes roles at Morgan Stanley and Morgan Stanley Private Bank. She has been associated with Renasant Bank since 2018. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with research from internal and third-party sources.

Cindy Chandler is a CFP® with 30 years of industry experience. She is currently with OSAIC and was previously with Securities America Advisors, Inc. for 10 years. She is also the sole proprietor of Chandler Financial Group, Inc. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing firm-provided tools and third-party platforms to construct and manage portfolios across various asset classes.