Ty Miller is a financial advisor with LPL Financial in Birmingham, AL. He holds a Series 66 designation and has eight years of industry experience. Prior to joining LPL Financial in 2021, he worked at Securities America Advisors and Securities America, Inc. from 2017 to 2021. 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 other institutions. The firm offers a range of financial planning and investment management solutions delivered through a large network of investment adviser representatives.

John Metcalf is a financial advisor with Primerica Advisors in Hoover, AL, holding Series 63 and Series 65 credentials and seven years of industry experience. He has worked at CMJ Financial Group, PFSI Investment Inc., and Primerica Financial Services. Outside of his advisory roles, he is involved with MySchoolShares, a non-investment-related activity. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

James Driskell is a financial advisor at LPL Financial in Birmingham, AL, with 44 years of industry experience. He holds the ChFC® and Series 63 credentials. His prior experience includes roles at Securities America, Investacorp, Next Financial Group, and operating his own CPA firm. He also owns a tax preparation and accounting business in Birmingham. 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 portfolios, third-party asset management, and institutional platforms.

Robert Moody III is a CFP® professional with 17 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Synovus Securities, Clark Financial Advisors, PNC Wealth Management, and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, and institutional platforms, with a focus on delivering customized and third-party managed investment strategies.

David Pruitt is a financial advisor with Ameriprise Financial Services and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, having previously worked at Wells Fargo Clearing and A. G. Edwards & Sons. Outside of his advisory role, he serves on the Board of Directors for the American Cancer Society and is a board member of the Pawnee Condominium Association. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Brook Acton is a financial advisor at Cetera with 12 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Cetera in 2021, he worked at Northwestern Mutual in various capacities from 2013 to 2021. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management and financial planning services, supporting over 10,000 advisors and approximately 800,000 clients nationwide.

Kane Reece is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to his current role, he held positions at Sunbelt Golf, Comdata, Alku, James Madison University, and Woodberry Forest School. Outside of finance, he has experience with course maintenance activities at SunBelt Golf. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Steven Kahn is a financial advisor with Cambridge Investment Research Advisors in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2017 and has been associated with Cambridge Investment Research Inc since 2014. Kahn is also president and owner of Greystone Capital Management Inc., an investment-related business based in Birmingham. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing various platform arrangements and both proprietary and third-party investment strategies.

Keith Scott is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 37 years of industry experience. He previously worked at Lincoln Financial Securities Corporation and AllState Financial Services. Scott also operates as an insurance agent offering accident, health, disability, and traditional life insurance. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides brokerage and advisory services through a large network of advisers, utilizing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Jeremy Young is a financial advisor with LPL Financial in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Lincoln Financial Advisors, ProEquities, First Protective, and Primerica Advisors. Outside of advisory work, he is involved with a residential construction speculative home business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Charles Schilleci is a CFP® with 40 years of experience in financial advising. He is currently with Raymond James Financial Services Advisors, Inc. and has held roles at Wealthcare Advisory Partners LLC, LPL Financial, and Wells Fargo Clearing. Schilleci is also a licensed independent insurance agent. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, using tailored risk profiling and analytical tools to support client goals.

Kenneth Gaddis Jr. is a Series 66-licensed financial advisor with Ameriprise in Birmingham, AL, bringing eight years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, he serves as Communications Chair on the Kairos Prison Ministry Elmore Advisory Council and as President of the Highland Condominium Association, and he provides home care support for his disabled daughter through the Medicaid Waivers Program. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement who meet specific asset criteria, delivering written recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a Retirement Income Oversight Committee to generate and tailor client recommendations.

Jack Tillery Jr. is a financial advisor at Cetera with nine years of industry experience and holds the Series 66 designation. He has worked at Cetera and Cetera Investment Services LLC since 2017 and has been employed by Regions Bank since 2009. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering a range of portfolio management and financial planning services through a network of over 10,000 advisors.

Milton Booth III is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2014, following six years at Johnson Sterling, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Kris Heisler is a CFP® professional with 31 years of industry experience, currently affiliated with OSAIC in Birmingham, AL. His career includes roles at FSC Securities Corporation, Kidder Financial Group, Inc., Riverbend Wealth Management, Inc., and Heisler Wealth Management, Inc., where he serves as president. He also provides notary services to clients at no charge. OSAIC serves a diverse client base that includes retail and institutional investors, offering integrated brokerage and advisory services through a large network of advisers and multiple platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to develop portfolios across a broad range of investment types.

Jonathan Vogel is a financial advisor with LPL Financial in Birmingham, AL, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at MML Investors Services, Mass Mutual Life Insurance Co, and Parkland Securities, among others. Outside of his advisory work, he produces the enDURABLE Entrepreneur Podcast and is active as a musician. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice delivered primarily through its extensive network of investment adviser representatives.

Daniel Logan is a financial advisor with Edward Jones in Pelham, Alabama, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior experience includes roles at ADP LLC and ADP Broker Dealer Inc from 2018 to 2020, as well as Berney Office Solutions from 2014 to 2018. He has been with Edward Jones since 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Joe Gibson Jr. is a financial advisor with Primerica Advisors in Hoover, AL, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at CMJ Financial Group since 2019 and has also been affiliated with PFS Investments Inc. and Primerica Financial Services since 2017 and 2016, respectively. Outside of advisory work, he receives compensation for sales and referrals related to loan products, home security, automation, and other home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm delivers advisory services primarily through a large network of advisors using model-based strategies managed by third parties, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Eric Gibbons is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing four years of industry experience. He has worked with Primerica Advisors since 2021 and has a background that includes roles with CMJ Financial and Primerica Financial Services. Outside of financial advising, Gibbons is a licensed real estate agent with Sun Real Estate, Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Jesse Saunders is a financial advisor with Wells Fargo Clearing in Birmingham, AL, holding a Series 66 designation and 19 years of industry experience. He previously worked at Bank of America and Merrill Lynch. Outside of his advisory role, Saunders serves as a board member for the Lake Point Estates Homeowners Association and is a silent partner in a restaurant business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s approach is IPS-driven and incorporates a wide range of investment options, including insurance-related vehicles and bank deposit sweep programs.