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.

Brennen Vedel is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 65 licenses. He has seven years of industry experience, all of which have been with Raymond James & Associates or its affiliated entities. Prior to his advisory career, he was affiliated with the University of Alabama for five years. 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, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Gary Jester Jr. is a financial advisor with Charles Schwab, holding a Series 66 designation and 20 years of industry experience. His prior work includes 16 years at TD Ameritrade before joining Charles Schwab and Charles Schwab Bank in 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary advisory guidance and access to discretionary separately managed accounts through an integrated structure combining advisory, brokerage, custody, and cash-sweep services.

Robert Ross II is a financial advisor at Mass Mutual Investors Services with 14 years of industry experience. He holds the Series 66 designation and has worked previously at Northwestern Mutual in multiple capacities. Ross serves as the treasurer for the Hope for Autumn Foundation, a nonprofit organization. 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 collaborative, software-driven planning processes and provides various specialized planning programs and educational seminars.

K. Shaun Cosby is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2005 and serves clients including individuals, families, executives, professionals, and business owners. Shaun's expertise encompasses comprehensive wealth management strategies, with a focus on retirement planning, managing generational wealth, and navigating complex financial decisions through personalized plans and portfolio management. Shaun holds a bachelor's degree in Social and Behavioral Sciences from the University of Alabama at Birmingham. He is a CERTIFIED FINANCIAL PLANNER (CFP) and holds the Chartered Retirement Planning Counselor (CRPC) designation as well as the Personal Investment Advisor (PIA) credential. His recognition includes listings on Forbes America's Top Next-Generation Wealth Advisors in 2018 and Forbes Best-In-State Wealth Advisors from 2019 through 2026. In addition to his advisory role, Shaun has served as Resident Director of the Birmingham South office, providing leadership and oversight. He is active in community and volunteer work, having chaired Easterseals of the Birmingham Area and contributed to his church's Administrative & Finance Committee. Shaun also serves on the Board of Directors at Greystone Golf & Country Club. He lives in Hoover, Alabama with his wife and son, and has personal interests in football, genealogy, golf, music, running, swimming, tennis, traveling, and spending time with family.

John Lacey is a Private Wealth Advisor with Merrill Private Wealth Management. He has been working in financial services since 1985, focusing on delivering wealth management strategies and advice to ultra-high-net-worth clients. John specializes in family wealth management strategies, legacy planning, philanthropic planning, managing new wealth, and liquidity management among other areas. His professional experience includes tenure with Prudential Securities, Robinson Humphrey, and Smith Barney in Birmingham before joining Merrill in 2010. John concentrates on assisting families with the complexities of wealth, emphasizing family governance, inter-generational wealth dynamics, and philanthropy. He works with multiple generations to promote the positive impact of wealth for individuals, families, and the wider community. Additionally, John has significant experience managing concentrated and restricted stock, helping executives and entrepreneurs develop long-term portfolio management strategies. He holds a Bachelor's Degree in Marketing from the University System of Maryland and the Personal Investment Advisor (PIA) designation. John is active in the Birmingham community and involved with organizations such as Alabama Ballet and Racing For Children's. Outside of work, his interests include antiquing, basketball, boating, skiing, and tennis.

Lillian Rumbley is a financial advisor at Morgan Stanley in Birmingham, AL, holding a Series 66 designation. She has two years of industry experience, with prior roles at Merrill Lynch and Northwestern Mutual. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm‑approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual and corporate financial planning agreements.

Andrew Miller is a financial advisor with Morgan Stanley in Birmingham, AL, holding a Series 66 designation and 7 years of industry experience. He has been with Morgan Stanley since 2014, including 7 years at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and tailored financial planning. The firm uses a structured planning process with firm-approved tools and offers investment solutions supported by its Global Investment Committee.

Patrick Nelis is a financial advisor at Cetera with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at firms including Wells Fargo and Invesco. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, featuring a mix of discretionary and non-discretionary program options.

