Joseph Paganelli is a financial advisor with Morgan Stanley in Birmingham, AL, holding a Series 66 designation and 17 years of industry experience. His career includes multiple roles at Morgan Stanley since 2018 and prior positions at BBVA-affiliated firms from 2012 to 2018. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services through both direct and corporate channels.

Austin Mc Kelvey is a financial advisor at Stifel in Birmingham, AL, holding Series 63 and Series 65 licenses with five years of industry experience. His prior roles include positions at 49 Financial and Purshe Kaplan Sterling Investments. Outside of finance, he owns and operates Britches LLC, an online retail business. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

John Inzer is a financial advisor at Stifel based in Birmingham, AL, holding a Series 66 designation with 17 years of industry experience. He has been with Stifel since 2015. Outside of his advisory role, he is a managing member of J.R. Air LLC, a hunting club. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services guided by proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Heath Henig is a financial advisor with Morgan Stanley in Birmingham, AL, holding Series 63, Series 65, and Series 66 credentials and 24 years of industry experience. His prior roles include positions at Bank of America and Merrill. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

Hugh Parish is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Wells Fargo firms since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory role, he serves as a board member for the Pioneer Lake Homeowners Association in Sterrett, Alabama. 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 solutions. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Stephen Vise is a financial advisor with Morgan Stanley in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 57 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

James Moyer is a financial advisor with Raymond James & Associates in Birmingham, AL, holding a Series 66 designation and 21 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, Moyer owns Struttin Duck Outfitters LLC, a business specializing in duck hunting outfitting. 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, institutional clients, and municipal entities, offering a range of financial planning and consulting services with various portfolio management styles and affiliated research.

Phillip Gann is a financial advisor at Stifel with 38 years of industry experience. He holds the Series 63 designation and has been with Stifel Nicolaus & Co Inc since 2014. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach includes proprietary methodologies developed by its Investment Strategy Group, offering analysis and asset allocation guidance to support client decisions.

James Vaughn Jr. is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 66 credentials and having 30 years of industry experience. He has worked 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 broad client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Brian Mcgee is a financial advisor with Raymond James & Associates in Birmingham, AL, holding a Series 66 designation and 20 years of industry experience. He has been with Raymond James & Associates since 2013. Mcgee serves as a finance and investment committee member on the advisory board of The Marine Military Academy. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a broad client base including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Jennifer Eagan is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 14 years. Outside of her advisory role, she owns a photography business through which she occasionally takes pictures for friends and family. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.

Zenko Hrynkiw is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving individuals and businesses in developing strategies to pursue their financial goals. Since beginning his career in 2014, Zenko emphasizes transparency and client-centered service, working to capture market opportunities while managing downside risk. His approach involves creating personalized financial strategies tailored to each client's priorities, with a focus on areas such as personal retirement planning, philanthropic planning, small business strategies, and retirement income. Zenko holds a Bachelor's Degree from Auburn University and an MBA from the University of Alabama System. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®), as well as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). These credentials support his expertise in providing comprehensive wealth management advice. Residing in Birmingham with his wife Jessie and their son ZJ, Zenko enjoys football, tennis, and spending time with his family. His professional philosophy centers on partnering closely with clients to develop strategies aligned with their long-term objectives.

Laquita Smith is a financial advisor with Raymond James & Associates in Birmingham, AL. She holds a Series 66 designation and has 17 years of industry experience, including 13 years at Raymond James & Associates. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jordyn Rosier is a financial advisor at Raymond James & Associates with three years of industry experience. She holds a Series 66 designation and previously worked at Truist Bank. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services supported by various portfolio management styles and affiliated research.

Emeel Salem is a financial advisor at Cambridge Investment Research Advisors with 41 years of industry experience. He holds the Series 63 designation and previously worked at MML Investors Services, Inc. and Massmutual Life Insurance Company. Salem also operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals.

Brandon Marsh is a financial advisor with Morgan Stanley in Birmingham, AL, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Morgan Stanley since 2014 and previously worked for Morgan Stanley Private Bank, National Association, starting in 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning through structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services that include retail and institutional investment solutions.

Steven Hudson is a financial advisor with Ameriprise in Birmingham, AL, holding a Series 63 designation and bringing 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Hudson serves on several nonprofit and community boards, including as President of the Alabama Golf Association and as a board member of FCA North Central Alabama. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver customized recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Craig Vinson Jr. is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise Financial Services. Outside of his advisory role, he is the owner of Granville Interiors, LLC, where he consults part-time on advertising, inventory management, and customer engagement for small retailers. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individual, institutional, and municipal clients. The firm offers tailored financial planning and consulting services through a variety of portfolio management styles and provides municipal advisory services alongside market-making and execution roles in municipal and government bonds.

Chase Gore is a financial advisor at Raymond James & Associates with 18 years of industry experience. He has been with Raymond James & Associates since 2013 and holds the Series 66 designation. 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, offering financial planning, investment consulting, and municipal advisory services.

Bonnye Paul is a financial advisor at Merrill with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 1991. Prior to her current role, she worked at Bank of America, N.A. for one year. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.