Meagan Tourtellotte is a financial advisor with Raymond James & Associates holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors, LLC. 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, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

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.

Brice Falkner is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and possessing 19 years of industry experience. He has worked with several firms, including Cetera Advisors LLC, Rockridge Partners, LLC, and Falkner Financial Advisors, which he has operated since 2010. Outside of his advisory role, Falkner serves on the finance committee of the First Baptist Church of Trussville. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that supports discretionary and non-discretionary management across multiple program structures and custodial relationships.

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® and holds a Series 66 designation, with nine years of industry experience. He has been with Wells Fargo Clearing since 2016, following a brief tenure at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers 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.

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.

Jennifer Farris is a financial advisor with Equitable Advisors in Trussville, Alabama, holding a Series 66 designation and 19 years of industry experience. Her prior work history includes roles at Axa Advisors, LPL Financial, Uvest Financial Services Group, Inc., and Morgan Keegan & Company, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs for individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm uses a range of advisory models implemented through third-party sponsors and LPL programs, offering varied investment options including mutual funds, ETFs, separately managed accounts, and select alternatives.

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.