Brad Hendrix Sr. is a financial advisor with LPL Financial who holds Series 63 and Series 65 registrations and has 43 years of industry experience. He worked at Securities Service Network, Inc. for 32 years before joining LPL Financial in 2020. Outside of his advisory role, he is involved in tax preparation and accounting services as a CPA and also holds a non-variable insurance license in Irondale, Alabama. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a range of investment strategies.

Brigham Barker is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with various Fidelity entities since 2007, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves in advisory roles that include management of model portfolios and oversight of affiliated sub-advisers.

Dean Gambrell Jr. is a Series 66-licensed financial advisor with LPL Financial, based in Birmingham, AL, and has 13 years of industry experience. Prior to joining LPL in 2020, he worked at Securities Service Network, Inc. and operated Gambrell Financial Advisor. He is also the sole owner and operator of Gambrell Tax Advisors, LLC, a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting clients with both discretionary and non-discretionary investment strategies.

Kenneth Russell is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds Series 63 and Series 66 registrations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. 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, and public entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Candice Parker is a financial advisor with Raymond James Financial, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at Zyia Active and Sa Stone Wealth Management. She is a minority owner and financial advisor at Birmingham Investment Group and holds a 10% ownership in Ingram Whatley LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional entities. The firm employs tailored, non-discretionary planning and consulting supported by analytical tools and offers specialized programs such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Earl Falkner III is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at Cetera and its affiliates since 2020 and has operated Falkner Financial Advisors since 2010. He also holds an insurance agent role selling life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC serves individual, employer-sponsored retirement plan, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.

Roger Hartline is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has been associated with Raymond James and its predecessor firms since 2005 and serves as CEO of Partners Tax and Hartline Financial Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using advanced analytical tools and supports both wrap-fee advisory programs and institutional portfolio management, with specialized municipal and retirement plan advisory services.

Gerald Miranda is a financial advisor with Primerica Advisors in Birmingham, AL, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has worked with PFS Investments Inc. since 2011 and Primerica Financial Services since 2009. Outside the investment field, he has operated a self-employed commercial equipment lease brokerage business under the name CTC Capital, which he plans to discontinue. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and provides a tiered wrap-fee structure for its services.

Sarah Thomas is a financial advisor with Raymond James Financial, holding a Series 66 designation and 18 years of industry experience. Her career includes roles at Wells Fargo Clearing and Proequities, Inc. She has worked with various divisions of Raymond James since 2022. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary, tailored advice using analytical tools and supports municipal finance through a unique municipal advisor affiliation.

Christopher Leopard is a financial advisor with Primerica Advisors in Birmingham, AL. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Primerica Advisors, he worked at PFS Investments Inc. He also has 18 years of service with the US Air Force. Outside of advising, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-driven investment strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Andrew Beard is a financial advisor at Edward Jones in Gardendale, AL, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Dan Carlisle Agency with Allstate and Altec Industries, and earlier in the food service industry with Chick-fil-a of Fultondale. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services through a network of more than 23,700 financial advisors and 15,000 branch offices nationwide.

Stephen Massengale is a financial advisor with Cetera in Birmingham, AL, holding Series 63 and Series 66 credentials and 23 years of industry experience. His prior work includes roles at First Allied Securities, Summit Brokerage Services, and several other firms. He has been affiliated with Cetera and its various entities since 2015. Cetera Investment Advisers LLC serves a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, model portfolios, and a range of program options tailored to different investment needs.

Frank Yeilding II is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently with Cetera and has previously worked at Concourse Financial Group Securities Inc, Equitable Advisors LLC, and AXA Advisors. Outside of his advisory work, he owns Yeilding Baseball, a youth sports instruction business providing baseball lessons in his community. Cetera is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of investment program options and access to third-party money managers.

Paul Windham is a CFP® and Series 63 licensed advisor with 16 years of industry experience. He is currently with Cetera and also owns and operates Windham Financial Group PC, which provides tax preparation and accounting services. Windham has prior experience with Avantax Advisory Services and Avantax Investment Services, Inc., and has maintained his CPA practice since 2000. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers diverse portfolio management options through a multi-manager platform and supports both discretionary and non-discretionary account structures.

Joshua Thaggard is a financial advisor with LPL Financial in Birmingham, AL, holding Series 63 and Series 65 registrations and possessing 17 years of industry experience. He has worked at LPL Financial since 2018 and previously held positions at Cadence Bank, West Alabama Bank & Trust, and Wells Fargo Clearing. Thaggard also serves as a Senior Relationship Manager and Team Leader at Cadence Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms such as the Bank Wealth Program.

Brandy Patterson is a financial advisor with Edward Jones in Birmingham, AL, holding a Series 66 designation and seven years of industry experience. She previously worked at Northwestern Mutual of Alabama from 2011 to 2018 before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Richard Haberstroh is a financial advisor at LPL Enterprise with seven years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors and Lincoln Financial Group. Outside of his advisory role, he serves as a board member and volunteer at St. Stephens Episcopal Church in Vestavia Hills, AL. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate entities. The firm utilizes model-driven investment strategies and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Anne Bethea is a financial advisor with LPL Financial in Birmingham, Alabama, holding Series 63 and Series 66 credentials and 11 years of industry experience. She has worked at Renassant Bank and LPL Financial since 2018, and previously spent several years with Morgan Stanley and Morgan Stanley Private Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Gregory Tremblay is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for the Tom James Company for 15 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Constantine Pihakis is a CFP® credentialed financial advisor with 26 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has also held roles at MassMutual Life Insurance Company since 2016. Outside of his advisory work, he is involved as a sales agent in individual and group life and health insurance. MassMutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars as part of its comprehensive financial planning approach.