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.

Laurence Tipton III is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. His career includes roles at Capital Investment Advisory Services, Wells Fargo Clearing, and Cetera Advisors. He is a Series 63 and Series 65 credential holder and operates as an independent insurance agent alongside his advisory work. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers both discretionary and non-discretionary investment solutions across multiple platforms, combining proprietary and third-party strategies.

Austin Mc Kelvey is a financial advisor at Stifel in Birmingham, AL, holding Series 63 and Series 65 licenses with five years of industry experience. His prior roles include positions at 49 Financial and Purshe Kaplan Sterling Investments. Outside of finance, he owns and operates Britches LLC, an online retail business. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

John Inzer is a financial advisor at Stifel based in Birmingham, AL, holding a Series 66 designation with 17 years of industry experience. He has been with Stifel since 2015. Outside of his advisory role, he is a managing member of J.R. Air LLC, a hunting club. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services guided by proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

James Dismukes is a financial advisor with LPL Financial holding Series 63 and Series 66 licenses and has 26 years of industry experience. He has been with LPL Financial since 2011 and also works with Alabama Telco Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Daniel Johnson is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Heath Henig is a financial advisor with Morgan Stanley in Birmingham, AL, holding Series 63, Series 65, and Series 66 credentials and 24 years of industry experience. His prior roles include positions at Bank of America and Merrill. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

Hugh Parish is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Wells Fargo firms since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory role, he serves as a board member for the Pioneer Lake Homeowners Association in Sterrett, Alabama. 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 process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Stephen Vise is a financial advisor with Morgan Stanley in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 57 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

James Moyer is a financial advisor with Raymond James & Associates in Birmingham, AL, holding a Series 66 designation and 21 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, Moyer owns Struttin Duck Outfitters LLC, a business specializing in duck hunting outfitting. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering a range of financial planning and consulting services with various portfolio management styles and affiliated research.

Phillip Gann is a financial advisor at Stifel with 38 years of industry experience. He holds the Series 63 designation and has been with Stifel Nicolaus & Co Inc since 2014. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach includes proprietary methodologies developed by its Investment Strategy Group, offering analysis and asset allocation guidance to support client decisions.

James Vaughn Jr. is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 66 credentials and having 30 years of industry experience. He has worked 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 broad client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Brian Mcgee is a financial advisor with Raymond James & Associates in Birmingham, AL, holding a Series 66 designation and 20 years of industry experience. He has been with Raymond James & Associates since 2013. Mcgee serves as a finance and investment committee member on the advisory board of The Marine Military Academy. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a broad client base including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Kenneth Cobb is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. His career includes roles at Regions Bank and various firms in finance and real estate. Outside of advising, he serves as a littler control supervisor during the Masters Golf Tournament at Augusta National Golf Club one week each year. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of over 10,000 independent advisors. It serves a diverse client base ranging from individual investors to institutional accounts, offering multiple portfolio management options and financial planning services through a multi-manager platform.

Adam Vansant is a financial advisor with LPL Financial based in Birmingham, Alabama. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Vansant has been affiliated with both LPL Financial and FI Plan Partners since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Brennen Stewart is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation and has previously worked at Wealthcare Advisory Partners LLC and LPL Financial LLC. Outside of finance, he owns Stewart Strength and Conditioning, LLC, providing strength and conditioning training to athletes and the general population. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs in municipal finance and SIMPLE IRA employer advisory services.

Ferrell Oden II is a financial advisor at LPL Enterprise with a Series 66 credential. He began his advisory career in 2025 and previously worked at Klutch Konsultants and Target. Oden also holds a role related to non-variable insurance activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and institutions. The firm employs a model-driven investment approach and offers financial planning, third-party asset manager access, and insurance product facilitation through affiliated entities.

Jennifer Eagan is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 14 years. Outside of her advisory role, she owns a photography business through which she occasionally takes pictures for friends and family. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.

Zenko Hrynkiw is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving individuals and businesses in developing strategies to pursue their financial goals. Since beginning his career in 2014, Zenko emphasizes transparency and client-centered service, working to capture market opportunities while managing downside risk. His approach involves creating personalized financial strategies tailored to each client's priorities, with a focus on areas such as personal retirement planning, philanthropic planning, small business strategies, and retirement income. Zenko holds a Bachelor's Degree from Auburn University and an MBA from the University of Alabama System. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®), as well as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). These credentials support his expertise in providing comprehensive wealth management advice. Residing in Birmingham with his wife Jessie and their son ZJ, Zenko enjoys football, tennis, and spending time with his family. His professional philosophy centers on partnering closely with clients to develop strategies aligned with their long-term objectives.

Laquita Smith is a financial advisor with Raymond James & Associates in Birmingham, AL. She holds a Series 66 designation and has 17 years of industry experience, including 13 years at Raymond James & Associates. Raymond James & Associates, Inc. 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 public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.