Lahoma Napper is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. She provides customized financial guidance tailored to the unique goals and life circumstances of her clients. Drawing on the extensive resources of Merrill and Bank of America, she supports clients across a range of needs including executive compensation, family wealth management, legacy planning, personal retirement planning, and portfolio management. Her client base includes entrepreneurs, professionals, athletes, physicians, attorneys, and entertainers, all seeking a holistic and personalized approach to wealth management. Lahoma holds a Master’s Degree in Marketing and Management from the Rinker School of Business at Palm Beach Atlantic University and a Bachelor of Science in Marketing and Management with minors in Entrepreneurship, Social Sciences, and Economics from Northwood University. She has earned multiple financial services designations, including Certified Financial Planner® (CFP), Chartered Retirement Planning Counselor™ (CRPC), Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA), and has completed Merrill’s Longevity Training Program in partnership with the University of Southern California’s Davis School of Gerontology. In 2025, she was recognized on the Forbes "Top Women Wealth Advisors Best in State" list. Outside of her professional work, Lahoma lives in Spring Lake with her husband and two dogs. She dedicates time to support animal welfare through organizations such as the Humane Society of West Michigan and engages in various personal interests including gardening, running, biking, martial arts, skiing, and reading. She is also involved with community organizations including Michigan State University College of Human Medicine, Michigan Woman Forward, Paws with A Cause, and the Women's Resource Center.

Jordan Johnson is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and one year of experience at the firm. Prior to his current role, he has worked in small business ventures including pest control and boat detailing, and has engaged in full-time education for several years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, utilizing proprietary research and tools to develop tailored recommendations across various planning needs.

Scott Simpson is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Raymond James since 2013 and was previously with Aim Point Capital LLC. Outside of his advisory role, he serves as treasurer for Dawson Memorial Baptist Church and is on the board of directors for The WellHouse, a nonprofit organization focused on awareness and fundraising. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Mirela Elliott is a financial advisor with Raymond James & Associates in Birmingham, AL, holding a Series 66 designation and 21 years of industry experience. She has been with Raymond James & Associates since 2013. Elliott serves as a board member for the Building Owners and Managers Association, where she is involved in member recruitment. 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 wide range of clients, including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by extensive research and diverse portfolio management strategies.

Margaret White is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has held positions at Bank of America, NBC Securities, and The Welch Group. Outside of finance, she has been involved with the Homewood Tennis Club and local schools in the Birmingham, AL area. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Lauren Millard is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at Morgan Stanley and Regions Bank, where she currently serves as a wealth advisor. Cetera Investment Advisers LLC is a large SEC-registered firm that serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform, with access to both affiliated and third-party managers.

Victoria Morris is a financial advisor at Morgan Stanley in Birmingham, AL, with 11 years of industry experience. She previously worked at Charles Schwab for two years and TD Ameritrade for nine years. She holds Series 65 and Series 63 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety 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 planning process supported by advanced modeling tools.

Jackson Reynolds is a financial advisor with Mass Mutual Investors Services in Birmingham, Alabama. He holds Series 63 and Series 65 designations and has been in the industry since 2023. Prior to this, he was a full-time college athlete for five years. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual collaborative engagements using firm-approved tools and generally recommends investment categories and strategies without discretionary authority.

Mary Dockery is a financial advisor with Edward Jones in Bessemer, Alabama, holding a Series 66 designation and 11 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she owns Mary D LLC, which manages tenant communication and service coordination for a building. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

James Graham is a financial advisor with Mass Mutual Investors Services in Birmingham, AL, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously with MetLife Securities Inc. Graham also serves as a notary public and an insurance agent. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations, utilizing firm-approved analytical tools and delivering collaborative, goal-oriented recommendations.

Judson Morrison is a CFP®-designated financial advisor with 16 years of industry experience, currently practicing at Wells Fargo Advisors since 2024. His prior experience includes 11 years at Ameriprise Financial Services, Inc., followed by 4 years at Ameriprise. He serves on the finance committee for Shades Crest Baptist Church in Hoover, AL. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering tailored recommendations supported by proprietary research and planning tools.