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.

Matthew Di Salvo is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at firms including BBVA Wealth Solutions and PNC Bank. In addition to his advisory role, he is an associate at Pinnacle Financial Partners, where he engages with clients on banking and investment needs. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers non-discretionary planning tailored to client goals and supports its services with advanced analytical tools and specialized programs.

George Salem is a Senior Financial Advisor with Merrill Lynch Wealth Management. He provides guidance in areas including family wealth management strategies, personal retirement planning, portfolio management services, sports and entertainment, and retirement income. His approach focuses on connecting clients to the people, plans, and processes that align with their individual goals. George holds the Personal Investment Advisor (PIA) designation and earned two bachelor's degrees from the University of Alabama System. His work incorporates clients' personal perspectives and priorities, aiming to bring clarity to investment planning and wealth management.

James Nix Jr. is a financial advisor with LPL Financial in Birmingham, AL, holding Series 63 and Series 65 credentials and 40 years of industry experience. His prior firms include Horizons Financial Group, Inc., NIX-MASHBURN, LLC, Triad Advisors, Inc., and Mass Mutual Investors Services. 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 financial planning and investment management services, including access to model portfolios and third-party asset managers, supported by advanced operational and research tools.

Brian Vukovich is a financial advisor at Morgan Stanley with seven years of industry experience. He previously worked at Raymond James, Regions Financial, and Tidwell Group. Outside of his advisory role, he is a partner and officer in a recreation business, X4 Homewood, located in Birmingham, Alabama. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market models.

John Talley is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is the proprietor of Mulberry Creek Farm, a personal tree farm in Birmingham. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a variety of portfolio management styles supported by firm research and affiliated sub-advisers.

Grace Cook is a financial advisor with Wells Fargo Clearing in Birmingham, AL, holding a Series 63 designation and 24 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of investment options including insurance-related vehicles and bank deposit sweep programs.

Josh Vanfleteren is a financial advisor with Mass Mutual Investors Services in Birmingham, AL, holding Series 63 and Series 65 licenses and nine years of industry experience. He previously worked at Guardian Life and Strauss Wealth Advising, among other firms. In addition to his advisory role, he is also licensed as an insurance broker focusing on life and disability insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, goal-oriented planning using proprietary software and offers specialized programs including divorce planning and employer-sponsored planning.

Derek Burrow is a financial advisor with OSAIC in Birmingham, AL, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Merrill, J. Smith Lanier, Royal Alliance, and Advo(k)ate Advisors, where he currently serves as a Senior Relationship Manager. Outside of his advisory work, he is a volunteer board member for YMCA Camp Cosby. OSAIC serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm provides integrated brokerage, advisory, and retirement consulting services, employing asset-allocation tools and risk analysis to construct portfolios across various asset classes, with both discretionary and non-discretionary management options.

Christopher Taylor is a financial advisor at Edward Jones with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2004. Outside of his advisory role, he serves as a board member for Essential Church School in Birmingham, Alabama. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Howell Holland Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with various entities including Concourse Financial Group Securities Inc and has co-owned Ella Valley Wealth Advisors since 2022. Holland is involved in community service as a trustee committee member managing his church's properties and serves on the finance committee of Fayette First Methodist Church. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to a range of program structures with over $256 billion in assets under management and a nationwide network of more than 10,000 advisors.

Anna Carroll is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She previously worked at ProEquities, Inc. from 2016 to 2020. Outside of her advisory role, she manages social media marketing for Taco Casa and serves as a compliance manager for Regions Investment Solutions. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, including individual investors, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with access to various model portfolios and third-party managers.

Megan Manzi is a financial advisor at Osaic with 18 years of industry experience, including 17 years at Lincoln Financial Advisors. She holds the Series 66 credential. Outside of her advisory role, she is an insurance agent offering accident and health, disability, long-term care, life insurance, and annuity products, and she facilitates life settlement transactions for clients upon request. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios that may include a range of investment products across discretionary and non-discretionary accounts.

Thomas Israel is a Certified Financial Planner (CFP®) with 22 years of experience in the financial services industry. He currently serves with Morgan Stanley, where he has worked since 2022, following prior roles at Bank of America and Merrill. Outside of his advisory work, he is a board member of Vestavia Country Club and a partner in Barefoot and Beloved Design, LLC, a company involved in technology, manufacturing, and biotechnology. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through financial advisors and estate planning strategies.

Lisa Pettis is a financial advisor with OSAIC based in Birmingham, AL, holding Series 65 and Series 63 licenses and having 13 years of industry experience. Her career includes roles at Royal Alliance, Equitable Advisors, Axa Advisors, and other firms. She is also Vice President and Senior Relationship Manager at Advo(k)ate Advisors. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services along with access to third-party money managers and unified managed accounts. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across multiple asset classes.

Matthew Saia is a financial advisor at Raymond James Financial in Birmingham, Alabama, holding a Series 66 designation with one year of industry experience. His background includes roles at Birmingham Investment Group and involvement with Auburn University and the Onward Campus Ministry. 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 plans, corporations, and institutional clients. The firm employs risk profiling and analytical tools within a non-discretionary advisory model and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Shawn Spaulding is a financial advisor with Edward Jones in Hoover, Alabama, holding a Series 66 designation and nine years of experience at the firm. Prior to joining Edward Jones, he worked for the American Cancer Society for ten years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Kenneth Price is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in financial coaching for high-performing individuals such as athletes, sales professionals, and business owners. He employs a disciplined and personalized approach to wealth management, focusing on areas including corporate benefits, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, and tax minimization. Ken emphasizes a 360-degree view of clients' financial lives to develop customized plans aligned with their goals and values. Ken brings extensive experience to his role, having joined Merrill Lynch in 2006 following his tenure at Morgan Stanley. He is a former U.S. Marine with four years of active duty, where he developed skills in anticipating and planning for the unexpected. This experience informs his proactive and adaptable approach to helping clients navigate financial challenges. His professional credentials include the CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. He holds a Bachelor's degree from Tusculum College and an MBA from the University of Alabama at Birmingham. Ken is involved in community support efforts through various nonprofits, including organizations focused on cancer awareness and family support. Outside of work, he enjoys biking, fishing, golfing, reading, and spending time with his wife Stephanie and their two sons.