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.

Matt Roche is a financial advisor with Raymond James & Associates in Birmingham, AL, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Raymond James & Associates since 2012. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

William Lynch is a CFP®-credentialed financial advisor with Stifel, bringing 14 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and previously held roles at US Health Advisors, Estes Automotive Center, Bank of America, and Merrill. Lynch is actively involved in community service as a director and board member in organizations such as the Birmingham Sunrise Rotary Club and the Breast Cancer Research Foundation of Alabama. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Leonard Deloteus Jr. is a financial advisor at Ameriprise in Birmingham, AL, holding Series 63 and Series 65 licenses with 35 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. He has been with Ameriprise and its related entities since 2018. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

J Verchot is a financial advisor with Equitable Advisors in Birmingham, AL, holding Series 63 and Series 65 credentials and having 35 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. He serves as power of attorney for both of his parents. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a variety of advisory programs and third-party managers to deliver customized investment solutions.

David Mathews is a financial advisor at Thrivent Investment Management in Birmingham, AL, holding a Series 66 credential. He has recently entered the industry, with prior experience including roles at Northwestern Mutual and various positions in education and food service. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based financial analyses and a planning relationship that can be either one-time or ongoing. The firm separates its planning services from managed-account programs while allowing clients to consolidate billing under its WealthPlan option.

Philip Mcdonald is a financial advisor with Wells Fargo Clearing in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm uses an IPS-driven process grounded in modern portfolio theory and includes insurance-related investment options alongside traditional products.

Kevin Lacey is a financial advisor at Cetera with 21 years of industry experience. He holds the Series 66 designation and has worked at Cetera Investment Advisors LLC and Cetera Investment Services LLC since 2014, in addition to his role at Regions Bank. He is also involved in compliance and legal work related to bank products in a salaried position. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and consulting services through a large network of independent advisors and operates a multi-manager platform with diverse program options.

John Ireland is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 24 years of industry experience. His career includes roles at LPL Financial, Wells Fargo, Bank of America, and Merrill. He is also associated with Trustmark Bank in Birmingham, AL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through a unique municipal advisor affiliation.

Forest Suber IV is a financial advisor with Cetera Wealth Services, LLC, holding a Series 63 designation and over 31 years of industry experience. His prior roles include positions at BBVA entities and Concourse Financial Group Securities Inc. He also serves as Financial Services Director for CB&S Financial Services, where he oversees recruiting and sales management. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Hilary Barnett is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds the Series 66 designation and previously worked at Merrill for 14 years before joining Wells Fargo in 2018. Outside of her advisory role, she is an independent senior consultant for Mary Kay, selling makeup on a limited basis. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Haughery is a financial advisor with Charles Schwab, holding CFP® and Series 63 credentials and bringing 34 years of industry experience. He has worked at Charles Schwab since 1992 and at Charles Schwab Bank since 2005. Outside of his advisory role, he serves as president of the Vestavia Hills Men's & Women's Golf 19th Hole Club, which supports the golf programs at Vestavia Hills High School. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm offers a blend of non-discretionary advisory services and access to discretionary model portfolios, supported by a multi-asset allocation approach and centralized operational infrastructure.

David Lyon is a financial advisor with Mass Mutual Investors Services in Birmingham, AL, holding the ChFC® designation and Series 63 license. He has 38 years of industry experience, all with Mass Mutual and its affiliated companies. Lyon serves as a board member of To Preach the Gospel, Inc., an organization that distributes funds to support spiritual causes. 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 collaborative, annual planning engagements using firm-approved software to analyze goals and deliver recommendations.

Tom Brown III is a financial advisor with Morgan Stanley in Birmingham, AL, holding a Series 66 designation and 13 years of industry experience. He previously worked at Stifel from 2015 to 2019 before joining Morgan Stanley in 2019. Outside of his advisory role, he serves on the advisory board for Rudolph Companies, a real estate business. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Franklin Homberg is a CFP® professional with 34 years of experience, currently affiliated with Raymond James & Associates since 2013. He holds Series 63 and Series 65 licenses and is based in Birmingham, AL. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering tailored financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Liucija Smaizyte Wright is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Wright serves on the boards of several nonprofit organizations, including The GirlSpring, Alabama Economics Club, and Alabama Women in Business, where she is currently president. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery and firm-approved tools, supported by research from its Global Investment Committee.

Tyler Hinton is a financial advisor with Wells Fargo Clearing in Birmingham, AL, holding Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at LPL Enterprise LLC, Navigate Wealth Management, and Regions Bank. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

James Woodruff III is a CFP® with 19 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has previously worked at Raymond James Financial Services and Longbow Capital Partners. Woodruff is also the owner of Jamestown Wealth, a separate business operation. Cambridge Investment Research Advisors serves a broad client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services. The firm utilizes a network of independent financial professionals and provides both proprietary and third-party model strategies across various platform arrangements.