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 joining Raymond James, he held various roles including at Moose Head Ranch and Shooting Star Golf & Country Club. He is also the owner of a rental real estate property in Birmingham, where he manages maintenance and mortgage responsibilities. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, leveraging asset-allocation analysis and firm research to develop tailored financial plans and investment recommendations.

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.

Chris Fielding is a financial advisor with Edward Jones in Chelsea, AL, holding the ChFC® designation and Series 66 license. He has 10 years of industry experience, all with Edward Jones since 2016. 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 and operates a wide network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and overlay services under a fiduciary standard.

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.

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 with Raymond James Financial Services Advisors, Inc. in Birmingham, Alabama, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with Raymond James since 2010. Outside of his advisory role, he works as an independent contractor for Birmingham Investment Group. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research, and supports clients through various brokerage and advisory account options.

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.

Joseph Stork is a financial advisor with LPL Financial in Hoover, AL, holding Series 63 and Series 65 licenses and 16 years of industry experience. He previously worked at NEXT Financial Group for 11 years and has been involved in insurance products including fixed annuities, life/health, and long-term care since 2011. He also acts as an insurance agent for First Protective Position. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management with access to model portfolios and research from various sources.

Patrick Nix is a financial advisor at Morgan Stanley in Birmingham, AL, holding a Series 66 designation with five years of industry experience. Before joining Morgan Stanley in 2018, he worked at the University of Alabama from 2010 to 2018. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Matthew Di Salvo is a financial advisor with Raymond James Financial Services Advisors, Inc. in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His career includes roles at BBVA Wealth Solutions, PNC Bank, and Pinnacle Financial Partners. He also works with Pinnacle Asset Management in a client support capacity. Raymond James Financial Services Advisors, Inc. serves a wide range of clients, including individual investors, high-net-worth individuals, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a variety of implementation strategies supported by extensive research and an affiliate network.

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 at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2020. Prior to joining LPL, he was associated with Horizons Financial Group, NIX-MASHBURN, LLC, and Triad Advisors, Inc., each for 14 years. Outside of his advisory role, he serves as CEO and agent for Horizons Financial Insurance Group, LLC. 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 offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management with access to model portfolios, third-party research, and technology-driven investment strategies.