Albert Hecht is a financial advisor with Wells Fargo Clearing in Birmingham, AL, holding Series 63 and Series 65 designations and 28 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, including pension and charitable organizations. The firm offers investment advisory services, financial planning, retirement plan consulting, and a range of brokerage and advisory solutions supported by extensive research and analytics.

Andrew Foshee is a financial advisor at Osaic Wealth, Inc. based in Birmingham, Alabama, with six years of industry experience. He holds the Series 65 and Series 63 designations and previously worked at LPL Financial, ADB Companies, and Primerica Advisors. Outside of financial advising, Foshee is involved in entrepreneurial ventures including owning a trading card business and providing bookkeeping services through a single-member LLC. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients by offering brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to build portfolios encompassing various securities, with accounts managed on discretionary or non-discretionary bases.

David Walta is a financial advisor at Mass Mutual Investors Services with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Northwestern Mutual Wealth Management Company and its affiliates from 2013 to 2017. Since 2017, he has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers collaborative, annual financial planning engagements using firm-approved software and delivers written recommendations focused on investment categories and strategies.

Phillip Blankenship is a financial advisor with OSAIC in Birmingham, AL, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He has been with OSAIC since 2008 and previously worked at J. Smith Lanier. He is a principal of Advo(k)ate Advisors, LLC, a related entity connected to his branch office activities. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and managed accounts. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that include a variety of investment vehicles on both discretionary and non-discretionary bases.

William Doughty Jr. is a financial advisor with LPL Financial in Birmingham, AL, holding Series 63 and Series 66 credentials and 11 years of industry experience. Before joining LPL Financial in 2020, he worked at Woodbury Financial Services from 2014 to 2020. He also operates Doughty Home Inspections LLC dba A-Pro, a business he has managed since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and various management strategies.

Caroline Yeilding is a Certified Financial Planner (CFP®) with 14 years of industry experience, currently serving at Morgan Stanley in Birmingham, Alabama. She has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of her advisory role, Yeilding serves on advisory boards for the Community Foundation of Greater Birmingham and the Episcopal Diocese of Alabama, and holds an officer position with the Redmont Park Garden Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and models.

Brenna Pritchett is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. Her career includes roles at Regions Bank and Heritage House Coffee, as well as time spent at The University of Alabama. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers diversified investment options, combining discretionary and non-discretionary management across multiple platforms and custodial relationships.

Stephen Akers is a financial advisor at Stifel with a Series 66 designation. He began his career in 2025 and has prior experience in hospitality and retail industries, including roles at Sauce on the Creek and Park Hyatt. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling to support asset allocation and financial planning decisions.

Chadwick Griggs is a financial advisor with LPL Financial in Hoover, AL, holding a Series 66 credential and 10 years of industry experience. He has been with LPL Financial since 2015 and also has a long tenure at Avadian Credit Union since 2007. Outside of his advisory role, he is a part owner of Fortis LLC Crossfit Alabaster and works as a Crossfit trainer. LPL Financial is an 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 plan consulting, with both discretionary and non-discretionary management supported by model portfolios and research from LPL Research and third-party subadvisors.

Darlene Beck is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds the Series 66 designation and has worked previously at Wells Fargo Clearing and UBS Financial Services. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process relies on structured discovery conversations and firm-approved tools, serving clients through a broad range of retail and institutional offerings.

Kara Head is a Wealth Management Planning Consultant at Fidelity Investments, where she has been working since 2019. In her current role, she collaborates with clients and their Wealth Management Advisors to develop financial plans tailored to the unique needs of each family, emphasizing clear understanding and trust. Kara has been with Fidelity Investments since 2011, progressing through various roles including Financial Representative, Investment Consultant, and Relationship Manager. This experience has provided her with a comprehensive understanding of wealth management and client relationship management. No additional information regarding Kara's education, credentials, personal interests, or community involvement has been provided.

Joshua Rudder is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in providing comprehensive wealth management services to individuals, families, and businesses. He focuses on asset allocation, tax minimization, insurance coordination, estate and trust planning, retirement planning, liability management, and philanthropy. Joshua emphasizes a long-term investment approach tailored to each client's specific financial needs, goals, and risk tolerance, utilizing a deep discovery process to inform his advice and strategies. Joshua has been in the financial services industry since 2005 and joined Merrill Lynch in 2006. He holds a Bachelor’s Degree from Auburn University at Montgomery and the Personal Investment Advisor (PIA) designation. Residing in Birmingham, Alabama, he engages with his local community through volunteer work, reflecting his commitment to supporting the communities he serves. Joshua lives with his wife, Millie Perry Rudder, and their two children, Jack and Mary Chase.

Laura Packer is a financial advisor at Morgan Stanley in Birmingham, Alabama, holding a Series 66 designation with 10 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Outside of her advisory role, she is involved in agricultural businesses, including Blackjack Gardens Equine, LLC and A Bit Above Equine Bit & Bridle Fitting, LLC. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides planning services through both direct and corporate financial planning arrangements.

Lexiss Gallegos is a financial advisor with LPL Financial holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, Gallegos worked at Financial Advice and Consulting, LLC and Fisher Investments. The firm serves a diverse client base including individuals, retirement plans, banks, and charitable organizations, offering a range of advisory programs and financial planning services through a national network of investment adviser representatives.

Kathryn Owen is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds a Series 63 designation and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Outside of her advisory role, she works part-time as an office assistant at a railroad construction company in Birmingham, Alabama. 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 incorporates modern portfolio theory, serving as an ERISA fiduciary and including insurance-related investment options alongside traditional products.

Francis Buchan is a financial advisor with Merrill in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Merrill since 1994 and affiliated with Bank of America, NA since 2009. Merrill provides managed account services through the Select Portfolio Solutions program, serving a diverse client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates its investment strategies with Bank of America’s broader platform, offering a range of model-based and discretionary investment options.

Durwood Greene II is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Cetera in Birmingham, AL. He was previously associated with Concourse Financial Group Securities Inc for over two decades and operates under the dba Vision Financial Group as Director of Planning. Additionally, he provides notary public services for clients. Cetera Investment Advisers LLC offers a broad range of portfolio management and financial planning services to individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm utilizes a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or design bespoke strategies across various program structures and custodial relationships.

Stracy Chatham is a Series 63 credentialed financial advisor with LPL Financial, based in Vestavia, AL, bringing 30 years of industry experience. Prior to joining LPL Financial in 2020, Chatham worked at Securities America Advisors and Securities America Inc from 2014 to 2020. Outside of his advisory role, he is involved in insurance sales and manages Chatham Wealth Advisors. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary portfolio management supported by proprietary and third-party research.

Joseph Paganelli is a financial advisor with Morgan Stanley in Birmingham, AL, holding a Series 66 designation and 17 years of industry experience. His career includes multiple roles at Morgan Stanley since 2018 and prior positions at BBVA-affiliated firms from 2012 to 2018. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services through both direct and corporate channels.

Isaiah Bell is a financial advisor with Primerica Advisors in Hoover, Alabama, holding Series 63 and Series 65 credentials and eight years of industry experience. His work history includes roles in education at Birmingham City School and Alabama State University, as well as tutoring. He is involved in sales of investment-related products and also receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-based recommendations managed by unaffiliated asset managers.