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 designation and 11 years of industry experience. She previously worked at Concourse Financial Group Securities Inc. and currently also serves as a flight attendant for Southwest Airlines and a substitute teacher in Hoover City Schools. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporations, charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a nationwide network of over 10,000 advisors and manages assets exceeding $256 billion.

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 with Raymond James & Associates in Birmingham, AL. He holds the Series 66 designation and has experience working at Regions Bank for six years prior to joining Raymond James. 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. The firm offers tailored financial plans and asset-allocation analyses, supporting both non-discretionary and discretionary advisory relationships.

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 at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has held prior roles at Cadence Bank, Synovus Securities, Synovus Bank, and Morgan Stanley. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

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 with Morgan Stanley in Birmingham, AL, holding Series 63 and Series 65 registrations and four years of industry experience. Prior to joining Morgan Stanley in 2026, he worked at Wells Fargo Clearing and Stifel. Outside of finance, he has worked in the hospitality industry at Innisfree Irish Pub. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services, utilizing structured planning tools and modeling techniques, and manages approximately $2.74 trillion in client assets.

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 credentials and bringing 36 years of industry experience. He has been with Equitable Advisors since 1999, including the period when the firm operated as AXA Advisors. Outside of his advisory role, he serves as secretary and treasurer for a local hunting club and is a board member for a neighborhood association focused on property value management. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model that includes client intake processes to tailor services and offers both advisory and brokerage/insurance channels to implement client recommendations.

David Anthony is a financial advisor with Raymond James & Associates in Birmingham, AL, holding a Series 63 designation and 41 years of industry experience. He has been with Raymond James & Associates since 2013. 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. The firm offers tailored financial plans and investment recommendations, along with institutional consulting and public finance 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.