James Carter is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at LPL Financial since 2020 and previously at MEN, LLC, Horizons Financial Group, and Triad Advisors, Inc. He is also an independent insurance agent specializing in non-variable insurance. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and various technology and administrative resources.

Stewart Parks is a financial advisor with MassMutual Investors Services in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with MassMutual Investors Services since 2014 and is also associated with Massachusetts Mutual Life Insurance Co. Outside of his advisory role, Parks is involved as an agent in fixed life insurance sales and is a member of Veritas Financial Partners, LLC, a pass-through entity for expense and payroll management. MassMutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm utilizes collaborative, goal-oriented planning supported by software tools and offers specialized programs including estate-settlement and employer-sponsored planning.

Dona Land is a financial advisor at Morgan Stanley with 30 years of industry experience. She has held roles at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2002. Dona holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services supported by structured discovery tools and modeling techniques.

Sarah Shannon is a Series 66-licensed financial advisor with STIFEL in Birmingham, AL, where she has worked since 2015. She has 12 years of industry experience. Outside of her advisory role, she serves as a chapter advisor for the Alpha Delta Pi Sorority at Samford University. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodologies developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Christopher Cole is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. 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 investment approach is IPS-driven and grounded in modern portfolio theory, serving plan sponsors with tailored solutions that include a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Ellis Windle is a financial advisor at Ameriprise with 27 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 1999. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice.

Linda Hodges is a financial advisor with Wells Fargo Clearing in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-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.

Stephen Martin is a financial advisor with LPL Financial in Birmingham, Alabama, holding a Series 66 credential and 13 years of industry experience. His prior roles include positions at CUNA Brokerage Services, CUNA Mutual Group, Mass Mutual Investors Services, and Waddell & Reed. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, and institutional platforms, supporting advisors with research tools and a broad spectrum of investment strategies.

Anthony Romano is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds the Series 66 designation and has been with Raymond James & Associates since 2013. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. Raymond James serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

James Creamer Jr. is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he is a part-owner of a mobile home park investment company and a deep-sea charter business in Alabaster, Alabama. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. Their advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among their investment offerings.

Michael Seeds is a financial advisor with Primerica Advisors in Birmingham, AL, holding Series 63 and Series 65 designations and bringing nine years of industry experience. He has been associated with PFS Investments Inc. since 2016 and Primerica Financial Services since 2015. In addition to advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and separately managed account options for individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and uses third-party asset managers and custodians to implement its investment models.

Cole Baker is a financial advisor at Morgan Stanley with nine years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2015 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and various analytical tools.

Justin Morganti is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior work includes roles at Advocacy Wealth Management, Hornor Townsend & Kent, and Penn Mutual Life Insurance. Outside of his advisory work, he is involved with Live Life Healthy LLC, focusing on insurance and benefits. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors by providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers multiple investment platforms and proprietary model strategies alongside access to unaffiliated managers, with a distinctive focus on affiliated strategy disclosures and institutional features.

Sam Donnell is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings over 30 years of experience advising clients and their families, with a focus on building lifelong relationships. Sam works alongside business owners, offering knowledge in banking, cash flow, and lending solutions, as well as assisting high-net-worth individuals and families with wealth transfer and legacy planning. Sam earned a Bachelor's degree from the University of Alabama and holds the Personal Investment Advisor (PIA) designation. He is a second-generation Merrill advisor, with his family serving clients in the Birmingham area for more than six decades. Beyond his professional work, Sam is engaged in community service as a board member and past chairman of Kings Home, an organization supporting women, youth, and mothers with children at risk. He is active in Canterbury United Methodist Church, where he has served as board chairman, and volunteers with the Kiwanis Club of Birmingham. Sam and his wife, Lisa, live in Birmingham and enjoy spending time with their three adult children and granddaughter.

Rebecca Souders is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith for 16 years before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

James Mcelroy is a financial advisor at Stifel with 21 years of industry experience. He holds a Series 66 designation and has been with Stifel since 2015. Outside of his advisory role, he serves on multiple boards, including as chairman of the Alabama Symphony Endowment Board and as a board member of the Canterbury United Methodist Church day care. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and financial planning analyses that support client decision-making.

Richard Vandiver is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and over 33 years of industry experience. He has worked with Primerica Financial Services since 1988 and with PFS Investments Inc. since 1992. Vandiver is also involved in non-investment activities, including partnerships in an event house and real estate management companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services primarily through model-driven strategies developed by unaffiliated asset managers.

Frederick Angst is a financial advisor at Osaic with 25 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Securities America Advisors Inc and Securities America Inc for nine years. In addition to his advisory role, he is involved in insurance sales. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through an extensive network of affiliated advisers and offers integrated brokerage, investment advisory, and financial planning services. The firm employs a variety of asset-allocation tools and third-party solutions to manage diversified portfolios across multiple investment vehicles.

Coty Schneider is a CFP®, ChFC®, and Series 66-licensed financial advisor with seven years of industry experience. He has worked at Edward Jones since 2019 and previously spent nine years at Samaritan's Purse. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated investment products, supported by a nationwide network of more than 23,000 financial advisors.

Daniel Dean is a Series 66 licensed financial advisor with 19 years of industry experience. He has been with UBS Financial Services in Mountain Brook, AL since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment plans.