Matthew Darby is a Series 66-licensed financial advisor with 10 years of industry experience. He currently works at LPL Financial and previously spent a decade with Cetera and over a decade at Regions Bank. Outside of his advisory work, Darby serves as a deacon and finance committee member at First Baptist Church Prattville. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions supported by technology and a broad platform of affiliated financial services.

Robert Ray is a financial advisor at Raymond James & Associates with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing, UBS Financial Services, A. G. Edwards & Sons, and AmSouth Investment Management. Outside of finance, he is forming an agricultural business focused on hay cutting and sales on land he owns in Alabama. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension and profit-sharing plans, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a range of portfolio management styles and affiliated research.

John Simmons is a financial advisor at Stifel with 42 years of industry experience. He has been with Stifel since 2014 and holds Series 63 and Series 65 designations. Stifel serves a wide range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Kimberly Jennings is a financial advisor at Charles Schwab with 21 years of industry experience. She holds a Series 66 designation and has been with Charles Schwab and Charles Schwab Bank since 2012. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a centralized operational structure supporting a large client base.

Mabry Phillips III is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Raymond James since 2014 and is also involved in private ventures including Hauling A$$ets, LLC, which funds boating activities for family and friends. Additionally, he is a one-third owner of Meridiem Advisory Group LLC, which provides accounting and operating expense services for his branch. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm provides tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling, supporting a large network of advisors and affiliated firms.

Randall Holcombe is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 35 years of industry experience. He has been with Cetera and its affiliated entities since 2013 and also works with Regions Bank. Cetera Investment Advisers LLC serves a broad client base including 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 access to various program structures and third-party managers.

Horace Nash is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been with Cambridge Investment Research Advisors since 2012 and is also president and sole shareholder of Proche Advisors, a non-investment-related business. Cambridge Investment Research Advisors serves a diverse range of clients, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm offers multiple investment implementation options and maintains proprietary models as well as access to unaffiliated strategists.

Katye Delashaw is a financial advisor at Stifel with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2010. Stifel serves a wide range of clients including individuals, institutional investors, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Franklin Shepard is a Series 63 licensed financial advisor with 48 years of industry experience, currently practicing at Stifel Nicolaus & Co Inc in Montgomery, AL since 2014. Stifel serves a wide range of clients, including individuals, institutional entities, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.