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 financial advisor with OSAIC in Birmingham, AL, holding the ChFC® designation and Series 63 and 65 licenses. He has 39 years of industry experience, previously working at Lincoln Financial Securities, ProEquities, Inc., and First Protective Insurance Group. Martin is also the owner of Providence Benefits LLC, a business offering health insurance and various life insurance products. OSAIC serves a broad 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 through a large network of advisers, utilizing asset-allocation tools, risk assessments, and access to third-party money managers to construct diversified portfolios.

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.