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® with 34 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2013. He holds Series 63 and Series 65 licenses and is based in Birmingham, AL. 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, and institutional clients. The firm offers tailored financial plans and investment recommendations using firm research and planning tools, with a notable focus on municipal clients and public finance activities.

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.

William Hartsfield is a Series 65-licensed financial advisor with 44 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2022. Prior to this, he spent 18 years at Concourse Financial Group Securities (ProEquities). In addition to his advisory role, he operates as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a broad network of independent professionals using a variety of portfolio management and model-based solutions.

Katherine Heath is a financial advisor with Morgan Stanley in Birmingham, AL, holding the Series 66 designation and eight years of industry experience. She has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017. Prior to her advisory career, she spent 15 years as a homemaker. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets through structured planning processes supported by firm-approved tools.

Russell Jordan is a financial advisor with LPL Financial in North Birmingham, AL, holding the CFP® designation and Series 63 and 66 licenses. He has 32 years of industry experience, including 14 years with LPL Financial and over 22 years at America's First Federal Credit Union. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Michael Sheehan is a financial advisor with LPL Financial based in Birmingham, AL. He holds the CFP® designation and has 29 years of industry experience, including prior roles at Ameriprise and Ameriprise Financial Services. Outside of advising, he is also active as a musician. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from multiple sources.

James Harrison Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Private Client Services and RFG Advisory. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios, research, and various technology tools.

Stephen Agricola is a CFP® and Series 66 licensed financial advisor with 18 years of industry experience. He has worked at Stifel since 2023 and spent the previous 10 years at Raymond James & Associates. He is based in Birmingham, AL. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services such as fee-based financial planning and wrap programs. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Ethan Booth is a financial advisor at Cetera with three years of industry experience. He holds the Series 66 designation and has previously worked at Regions Bank and Bass Pro Shops. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform with over $256 billion in assets under management.

Joseph Prokop is a financial advisor at Edward Jones with 13 years of industry experience. He holds the CFP® and ChFC® designations as well as the Series 66 license. Prior to joining Edward Jones in 2020, he worked at BBVA Wealth Solutions, TD Ameritrade, Cetera, and Regions Bank. He serves as an adjunct professor teaching a finance course at the University of Montevallo. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and managed solutions with an emphasis on fiduciary standards, supported by a large network of advisors and branch offices nationwide.

Katherine Starr is a financial advisor at Stifel with 12 years of industry experience and holds the Series 66 designation. She has been with Stifel since 2015. Stifel serves a broad range of clients, including individuals, institutions, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group, supporting asset allocation and financial planning analyses.

Trent Howard is a financial advisor with Raymond James Financial in Birmingham, AL, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Birmingham Investment Group and teaching positions at Clemson University and Briarwood Christian Upper School. Outside of advising, he is involved with the Birmingham Investment Group in a non-investment capacity. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through detailed client interviews and risk profiling.

William Bright is a financial advisor at Wells Fargo Clearing in Birmingham, AL, holding Series 63 and Series 65 licenses. He began his career with Wells Fargo in 2026 and has prior experience in the hospitality industry and education. 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 provides a range of brokerage and advisory solutions.

Leonard Skelton Jr. is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves as Treasurer and a member of the Finance Committee for the Episcopal Church of the Ascension. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets and employing over 5,400 financial advisors. The firm serves a broad client base with wealth advisory planning and investment consulting, providing non-discretionary recommendations across various programs and institutional consulting services.