Brandon Marsh is a financial advisor with Morgan Stanley in Birmingham, AL, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Morgan Stanley since 2014 and previously worked for Morgan Stanley Private Bank, National Association, starting in 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning through structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services that include retail and institutional investment solutions.

Edward Butler is a financial advisor at Cetera with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Cetera and its affiliates since 2016. He also operates Butler Financial, LLC, a separate business he has managed since 2013. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients nationwide through a multi-manager platform. The firm offers a range of portfolio management and financial planning services with access to affiliated and third-party investment managers.

Steven Hudson is a financial advisor with Ameriprise in Birmingham, AL, holding a Series 63 designation and bringing 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Hudson serves on several nonprofit and community boards, including as President of the Alabama Golf Association and as a board member of FCA North Central Alabama. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver customized recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Craig Vinson Jr. is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise Financial Services. Outside of his advisory role, he is the owner of Granville Interiors, LLC, where he consults part-time on advertising, inventory management, and customer engagement for small retailers. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individual, institutional, and municipal clients. The firm offers tailored financial planning and consulting services through a variety of portfolio management styles and provides municipal advisory services alongside market-making and execution roles in municipal and government bonds.

Chase Gore is a financial advisor at Raymond James & Associates with 18 years of industry experience. He has been with Raymond James & Associates since 2013 and holds the Series 66 designation. 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 diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Bonnye Paul is a financial advisor at Merrill with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 1991. Prior to her current role, she worked at Bank of America, N.A. for one year. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Dustin Mc Nutt is a financial advisor with LPL Financial in Birmingham, AL, holding Series 65 and Series 63 licenses and has five years of industry experience. Prior to joining LPL Financial in 2022, he worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory role, he is involved in healthcare business ventures including Vital Care of South Dallas and South Dallas Infusion LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, portfolio programs, third-party asset management, and institutional platforms, supporting advisors with advanced research tools and a broad range of investment strategies.

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.