Jon P. Lindberg, CLU, President of J. Lindberg & Associates. Mr. Lindberg is a graduate of the University of Montevallo with a Bachelor of Business Administration, as well as a graduate of the American College in Bryn Mawr, PA, with a degree as a Chartered Life Underwriter specializing in the areas of Estate and Financial Planning with the successful completion of Advanced Estate Planning from the Graduate School of Financial Services. He also served two terms as President of the Shelby County Life Underwriters and is a member of the American Society of CLU & ChFC, National Association of Life Underwriters, Financial Planning Association (FPA) and has consistently qualified for the National Quality Award for services.

Mr. Lindberg is a investment advisor representative with ProEquities Inc., a registered Broker-Dealer, Member FINRA & SIPC, and a Registered Investment Adviser (RIA). Securities are cleared through Pershing Securities Corporation. Mr. Lindberg has successfully completed securities exams Series 63, 6, 7, & 65 which enable him to consult for a wide range of investment and advisory services.

Mr. Lindberg has been working independently in the financial services business for 25 years. He has been married for 23 years and lives with his wife and three children in Birmingham.

Fewer than 5% of those working in the insurance and financial services industry have qualified to earn the CLU or Chartered Financial Consultant designations. Each graduate must have passed a comprehensive curriculum of ten college-level courses that range from life insurance law and income taxation to investments and estate preservation/wealth transfer. They also must commit to the College`s high ethical standards and Code of Ethics.

Patrick Chitwood, CPA, Ph.D. - As of February 2003, J. Lindberg and Associates began our affiliation with Mr. Chitwood where he provides our firm with additional Tax and Estate planning services as well as independent asset management advice. He currently is president of Chitwood Advisory Group. Mr. Chitwood received his formal education at Auburn University and the University of Alabama. He received a Ph.D. in Psychology in 1972, and practiced as a psychologist until 1979. In search of more challenge, he left the field and began a career as an investment counselor with Paine-Webber in July 1979. After three years as a registered representative, he was offered a management position with Wheat First Securities in Winston-Salem, North Carolina. He subsequently managed the Ashville office of Robinson Humphrey before returning to Birmingham, Alabama in May 1987 where he begain developement of Chitwood Advisory Group. In 1990 he added another level of professional skills through the study of accounting at the University of Alabama in Birmingham. He was awarded the CPA designation in 1994, and subsequently became one of the first CPA's in the United States to receive the designation Personal Financial Specialist (PFS) by the American Institute of Certified Public Accountants. He has been published in the Journal of Accountancy, Registered Representative, Money Magazine, the Birmingham Business Journal, and numerous trade publications. He lives with his wife and daughter in Birmingham.

http://www.chitwoodadvisory.com/new/chitwoodadvisory/

Russell C. Kizer,CFP - Russell has been providing a wide range of investment products for over 25 years. He is a graduate of Georgia Southern University, where he received a BA in Business. He also is a graduate of the College of Financial Planning in Denver, CO where he received the CFP designation. He has been married to his wife, Carol, for over 16 years and is the father of three girls. Russell resides in Trussville and is active in his church and civic organizations.

Gregory D. Hyde, JD - PRACTICE-AREAS: Estate Planning; Estate Administration; Probate; Tax-Exempt Organizations; Taxation; Business Succession.  ADMITTED: 1979, Alabama; 1985, Florida LAWSCHOOL: University of Alabama (J.D., 1979); New YorkUniversity (LL.M., Taxation, 1980 ) COLLEGE: University of Alabama (B.S., 1973)  MEMBER: Birmingham and American Bar Associations; Alabama State Bar; The Florida Bar. BIOGRAPHY: Order of the Coif. Hugo L. Black Scholar. Certified Public Accountant, Alabama, 1975.