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.

Bradley Martin is a financial advisor with Cambridge Investment Research Advisors holding Series 63 and Series 65 credentials and six years of industry experience. He concurrently works as a physical therapist at UAB Medicine and owns Unconquered Financial Services, Inc. Bradley has been with Cambridge since 2020 and has prior experience in medical and financial services. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements tailored to client objectives.

Benjamin Morton is a financial advisor at Morgan Stanley in Birmingham, AL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Bank of America, Merrill Lynch, Charter Communications, and Massachusetts Mutual Life Insurance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside advisory services.

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 63 and Series 66 licenses and has previously worked at First Financial Bank, the University of Southern Indiana, and BBVA-affiliated firms. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

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 credentials and with 20 years of industry experience. His prior experience includes roles at LPL Financial, Merit Financial Group LLC, Wells Fargo Clearing, Merrill, Osaic FA, Inc., and Harrisdirect LLC. 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, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Julia Ham is a Financial Advisor at Merrill Lynch Wealth Management. She brings over fourteen years of experience in financial services and holds a legal background, complemented by her Certified Divorce Financial Analyst (CDFA) designation. Julia focuses on helping women build confidence in their financial futures by listening to their needs and developing personalized financial plans that adapt as their lives change. She specializes in areas including college education planning, family wealth management strategies, employee financial health, personal retirement planning, women and wealth, individual and corporate investment strategy, and retirement income. Julia earned a Bachelor's Degree from Northwestern State University of Louisiana and a Juris Doctorate Degree from the Louisiana State University System. Originally from New Orleans, Louisiana, Julia moved to Fairhope, Alabama in 2020. She participates in her community through involvement with IMPACT 100. Outside of work, Julia enjoys cooking, painting, racquetball, tennis, traveling, writing, and spending time with her family.

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 with 16 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2010. Outside of her advisory role, she serves as an executrix for a family estate. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers investment advisory services, financial planning, and retirement plan consulting, combining proprietary research with diversified investment strategies.

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.

Keith Whetter is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 22 years of industry experience. He has been with Primerica Advisors since 2002 and is also involved with EHR Financial Group and several other businesses related to auctions and auto sales. Outside of advisory work, he engages in sales of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-based strategies and separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Lacey Hughes Jr. is a financial advisor with LPL Financial holding Series 63 and Series 65 credentials and 27 years of industry experience. His career includes roles at firms such as First Horizon, Transamerica Capital, Dixon Wells, and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad advisory and brokerage platform that includes financial planning, model portfolios, third-party asset management, and institutional programs.

Carl Stringfellow III is a financial advisor with Cetera, holding a Series 66 designation and bringing 27 years of industry experience. He has worked with Cetera and its related entities since 2013 and has been associated with Regions Bank since 2008. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individual investors, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors and managing assets exceeding $256 billion.

Michael Smith is a financial advisor at OSAIC with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has held positions at several firms, including Sagepoint Financial Inc, Wealth Management Group, Securian Financial Services Inc, and Mass Mutual. Outside of his advisory role, he also works as a broker providing fixed life insurance and fixed annuity quotes for clients. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services through a large network of affiliated advisors, utilizing firm-provided asset-allocation tools, risk-tolerance assessments, and access to third-party money managers and wrap programs.

George West is a financial advisor with Wells Fargo Advisors in Homewood, Alabama, holding Series 63 and Series 66 licenses and 31 years of industry experience. He has been with Wells Fargo Advisors since 2015. Outside of his advisory role, West is president and 50% owner of Westmed Disposal Inc., a medical waste processing and disposal company. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with brokerage products and other financial offerings.

Braxton Weimer is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney and its Private Bank division since 2009. He is based in Birmingham, Alabama. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to both individual and institutional clients, including customized financial planning services and access to a diverse array of investment products.

William Grooms is a CFP® with 28 years of industry experience, currently serving as an advisor at Morgan Stanley in Birmingham, AL. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and operates both as an SEC-registered investment adviser and broker-dealer.

Evan Moorer is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and three years of industry experience. His work history includes roles at Wells Fargo Bank, NA and Guardian Financial. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.