Milton Booth III is a financial advisor with LPL Financial in Birmingham, AL, holding Series 65 and Series 63 credentials and 18 years of industry experience. He has been with LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jonathan Vogel is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has held previous roles at MML Investors Services, Mass Mutual Life Insurance, SPC, Parkland Securities, and Wealth Designs. Outside of his advisory work, he produces the enDURABLE Entrepreneur Podcast and is active as a musician. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Daniel Logan is a financial advisor with Edward Jones in Pelham, Alabama, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior experience includes roles at ADP LLC and ADP Broker Dealer Inc from 2018 to 2020, as well as Berney Office Solutions from 2014 to 2018. He has been with Edward Jones since 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Joe Gibson Jr. is a financial advisor with Primerica Advisors in Hoover, Alabama, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. He has worked with CMJ Financial Group since 2019, PFS Investments Inc. since 2017, and Primerica Financial Services since 2016. Outside of advisory work, he is involved in the sale of home security and automation products as well as loan products through affiliates of his firm. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm offers model-based investment strategies managed by unaffiliated asset managers and supports trade execution and account custody through BNY Mellon Advisors and Pershing.

Eric Gibbons is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing four years of industry experience. He has worked with Primerica Advisors since 2021 and has a background that includes roles with CMJ Financial and Primerica Financial Services. Outside of financial advising, Gibbons is a licensed real estate agent with Sun Real Estate, Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Lawrence Wall is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at LPL Financial. He has previously worked at Cambridge Investment Research and Minnesota Life Insurance Company. Outside of his advisory role, he is involved with Crump Insurance on a part-time basis. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services supported by research, model portfolios, and technology-driven strategies.

John Blackmon is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and one year of industry experience. His prior roles include four years at Regions Bank and various positions in the hospitality and insurance sectors. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics grounded in diversification principles and modern portfolio theory.

Austin Hartline is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has previously worked at Regions Bank and Cracker Barrel. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and a multi-manager platform.

Robert Norman is a CFP® professional with 15 years of industry experience, currently associated with LPL Financial since 2014. He operates out of Birmingham, AL, and holds the Series 66 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Kurt Britnell is a CFP® with 35 years of experience in the financial services industry, currently affiliated with Cetera since 2025. He has held roles at Cetera Wealth Services, LLC, and Concourse Financial Group Securities Inc, and has operated under the dba Security Financial Advisors since 2011. Outside of financial advising, Britnell is co-owner and instructor at a local gym, Fitness 459 LLC. Cetera Investment Advisers LLC is an SEC-registered adviser that works with a broad client base, including individuals, retirement plans, corporations, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers.

Matthew Hope is a financial advisor with Mass Mutual Investors Services in Birmingham, AL, holding Series 66 and Series 63 credentials and possessing 15 years of industry experience. His prior roles include positions at Hornor, Townsend & Kent, LLC, and Penn Mutual Life Insurance Company. Outside of advising, he is involved in other business activities including serving as a financial representative selling life insurance for multiple carriers and managing an LLC for pass-through compensation. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a structured planning approach using firm-approved analytical tools and provides event-driven planning programs, including a recent addition of Divorce Planning services.

John Gray is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors, Inc., Securities America, Inc., and Investacorp Inc. Outside of his advisory role, he is involved with Cedar Advisory, Inc., a non-investment-related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Jeffrey Foose II is a financial advisor with Raymond James Financial Services Advisors Inc. He holds a Series 66 designation and has seven years of industry experience. Prior to joining Raymond James in 2026, he worked at Edward Jones for eight years and has experience in restaurant management and ranch operations. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jaron Shaw is a financial advisor with Wells Fargo Clearing in Birmingham, AL, holding Series 65 and Series 63 licenses and having six years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2019 and has prior experience with Perry's Steakhouse & Grille. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.

Albert Ellison Jr. is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 27 years of industry experience. He previously worked at Concourse Financial Group Securities Inc. for 26 years and serves as an advisory board member for Truist Bank since 2010. In addition to his advisory role, he is the managing shareholder of Ellison & Ellison PC, a CPA firm, and serves on the boards of several local organizations, including a children's charity where he assists with bookkeeping and tax compliance. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers.

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.

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.

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.

Charles Whitley is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Primerica Advisors since 1995 and is also associated with CMJ Financial Group. In addition to his advisory role, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily under a tiered wrap-fee structure.