Daniel Dean is a Series 66 licensed financial advisor with 19 years of industry experience. He has been with UBS Financial Services in Mountain Brook, AL since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment plans.

Joseph Boudreaux is a financial advisor at Stifel with 14 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates for 10 years before joining Stifel in 2023. Boudreaux serves on the board and investment committee of the O'Neal Library Foundation and is a member of a local homeowners association board. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling.

Marci Watters is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Raymond James Financial Services Advisors Inc. and Gulf Winds Federal Credit Union. She is also a 50% owner of The Wealth Advisors of the Gulf Coast Inc., an investment-related business. Wells Fargo Advisors is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Scott Howell is a CFP® professional with 21 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Howell is a member of the finance committee at Vestavia Country Club, where he contributes to discussions on operations, budget, and membership dues allocation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options among its offerings.

Robert Vaughn is a financial advisor with Raymond James & Associates in Birmingham, AL, holding a Series 66 designation and bringing 28 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. 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, charitable organizations, and municipal entities, offering a range of financial planning and advisory services with non-discretionary consulting and access to multiple portfolio management strategies.

Devin Renfroe is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2017, including a role with Morgan Stanley Private Bank, N.A. He also has prior experience at Northwestern Mutual and was involved with Wave Baseball. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services that utilize structured discovery processes and firm-approved planning tools.

Jeffrey Waters is a CFP® with 26 years of industry experience, currently serving as a financial advisor at LPL Financial. His prior work includes roles at Ameriprise Financial Services and Eagle Strategies (NY Life). LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions through a large network of investment adviser representatives.

Sara Clemmer is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. She has worked at Raymond James & Associates since 2013 and previously spent 17 years with Rearrangements/SHC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutional investors, and municipal entities, and offers financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research resources.

Hunter James is a financial advisor with Morgan Stanley in Birmingham, AL, holding a Series 66 license and six years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Mark Henry is a financial advisor with Raymond James & Associates in Birmingham, AL, holding a Series 66 credential and 20 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, Henry serves as Treasurer of the Charles R. and Sandra G. Henry Foundation, a nonprofit that awards college scholarships to military veterans. 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 charitable organizations, offering financial planning and consulting services supported by a range of portfolio management styles and affiliated research.

Ramey Harrell is a Series 66 credentialed financial advisor with 17 years of industry experience. He has worked at Edward Jones since 2022 and previously held roles at Protective Life and ProEquities, Inc. Harrell also served as a leader with Boy Scouts Troop 79 from 2018 to 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and services, supported by a large nationwide network of financial advisors and branch offices.

Travis Jones is an Investment Consultant at Fidelity Investments, where he works to co-create comprehensive financial plans and develop solutions tailored to clients' goals and expectations. He focuses on fostering an environment conducive to growth and building long-lasting client relationships. Before joining Fidelity Investments in 2023, Travis served as a Senior Banker and Mortgage Loan Officer at PNC Bank from 2021 to 2023. His professional experience spans investment consulting and banking services. Outside of his professional work, Travis enjoys spending time at the beach and lake, fishing, football, outdoor adventures, and traveling.

Joyce Zavresa is a financial advisor with Merrill in Birmingham, AL, holding a Series 66 designation and 18 years of industry experience. Her career includes roles at Bank of America, Merrill Lynch, Edward Jones, and Morgan Stanley. She serves as a committee member for the Central Pennsylvania Junior Horse Show Association, a nonprofit focused on supporting equestrian events and education. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Davis is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, and business-owner transition planning, using Wells Fargo research and planning tools to develop tailored recommendations.

William Miller is a financial advisor at Ameriprise in Birmingham, AL, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Stonex Group Inc. and Strategic Capital Distributors, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

Angela Quick is a financial advisor at Wells Fargo Advisors with seven years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. She is also the owner of Perfect Pixels Photobooth, LLC, a photo booth business in Pleasant Grove, Alabama. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients with a broad range of financial planning and investment services.

Daniel Blazich is a financial advisor with Merrill in Birmingham, AL, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, N.A. He serves on the Board of Governors and as Vice President (President Elect) of the Hoover Country Club, where he participates in decision-making regarding operations and financial matters. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Evan Brooks is a Series 66-licensed financial advisor at Stifel with eight years of industry experience. He previously worked at Raymond James & Associates and Northwestern Mutual Investment Services LLC. Outside of his advisory role, he is a partner in Copper Beard LLC, a land management business. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation models developed by its Investment Strategy Group.

Cathy Beasley is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has been with Raymond James & Associates since 2013. 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, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Brice Falkner is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and possessing 19 years of industry experience. He has worked with several firms, including Cetera Advisors LLC, Rockridge Partners, LLC, and Falkner Financial Advisors, which he has operated since 2010. Outside of his advisory role, Falkner serves on the finance committee of the First Baptist Church of Trussville. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that supports discretionary and non-discretionary management across multiple program structures and custodial relationships.