James Plaster Jr. is a financial advisor with Ameriprise in Tuscaloosa, Alabama, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior experience includes roles at Merrill and Bank of America, where he worked for a combined 32 years before joining Ameriprise in 2017. Outside of his advisory work, he serves on multiple local boards, including the Tuscaloosa Rotary Honor Flight as chairman, and is involved with various community organizations such as the Boy Scouts of America and The Salvation Army in Tuscaloosa. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and annual retirement-income planning. The firm's approach integrates investment research and third-party data to deliver guidance on income sources, tax-aware withdrawal strategies, and Social Security options, operating within a defined investment universe that includes affiliated products and managed account assets.

Elliott Jones is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and bringing 12 years of industry experience. He has worked at various Raymond James entities since 2014. Outside of his advisory role, he serves on the Finance Committee of Indian Hills Country Club. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and investment consulting, utilizing risk profiling and modeling tools, and supports a broad advisor network with specialized municipal and public-finance capabilities.

Trevor Sprowl is a financial advisor with Mass Mutual Investors Services in Tuscaloosa, AL, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company. Outside of financial advising, he is involved as an insurance broker focusing on life, disability, and long-term care products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Neil Brittain is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Regions Bank. Outside of his financial career, he participates as a member of the University of Alabama football chain crew. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts.

Harrison Schmitt is a financial advisor at Raymond James Financial with Series 65 and Series 63 licenses and three years of industry experience. His prior work history includes roles at Park Avenue Securities, Guardian Life, Mass Mutual, New York Life, and Northwestern Mutual. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through affiliations uncommon among large institutional advisors.

Ryan Rocheck is a financial advisor with Mass Mutual Investors Services in Tuscaloosa, Alabama, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Northwestern Mutual and MassMutual Life Insurance Company. He also serves as an insurance broker in an outside business capacity. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software and collaborative planning processes to deliver written recommendations tailored to client goals.

Gregory Werchanowskyj is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2011. 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 focused on tailored financial planning, utilizing structured discovery processes and firm-approved planning tools to assist clients.

Ryan Sanders is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing personalized financial strategies to families and businesses, focusing on areas such as college education planning, executive compensation, retirement income, and family wealth management. Ryan holds a Bachelor's Degree in Financial Planning and a Master's Degree in Sport Management, both from The University of Alabama. He holds the Personal Investment Advisor (PIA) designation. His approach emphasizes understanding clients' life priorities to create tailored wealth management plans. Originally from Birmingham, AL, Ryan is actively involved in his community through organizations such as Ducks Unlimited, Kiwanis Club of Tuscaloosa, and Holy Spirit Catholic School. He is married to his wife Beth, and they have three daughters. Outside of his professional work, Ryan enjoys coaching his daughters' sports teams and spending time outdoors.

Mary Hancock is a financial advisor with Morgan Stanley in Tuscaloosa, Alabama, holding a Series 66 designation and bringing 11 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary return estimates in its financial planning process.

Theodore Jackson is a financial advisor at Ameriprise in Tuscaloosa, Alabama, holding a Series 63 designation with 40 years of industry experience. He has been with Ameriprise and its affiliated entity since 2005. Jackson is a 25% owner of DPT, LLC, a company that owns the office building from which he and three other advisors conduct their practices. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with substantial investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm integrates algorithmic tools with advisor oversight and emphasizes managed accounts in its investment approach.

Brockway Jones is a financial advisor at Raymond James Financial with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Raymond James and its affiliates since 2013, following prior roles at Morgan Keegan & Company and UBS Financial Services. Outside of his advisory role, Jones serves on the Alabama Department of Conservation’s Conservation Advisory Board, advising on hunting and fishing regulations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm employs a non-discretionary, goal-oriented approach using risk profiling and analytical tools, and supports a broad advisor network with specialized offerings including municipal advisory services and SIMPLE IRA employer consulting.

Mark Byars is a ChFC® credentialed financial advisor with Ameriprise in Tuscaloosa, Alabama, and has 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Byars serves on multiple nonprofit boards including the UR Fed Foundation and Alpha Tau Omega House Corporation, and is an elder at First Presbyterian Church of Tuscaloosa. He also participates in a local Police and Fire Pension Task Force that evaluates the economic health of city pension funds. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with personalized consultation to provide ongoing, non-discretionary retirement income planning, primarily for clients with accounts managed within Ameriprise.

William Burkhalter is a financial advisor with Ameriprise who holds a Series 66 credential and has seven years of industry experience. He has worked at Ameriprise since 2017 and previously at Covenant Consulting Group and the University of Alabama. Outside of his advisory role, he serves as a youth pastor at Reform First Baptist Church and is involved with his local BNI chapter. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations supported by a centralized consulting team.

Patrick Nix is a financial advisor with Morgan Stanley in Tuscaloosa, AL, holding a Series 66 designation and five years of industry experience. He has been with Morgan Stanley since 2018 and previously worked at the University of Alabama from 2010 to 2018. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling in its financial planning process.

Sarah Monk is a financial advisor with Morgan Stanley in Tuscaloosa, Alabama, holding a Series 66 designation and 14 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011 and currently works at Morgan Stanley Private Bank, N.A. Outside of her advisory role, she is involved with the North River Yacht Club’s Events and Ideas Board. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm‑approved planning tools.

Lewis Howard Jr. is a financial advisor with Ameriprise in Tuscaloosa, Alabama, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its predecessor firms since 1992. Outside of his advisory role, he is involved in managing a commercial real estate office building and operates a business entity that supports his practice’s administrative functions. Ameriprise offers a retirement-income planning service aimed at individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to provide personalized, non-discretionary recommendations that integrate both Ameriprise-managed and outside accounts.

Thomas Monk is a Series 66-licensed financial advisor with Morgan Stanley, based in Tuscaloosa, AL, and has five years of industry experience. Prior to joining Morgan Stanley, he operated Thomas Monk Appraisals LLC dba Capstone Appraisals for 13 years. He is also a partner in a small LLC that manages a residential property currently listed for sale. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a structured discovery process.

Thomas Ray is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation and previously was involved with SimpleShip Holdings, LLC for nine years. He is also associated with Thornhill Capital Management, a non-investment-related support company based in Tuscaloosa, AL. 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 investors. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, with specialized services in municipal finance and employer retirement plans.

Harry Shumaker II is a financial advisor with Ameriprise in Tuscaloosa, AL, holding a Series 66 designation and 16 years of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2009 to 2017 before joining Ameriprise. Outside of his advisory role, Shumaker serves on several local nonprofit boards, including the Tuscaloosa Rotary Honor Flight, TPL Foundation, Inc., and Easter Seals West Alabama. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves a broad client base through a variety of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Phillip Mann is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has previously worked with Letson and Associates, CPA's, Northwest Florida Comprehensive Services of Children, YWCA of Central Alabama, and FOCUS on Senior Citizens of Tuscaloosa County. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.