Mary Sullivan is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 65 credentials and 16 years of industry experience. She has been with Raymond James & Associates since 2013. 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 public entities, offering financial planning, non-discretionary consulting, and institutional fiduciary services through various portfolio management strategies and affiliated research.

Schuyler Baker III is a financial advisor at Morgan Stanley in Birmingham, AL, holding a Series 66 designation with 12 years of industry experience. He has worked at Morgan Stanley since 2018 and previously spent four years at Bank of America and Merrill. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through both individual and corporate financial planning arrangements.

Gregory Brooks is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been associated with Cetera and its affiliates since 2001 and operates Brooks Financial Services LLC, his own financial services business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing multi-manager platforms and various program structures.

Kristopher Knight is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at PRUCO Securities, The Prudential Insurance Company of America, Mass Mutual Investors Services, Metlife Securities, Pittman Financial Partners, and Merrill. Knight is also associated with America's First Federal Credit Union alongside his work at LPL Financial. 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.

Scott Debeck is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Wells Fargo in various capacities since 2014. Outside of his advisory role, he has ownership and landlord duties in a rental property business based in Chicago. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, allowing clients to implement recommendations through brokerage or advisory programs as they choose.

William Bezkor Jr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Primerica Advisors since 1995 and also has a long-term involvement with Primerica Financial Services. In addition to advisory work, he participates in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm focuses on curated third-party asset managers and employs a tiered wrap-fee structure.

Nolita Williams is a Series 66-licensed financial advisor with Primerica Advisors in Hoover, AL, and has 13 years of industry experience. She has worked with Primerica Advisors since 2013 and was previously involved with The UPS Store for 12 years. Williams also engages in business activities related to sales of loan products and home security referrals through Primerica’s affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and separately managed account options for individual and high-net-worth clients. The firm focuses on third-party asset manager selection and uses a tiered wrap-fee structure rather than fixed fees.

Alfred Lammon is a financial advisor with Primerica Advisors in Hoover, AL, holding Series 63 and Series 65 licenses and having 41 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1985. In addition to his advisory role, he is involved in the sales of loan products through Primerica Mortgage, LLC, and refers home security and automation products for Primerica Client Services, Inc. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies created by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Garrison Shenker is a financial advisor at Raymond James Financial in Birmingham, AL, holding a Series 66 designation with two years of industry experience. Prior to his current role, he held positions at Raymond James Financial Services, Inc., and has experience working outside the financial sector, including time as a proprietor responsible for property management duties. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm provides tailored, non-discretionary planning using analytical tools to illustrate potential outcomes and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Robert Fritze is a financial advisor at Wells Fargo Advisors with seven years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Advisors since 2012. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients through a network of financial advisors. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

James Bethea is a financial advisor at Osaic with 40 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Securities America Advisors and Securities America Inc for nine years. He serves as a finance committee member and trustee at Metropolitan Church, advising on financial decisions and expenditures. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors. The firm offers integrated brokerage and advisory services with a range of investment options and utilizes asset-allocation tools, risk assessments, and automated rebalancing in portfolio construction.

Marilyn Eddings is a financial advisor with Primerica Advisors in Alabaster, AL, holding Series 63 and Series 65 credentials and with 26 years of industry experience. She has been with Primerica Advisors since 1999 and has worked with Primerica Financial Services since 1998. In addition to her advisory role, she is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selective separately managed account options primarily for individual and high-net-worth clients. The firm emphasizes a wrap-fee structure and uses third-party asset managers overseen by an independent due-diligence consultant.

Susan Smith is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. Before joining Ameriprise in 2022, she worked in various roles including service on the Talladega County Commission and a long tenure at Gadsden Music Company. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary retirement-income recommendations, primarily for clients with Ameriprise-managed accounts.

Sarah Wood is a financial advisor at Ameriprise with 17 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Truist Advisory Services, Merrill, and Morgan Stanley Smith Barney LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Adolph Weil is a financial advisor with Wells Fargo Clearing in Birmingham, AL, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at Truist Investment Services, BB&T Securities, Bank of America, and Merrill. Weil serves as a committee member for fundraising and community outreach at the Birmingham Zoo and has held a leadership role as co-chair of the annual fundraising campaign for the Birmingham Jewish Federation. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Alan Weintraub is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors LLC. Weintraub is an inactive member of the State Bars of Georgia and Louisiana and does not practice law. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is driven by investment policy statements and modern portfolio theory, with a broader investment menu that includes insurance-related products and bank deposit sweep options.

Jessica DeMill is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2024. She leads a team focused on assisting families and organizations with significant wealth decisions. Prior to this role, she served as a Team Leader at Fidelity Investments from 2018 to 2022. Jessica's professional experience centers on guiding clients through impactful financial decisions. Outside of her professional duties, she is interested in cooking and baking, family activities, parenthood, and volunteering.

George Tucker is a financial advisor at Raymond James Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James Financial Services Advisors, Inc. since 2010. In addition to his advisory role, Tucker provides employee benefits consulting related to group life, disability, and vision insurance. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and risk profiling tools to help clients achieve their goals and supports its advisors through specialized programs and partnerships.

David Roberts is a financial advisor with Ameriprise in Vestavia Hills, Alabama, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of advising, he manages operations and strategic planning for P1522, LLC, a company involved in building ownership and management in Birmingham, Alabama. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Doris Utterback is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 31 years of industry experience. She previously worked at Merrill for 15 years and Raymond James & Associates for 2 years before joining Wells Fargo Clearing. 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 vehicles and bank deposit sweep options among its investment offerings.