Arin Lawrence is a financial advisor at Wells Fargo Advisors with Series 66 credentials and one year of industry experience. Before joining Wells Fargo Advisors, Arin was involved in the restaurant business, including roles at Little Donkey Taqueria, LLC and Saigon Noodle House. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions using a broad planning menu that includes retirement, education, risk management, and specialized services such as business-owner transition and divorce planning. The firm combines advisory services with other financial products and referral channels to serve clients with diverse financial needs.

James Burns is a ChFC®-designated financial advisor with over 40 years of industry experience. He is currently with Wells Fargo Advisors, having held roles at Wells Fargo Clearing and Wells Fargo Advisors since 2012. Outside of his advisory work, he co-owns and manages the Wolf Creek Ranch Ski Lodge in South Fork, Colorado. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations supported by proprietary research and planning tools, with flexible implementation options through brokerage or advisory programs.

Graham Roy is a financial advisor with Raymond James & Associates in Birmingham, AL, holding a Series 66 designation and seven years of industry experience. His work history includes roles at Park Avenue Securities, Guardian Life Insurance Company, and National Financial Services Group. Outside of finance, he has experience working at Lyft and in the food industry with Voodoo Wing Co. 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 and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Willis Hagan III is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with Raymond James & Associates since 2013. Outside of his advisory role, he serves as a finance and investment committee member on the foundation board of St. Lukes Church. Raymond James & Associates is a large 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, non-discretionary investment consulting, and institutional fiduciary services.

Samuel Thompson is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 14 years of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked with Wells Fargo Clearing and Wells Fargo Bank NA. He is also the sole owner of Thompson Capital Group LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning strategies and integrates advisory services with other financial products and referral channels.

Samantha Hays is a Planning Consultant at Fidelity Investments, a position she has held since 2026. She has been with Fidelity Investments in various roles including Planning Consultant and Financial Consultant since 2021. Prior to that, Samantha gained experience at Wells Fargo Advisors and Wells Fargo Private Bank, working in roles such as Senior Registered Client Associate and Private Bank Client Associate. Samantha holds the Certified Financial Planner™ (CFP®) designation and has twenty years of experience in the financial industry. She specializes in helping clients develop tailored financial strategies by leveraging her analytical skills and attention to detail. Outside of her professional responsibilities, Samantha enjoys attending concerts, cooking and baking, participating in social events, parenthood, spending time with pets, and reading.

Trey Novara is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. He has held roles at Cambridge Investment Research, Concourse Financial, and ProEquities Inc., and is also owner of Live Oak Partners LLC and Independence Financial Group, where he is involved in both advisory and insurance activities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services delivered through a network of independent professionals, utilizing a variety of portfolio management and model-based strategies tailored to client objectives.

John Howell III is a financial advisor with Wells Fargo Clearing in Birmingham, AL, holding a Series 63 designation and bringing 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee for a family trust in Monroeville, AL. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and manages roughly $671 billion in assets through more than 14,000 financial advisors.

Russell Barton is a financial advisor with Stifel in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Stifel since 2015. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment analysis methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

Samuel Kline is a CFP® and Series 66-registered advisor with five years of experience, currently with Wells Fargo Clearing. He previously worked at Wells Fargo Advisors, UBS Financial Services, The University of Alabama, and Falkner Gardens. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets with a network of over 14,000 financial advisors.

Cherice Mccray is a financial advisor at Morgan Stanley with nine years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and Wells Fargo firms. Outside of finance, she is the owner of Chicby Cherice, providing bridal and special occasion makeup services. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning using firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and employer-sponsored financial planning agreements.

Morgan Choat is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Primerica Advisors since 2004 and also operates CMJ Financial Group, which involves sales of investment-related products and certain home-related services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Andrew Martin is a ChFC® credentialed financial advisor at OSAIC with 40 years of industry experience. He previously worked at Lincoln Financial Securities for six years and ProEquities, Inc. for 33 years. Martin is also the owner of Providence Benefits LLC, which offers health insurance and other insurance products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services utilizing asset-allocation tools, risk assessment, and a variety of investment options, supported by multiple advisory platforms and third-party managers.

Glen Hackney is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He has worked at multiple Cetera entities since 2025 and previously spent eight years at Concourse Financial Group Securities Inc, along with four years at Sterne Agee Financial Services. Outside of his advisory work, he owns and operates a concessions and food business and runs a freelance job posting website focused on data science skills. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Jenny Clark is a financial advisor at Clark Planning & Investment Advisory in Birmingham, AL, holding a Series 65 designation with 22 years of industry experience. She has been with Clark Planning & Investment Advisory since 2004. Clark Planning & Investment Advisory is a small firm with two advisors.

Gary Clark is a CFP® and ChFC® with 26 years of industry experience. He has worked at Clark Planning & Investment Advisory since 1978 and currently serves as secretary and treasurer of Immunology Laboratories Inc., a pre-clinical biotechnology firm he helped incorporate. Clark Planning & Investment Advisory is a small firm based in Birmingham, AL, with two advisors.