Leslie Mitchell is a financial advisor with Equitable Advisors in Tuscaloosa, Alabama, holding a Series 66 designation and 18 years of industry experience. Leslie has been with Equitable Advisors since 2007, including its predecessor AXA Advisors, LLC. Outside of advisory work, Leslie owns and operates Roll With It Travel, LLC, which organizes group travel tours and related merchandise sales. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, using a combination of firm-offered and third-party advisory platforms.

Sarah Hahn is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Ameriprise since 2023. Her prior experience includes roles at SmartBank, Raymond James, and PNC Investments. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement with substantial investable assets, delivering tailored, research-driven recommendation reports that incorporate tax-smart strategies and Social Security options. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

William Hamiter is a financial advisor with Morgan Stanley in Tuscaloosa, Alabama. He holds a Series 66 designation and has one year of industry experience. Prior to joining Morgan Stanley in 2024, he worked at Future Prospects and has a background spanning over two decades in related fields. Outside of his advisory role, he coaches youth baseball players. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery and modeling tools but generally requires clients to implement and update their plans independently.

Jaron Scott is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2020. Prior to that, he was affiliated with the University of Alabama and First State Bank of the South. Morgan Stanley Wealth Management serves individual and institutional clients, providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Travis Skelton is a financial advisor with OSAIC in Tuscaloosa, Alabama, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Alabama One Credit Union, LPL Financial, and Wells Fargo entities. Skelton is also affiliated with the Simplicity Group, which provides fixed annuity products. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage, advisory services, and access to third-party managed portfolios. The firm employs a range of asset-allocation tools and supports both discretionary and non-discretionary account management.

Joseph Pritchett is a financial advisor with Primerica Advisors in Tuscaloosa, AL, holding Series 65 and Series 63 credentials and bringing 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1994. His business activities include sales of investment-related products and non-investment referrals such as home security and automation services through affiliates of Primerica. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm relies on model-delivery strategies overseen by external asset managers and supports advisory services through a large network of financial advisors and offices.

Alexandra Tinsley Hughes is a Series 66-credentialed financial advisor at Raymond James Financial with seven years of industry experience. She has been with various Raymond James entities since 2018 and previously worked at Allstate. Hughes is also an associate at Thornhill Capital Management, where she engages with clients and handles service requests. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses a tailored, non-discretionary planning approach supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Courtney Rowan is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Prior to joining Stifel in 2025, Rowan worked at Ameriprise from 2017 to 2025 and at Merrill from 2000 to 2017. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation guidance developed by its Investment Strategy Group.

Renee Allen is a financial advisor with Ameriprise in Northport, Alabama, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2004. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, algorithm-supported advice primarily for clients with assets in Ameriprise-managed accounts.

Lewis Skinner is a financial advisor at Stifel with 35 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2015 and holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach uses proprietary methodologies incorporating forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Mary White is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has worked within the Wells Fargo organization in various roles since 2015. Mary has a partial ownership interest in an oil and gas lease in Humphreys County, Mississippi. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored recommendations for clients.

Tariq Azam is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds the Series 66 designation and previously worked at Tuscaloosa Lung and Sleep and the University of Alabama. 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, non-discretionary investment consulting, and institutional fiduciary solutions.

Jessica Phifer is a financial advisor with Raymond James & Associates in Tuscaloosa, Alabama, holding a Series 66 designation and 10 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension and profit-sharing plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Jennifer Browning is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has been with Cetera and Cetera Investment Services LLC since 2015 and has also worked with Alabama Credit Union since 2006. Outside of her advisory role, she is co-owner of Browning Masonry LLC with her spouse. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporations, charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party managers.

Victoria Salazar is a financial advisor with Morgan Stanley in Tuscaloosa, Alabama, holding a Series 66 designation and four years of industry experience. She has previously worked at Raymond James Financial Services Advisors, Inc., Interparfum, Aflac, Express Employment, Estee Lauder Companies, and Palm Beach Tan. Salazar serves as a board member for Schoolyard Roots, a nonprofit focused on children, youth, and agricultural initiatives. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Its financial planning process uses structured discovery and firm-approved tools, with a range of retail and institutional offerings.