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.

Jon Helms is a financial advisor at LPL Enterprise with a Series 66 designation. He has no prior industry experience and has worked at various organizations including Auburn University and Vulcan Equipment. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model portfolio programs, and access to third-party asset management, leveraging an integrated platform that combines advisory services with insurance products and lending programs.

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.

Russell Tate is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Cetera since 2014 and is based in Hoover, AL. Outside of his advisory work, he serves as a volunteer coach, board member, and age group director for Oak Mountain Youth Baseball. Cetera Investment Advisers LLC is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse investment management and financial planning services through a multi-manager platform that provides access to affiliated and third-party managers across various program structures.

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.

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.

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.

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.

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.