Jerry Goodson is a CFP® professional with 21 years of experience in financial advising. He has worked at Advisor Financial Group, Inc. since 1999 as its sole advisor. Advisor Financial Group provides wealth management and investment advisory services to individuals, professionals, executives, businesses, trusts, estates, and charitable organizations. The firm uses a consultative process with a focus on multi-asset class, multi-manager, long-term portfolio strategies, managing assets on a non-discretionary basis without taking custody or exercising discretionary trading authority.

Jeffrey Wright is a financial advisor at Fish Creek Value Management, LLC in Leeds, Alabama, with seven years of industry experience. He holds a Series 65 designation and has worked at Fish Creek since 2017, following a 13-year tenure at Regions Financial Corporation. Outside of his advisory role, he is involved in a family-owned small business that buys and sells raw land, where he reviews and approves land transactions. Fish Creek Value Management provides discretionary and non-discretionary investment management and consultative services to individuals, trusts, estates, small corporations, and nonprofit organizations. The firm employs a long-term, value-oriented strategy that integrates fundamental analysis, technical methods, and selective use of derivatives, offering performance-based fee arrangements and serving a diverse client base including small corporate and nonprofit entities.

Donna Cates is a financial advisor at The Wealth Boutique with 25 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. from 2011 to 2022. Outside of advisory work, she is a certified mediator specializing in divorce financial mediation and also works as an insurance agent. The Wealth Boutique is an SEC-registered advisory team managing approximately $94 million for individuals, multi-generational families, trusts, and high-net-worth clients. The firm provides holistic financial planning and discretionary portfolio management through a goals-based approach that incorporates fundamental and technical analysis, utilizing third-party asset managers and custodial platform services.

Debra Cinquemani is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Principal Advised Services. Her career includes roles at Thrivent Financial and Century Silver Exchange. She also holds a position as a retirement consultant, providing one-on-one investment advice to retirement plan participants at Principal. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models. The firm operates within the Principal Financial Group family, providing integrated access to affiliated products and services while maintaining governance and supervision controls.

Ian Maddox is a financial advisor with Independent Financial Partners, holding a Series 66 designation and 18 years of industry experience. He has worked at Independent Financial Partners since 2012 and previously at LPL Financial from 2012 to 2019. Outside of his advisory role, Maddox serves as Vice Chair on the board of the Trussville Redevelopment Authority and is a board member of both the Trussville Area Chamber of Commerce and the Trussville City Schools Foundation. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of approximately 261 independent advisors. The firm supports a decentralized advisory model with a notable focus on retirement-plan advisory and pension consulting services.

Peyton Jones is a CFP® professional with three years of industry experience, currently serving at Creative Planning. Prior to joining Creative Planning, he worked for seven years at Bridgeworth Wealth Management. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Paul Vahle is a financial advisor with Truist Advisory Services who holds Series 63 and Series 65 designations and has 31 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021 and previously at Bb&T Securities and BBTIS from 2011 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Jacob Traylor is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Empower, he worked at Wells Fargo Bank and PNC Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s integrated service model emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Noah Lohan is a financial advisor at Ameritas Advisory Services, LLC with one year of industry experience. He holds a Series 66 designation and has worked at several firms including McMillan Financial Services and The Washington Trust Company. In addition to his advisory role, he is involved with Keystone Financial Group and InSource Financial Advisors, providing holistic financial advisory services. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management and retirement-plan advisory services through a combination of model portfolios, third-party sub-advisers, and custom strategies.

Gene Hitchcock Jr. is a CFP®-designated financial advisor with Independent Financial Partners, bringing 27 years of industry experience. He has held roles at IFP Securities, LLC, Independent Financial Partners, and LPL Financial. Outside of his advisory duties, he serves as a board member of the Trussville Cemetery Authority and is involved in a local real estate development venture. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a national network of independent advisors. The firm supports a multi-advisor platform serving a diverse client base with customizable investment approaches and notable retirement-plan advisory and pension consulting capabilities.

Virginia Morris is a financial advisor with Independent Financial Partners who holds Series 63 and Series 65 licenses and has 26 years of industry experience. Her prior roles include positions at Truist Advisory Services, BB&T, and related entities. Outside of her advisory work, she volunteers with the Trussville Area Chamber of Commerce and serves on the board of the Trussville City Schools Foundation. Independent Financial Partners is a nationwide enterprise serving individual, charitable, corporate, and high-net-worth clients through a decentralized advisory model. The firm offers investment advisory, financial planning, trust, and retirement-plan services, with notable capabilities in retirement-plan advisory and pension consulting.

Seth Edgil is a financial advisor with Ameritas Advisory Services, LLC and holds a Series 66 designation. He has 10 years of industry experience, including prior roles at Equitable Advisors and AXA Advisors, LLC. In addition to his advisory work, he is licensed as an Independent Insurance Agent and is involved in managing an inherited family property through a separate LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, offering fee-based asset management and fiduciary advice through a range of programs and affiliated investment adviser representatives.

