Clayton Ollendieck is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and has prior experience at Globe Life Liberty National and in collegiate football programs at Troy University and Iowa Central Community College. Outside of finance, he donates plasma to support medicine creation and patient care. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, with a focus on both retail and institutional advisory services.

John Terry is a financial advisor with Morgan Stanley in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to both individual and institutional clients. The firm provides tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Paxton Heath is a CFP®-designated financial advisor with Morgan Stanley in Birmingham, Alabama, and has 29 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Outside of his advisory work, he is the sole proprietor of rental property businesses in Norman, Oklahoma, and Auburn, Alabama. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Alistair Harding Smith is a financial advisor with Morgan Stanley in Birmingham, AL, holding a Series 66 designation and bringing 22 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individuals and institutional clients by providing 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 tools and analysis methods.

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, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has worked primarily with Equitable Advisors and its predecessor, AXA Advisors LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, offering a range of financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through various program sponsors and third-party managers to deliver advisory and brokerage solutions.

Bradley Martin is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Cambridge since 2020 and is also affiliated with Unconquered Financial Services, Inc. In addition to his advisory roles, Martin has a background in physical therapy with UAB Medicine and has been engaged with Watch & Learn for 20 years. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using a range of portfolio management approaches and custody arrangements.

Benjamin Morton is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and has previously worked at Charter Communications, Oak & Hawkins, Massachusetts Mutual Life Insurance Co, and Strategic Financial Partners. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

James Holloway is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Securian Financial Services and Shoemaker Financial. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers wealth advisory planning and investment consulting through a range of programs and maintains notable capabilities in municipal and public finance.

Laura Monnett is a financial advisor at Merrill with 12 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at First Financial Bank, BBVA Compass Insurance Agency, BBVA Securities, and BBVA Compass Bank. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm integrates investment management with Bank of America’s broader platform, providing access to a wide range of products and services.

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, holding Series 63 and Series 66 licenses and 20 years of industry experience. His prior roles include positions at LPL Financial, Merit Financial Group, and Wells Fargo Advisors. Raymond James & Associates offers financial planning and investment consulting to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, serving both retail and institutional clients with a range of advisory and fiduciary services.

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 bringing 28 years of industry experience. Her prior roles include positions at ProEquities, Inc., Brookline Investments, Inc., and Brookline Group, LLC. She also serves as a FINRA arbitrator and manages investment products risk and compliance at Cadence Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals—including high-net-worth clients—retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios and research from multiple sources.

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 based in Birmingham, AL, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. His prior experience includes roles at First Horizon, Transamerica Capital Inc., Dixon Wells, and other firms. Lacey offers investment products and services through LPL Financial using the trade name First Horizon Advisors. 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 provides financial planning, advisory programs, retirement plan consulting, and brokerage services, with a range of discretionary and non-discretionary management options and access to model portfolios and research.

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.