Evan Sawyer is a Senior Financial Advisor with Richey, Price, Sawyer & Associates, operating within Merrill Lynch Wealth Management. He began his career at Merrill Lynch Wealth Management in 2016 and joined the firm in 2017. In his role, Evan collaborates directly with clients to develop personalized financial strategies tailored to their long-term goals. He provides access to Merrill’s investment insights as well as the banking and lending solutions of Bank of America, aiming to deliver flexible wealth management approaches aligned with today's market conditions. Evan holds a Bachelor of Science degree in Finance from the University of Alabama and maintains professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). He follows the Merrill tradition of community involvement and dedicates time to volunteering with local organizations. His expertise focuses on wealth preservation strategies and discretionary portfolio management designed to generate income for high-net-worth individuals, physicians, business, and military executives.

Blake Hutto is a Financial Consultant I with experience in investment consulting and workplace planning at Fidelity Investments. He has worked as an Investment Consultant from 2023 to 2024 and as a Workplace Planning Consultant from 2022 to 2023. Blake focuses on helping clients build and maintain long-term financial plans tailored to their individual needs and goals. He assists clients in navigating changes in their lives and market conditions by personalizing investment strategies to suit their unique situations.

Aspen Seeds is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Primerica, Aspen held various roles including at PFS Investments Inc. Outside of advisory work, Aspen is an independent contractor and shopper for Instacart. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients primarily through model-delivery strategies managed by unaffiliated asset managers. The firm supports a large advisor base and offers a range of investment models with custody and execution services provided by Pershing.

Devin Cole is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo, he worked in educational roles at the University of Alabama, Shelton State Community College, and Hoover High School. 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.

Clayton Ollendieck is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and has previous work experience including roles at Globe Life Liberty National and academic and athletic involvement at Troy University and Iowa Central Community College. Outside of finance, he donates plasma to help create medicine and save lives. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, charitable organizations, and government entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by affiliated research and model manager options.

John Terry is a financial advisor with Morgan Stanley in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to both individual and institutional clients. The firm provides tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Paxton Heath is a CFP®-designated financial advisor with Morgan Stanley in Birmingham, Alabama, and has 29 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Outside of his advisory work, he is the sole proprietor of rental property businesses in Norman, Oklahoma, and Auburn, Alabama. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Alistair Harding Smith is a financial advisor with Morgan Stanley in Birmingham, AL, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning through dedicated teams. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to assist clients in financial decision-making.

Lellwyn Griffin is a financial advisor at Edward Jones with 16 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.

Adrienne Moore is a financial advisor with Equitable Advisors in Irondale, AL, holding Series 63 and Series 66 credentials and 15 years of industry experience. She has worked with Equitable Advisors since 2009, with previous roles including positions at AXA Advisors LLC and various short-term engagements in other sectors. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and a range of third-party and proprietary programs.

Bradley Martin is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 credentials and six years of industry experience. He has worked concurrently in financial services and healthcare, serving as a physical therapist at UAB Medicine while maintaining his advisory role. Martin is also involved with Unconquered Financial Services, Inc., where he holds ownership and an employee role. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, offering a range of portfolio management solutions across multiple platforms and custody arrangements.

Benjamin Morton is a financial advisor with Merrill in Birmingham, AL, holding a Series 66 license and one year of industry experience. His prior roles include positions at Charter Communications, Oak & Hawkins, Massachusetts Mutual Life Insurance, and Strategic Financial Partners. He also worked at Auburn University and Oak Mountain High School earlier in his career. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

James Holloway is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Securian Financial Services and Shoemaker Financial. He is based in Birmingham, Alabama. Raymond James & Associates is a large 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, and municipal entities, and provides financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Laura Monnett is a financial advisor at Merrill with 12 years of industry experience. She holds Series 66 and Series 63 licenses. Her prior roles include positions at First Financial Bank and BBVA Compass, as well as a brief tenure at the University of Southern Indiana. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Aishah Smith is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has worked at Wells Fargo Bank NA and Wells Fargo Clearing Services since 2018, and previously held roles at BBVA Securities Inc., BBVA Compass Insurance Agency Inc., and Compass Bank. Outside of her advisory work, she is employed as a retail sales associate at Target. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs among its offerings.

William Focia is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 66 licenses and having 20 years of industry experience. His prior work includes roles at LPL Financial, Merit Financial Group, Wells Fargo Clearing, and Wells Fargo Advisors. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, charitable organizations, and governmental entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, employing various portfolio management styles supported by extensive research and model manager options.

Julie Shropshire is a financial advisor with Ameriprise in Birmingham, AL, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering tailored recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its advisory approach.

Susan Boyd is a financial advisor at Wells Fargo Clearing in Birmingham, AL, with 16 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo affiliates since 2016. Outside of her advisory role, she serves as an executrix for a family trust. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm integrates research and analytics in its investment approach and offers both brokerage and advisory solutions across a broad range of financial products.

Laree Kennedy is a financial advisor with LPL Financial in Birmingham, AL, holding Series 63 and Series 65 credentials and 28 years of industry experience. Her career includes roles at Cadence Investment Services/Huntington National Bank, ProEquities, Inc., and Brookline Investments, Inc., among others. She also serves as a FINRA arbitrator. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a large network of investment adviser representatives. The firm provides financial planning, model portfolios, third-party asset management, and institutional platforms, serving individuals, retirement plans, banks, and trust companies.

Dan Tamburello is a Financial Consultant at Fidelity Investments, a position he has held since 2023. In this role, he works closely with clients to develop tailored investment strategies aimed at achieving their financial goals. Prior to this, Dan served as an Investment Consultant at Fidelity Investments from 2021 to 2023. His career in the financial services industry began at New York Life, where he was a Life and Annuity Consultant from 2004 to 2021. Throughout his career, Dan has focused on understanding client needs through active listening and collaborating to create personalized financial plans. His experience spans life and annuity consulting as well as investment consulting, providing a comprehensive foundation for assisting clients in reaching their financial objectives.