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 holding Series 63 and Series 66 licenses and has 26 years of industry experience. He has been with LPL Financial since 2011 and also works with Alabama Telco Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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 based in Birmingham, Alabama. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Vansant has been affiliated with both LPL Financial and FI Plan Partners since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Edward Butler is a financial advisor at Cetera with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Cetera and its affiliates since 2016. He also operates Butler Financial, LLC, a separate business he has managed since 2013. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients nationwide through a multi-manager platform. The firm offers a range of portfolio management and financial planning services with access to affiliated and third-party investment managers.

Dustin Mc Nutt is a financial advisor with LPL Financial in Birmingham, AL, holding Series 63 and Series 65 designations. He has five years of industry experience with prior roles at Mass Mutual Investors Services and Mass Mutual Life Insurance Co. Outside of advising, he is involved in business ownership, including Vital Care of South Dallas and 20-20 Accounting Solutions LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Timothy Dolan is a CFP® and Series 66 licensed financial advisor with Edward Jones, where he has worked since 2015. He has 11 years of industry experience. Outside of his advisory role, he is a joint owner of a rental property in Hoover, Alabama. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors.

Stacy Murdoch is a financial advisor at Primerica Advisors with 38 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Primerica Advisors since 1993. Outside of her advisory role, she is an owner and partner of Lorna Ridge Group, LLC. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, with approximately 3,698 advisors and $15.5 billion in assets under management. The firm offers model-based investment strategies complemented by discretionary separately managed accounts and utilizes third-party asset managers for portfolio construction and trade execution.

Amanda Reid is a financial advisor at Cetera with 23 years of industry experience. She holds a Series 66 designation and has been with Cetera and its affiliate firms since 2013. In addition to her advisory role, she serves as an accounting manager for Regions Investment Services. Cetera Investment Advisers LLC offers a broad range of investment advisory services through a nationwide network of independent advisors, serving individual, retirement, corporate, charitable, and institutional clients with multi-manager portfolio options and varied program structures.

Asjha White Silas is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to her current role, she worked at Wells Fargo Bank, nA, BBVA, and several automotive dealerships. Outside of her advisory work, she also drives for Uber. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Clayton Lake is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2020. Prior to that, he was involved with HLW Pubs. LLC, Arch Global Precision, and Good People Brewing Co. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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 ChFC® credentialed financial advisor at OSAIC with 40 years of industry experience. He previously worked at Lincoln Financial Securities for six years and ProEquities, Inc. for 33 years. Martin is also the owner of Providence Benefits LLC, which offers health insurance and other insurance products. OSAIC serves a diverse 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 utilizing asset-allocation tools, risk assessment, and a variety of investment options, supported by multiple advisory platforms and third-party managers.

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.