Ryan Nast is a financial advisor with Cetera who holds a Series 66 designation and has 17 years of industry experience. He has been with Cetera and its related entities since 2013. Outside of his advisory work, he serves as a Sunday school teacher, church deacon, and finance committee member at Dawson Memorial Baptist Church, and acts as a school liaison for Wise Guys Ministries at Dolly Ridge Elementary School. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, corporate, charitable, and institutional clients nationwide, offering a range of portfolio management and advisory services across various program structures.

Grady Kelly is a Planning Consultant at Fidelity Investments, where he works with clients to develop personalized, holistic financial plans. In his role, he partners with individuals to create comprehensive strategies that align with their retirement objectives, addressing concerns and identifying opportunities to enhance their financial security. Kelly has held multiple positions at Fidelity Investments, progressing from Financial Representative (2023-2025) to Relationship Manager (2025-2026), before assuming his current role in 2026. This experience has provided him with a foundation in client relations and financial planning. Outside of his professional work, Kelly enjoys baseball, golf, outdoor adventures, skiing, and traveling.

Alexander Sarafianos is a financial advisor with Cetera in Birmingham, AL, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He has been with Cetera and its related entities since 2013 and also maintains a role at Regions Bank since that time. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to third-party money managers and a range of portfolio management and financial planning services.

Kindle Rudolph is a financial advisor with Mass Mutual Investors Services in Birmingham, AL, holding Series 66 and Series 63 credentials and four years of industry experience. His prior work includes roles at MassMutual Life Insurance Company, Baker Donelson, and Jefferson State Community College. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes collaborative planning using firm-approved software and provides specialized services such as divorce planning and employer-sponsored programs.

William Murphree is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. In this role, he focuses on empowering clients to make informed financial decisions and building lifetime relationships aimed at advancing clients toward financial freedom through comprehensive analysis and wealth planning. William's career in financial services spans several years, including roles such as Financial Consultant and Investment Consultant at Fidelity Investments from 2016 to 2019, Director of Training and Development at AIG Financial Network from 2015 to 2016, Financial Services Representative at Financial Group of The South from 2014 to 2015, and Branch Manager and Financial Services Representative at Country Financial from 2013 to 2014.

David Malone is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 22 years of industry experience. Prior to joining Raymond James in 2020, he worked for Morgan Stanley for 11 years. Outside of his advisory role, he is an owner of First Call Financial, a support company based in Birmingham, AL. Raymond James Financial Services Advisors, Inc. provides 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 delivers tailored, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes and supports its clients through various advisory programs and institutional consulting.

Ron Opolka Jr. is a financial advisor with Mass Mutual Investors Services in Birmingham, AL, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has worked with Mass Mutual Investors Services since 1997 and with MassMutual Life Insurance Company since 1996. Outside of his advisory role, he assists individuals and businesses in securing various insurance benefits through multiple carriers. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, goal-based planning using firm-approved analytical tools and offers specialized event-driven planning services.

John Wilson Jr. is a financial advisor with Morgan Stanley in Birmingham, AL, holding a Series 66 designation and 12 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Outside of his advisory role, he is involved in sports broadcasting as a football analyst for the University of Alabama and other Southeastern Conference games and is the owner of a restaurant business. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm emphasizes structured planning using approved tools and models, serving clients through various advisory and brokerage channels.

Jason Hatley is a financial advisor with LPL Financial in Birmingham, Alabama, holding Series 63 and Series 66 licenses with eight years of industry experience. Prior to joining LPL Financial, he worked at Northwestern Mutual and Surgical Care Affiliates. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.

Justin Mayfield is a Private Wealth Manager with expertise in supporting institutional investors and families in managing and growing their financial and human capital. With 17 years of experience in the financial industry, he focuses on purpose-driven planning and proactive asset management to help clients achieve their goals. He operates within Merrill Private Wealth Management, leveraging Merrill's resources and insights together with the banking and lending solutions of Bank of America. Justin's professional credentials include the Chartered Financial Analyst (CFA) designation, CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Merrill Institutional Consultant (MIC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He holds a Bachelor's Degree from the University of Alabama System and has completed executive education coursework through the Harvard Business School Executive Education program. He is a member of the Dawson Family of Faith and serves on the CFA Society of Alabama Board of Directors as well as the regional board of HOPE International. Outside of his professional work, Justin spends time volunteering with community organizations. Personal interests include fishing, football, golfing, reading, skiing, tennis, and traveling. He values a personalized approach to wealth management, tailoring strategies that align with clients' long-term goals and risk tolerances.

Tyler Noles is a financial advisor with OSAIC in Birmingham, AL, holding a Series 66 designation and two years of industry experience. His background includes roles at PricewaterhouseCoopers LLC and business operations within The Noles Group, an S-Corp supporting investment-related client services. He also works as an insurance agent specializing in fixed products through multiple agencies. OSAIC serves a diverse client base including individual and institutional investors, offering a range of advisory and brokerage services supported by proprietary asset-allocation tools and access to third-party managers. The firm is notable for its extensive platform network, multiple mergers, and integration of various investment solutions.

Logan Laduke is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing, Bank of America, Merrill, Regions Bank, and PNC Bank. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and uses research and planning tools to develop tailored recommendations for clients.

Michael Davenport is a CFP® professional with 14 years of experience in the financial services industry. He is currently with Raymond James Financial Services Advisors, Inc. and has held prior roles at firms including Concourse Financial Group Securities Inc and Cetera Investment Advisers LLC. Located in Vestavia Hills, AL, Davenport’s background spans various advisory and consulting positions. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Sam Dayhood III is a CFP® with 31 years of industry experience, currently serving at Raymond James Financial in Birmingham, AL. He previously worked at Sterne Agee Financial Services for 14 years before joining Raymond James Financial Services in 2016. Outside of his advisory role, he is the president of Great Cedar Capital Management LLC and serves as chair of the board for the Meadowbrook Place Office Condo Association. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses a non-discretionary approach tailored to client goals and supports municipal and public finance work through a municipal advisor affiliation.

Dylan Saulsbury is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 2013, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Dylan focuses on helping clients develop comprehensive financial plans that align with their key life priorities. His approach involves understanding each client's complete financial situation and collaborating with them to create plans designed to perform well across various economic conditions. Outside of his professional responsibilities, Dylan has interests in cars, family activities, football, golf, pets, and reading.

Benjamin Garrison IV is a financial advisor with Stifel, holding a Series 66 designation and four years of industry experience. He has been with Stifel Nicholas & Company since 2021 and previously worked at The Booth Tuscaloosa. Garrison also has a background in education, having taught at the University of Alabama and The Lakeside School. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Conjia Bridges is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds a Series 66 designation and has worked at Merrill Lynch since 1999 prior to joining Wells Fargo Clearing in 2024. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brian Held is a financial advisor with MassMutual Investors Services in Birmingham, AL, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with MassMutual Investors Services and MassMutual Life Insurance Company since 2004. Outside of his advisory role, he is involved in real estate investment and assists with a family real estate business, in addition to working as an insurance broker specializing in life and disability insurance. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars using firm-approved tools and structured, collaborative planning engagements.

Barbara Walker is a financial advisor with Morgan Stanley in Birmingham, AL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. 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 customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory process.

Aaron Winning is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds the Series 66 designation and has previously worked at United Capital Financial Advisers, U.S. Bancorp Investments, and PNC Bank. 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 based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.