Joshua Carnes is a financial advisor with Ameriprise in Helena, AL, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Ameriprise Financial Services Inc and then Ameriprise. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, delivering written recommendations that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Robert Easterling is a CFP® and PFS™ with 25 years of industry experience, currently affiliated with Cetera. He has worked with Cetera Advisors LLC since 2013 and continues his practice at Cetera. Easterling is also co-treasurer of the Philip Mahan Davis Foundation and serves as vice-president of the Providence Park Owners Association. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Logan Barnes is a Series 66-licensed financial advisor with Morgan Stanley in Birmingham, AL, with two years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Progress Bank from 2021 to 2023 and has a background that includes a year at Forge Chiropractic and four years as a full-time student. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

George Oller is a financial advisor with Morgan Stanley in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Morgan Stanley since 2007, including roles at Morgan Stanley & Co., Morgan Stanley Smith Barney, and Morgan Stanley Private Bank. Outside of his advisory work, he is involved with Training Consultants Inc., a training business he operates outside regular business hours. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools to support client goals, acting primarily in an advisory capacity.

Candace Thompson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include positions at Alabama State Employees Credit Union, PNC Bank, BBVA Securities, and Valley Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Jason Lippeatt is a Series 66-credentialed financial advisor with 18 years of industry experience. He has worked at Cetera since 2025, following prior roles at Investment Distributors Inc and Concourse Financial Group Securities Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting a network of over 10,000 advisors and managing more than $256 billion in assets.

Crystal Bowles is a financial advisor at LPL Financial with 25 years of industry experience. She holds the CFP® and Series 63 credentials. Bowles previously worked at Bridgeworth Wealth Management for eight years and had an earlier tenure at LPL Financial from 2012 to 2018. 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 a broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by internal and third-party research.

Jonathan Hollingsworth is a financial advisor with Cetera, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at Sterne Agee Financial Services Inc. for eight years and is also affiliated with Regions Bank, where he serves as a wealth advisor. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party money managers.

Angela Mixon is a financial advisor at Edward Jones in Trussville, Alabama, holding a Series 66 designation with three years of industry experience. She has been with Edward Jones since 2011, totaling 15 years at the firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Sparks is a CFP® professional with 23 years of industry experience, currently affiliated with Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Sparks serves on the Board of Directors for Leadership Vestavia Hills. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research-driven strategies and tax-efficiency analysis to support clients approaching or in retirement. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Ryan Nast is a financial advisor with Cetera in Birmingham, AL, holding a Series 66 designation and 16 years of industry experience. He has been with Cetera and its related entities since 2013. Outside of his advisory role, he serves as a Sunday school teacher, deacon, finance committee member at Dawson Memorial Baptist Church, and school liaison for Wise Guys Ministries at Dolly Ridge Elementary School. Cetera Investment Advisers LLC is an SEC-registered firm offering services through a nationwide network of independent advisors. The firm serves individuals, retirement plans, corporate and charitable clients, as well as institutional accounts with a multi-manager platform that supports discretionary and non-discretionary portfolio management 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 at Raymond James Financial Services Advisors, Inc. in Birmingham, AL, holding a Series 66 designation with 22 years of industry experience. He previously worked at Morgan Stanley from 2009 to 2020. Outside of advising, Malone is an owner of First Call Financial, a support company based in Birmingham. 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 emphasizes non-discretionary financial planning and investment consulting, providing tailored recommendations supported by extensive firm research and a broad affiliate network.

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, AL, holding Series 63 and Series 66 credentials and eight years of industry experience. Prior to joining LPL Financial in 2018, he worked at Northwestern Mutual and Surgical Care Affiliates. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from multiple sources.

Edward Jones is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 43 years of industry experience. He has been with Primerica Advisors since 1982 and Primerica Financial Services since 1991. Outside of his advisory role, Jones is a partner in Stonebridge Development and Azalia Cove, LLC, and owns The Easy Street Band in Birmingham, Alabama. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm offers a wrap-fee asset management program that delivers model-driven investment strategies supported by third-party managers and custodial services.