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 at Raymond James & Associates with 37 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Freeman serves as a board member on the Jefferson County Board of Equalization and Adjustments, where he reviews property assessment challenges. Raymond James & Associates provides financial planning and investment consulting to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers wealth advisory services, wrap fee programs, and institutional consulting, with a focus that includes public finance and municipal work.

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®-certified financial advisor with 39 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. in Birmingham, AL. His prior experience includes roles at BBVA Wealth Solutions and COMPASS Bank. He also works as a financial consultant with Pinnacle Asset Management and Pinnacle Financial Partners, assisting clients with financial planning and securities implementation. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and government entities. The firm offers specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services and integrates municipal advisory and public finance capabilities through its affiliate network.

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.

Barry Nelson is a financial advisor with Raymond James Financial in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Raymond James Financial and its affiliates since 1999 and previously with Jefferson Securities. In addition to his advisory role, Nelson has been involved in tax preparation since 1979. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipalities. The firm offers non-discretionary financial planning and investment consulting supported by extensive research and a broad affiliate network.

Sara Hibbs is a financial advisor with LPL Financial in Trussville, Alabama, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. Her prior roles include six years at Cambridge Investment Research Advisors and sixteen years at ProEquities, Inc. Outside of her advisory work, she owns a lawn care business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research.

Kenneth Bluestein serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. With over 25 years of experience, he provides financial and wealth management advice to affluent families, individual clients, closely-held businesses, and non-profit organizations. Kenneth specializes in family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, women and wealth, tax minimization, and retirement income. He works closely with clients to set quantifiable goals and develop customized strategies tailored to their individual needs, utilizing a wide array of financial instruments. Kenneth's expertise also extends to designing strategies for corporate retirement plans. Kenneth holds a Bachelor of Science degree in Corporate Finance from the University of Alabama and maintains FINRA registrations Series 7, Series 63, and Series 65. He holds the professional designation of Personal Investment Advisor (PIA). Throughout his career, Kenneth has been recognized on Forbes’ Best-in-State Wealth Advisors list in 2019, 2020, and 2021. Outside of his professional role, Kenneth engages in various personal interests including playing golf, coaching basketball, hiking, boating, genealogy, football, reading, and traveling. He enjoys spending time with his wife, Karen, and their three adult children.

Donna Womack is a financial advisor with Morgan Stanley Wealth Management in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2003. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Michael Turnbough is a financial advisor at Raymond James & Associates with 31 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Raymond James since 2012. 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 also offers wrap fee advisory programs and institutional consulting, with a notable focus on public finance and municipal work.

Charles West II is a financial advisor with Morgan Stanley who holds Series 63, 65, and 66 licenses and has 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, West participates in community activities as a member of the Finance Committee for the Black Chamber of Commerce of Palm Beach County and assists with property rehabilitation projects related to agriculture and real estate through a family enterprise in Alabama. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services, utilizing structured discovery processes and firm-approved tools to tailor plans to client needs.

Jonathan Williams is a Series 66–licensed financial advisor with Edward Jones in Birmingham, AL. He joined Edward Jones in 2025 and has prior experience with Hoover City Schools and a long tenure at First Baptist Church of Pelham. Outside of advising, he maintains the lawn at his wife’s dental practice and serves as an associate missionary with E3 Partners. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branches.

Bonnie Brewer is a financial advisor at Cetera with 12 years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley, Ameriprise Financial Services, and SA Stone Wealth Management. Outside of advising, she is involved in retail and online sales through her role at Pottery Barn. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and multiple program structures.

Michael Jones is a financial advisor with Primerica Advisors in Birmingham, AL, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at PFS Investments Inc. since 2020 and has been involved with Primerica Financial Services since 1995. Outside of his advisory role, he is the owner and salesperson of Harmony Remodeling, Inc., a non-investment-related business. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

London Huie is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds a Series 66 designation and has prior work history including roles at O'Neal Steel, LLC and O'Neal Industries, as well as experience at Jacksonville State University and his own firm, Huie and Associates. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as collaborative, annual relationships using firm-approved analytical tools.

Bethany Davis is a financial advisor with LPL Financial in Birmingham, AL, holding a Series 66 designation and 11 years of industry experience. She previously worked at The Covenant Group for seven years before joining LPL Financial in 2019. Outside of her advisory role, she is the business owner of Feed Dixie Farms in Wilsonville, AL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and proprietary research.

Kelly Webb is a financial advisor with Morgan Stanley in Birmingham, AL, holding a Series 63 designation and 25 years of industry experience. She previously worked at Merrill from 2008 to 2022 before joining Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment models as part of its advisory services.