Isaiah Hileman is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Primerica Advisors, Valic Financial Advisors, and Agia. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, offering integrated services that combine proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates.

Tuyet Nguyen is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2021, Nguyen worked at BBVA Wealth Solutions Inc., BBVA Securities Inc., Compass Bank, and ProEquities, Inc. Outside of her advisory role, she also operates a nail salon. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios and research.

Pablo Miranda is a financial advisor at Cetera with two years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several financial institutions including Wells Fargo and Regions Bank. 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 access to both affiliated and third-party investment strategies.

Stephen Sink is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a variety of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Earl Falkner III is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at Cetera and its affiliates since 2020 and has operated Falkner Financial Advisors since 2010. He also holds an insurance agent role selling life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC serves individual, employer-sponsored retirement plan, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.

Whitney Mc Laughlin is a financial advisor with OSAIC, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Royal Alliance Associates, Concourse Financial Group Securities, and Cetera Investment Services. Outside of financial advising, she operates a sole proprietorship as an attorney providing legal preparation related to family rental property. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers and multiple advisory platforms. The firm employs firm-provided asset-allocation tools and a range of investment strategies across various asset classes, offering both discretionary and non-discretionary portfolio management.

Jeffery Vandiver is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 12 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Cetera Investment Services and Regions Bank, among other firms. Outside of his advisory role, he works as a school bus driver for the Pell City School Systems. LPL Financial serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management, utilizing model portfolios, research, and various technology-driven solutions.

Lori Merchant is a financial advisor at Mass Mutual Investors Services with 19 years of industry experience. She has held positions at HighTower Advisors LLC and Fidelity Brokerage Services LLC prior to joining her current firm. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements and a range of investment programs and educational seminars.

Elizabeth Mitcham is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has four years of industry experience, including prior roles at SA Stone Wealth Management and operating Mitcham Financial Services. Outside of advising, she is involved in retail sales and marketing activities through businesses she owns in Birmingham, Alabama. Cambridge Investment Research Advisors serves a diverse client base ranging from individuals to pension plans and charitable organizations, offering financial planning, investment management, and retirement advisory services through a large network of independent Financial Professionals. The firm employs a range of investment approaches, including proprietary models and access to third-party managers, with both discretionary and non-discretionary implementation options.

Gregory Tremblay is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for the Tom James Company for 15 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Anna Otterson is a financial advisor at Edward Jones in Pell City, Alabama, holding a Series 66 designation with seven years of industry experience. She has worked at Edward Jones since 2018 and previously was employed at Kasai North America from 2015 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices, managing approximately $1.01 trillion in assets.

Edward Baldwin Sr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Raymond James and its affiliated entities since 2013. Outside of his advisory work, he serves as a trustee and successor trustee of a life insurance trust. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and public finance services, supporting both retail and institutional investment needs.

Michael Hunter is a financial advisor at Edward Jones in Trussville, AL, holding a Series 63 designation with 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. 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, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Angela Mixon is a financial advisor at Edward Jones in Trussville, Alabama, holding a Series 66 designation with three years of industry experience. She has been with Edward Jones since 2011, totaling 15 years at the firm. 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 solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brice Falkner is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and possessing 19 years of industry experience. He has worked with several firms, including Cetera Advisors LLC, Rockridge Partners, LLC, and Falkner Financial Advisors, which he has operated since 2010. Outside of his advisory role, Falkner serves on the finance committee of the First Baptist Church of Trussville. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that supports discretionary and non-discretionary management across multiple program structures and custodial relationships.

Jennifer Farris is a financial advisor with Equitable Advisors in Trussville, AL, holding a Series 66 designation and 19 years of industry experience. She has been with Equitable Advisors since 2013 and was previously affiliated with Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Earl Falkner Jr. is a financial advisor at Cetera with 49 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with Securities Service Network, Inc. and managed his own firm, Falkner Financial Advisors. He is also active as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting discretionary and non-discretionary accounts across various program structures.

Charles West II is a financial advisor with Morgan Stanley who holds Series 63, 65, and 66 licenses and has 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, West participates in community activities as a member of the Finance Committee for the Black Chamber of Commerce of Palm Beach County and assists with property rehabilitation projects related to agriculture and real estate through a family enterprise in Alabama. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services, utilizing structured discovery processes and firm-approved tools to tailor plans to client needs.

Bonnie Brewer is a financial advisor at Cetera with 12 years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley, Ameriprise Financial Services, and SA Stone Wealth Management. Outside of advising, she is involved in retail and online sales through her role at Pottery Barn. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base 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 multiple program structures.