Jonathan Cunningham is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior work includes 14 years at LPL Financial and one year at Ameriprise. He also owns Cunningham Financial Group, LLC, through which he manages an advisory business. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multi-manager platforms that combine affiliated and third-party strategies across various program structures.

Douglas Green is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and having 21 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and branch offices, offering a range of advisory programs and investment strategies under a fiduciary standard.

Timothy Dolan is a CFP® and Series 66 licensed financial advisor with Edward Jones, where he has worked since 2015. He has 11 years of industry experience. Outside of his advisory role, he is a joint owner of a rental property in Hoover, Alabama. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors.

Richard Vise is a financial advisor with Morgan Stanley in Birmingham, Alabama, holding a Series 66 designation and 17 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2012. Outside of his advisory role, he is a member of Watson Creek Properties, LLC, involved in agricultural business activities. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and planning tools supported by the Global Investment Committee’s return estimates and modeling techniques.

William Bridell is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he owns a rental property in Mountain Brook, Alabama. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and includes a discretionary investment option, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Richard Hirsch is a financial advisor with Morgan Stanley in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2009. Outside of finance, Hirsch works as an independent contractor in landscape architecture consulting. Morgan Stanley Wealth Management serves individual and institutional clients through a range of advisory programs, offering tailored financial planning supported by structured processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and under corporate agreements.

Joseph Anthony is a CFP® professional with 12 years of industry experience, currently affiliated with LPL Financial in Birmingham, AL. His prior experience includes roles at Wells Fargo Clearing, Bank of America, Merrill, UBS Financial Services, and Cetera. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of over 22,800 advisors and advanced operational tools.

William Hammett Jr. is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 29 years of industry experience. He has worked at Ameriprise and its affiliate since 1996. Outside of finance, he teaches martial arts classes through his ownership of Shintaikan Dojo. Ameriprise serves individuals approaching or in retirement, offering retirement-income planning services that combine research, modeling, and tax-efficiency analysis to create personalized recommendations. The firm provides advisory, brokerage, and insurance solutions through a large network of financial professionals.

Stuart Whatley Jr. is a financial advisor with Raymond James Financial in Birmingham, AL, holding Series 63 and Series 65 credentials and offering 36 years of industry experience. He has worked with Raymond James Financial since 2009 and has been associated with several related entities since 2008. Outside of his advisory role, he serves as a board member and chair of the finance committee for the Alabama School of Fine Arts Foundation and is involved in multiple LLCs as an owner or managing member. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, corporations, institutions, and nonprofits. The firm employs fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and consulting to client goals, supporting implementation through advisory programs or other providers.

Wendy Magnuson is a financial advisor at Morgan Stanley in Birmingham, AL, with 17 years of industry experience. She has been with Morgan Stanley since 2014 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and scenario modeling as part of its financial planning process.

Timothy Pitts is a financial advisor at Cetera with 26 years of industry experience and holds a Series 66 designation. He also serves as president of Lischkoff & Pitts PC, a tax consulting and preparation firm, and is involved in developing RFID chip technology through Indago Devices Inc. Additionally, he owns and operates Top Financial Advisors, providing financial planning services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. It offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and supports multiple program structures and investment strategies.

Victoria Hale is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked previously at Investment Distributors Inc and Concourse Financial Group Securities Inc. In addition to her advisory role, she serves as a FINRA arbitrator, acting as a dispute decision maker in investment-related cases. Cetera Investment Advisers LLC is an SEC-registered adviser offering services through a nationwide network of independent advisors. The firm serves a wide range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts, with access to various portfolio management options and third-party money managers.

Gregory Burchell is a financial advisor with Morgan Stanley in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations and secular return estimates, as part of its financial planning process.

Paulette Farquhar is a financial advisor with Cetera, holding a Series 66 credential and 12 years of industry experience. She has worked at various Cetera affiliates since 2025 and previously spent eight years with Concourse Financial Group Securities Inc. Outside of her advisory role, she also works as a flight attendant for Southwest Airlines and serves as a part-time substitute teacher with Hoover City Schools. Cetera Investment Advisers LLC is a nationwide advisory firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and unaffiliated third-party managers.

Pope Rivers is a financial advisor at Osaic with Series 65 and Series 63 licenses and one year of industry experience. He has worked at several firms, including The Noles Group, Strategic Financial Partners, and Tre Luna, where he is also involved in a catering business. Additionally, he serves as an insurance agent managing fixed annuities, life, and health insurance products. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and platforms. The firm provides integrated brokerage and advisory services with access to multiple investment products and third-party managers, using tools such as asset-allocation models and automated rebalancing.

Morgan Paugh is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and previously worked at Regions Bank for six years and at the University of Alabama for four years. 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 diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

William Poe is a financial advisor with STIFEL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with STIFEL since 2015. STIFEL serves a diverse client base including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Malin Tate is a financial advisor with Ameriprise in Birmingham, AL, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliate since 2006. Outside of her advisory role, she has involvement in a non-investment-related real estate ownership activity. Ameriprise is a large institutional firm offering a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm provides written Recommendation Reports using research and modeling techniques, emphasizing tax-smart withdrawal strategies and asset bucketing, supported by a centralized consulting team.

Clay Cochran is a financial advisor at Ameriprise with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliate firms since 2014. Outside of his advisory role, he serves as Treasurer on the Board of Directors for Vestavia Hills Youth Football. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, supported by a centralized consulting team, and provides a broad range of advisory, brokerage, and insurance solutions.

Robert Haley is a financial advisor with LPL Financial in Birmingham, AL, holding Series 63 and Series 66 credentials and 32 years of industry experience. His career includes prior roles at Synovus Securities, Synovus Bank, Morgan Stanley, and Cadence Bank. He is currently affiliated with both LPL Financial and Cadence Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services supported by a large network of advisors and advanced operational tools.