Robert Crane is a financial advisor with Cambridge Investment Research Advisors in Birmingham, AL, holding a Series 66 designation and five years of industry experience. He previously worked at Morgan Stanley for three years and has a diverse background including roles in education and banking. Outside of his advisory role, he is involved as Vice President at TIPTON ADVISORY GROUP and holds agent positions in insurance and financial planning through related entities. Cambridge Investment Research Advisors serves a broad client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of portfolio management solutions and uses both proprietary and third-party investment strategies, with services delivered through a large network of independent financial professionals.

John Damrich is a financial advisor at Morgan Stanley in Birmingham, AL, holding Series 63 and Series 65 licenses with five years of industry experience. His prior roles include positions at Wells Fargo Clearing and Stifel. Outside of finance, he has worked in several capacities at The University of Alabama and briefly at Innisfree Irish Pub. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools.

Stacy Murdoch is a financial advisor with Primerica Advisors in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1993 and also operates EHR Financial Group, focusing on investment-related sales and affiliated product referrals. Additionally, she is an owner and partner of Lorna Ridge Group, LLC. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts. The firm uses third-party asset managers and a wrap-fee structure, emphasizing oversight and model curation.

Steven Peterson is a financial advisor with Ameriprise in Hoover, AL, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its predecessor entities since 1997. Peterson is also involved in fiduciary activities as a personal representative. Ameriprise provides a retirement-income planning service targeting clients with significant investable assets, combining research-driven modeling and tax-efficient strategies to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Jon Hunt is a financial advisor with Mass Mutual Investors Services in Birmingham, AL, holding CFP® and Series 66 designations and bringing 20 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has an ongoing affiliation with Massachusetts Mutual Life Insurance Company since 2016. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, including high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved analytical tools and offers specialized programs such as Divorce Planning and employer-sponsored planning.

Amanda Reid is a financial advisor at Cetera with 23 years of industry experience. She holds a Series 66 designation and has been with Cetera and its affiliate firms since 2013. In addition to her advisory role, she serves as an accounting manager for Regions Investment Services. Cetera Investment Advisers LLC offers a broad range of investment advisory services through a nationwide network of independent advisors, serving individual, retirement, corporate, charitable, and institutional clients with multi-manager portfolio options and varied program structures.

Charles Norwood is a Series 66 registered advisor with Morgan Stanley in Birmingham, Alabama, where he has worked since 2013, including 11 years at Morgan Stanley Private Bank, National Association. He has 23 years of industry experience. Outside of his advisory role, he is an officer of Ricky's Place, LLC, a recreation business in Birmingham. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques in its financial planning process.

Mark Cole is a financial advisor with Wells Fargo Clearing in Birmingham, AL, holding a Series 66 designation and nine years of industry experience. He previously worked at Bank of America and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm combines brokerage and advisory solutions and utilizes research from Wells Fargo Investment Institute alongside diversification and modern portfolio theory principles in its investment approach.

Mark Nall is a financial advisor with Equitable Advisors in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Equitable Advisors, and its predecessor AXA Advisors, since 1999. Outside of his advisory work, he serves as secretary and treasurer of Sandy River Hunting Club, LLC and is a board member involved in the oversight of neighborhood property value matters. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and nonprofit organizations, providing financial planning, retirement consulting, and diverse asset management programs primarily through its network of Investment Adviser Representatives and third‑party asset managers.

David Anthony is a financial advisor with Raymond James & Associates based in Birmingham, AL. He holds a Series 63 designation and has 42 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Dale Hansen is a financial advisor at Edelman Financial Engines with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Edelman Financial Engines since 2025, following nine years at Financial Engines Advisors L.L.C. and three years at Tmfs Advisors, Llc. Hansen serves on the finance committee of Double Oak Community Church in Birmingham, AL. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large participant base through advisor-led and online offerings.

Andrew Clanton is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 66 designation and previously worked at Merrill for ten years. Outside of his advisory role, he serves as a junior board member for Unless U, a nonprofit organization based in Vestavia Hills, 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 IPS-driven advisory process incorporates modern portfolio theory and includes a range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Lori Kirkner is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. Her career includes roles at Wells Fargo Clearing and TD Ameritrade prior to joining Wells Fargo Advisors Financial Network in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm uses proprietary research and planning tools to develop tailored recommendations covering a broad range of planning areas, including specialized services such as business-owner transition and special-needs analysis.

Ry Carter is a Financial Consultant currently working at Fidelity Investments since 2013. He has extensive experience in the financial services industry, having previously worked as a Financial Adviser at MassMutual Financial Group from 2009 to 2013 and at Edward Jones from 2008 to 2009. His professional focus is on building strong client relationships through collaborative planning, personalized guidance, and customized investment strategies that align with clients' goals and priorities. Ry's approach centers on understanding individual client needs to develop tailored financial plans. Outside of his professional work, Ry enjoys engaging in baseball, fishing, football, golf, and traveling.

Joseph Freeman is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 66 credentials and 37 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as a board member on the Jefferson County Board of Equalization and Adjustments, reviewing property value assessments. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Rachael Thomas is a Series 66-credentialed financial advisor with 11 years of industry experience. She is currently with Cetera and previously worked at firms including Concourse Financial Group Securities Inc and Investment Distributors Inc. Outside of her advisory role, she serves as an intergroup representative for Alcoholics Anonymous and is a junior board member of the Addiction Prevention Coalition. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services via a multi-manager platform with access to both affiliated and third-party investment managers.

Robert Smith Jr. is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. in Birmingham, AL. He previously worked for Bbva Wealth Solutions Inc. and related entities for six years. In addition to his advisory role, he is a financial consultant with Pinnacle Asset Management and Pinnacle Financial Partners, assisting clients with financial planning and securities implementation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm delivers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and it maintains specialized offerings such as municipal advisory services and SIMPLE IRA employer advisory programs.

Joe Greene is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of Greene, Morton & Associates. He has been with Merrill Lynch since 2011, bringing over 15 years of experience in financial analysis, business development, and financial management. Joe provides personalized financial strategies to high net worth individuals, families, business owners, and retirees. His approach focuses on understanding each client's unique goals and circumstances to develop tailored financial planning, retirement planning, investment management, risk management, tax-efficient strategies, estate and legacy considerations, and wealth accumulation planning. Joe holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and a Master's in Business Administration with concentrations in Finance and Strategic Management from the University of Alabama, where he also earned his bachelor's degree in management. He is affiliated with the University of Alabama Alumni Association and serves as Board Chair for Food For Our Journey. Prior to his career as a financial advisor, Joe worked in healthcare administration and as a small business CFO. Outside of work, he enjoys spending time with his family, coaching youth sports, playing golf, hunting, and fishing.

Cristine Ferguson is a financial advisor with Merrill Lynch Wealth Management and a member of the Taylor-Lepley team. She brings over 20 years of experience in strategic growth and business development, primarily within the healthcare sector. Cristine is dedicated to helping clients navigate financial decisions through personalized planning and a collaborative approach. With expertise in relationship management, strategic planning, and leadership, she works to understand clients' goals and develop tailored strategies to support their financial well-being. Cristine holds a Bachelor of Arts degree from Park University and an MBA from Samford University. She has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Originally from St. Louis, Missouri, Cristine has lived in Birmingham since 1999. Outside of her professional work, she enjoys cooking, genealogy, hiking, and spending time with her family.

Philippe Lathrop is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Bank of America, N.A. for 14 years before joining Wells Fargo Advisors in 2023. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a wide range of planning options, including specialized services such as business-owner transition planning and special-needs analysis, leveraging Wells Fargo’s research and tools to develop tailored recommendations for clients.