Michael Warr is a financial advisor with Morgan Stanley in Tuscaloosa, Alabama, holding a Series 66 designation and 27 years of industry experience. He has been with Morgan Stanley since 2009, including over a decade at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is a silent partner in a real estate investment entity, WACO, LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning services supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Catherine Carr is a Series 66 licensed financial advisor with Stifel, where she has worked since 2015. She has 28 years of industry experience and is based in Tuscaloosa, Alabama. Outside of her advisory role, she serves as a notary public. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering both brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Erin Dunn is a financial advisor at Morgan Stanley with a Series 66 designation and seven years of industry experience. She has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeled outcomes in its financial planning process.

Bryton Tanner is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses. He has been with Wells Fargo Bank and Wells Fargo Clearing since 2024 and 2025, respectively, and has no prior industry experience. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

John Barrow III is a Series 66-licensed financial advisor with Ameriprise, based in Northport, Alabama, and has 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, he serves on the boards of Family Counseling Services and the Northport Lions Club. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement, focusing on those with significant investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Tyler Foster is a financial advisor at OSAIC with 15 years of industry experience. He holds a Series 66 designation and has held roles at Alabama One Credit Union, LPL Financial, Wells Fargo Clearing, and PNC Investments. Foster is a managing partner and director of several insurance agencies focused on fixed life and health products. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance analysis, and automated rebalancing to build diversified portfolios across various asset classes.

Atokie Boman is a financial advisor with Primerica Advisors in Tuscaloosa, AL, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has been with Primerica Advisors since 2007 and Primerica Financial Services since 2006. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio management and trading delegated to BNY Mellon Advisors.

Mary Beck is a financial advisor at Raymond James & Associates with four years of industry experience. She holds a Series 66 designation and previously worked at Thornhill Capital Management for one year. Prior to her advisory career, she spent a decade in full-time education. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

William Killips is a financial advisor at Morgan Stanley in Tuscaloosa, AL, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Rockefeller Capital Management and several mortgage companies. Morgan Stanley Wealth Management provides advisory services and financial planning to individuals and institutions, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and investment insights.

Madison Rainey is a financial advisor at Cetera with a Series 66 designation and has experience beginning in 2023. Prior to joining Cetera, Madison worked at the University of Alabama and Bevill State Community College. Madison is also currently associated with Alabama Credit Union. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a nationwide network of independent advisors and utilizes a multi-manager platform with discretionary and non-discretionary program options.

John Gordon is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory role, he works as a donor relations contractor for Faulkner University, managing relationships with high net worth donors. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supporting approximately $1.01 trillion in assets under management.

Tyler Nunn is a financial advisor with Raymond James & Associates in Tuscaloosa, AL, holding a Series 66 credential and three years of industry experience. Prior to joining Raymond James, he worked at Calvary Tuscaloosa, Desperation Church, and Regions Bank. He serves as a board member of The Bourbon Club of Tuscaloosa, a nonprofit organization focused on fellowship and charitable activities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering tailored financial planning and investment consulting primarily through non-discretionary relationships.

Kimberly Caldwell is a financial advisor with Morgan Stanley in Tuscaloosa, AL, holding Series 63 and Series 66 licenses and having 10 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2020 and previously held roles at BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., BBVA Securities Inc., and Compass Bank between 2015 and 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including comprehensive financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and market modeling as part of its financial planning process.

Mitchell Loper is a financial advisor with Raymond James Financial Services Advisors, Inc. in Tuscaloosa, Alabama, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. He has worked with various Raymond James entities since 2013 and is currently a partner and financial advisor at Warrior Investment Group LLC. Outside of his advisory roles, he is a trustee managing family shares held in a revocable living trust and serves as a personal representative under a durable power of attorney. 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, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad advisor network with specialty services such as municipal advising and SIMPLE IRA Employer Advisory programs.

Lindsay Young is a financial advisor at Osaic Wealth, Inc. with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Alabama One Credit Union, LPL Financial, Wells Fargo Clearing, and PNC Investments. Outside of her advisory work, she operates Fantastical Vacations LLC as a travel advisor. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with portfolio construction supported by asset-allocation tools, risk-tolerance assessments, and automated rebalancing.

Stewart Berling is a financial advisor at Morgan Stanley with two years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2022. Prior to joining Morgan Stanley, he was affiliated with the University of Alabama and Collegiate School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Jon Palmer is a financial advisor with Edward Jones in Tuscaloosa, AL, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory work, Palmer receives honorariums for music performances. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large national network of advisors and branch offices.

Terrance Simpson Jr. is a financial advisor with Ameriprise, holding a Series 63 designation and 40 years of industry experience. He has been with Ameriprise since 2005, including its affiliate Ameriprise Financial Services, Inc. Outside of advising, he owns a business used to pay expenses related to his Ameriprise franchise and is involved in independent insurance brokering. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that combine research, modeling, and tax-efficiency analysis. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional firm.

Rachel Culmer is a financial advisor at Raymond James Financial in Tuscaloosa, Alabama, with one year of industry experience and a Series 66 designation. She has been affiliated with Raymond James entities since 2023 and previously worked with the Historic Tuscaloosa / Tuscaloosa County Preservation Society for seven years. In addition to her advisory role, she is involved with Warrior Investment Group, a non-investment related business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advice supported by advanced analytical tools and maintains a notable municipal advisory affiliation uncommon among large institutional advisors.

Curtis Baggett is a financial advisor at Edward Jones in Tuscaloosa, AL, holding a Series 66 designation and having four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Bryant Bank for 15 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a nationwide network of over 23,700 financial advisors. The firm offers a variety of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.