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.

Adrienne Moore is a financial advisor with Equitable Advisors in Irondale, AL, holding Series 63 and Series 66 credentials and 15 years of industry experience. She has worked with Equitable Advisors since 2009, with previous roles including positions at AXA Advisors LLC and various short-term engagements in other sectors. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and a range of third-party and proprietary programs.

Bradley Martin is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 credentials and six years of industry experience. He has worked concurrently in financial services and healthcare, serving as a physical therapist at UAB Medicine while maintaining his advisory role. Martin is also involved with Unconquered Financial Services, Inc., where he holds ownership and an employee role. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, offering a range of portfolio management solutions across multiple platforms and custody arrangements.

Benjamin Morton is a financial advisor with Merrill in Birmingham, AL, holding a Series 66 license and one year of industry experience. His prior roles include positions at Charter Communications, Oak & Hawkins, Massachusetts Mutual Life Insurance, and Strategic Financial Partners. He also worked at Auburn University and Oak Mountain High School earlier in his career. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

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 66 and Series 63 licenses. Her prior roles include positions at First Financial Bank and BBVA Compass, as well as a brief tenure at the University of Southern Indiana. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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 licenses and having 20 years of industry experience. His prior work includes roles at LPL Financial, Merit Financial Group, Wells Fargo Clearing, and Wells Fargo Advisors. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, charitable organizations, and governmental entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, employing various portfolio management styles supported by extensive research and model manager options.

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 in Birmingham, AL, with 16 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo affiliates since 2016. Outside of her advisory role, she serves as an executrix for a family trust. 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 integrates research and analytics in its investment approach and offers both brokerage and advisory solutions across a broad range of financial products.

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.

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.

Callie Shown is a financial advisor with Merrill in Mountain Brook, AL, holding a Series 66 designation and 16 years of industry experience. She has worked at Merrill since 2010 and concurrently at Bank of America, N.A. since 2019. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.