I am Jessica McDonald, a financial advisor and owner of Southern Wealth Builders, based in Birmingham, Alabama and accepting virtual clients. I know how it feels to experience financial uncertainty. I've been there, staring down at the myriad of possible paths, unsure of which one will lead to financial security and success. It's disconcerting and frustrating, and at times, it can feel as though your dreams are slipping away. Through my journey, I have armed myself with the knowledge and experience that can turn financial anxiety into financial empowerment. As a CFP® Professional, I've devoted my life to mastering the art of financial planning, learning how to distill complex financial concepts into practical, easy-to-understand strategies that cater to each individual's unique needs. Whether you're an athlete looking to capitalize on a lucrative sponsorship or NIL deal, a seasoned professional striving to make your money work harder for you, or a veteran preparing for a comfortable retirement, I've got you covered. I have helped numerous individuals, just like you, break free from their financial constraints and confidently stride towards their financial goals.

Robert Stein is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2011. He has over twenty-five years of experience in the financial services industry, having held various roles including Investment Representative, Client Service Specialist, Financial Representative, and Branch Service Representative at Fidelity Investments, as well as Shareholder Services Representative at BISYS Fund Services. Throughout his career, Robert has focused on partnering with clients to help them pursue their financial goals, build and preserve wealth, and maintain a focus on what matters most to them. This client-centered approach has enabled him to develop long-term, trust-based relationships. Outside of his professional work, Robert enjoys fitness activities such as golf, hiking, running, skiing, and traveling.

Grant Wagstaff is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop comprehensive retirement plans focused on both financial and emotional security for their families. He has been with Fidelity Investments since 2016, progressing through several roles including Financial Representative-Full Trader, Relationship Manager, and Planning Consultant before assuming his current position in 2022. His professional experience encompasses retirement planning and client relationship management. Throughout his tenure at Fidelity, Grant has gained expertise in creating holistic financial strategies tailored to individual client needs. His work involves partnering with clients to ensure their retirement goals align with their overall financial well-being. Outside of his professional responsibilities, Grant's personal interests include football, golf, spending time at the lake, visiting museums, and attending theater performances.

Aaron Hardin is a Planning Consultant at Fidelity Investments, based in the Birmingham Investor Center. He works as part of a team of financial professionals to help clients build personalized financial plans that align with their goals and values. Aaron focuses on developing strategies that support long-term success and peace of mind for his clients. Prior to his current role, Aaron worked as a Personal Banker at BBVA from 2019 to 2021. His experience includes assisting clients with financial planning and banking services. Outside of his professional work, Aaron enjoys attending concerts, participating in family activities, watching football, socializing with friends, playing golf, and spending time at the lake.

Hampe Farmer is a Planning Consultant at Fidelity Investments, a role he has held since 2024. In this position, he collaborates closely with Financial Consultants to deliver comprehensive planning services tailored to clients' goals. He emphasizes a holistic approach to financial planning to support clients in preparing for their futures. Prior to joining Fidelity Investments, Hampe gained experience as a Financial Planner at Kassouf & Co in 2023 and as a Financial Advisor at Raymond James from 2020 to 2022. These roles have contributed to his expertise in financial planning and client relationship management. Outside of his professional work, Hampe enjoys family activities, football, social events with friends, and golf.

Wesley Plunk is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. In this role, he collaborates with clients to develop comprehensive wealth plans tailored to their specific financial situations and needs. He emphasizes open communication and long-term relationships with clients and their families. Wesley has been with Fidelity Investments since 2011, progressing through roles including Investment Representative and Financial Consultant. Prior to joining Fidelity, he worked as a Wealth Advisor at JC Reed & Company and as a Financial Representative at Northwestern Mutual, gaining experience in financial consulting and wealth management. Throughout his career, Wesley has focused on strategies related to wealth planning and client relationship management. Further details about his education, credentials, personal interests, or community involvement have not been provided.

Blake Hutto is a Planning Consultant who collaborates with clients to develop comprehensive financial plans tailored to their personal situations. He emphasizes understanding each client's unique circumstances and building relationships based on trust. Blake has held roles at Fidelity Investments, including Investment Consultant from 2023 to 2024 and Workplace Planning Consultant from 2022 to 2023. These positions have contributed to his experience in wealth management and financial planning.

Travis Hughes is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized wealth management strategies tailored to clients’ unique financial goals, leveraging investment insights from Merrill and the banking and lending resources of Bank of America. Travis holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Alabama System. He is committed to working closely with clients one-on-one to create flexible financial strategies that reflect their long-term objectives. In addition to his professional work, Travis participates in community activities through volunteering, following Merrill’s tradition of engagement in the communities it serves.

Andy White is a Financial Consultant currently working at Fidelity Investments since 2024. He brings fifteen years of industry experience to his role, having previously served as a Wealth Advisor at Merit Wealth, LLC in 2023, a Senior Financial Advisor at Vanguard from 2017 to 2023, and a Financial Advisor at Peachtree Planning from 2009 to 2016. Throughout his career, Andy has focused on building trusting relationships and providing a safe space for essential conversations. He engages clients in a collaborative planning process that helps them focus on their priorities, make prudent financial decisions, and achieve greater peace of mind about their future. Outside of his professional work, Andy has interests that include lake activities, music, reading, running, tennis, and writing.