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 in Hoover, Alabama, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2011 and also has a longstanding role at Alabama Telco Credit Union since 2005. 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 broad range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and incorporating model portfolios and research from various sources.

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 Irondale, Alabama, 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, he owns Struttin Duck Outfitters LLC, a business specializing in duck hunting outfitting. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through both non-discretionary and discretionary advisory programs, with additional capabilities in public finance and institutional consulting.

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 licenses and bringing 29 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, serving both retail and institutional clients with a range of advisory programs.

Brian Mcgee is a financial advisor at Raymond James & Associates in Birmingham, AL, with 19 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2013. Outside of his advisory role, he serves on the Finance/Investment Committee and Advisory Board of The Marine Military Academy. 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 offers tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships.

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, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has been associated with Fi Plan Partners and LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, supported by research and multiple portfolio management options.

Brennen Stewart is a financial advisor with Raymond James Financial in Vestavia Hills, AL, holding a Series 66 designation with one year of industry experience. He previously worked at Wealthcare Advisory Partners LLC and LPL Financial LLC, and he owns Stewart Strength and Conditioning, LLC, a business providing strength and conditioning coaching and personal training. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to individual and institutional clients, including pension plans and state and municipal entities. The firm provides tailored, primarily non-discretionary advisory services supported by a broad affiliate network and specialized programs for small businesses and public finance clients.

Ferrell Oden II is a Series 66-licensed financial advisor at LPL Enterprise with one year of industry experience. Prior to joining LPL Enterprise, he held roles at Klutch Konsultants, Target, and completed his education at the University of Alabama. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, consulting, and access to various investment programs through advisory and brokerage channels, leveraging integrated services that include insurance products and collateralized lending.

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 at Raymond James & Associates with 17 years of industry experience. She holds the Series 66 designation and has been with Raymond James 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 public-financing and investment banking capabilities.

Jordyn Rosier is a financial advisor at Raymond James & Associates with a Series 66 credential and two years of industry experience. Prior to joining Raymond James, Jordyn worked at Truist Bank and held various roles in education and customer service. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients, with a focus on both retail and institutional advisory services.