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 designations and bringing 37 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and maintains capabilities in public finance and municipal work.

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 with Raymond James Financial in Birmingham, AL, holding a Series 63 designation and 39 years of industry experience. He has been with Raymond James Financial since 2008 and was previously associated with Birmingham Investment Group. Outside of his advisory role, he serves as President of the Central Avenue Association, managing property-related activities. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to tailor recommendations, and supports clients through a broad affiliate network.

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 at Wells Fargo Clearing since 2016. Prior to this, he worked at RSM LLP from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

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, holding a Series 66 designation and 20 years of industry experience. He has been with Raymond James & Associates since 2012. Raymond James & Associates, Inc. is both a broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm serves a diverse client base including individuals, institutional clients, and government entities, offering wealth advisory planning and investment consulting on a non-discretionary basis.

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, AL, holding a Series 66 designation and 19 years of industry experience. She has been with Equitable Advisors since 2013 and was previously affiliated with Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

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 licenses and possessing 34 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with AXA Advisors, LLC from 1999 to 2020. Outside of his advisory role, he serves as power of attorney for both of his parents. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through LPL programs and a wide range of third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

David Mathews is a financial advisor with Thrivent Investment Management in Birmingham, AL. He holds a Series 66 designation and has recently transitioned to the advisory field after working in education and other industries. His prior experience includes roles at Northwestern Mutual and Thrivent Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning across a broad range of topics without managing client assets directly.

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, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at LPL Financial, Wells Fargo, Bank of America, and Merrill. Outside of his advisory work, he is involved with Trustmark Bank in a registered bank associate capacity. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis, firm research, and a variety of implementation options while maintaining client decision authority.

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.

Earl Falkner Jr. is a financial advisor at Cetera with 49 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with Securities Service Network, Inc. and managed his own firm, Falkner Financial Advisors. He is also active as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting discretionary and non-discretionary accounts across various program structures.