Terry Wilson

Shon Mc Clung is a CFP® professional with three years of experience in the financial advisory industry. He currently works at Capstone Wealth Advisors, LLC and has prior experience at Prevett Financial and Providence Financial Consulting, LLC. In addition to his advisory role, Mc Clung is an accountant with White, McClung, and Barber, LLC and is an independent licensed insurance agent. Capstone Wealth Advisors provides portfolio management and financial planning services primarily for individual clients, as well as charitable organizations and business entities. The firm employs a combination of fundamental analysis and modern portfolio theory, offering both discretionary and non-discretionary management alongside financial planning tailored to client risk tolerances.

Ronald Sansom Jr. is a financial advisor with Ameriprise in Andalusia, Alabama, holding a Series 66 designation and bringing 11 years of industry experience. He previously worked at Edward Jones for 10 years before joining Ameriprise. Outside of his advisory role, he serves as president of the Kinston Schools Foundation and is a board member of the Kiwanis Foundation. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations primarily for Ameriprise-managed accounts.

Alison Rhodes is a financial advisor with Equitable Advisors, holding a Series 66 designation and seven years of industry experience. She previously worked at Bankers Life and its affiliated entities from 2013 to 2022. Outside of her advisory role, Rhodes volunteers with Finding Forever Dog and Cat Rescue, assisting with fundraising and donation coordination. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that includes client intake processes to tailor services based on goals and risk tolerance.

William Greenwald is a Series 66 credentialed financial advisor with Edward Jones in Andalusia, Alabama. He has 15 years of industry experience and has been with Edward Jones since 2010. 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 advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions.

Phillip Hamm is a financial advisor at Edward Jones with six years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing Services and Wells Fargo Bank. Outside of his advisory role, he has served as a pastor at Friendship Baptist Church, where he led services, taught Bible studies, and oversaw church operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates through a large national network of advisors and branches.

Elizabeth Cotter is a financial advisor with Edward Jones, holding a Series 66 designation and four years of industry experience. She has been with Edward Jones since 2021 and previously worked at Franco's Athletic Club and Modern Conceptions of Dance. Outside of her advisory role, she teaches barre and yoga classes in her local community. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm offers a range of managed solutions, tax-efficient services, and affiliated investment products, supported by a large network of advisors and branch offices nationwide.