Edward Goodson is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He previously worked at Morgan Stanley from 2012 to 2020 and at LPL Financial from 2020 to 2025. Outside of his advisory role, he serves as co-trustee of a family living trust. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

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.

Chadwick Griggs is a financial advisor with LPL Financial in Hoover, AL, holding a Series 66 credential and 10 years of industry experience. He has been with LPL Financial since 2015 and also has a long tenure at Avadian Credit Union since 2007. Outside of his advisory role, he is a part owner of Fortis LLC Crossfit Alabaster and works as a Crossfit trainer. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with both discretionary and non-discretionary management supported by model portfolios and research from LPL Research and third-party subadvisors.

Blake Bolden is a financial advisor with Cetera, holding Series 63 and Series 66 designations and eight years of industry experience. He has worked with Cetera and related entities since 2021 and was previously with ProEquities, Inc. from 2019 to 2021. Outside of his advisory roles, he has experience with All Productions LLC and was involved with Whosoever Ministries for seven years. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Isaiah Bell is a financial advisor with Primerica Advisors in Hoover, Alabama, holding Series 63 and Series 65 credentials and eight years of industry experience. His work history includes roles in education at Birmingham City School and Alabama State University, as well as tutoring. He is involved in sales of investment-related products and also receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-based recommendations managed by unaffiliated asset managers.

James Dismukes is a financial advisor with LPL Financial in Hoover, Alabama, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2011 and also has a longstanding role at Alabama Telco Credit Union since 2005. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a broad range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and incorporating model portfolios and research from various sources.

Kenneth Cobb is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. His career includes roles at Regions Bank and various firms in finance and real estate. Outside of advising, he serves as a littler control supervisor during the Masters Golf Tournament at Augusta National Golf Club one week each year. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of over 10,000 independent advisors. It serves a diverse client base ranging from individual investors to institutional accounts, offering multiple portfolio management options and financial planning services through a multi-manager platform.

Adam Vansant is a financial advisor with LPL Financial in Birmingham, Alabama, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has worked with Fi Plan Partners and LPL Financial since 2015. 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, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by research and multiple investment strategies.