James Burns is a financial advisor with Wells Fargo Advisors in Homewood, Alabama, holding the ChFC® designation and Series 63 and 65 licenses. He has 41 years of industry experience, including prior roles at Morgan Stanley, Citigroup Global Markets, and Merrill. Outside of his advisory work, Burns co-owns a ski lodge in Colorado. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting net-worth thresholds, utilizing Wells Fargo research and tools to develop personalized recommendations.

Graham Roy is a Series 66-licensed financial advisor with Raymond James & Associates in Birmingham, AL, bringing eight years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, Equity Services, Inc., National Financial Services Group, and Lyft. Graham also has experience outside finance, having worked at Voodoo Wing Co and Auburn University. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, charitable organizations, and government entities, offering financial planning and advisory services across various portfolio management styles and investment strategies.

Willis Hagan III is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with Raymond James & Associates since 2013. Outside of his advisory role, he serves as a finance and investment committee member on the foundation board of St. Lukes Church. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Samuel Thompson is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 14 years of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked with Wells Fargo Clearing and Wells Fargo Bank NA. He is also the sole owner of Thompson Capital Group LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning strategies and integrates advisory services with other financial products and referral channels.

James Henderson is a Senior Resident Director at Merrill Lynch Wealth Management. He has been part of the financial services industry since 2011 and joined Merrill Lynch in 2014. In his role, he works with individuals, families, and businesses to identify their short- and long-term financial goals, including retirement assets, education funding, and lending needs. He provides clients with access to Merrill's investment resources and the banking convenience of Bank of America to address various aspects of their financial lives. James focuses on a consultative, goals-based wealth management process. He takes time to understand each client's financial situation, preferences, and goals, then offers recommendations aligned with their income and growth objectives. His expertise includes investments, retirement, estate planning, insurance, lending solutions, and philanthropic services. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). He earned both a Bachelor of Science in Finance and a Master of Business Administration from Auburn University. James and his wife, Laura, live in Gadsden, Alabama, with their children. They are members of MeadowBrook Baptist Church where James teaches Sunday School. He is involved in community activities, including volunteering with the United Way of Etowah County. His personal interests include camping, cooking, football, gardening, hiking, hunting, music, traveling, woodworking, and spending time with his family.

Samantha Hays is a Planning Consultant at Fidelity Investments, a position she has held since 2026. She has been with Fidelity Investments in various roles including Planning Consultant and Financial Consultant since 2021. Prior to that, Samantha gained experience at Wells Fargo Advisors and Wells Fargo Private Bank, working in roles such as Senior Registered Client Associate and Private Bank Client Associate. Samantha holds the Certified Financial Planner™ (CFP®) designation and has twenty years of experience in the financial industry. She specializes in helping clients develop tailored financial strategies by leveraging her analytical skills and attention to detail. Outside of her professional responsibilities, Samantha enjoys attending concerts, cooking and baking, participating in social events, parenthood, spending time with pets, and reading.

Trey Novara is a CFP® with 13 years of industry experience and is affiliated with Cambridge Investment Research Advisors. His career includes roles at several firms, including Live Oak Partners LLC and Wells Fargo Clearing. Novara owns Independence Financial Group and Live Oak Partners, LLC, where he operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services. The firm offers a variety of portfolio management options through a network of independent Financial Professionals, utilizing proprietary and third-party strategies across multiple platforms.

John Howell III is a financial advisor with Wells Fargo Clearing based in Birmingham, AL. He holds a Series 63 designation and has 39 years of industry experience, including 13 years at A. G. Edwards & Sons, Inc. In addition to his advisory role, he serves as a trustee for an investment-related trust. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines both brokerage and advisory solutions and leverages research from Wells Fargo Investment Institute to support its investment approach.

Russell Barton is a financial advisor with Stifel in Birmingham, AL, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Stifel since 2015 and previously worked at International Advisory Consultants Inc. and Sterne, Agee & Leach, Inc. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Samuel Kline is a CFP® and Series 66-registered advisor with five years of experience, currently with Wells Fargo Clearing. He previously worked at Wells Fargo Advisors, UBS Financial Services, The University of Alabama, and Falkner Gardens. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets with a network of over 14,000 financial advisors.

Cherice Mccray is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. Prior to that, she was employed at Wells Fargo Clearing and Wells Fargo Bank. Outside of her advisory role, Cherice operates a makeup artistry business specializing in bridal and special occasion makeup. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services that include both financial planning and broader investment solutions.

Glen Hackney is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He has worked at multiple Cetera entities since 2025 and previously spent eight years at Concourse Financial Group Securities Inc, along with four years at Sterne Agee Financial Services. Outside of his advisory work, he owns and operates a concessions and food business and runs a freelance job posting website focused on data science skills. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.