Conrad Cook V is a financial advisor affiliated with LPL Financial in Birmingham, AL, holding Series 63 and Series 65 credentials with 29 years of industry experience. He has worked at LPL Financial since 2005, following prior roles at Morgan Stanley DW Inc. and Level Four Advisory Services. 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 wide range of financial planning and investment management services utilizing model portfolios, third-party subadvisors, and customized strategies.

Grayson Birch is a financial advisor with Cetera in Birmingham, AL, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Cetera, he worked at Regions Bank, MML Investors Services, LLC, and MassMutual Life Insurance Company. In addition to his financial services roles, Birch has been involved with Samford University since 2022 and previously worked at Grace Christian Academy. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, employer-sponsored 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 affiliated and third-party managers, supporting various program options and custodial relationships.

Donald Williams Jr. is a financial advisor with OSAIC based in Birmingham, AL, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has worked at OSAIC since 2004 and previously spent over 15 years with JSL Securities and J. Smith Lanier & Co. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory, financial planning, and retirement plan consulting services. The firm utilizes advanced asset-allocation tools and access to third-party money managers to construct diversified portfolios tailored to client needs.

Christopher Sullivan is a financial advisor with Equitable Advisors in Birmingham, AL, holding the Series 66 designation and eight years of industry experience. His prior roles include positions at Synovus Bank and Synovus Securities, Inc. Outside of his advisory work, he serves as a sales associate involved in the sales of tax account programs and ancillary insurance products. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs, utilizing both proprietary and third-party advisory solutions delivered through a large network of Investment Adviser Representatives.

Preston Wolfe is a Certified Financial Planner™ (CFP®) with nine years of industry experience, currently serving as a financial advisor at Edward Jones in Birmingham, AL. He has been with Edward Jones since 2016, accumulating ten years of service at the firm. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lawrence Wall is a CFP®-designated financial advisor with 22 years of industry experience, currently affiliated with LPL Financial. He has held roles at several firms including Cambridge Investment Research and Ameritas Investment Company. Wall is also involved with Crump Insurance in a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a range of financial planning and investment management services, including access to third-party asset managers and institutional platforms.

Jacob Hulsey is a financial advisor at Ameriprise with Series 63 and 66 designations and three years of industry experience. His prior work includes roles at Northwestern Mutual and RhinoAg. He serves on the Junior Board of Directors for Alzheimer's of Central Alabama. 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, focusing on dependable income sources and tax-aware withdrawal strategies.

Joseph Kassouf is a Series 66-licensed financial advisor with 15 years of experience, currently affiliated with Cetera in Birmingham, AL. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Bank NA, Merrill, and Morgan Stanley. Cetera Investment Advisers LLC serves a broad client base ranging from individuals to institutional accounts through a large nationwide network of independent advisors. The firm offers diverse investment programs and portfolio management options, including access to both affiliated and third-party managers.

John Blackmon is a financial advisor with Wells Fargo Clearing in Pelham, Alabama. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes four years at Regions Bank and roles in various other industries including hospitality and academia. 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 manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions supported by extensive research and analytics.

Austin Hartline is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has previously worked at Regions Bank and Cracker Barrel. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and a multi-manager platform.

Robert Norman is a CFP®-credentialed financial advisor with 15 years of industry experience. He has worked at LPL Financial since 2014 and previously at Truist Investment Services, INC. from 2012 to 2014. Norman is affiliated with FI-Plan Partners, LLC, an entity related to his LPL business activities. 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 advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management and institutional platforms.

Lisa Gaddis is a CFP®-certified financial advisor with Ameriprise in Birmingham, AL, bringing 30 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she owns and manages a consulting business, Irby Investments Inc. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research and modeling techniques to deliver tailored, tax-efficient recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Jason Crowe is a financial advisor at LPL Financial in Birmingham, AL, holding a Series 66 designation with 21 years of industry experience. His work history includes multiple roles at LPL Financial since 2005, as well as positions at NEXT Financial Group and Securities America Advisors. He is also a co-owner of The Covenant Group, an investment-related 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Kurt Britnell is a CFP® with 35 years of experience in the financial services industry, currently affiliated with Cetera since 2025. He has held roles at Cetera Wealth Services, LLC, and Concourse Financial Group Securities Inc, and has operated under the dba Security Financial Advisors since 2011. Outside of financial advising, Britnell is co-owner and instructor at a local gym, Fitness 459 LLC. Cetera Investment Advisers LLC is an SEC-registered adviser that works with a broad client base, including individuals, retirement plans, corporations, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers.

Matthew Hope is a financial advisor with MassMutual Investors Services in Birmingham, AL, holding Series 63 and Series 66 designations and 15 years of industry experience. He has worked with MassMutual subsidiaries and Penn Mutual Life Insurance Company, including two separate five-year tenures at MassMutual Investors Services. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, employing firm-approved software for goal analysis and generally recommending investment strategies without discretionary authority.

John Gray is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at Securities America, Investacorp, Next Financial Group, and Cahaba Advisory. He is also associated with Cedar Advisory, Inc., a business entity not related to investment activities. 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 portfolios, and institutional platforms, supported by a network of investment adviser representatives.

Jeffrey Foose II is a financial advisor with Raymond James Financial Services Advisors Inc. He holds a Series 66 designation and has seven years of industry experience. Prior to joining Raymond James in 2026, he worked at Edward Jones for eight years and has experience in restaurant management and ranch operations. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Raymond Reuter is a financial advisor with LPL Financial, holding the Series 63, Series 65, and Series 66 designations, and has 29 years of industry experience. He previously worked at Infinex Investments, Inc. for nine years before joining LPL Financial and Cadence Bank in 2022. Outside of advisory work, he is involved with Cadence Investment Services and the fixed annuity business through Fidelity & Guaranty, United Life Insurance, and Oceanview Life and Annuity. 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 financial planning and investment management services, utilizing strategic and tactical allocation strategies supported by research and technology tools.

Jaron Shaw is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing six years of industry experience. He has been with Wells Fargo Clearing Services since 2019 and also has experience at Wells Fargo Bank NA dating back to 2015. Prior to his current role, he worked at Perry's Steakhouse & Grille for one year. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party resources.

Colleen Baird is a CFP®-designated financial advisor with Edward Jones in Birmingham, AL, where she has worked for 23 years. She holds Series 63 and Series 65 licenses and brings 27 years of industry experience. Outside of her advisory role, she is an ambassador for a vitamins company. 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 investment strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.