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 having 37 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory work, he owns and operates a personal tree farm called Mulberry Creek Farm. Raymond James & Associates provides financial planning and investment consulting to a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and also serves institutional clients with specialized fiduciary solutions.

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, AL, holding a Series 66 designation with one year of industry experience. His background includes roles at Raymond James Financial Services and involvement with Birmingham Investment Group. Outside of his advisory work, he has experience with Auburn University and Onward Campus Ministry. Raymond James Financial Services Advisors provides financial planning and investment consulting to individuals, high-net-worth clients, pension plans, charitable organizations, and government entities. The firm offers tailored advisory services with a focus on risk-based reviews, and it supports specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Robin Owens is a financial advisor with Cetera, holding a Series 66 license and over 23 years of industry experience. He has been with Cetera and its affiliated entities since 2024, following prior roles at Avantax Advisory Services and 1ST Global Capital Corp. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and services delivered through a large nationwide network of independent advisors.

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.

John Howard is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Prior to joining Raymond James in 2013, he was involved with Escape Zone LLC from 2016 to 2019. He serves as Treasurer and a board officer at Village Press, Inc., where he participates primarily in oversight and major business decisions. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 advisors. The firm provides wealth planning and investment consulting to a diverse client base, including individuals, institutions, and public entities, delivering advice primarily on a non-discretionary basis with an emphasis on municipal and government finance capabilities.

Patrick Morgan is a financial advisor with Morgan Stanley in Birmingham, Alabama, holding a Series 66 license and bringing 25 years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2009 and 2015, respectively. Morgan serves on the board of the 1st and Ten Club of Alabama, a nonprofit organization. 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.

Cassi Martinez is a financial advisor with Ameriprise in Vestavia, AL, holding a Series 66 designation and having 10 years of industry experience. She has been with Ameriprise and its affiliate since 2015. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and offers a range of advisory, brokerage, and insurance solutions through affiliated entities.

Zachary Turnage is a financial advisor at Morgan Stanley in Birmingham, AL, holding Series 65 and Series 66 licenses with six years of industry experience. He previously worked at Harbert Management Corporation for 14 years before joining Morgan Stanley Private Bank and Morgan Stanley in 2021. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and analytical tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Warren Kirby is a CFP® professional with 29 years of industry experience, currently affiliated with Wells Fargo Advisors. His prior experience includes roles at Wells Fargo Clearing, Bank of America, and Merrill. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services tailored to clients meeting certain net-worth criteria.