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.

Michael Davenport is a CFP® with 13 years of experience in the financial services industry. He is currently with Raymond James Financial Services Advisors, where he has worked since 2026. His prior experience includes roles at Concourse Financial Group Securities Inc, Cetera Investment Advisers LLC, and Regions Investment Solutions. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers tailored, non-discretionary advisory solutions and has a notable focus on municipal and public finance services.

Sam Dayhood III is a CFP® with 30 years of experience, currently serving as a financial advisor at Raymond James Financial in Birmingham, AL. He previously worked at Sterne Agee Financial Services for 14 years before joining Raymond James in 2016. He serves as chair of the board for the Meadowbrook Place Office Condo Association, overseeing its business and property management. Raymond James Financial Services Advisors, Inc. provides financial planning and non-discretionary investment consulting to a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary advisory relationships and offers access to a broad network of affiliates and investment solutions.

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 Mass Mutual Investors Services in Birmingham, Alabama, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2004. Outside of his advisory work, he has involvement in real estate through ownership interests and supports a real estate LLC managed by his spouse. MassMutual Investors Services is an SEC-registered investment adviser and broker-dealer serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative client 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.

Dylan Franklin is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. He has been in the industry for less than one year. Prior to joining Wells Fargo, he worked at Regions Bank and has entrepreneurial experience with Destinations To Travel, LLC and food service businesses. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm uses research and analytics to guide its investment approach and offers a range of brokerage and advisory solutions.

Ralph Anderson III is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on client areas including Family Wealth Management Strategies, Personal Retirement Planning, Philanthropic Planning, Portfolio Management Services, Socially Responsible, Values Based, and ESG Investing, as well as Retirement Income. He approaches financial planning with a personalized strategy designed to help clients pursue their long-term goals. Ralph actively participates in community service, following the Merrill tradition of engagement. His personal interests include cooking, spending time with his family, traveling, and watching movies. He has also been involved as a former Boy Scout Leader and is a member of professional organizations such as the American Numismatic Association and the Birmingham Sunrise Rotary Club. He holds a Bachelor's Degree from Birmingham-Southern College and maintains professional designations of CERTIFIED FINANCIAL PLANNER® (CFP) and Personal Investment Advisor (PIA).

Ryan Moulin is a financial advisor at Cetera with 17 years of industry experience. He holds a Series 66 designation and has been with Cetera and affiliated entities since 2013. Prior to and during his time at Cetera, he has also been associated with Regions Bank. 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 various portfolio management and financial planning services, supporting both discretionary and non-discretionary account management.

Daniel Hunget is currently a Vice President and Financial Consultant at Fidelity Investments. He has held this role since 2025 and has been with Fidelity Investments as a Financial Consultant since 2016. His professional experience includes previous roles at Farmers Insurance as an Insurance Agent in 2016 and Reserve Field Manager from 2014 to 2015. Additionally, Daniel worked as a Financial Advisor at Edward Jones from 2012 to 2013. He aims to help his clients gain confidence and peace of mind as they pursue their livelihood and legacy goals by listening, collaborating, and assisting them in choosing suitable strategies. Daniel is committed to crafting financial plans that address his clients' financial well-being and work toward their success.

John Williamson is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, offering tailored recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its clients, primarily through a centralized retirement-income consulting team.

Tyler White is a Financial Consultant currently working at Fidelity Investments since 2025. He holds the Chartered Financial Analyst (CFA) designation and has accumulated over a decade of experience in financial planning. His professional background includes roles such as Investment Consultant at Morgan Stanley from 2022 to 2025, Director of Investments at Northwestern Mutual from 2017 to 2022, Associate Financial Consultant at Regions Financial Corp. from 2015 to 2017, and Financial Advisor at Edward Jones from 2014 to 2015. His expertise lies in helping clients navigate the complexities of financial planning, with a focus on education and simplifying financial topics to empower clients in making informed decisions. Outside of his professional career, Tyler engages in activities including baseball, family activities, fitness, football, social events with friends, and golf.

James Carter is a financial advisor with LPL Financial in Birmingham, AL, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has previously worked at MEN, LLC, Horizons Financial Group, and Triad Advisors, Inc. Since 2012, he has also operated as an independent insurance agent specializing in non-variable insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and advanced technologies.

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.