Trenton Geringer is a financial advisor with Mass Mutual Investors Services in Birmingham, AL, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. His career includes over a decade with Northwestern Mutual and since 2017 with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. He is also involved as an insurance broker specializing in life, disability, and long-term care insurance and is a member of Veritas Financial Partners, LLC, which he oversees as a pass-through entity for expenses and payroll. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and various educational programs, utilizing firm-approved tools to create written recommendations tailored to client goals.

Jason Mims is a Series 66-credentialed financial advisor with Edward Jones, where he has worked since 2013. He has 12 years of industry experience. Outside of his advisory role, he serves as Vice President on the Board of Directors for the Shelby County Arts Council in Columbiana, AL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices, offering a range of advisory programs and affiliated investment products.

Patrick Townes is a financial advisor with Mass Mutual Investors Services. He holds a Series 66 designation and has been working in the financial industry since 2024. In addition to his roles at MassMutual and MML Investors Services, he has been associated with Parker & Townes, P.C. since 2013. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, collaborative financial planning engagements using firm-approved software and tools, with optional implementation requiring separate arrangements.

Michael Elkins is a financial advisor at LPL Financial based in Hoover, Alabama, holding a Series 66 credential with one year of industry experience. Prior to joining LPL Financial, he worked at Avadian Credit Union and Republic Finance LLC, among other roles. He is also a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Travis Jones is an Investment Consultant at Fidelity Investments, where he works to co-create comprehensive financial plans and develop solutions tailored to clients' goals and expectations. He focuses on fostering an environment conducive to growth and building long-lasting client relationships. Before joining Fidelity Investments in 2023, Travis served as a Senior Banker and Mortgage Loan Officer at PNC Bank from 2021 to 2023. His professional experience spans investment consulting and banking services. Outside of his professional work, Travis enjoys spending time at the beach and lake, fishing, football, outdoor adventures, and traveling.

Joyce Zavresa is a financial advisor with Merrill in Birmingham, AL, holding a Series 66 designation and 18 years of industry experience. Her career includes roles at Bank of America, Merrill Lynch, Edward Jones, and Morgan Stanley. She serves as a committee member for the Central Pennsylvania Junior Horse Show Association, a nonprofit focused on supporting equestrian events and education. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Edgar Acosta is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. Prior to joining Raymond James, he worked at Wachovia Bank, N.A. and Wells Fargo Clearing. He is also a 50% owner of Living Wells Financial Group and serves as Vice President of the nonprofit SMART PLAY, where he participates in budgeting and fundraising activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary advice supported by analytical tools and offers specialized services such as municipal advisory work and SIMPLE IRA Employer Advisory programs.

William Davis is a financial advisor at Wells Fargo Advisors with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Citigroup Global Markets and Wells Fargo Clearing. Outside of his advisory role, he is a part owner of DHW LLC, a business unrelated to his financial advisory work. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee‑based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by research and tools, with clients able to implement recommendations through brokerage or advisory programs as they choose.

William Miller is a financial advisor at Ameriprise in Birmingham, AL, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Stonex Group Inc. and Strategic Capital Distributors, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

Angela Quick is a financial advisor at Wells Fargo Advisors with seven years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. She is also the owner of Perfect Pixels Photobooth, LLC, a photo booth business in Pleasant Grove, Alabama. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients with a broad range of financial planning and investment services.

Daniel Blazich is a financial advisor at Merrill with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Wells Fargo Clearing and Wells Fargo Bank, N.A. Since 2012, he has served on the Board of Governors and as Golf Chairman at Hoover Country Club, where he assists with operational and financial decisions. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and charitable organizations.

Meagan Tourtellotte is a financial advisor at Raymond James & Associates with 11 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing for six years before joining Raymond James in 2022. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutional and pension plans, and charitable organizations—and offers financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

Evan Brooks is a Series 66-licensed financial advisor at Stifel with eight years of industry experience. He previously worked at Raymond James & Associates and Northwestern Mutual Investment Services LLC. Outside of his advisory role, he is a partner in Copper Beard LLC, a land management business. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation models developed by its Investment Strategy Group.

Cathy Beasley is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has been with Raymond James & Associates since 2013. 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 financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Davis Brown is a financial advisor at Raymond James Financial with 40 years of industry experience. He has been with Raymond James Financial and its affiliated entities since 2008. Brown holds a Series 63 designation. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports municipal and public-finance advisory work through a unique affiliation with a municipal advisor.

Keeley Moore is a financial advisor with Cetera, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. Prior to joining Cetera in 2025, Moore worked at Concourse Financial Group Securities Inc for 13 years and has operated Moore Insurance & Financial Services since 2012, where they serve as President and provide insurance and investment products. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Alexander Tovar is a CFP® with nine years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016 in Birmingham, AL. He holds the Series 66 designation and has spent his entire advisory career with Wells Fargo. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates with over 14,000 financial advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

James Windsor is a financial advisor with Edward Jones in Hoover, Alabama, holding the CFP® and Series 66 designations. He has 12 years of industry experience, all of which have been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high- and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Brown is a financial advisor with Mass Mutual Investors Services in Birmingham, AL. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked in various medical and sports medicine positions, including at Fagan Sports Medicine and UAB Hospital. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-oriented planning using firm-approved analytical tools and a range of investment and educational programs.

Jonathan Arnold is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. His prior roles include positions at JP Morgan Chase Bank, JP Morgan Securities, and Wells Fargo Clearing, among others. Outside of his advisory work, he was involved with Small Business Benefits & Payroll Solutions LLC. 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 uses research and analytics to evaluate investment options and offers both brokerage and advisory solutions.