Gregory Powell is a financial advisor with LPL Financial in Birmingham, AL, holding Series 63 and Series 65 licenses and over 41 years of industry experience. He has been with LPL Financial since 2005. Powell serves on several nonprofit boards, including the National Federation of Independent Business and Aldridge Gardens, and is involved in developing educational materials for the financial services industry through his ownership of FiSmart, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing research and model portfolios from both internal and third-party sources.

Peter Giangrosso is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2013 and is also a high school administrator with Hoover City Schools. In addition to advising, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program utilizing model-delivery strategies managed by unaffiliated asset managers and supported by third-party custodians and trade execution services.

Laci Graul is a financial advisor at Edward Jones in Birmingham, AL, holding the Series 66 designation with six years of industry experience. Prior to joining Edward Jones, Graul worked at Jacksonville State University and the Walker County Circuit Clerk's Office. Outside of advising, Graul assists with marketing, social media management, and website design for a local party equipment rental business. Edward Jones is a full-service wealth management firm serving over four million clients, including both individual and institutional investors. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Keith Foster is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and over 25 years of industry experience. Prior to joining Cetera in 2025, he spent 16 years with Concourse Financial Group Securities Inc. Foster is also the owner and instructor of a local gym where he offers workout classes. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a large network of independent advisors and serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through discretionary and non-discretionary program platforms, utilizing a multi-manager approach that includes affiliated and unaffiliated third-party managers.

Robert Easterling is a CFP® and PFS™ with 25 years of industry experience, currently affiliated with Cetera. He has worked with Cetera Advisors LLC since 2013 and continues his practice at Cetera. Easterling is also co-treasurer of the Philip Mahan Davis Foundation and serves as vice-president of the Providence Park Owners Association. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Alexander Sarafianos is a financial advisor with Cetera in Birmingham, AL, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He has been with Cetera and its related entities since 2013 and also maintains a role at Regions Bank since that time. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to third-party money managers and a range of portfolio management and financial planning services.

Jason Hatley is a financial advisor with LPL Financial in Birmingham, AL, holding Series 63 and Series 66 credentials and eight years of industry experience. Prior to joining LPL Financial in 2018, he worked at Northwestern Mutual and Surgical Care Affiliates. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from multiple sources.

James Carter is a financial advisor with LPL Financial in Birmingham, AL, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has previously worked at MEN, LLC, Horizons Financial Group, and Triad Advisors, Inc. Since 2012, he has also operated as an independent insurance agent specializing in non-variable insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and advanced technologies.

Stewart Parks is a financial advisor with MassMutual Investors Services in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with MassMutual Investors Services since 2014 and is also associated with Massachusetts Mutual Life Insurance Co. Outside of his advisory role, Parks is involved as an agent in fixed life insurance sales and is a member of Veritas Financial Partners, LLC, a pass-through entity for expense and payroll management. MassMutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm utilizes collaborative, goal-oriented planning supported by software tools and offers specialized programs including estate-settlement and employer-sponsored planning.

Michael Seeds is a financial advisor with Primerica Advisors in Birmingham, AL, holding Series 63 and Series 65 designations and bringing nine years of industry experience. He has been associated with PFS Investments Inc. since 2016 and Primerica Financial Services since 2015. In addition to advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and separately managed account options for individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and uses third-party asset managers and custodians to implement its investment models.

Richard Vandiver is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and over 33 years of industry experience. He has worked with Primerica Financial Services since 1988 and with PFS Investments Inc. since 1992. Vandiver is also involved in non-investment activities, including partnerships in an event house and real estate management companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services primarily through model-driven strategies developed by unaffiliated asset managers.

Robert Glass is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services and BBVA Securities. He is based in Hoover, Alabama. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment vehicles such as insurance-related products and bank deposit sweep options.

Harlan Page III is a financial advisor with LPL Financial in Birmingham, AL, holding a Series 66 designation and 16 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, he operates a DBA, FI-Plan Partners, based in Birmingham. 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 offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services supported by both discretionary and non-discretionary management options and research from multiple sources.

Trenton Geringer is a financial advisor with Mass Mutual Investors Services in Birmingham, AL, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. His career includes over a decade with Northwestern Mutual and since 2017 with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. He is also involved as an insurance broker specializing in life, disability, and long-term care insurance and is a member of Veritas Financial Partners, LLC, which he oversees as a pass-through entity for expenses and payroll. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and various educational programs, utilizing firm-approved tools to create written recommendations tailored to client goals.

Jason Mims is a Series 66-credentialed financial advisor with Edward Jones, where he has worked since 2013. He has 12 years of industry experience. Outside of his advisory role, he serves as Vice President on the Board of Directors for the Shelby County Arts Council in Columbiana, AL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices, offering a range of advisory programs and affiliated investment products.

Michael Elkins is a financial advisor with LPL Financial in Hoover, AL, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at Avadian Credit Union, Republic Finance LLC, and held other roles in various industries. Outside of his advisory role, he serves as a notary. 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 a wide range of advisory programs and financial services, including retirement plan consulting and brokerage services, supported by research and model portfolios.

Edgar Acosta is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and 18 years of industry experience. He previously worked at Wachovia Bank and Wells Fargo Clearing. In addition to his advisory role, Acosta is a 50% owner of Living Wells Financial Group and serves as Vice President of the nonprofit SMART PLAY, where he participates in financial oversight and fundraising activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses risk profiling and modeling tools to tailor its non-discretionary advisory services and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

James Windsor is a financial advisor with Edward Jones in Hoover, Alabama, holding the CFP® and Series 66 designations. He has 12 years of industry experience, all of which have been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high- and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kevin Lacey is a financial advisor at Cetera with 21 years of industry experience. He holds the Series 66 designation and has worked at Cetera Investment Advisors LLC and Cetera Investment Services LLC since 2014, in addition to his role at Regions Bank. He is also involved in compliance and legal work related to bank products in a salaried position. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and consulting services through a large network of independent advisors and operates a multi-manager platform with diverse program options.

Joseph Prokop is a financial advisor at Edward Jones with 13 years of industry experience. He holds the CFP® and ChFC® designations as well as the Series 66 license. Prior to joining Edward Jones in 2020, he worked at BBVA Wealth Solutions, TD Ameritrade, Cetera, and Regions Bank. He serves as an adjunct professor teaching a finance course at the University of Montevallo. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and managed solutions with an emphasis on fiduciary standards, supported by a large network of advisors and branch offices nationwide.