Charles Johnson is a financial advisor at Longview Financial Advisors, Inc. in Glencoe, AL, holding a Series 65 designation with six years of industry experience. He has been with Longview Financial Advisors since 2010. Longview Financial Advisors provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a research-driven, multi-asset class approach and offers discretionary and non-discretionary advisory services, pension consulting, and planning-only engagements.

Thomas McNaron III is a financial advisor at McNaron Group, Inc. in Anniston, Alabama, holding a Series 63 designation with 33 years of industry experience. He has been with McNaron Group since 1985. McNaron Group, Inc. provides discretionary portfolio management to individuals, trusts, and retirement plans, focusing on non-high-net-worth clients and smaller account relationships. The firm employs a long-term, value-oriented investment approach centered on fundamental analysis of common stocks, with an emphasis on limited trading and risk management through cash and fixed income holdings.

Padric Lee is a financial advisor at McNaron Group, Inc. with two years of industry experience. He holds a Series 65 designation and previously worked at StoneX Group Inc. and StoneX Financial Inc. Outside of his advisory role, he works part-time as a rideshare driver and bartender. McNaron Group, Inc. provides discretionary portfolio management primarily to non-high-net-worth individuals, focusing on a long-term, value-oriented investment approach that emphasizes fundamental analysis of common stocks. The firm manages approximately $17.1 million across 40 client accounts and maintains a single-custodian requirement with weekly account reviews.

Michael Hindman is a financial advisor with Belpointe Asset Management LLC, holding Series 63, 65, and 66 designations and 18 years of industry experience. He has worked at Belpointe since 2016 and previously at First Advisors Capital, Inc. from 2014 to 2016. Outside of his advisory role, Hindman serves in leadership positions on several nonprofit boards, including chairman of the Wesley Foundation student ministry and the Jacksonville Commercial Development Authority, as well as treasurer for the Institute of Clergy Excellence and Calhoun/Cleburne County Habitat for Humanity. Belpointe Asset Management serves a diverse client base ranging from individual investors to corporations and registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios that incorporate passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

John Day II is a financial advisor at Level Four Advisory Services with a Series 66 designation and one year of industry experience. Prior to joining Level Four Advisory Services and Level Four Financial in 2025, he held roles at Bain & Company, AssetVault, Extended Travel, EY-Parthenon, and the University of Virginia. Level Four Advisory Services is an enterprise investment adviser managing over $5 billion across more than 13,000 client relationships, serving a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers fee-only financial planning and asset management services, utilizing model portfolios and a combination of direct management and third-party sub-advisers.

Kenneth Reeves is a financial advisor at AE Wealth Management, LLC with a Series 65 license and experience in the industry since 2015. He previously worked at New York Life, Equis Financial, and founded Apex Financial Group, where he remains involved in insurance sales. AE Wealth Management is an SEC-registered investment adviser serving a wide range of clients, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers various services such as model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services through a platform that combines multiple model strategies and advisor-managed accounts.

Brittany Cobb is a Series 66-licensed financial advisor with eight years of industry experience. She is currently with Truist Advisory Services and Truist Investment Services, Inc., having been with these firms since 2019 through their predecessor entities, including Bb&T. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers discretionary and non-discretionary investment solutions that utilize firm-level model portfolios, third-party managers, and advisor-led asset allocation, supported by research shared across Truist’s affiliated channels.

Tyler Pankey is a financial advisor at Raymond James & Associates with six years of industry experience. He holds the Series 66 designation and has previously worked at Northwestern Mutual and in academic roles at Auburn University and Jacksonville State University. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through both non-discretionary and discretionary advisory programs, and it maintains capabilities in public finance and municipal work alongside its retail advisory services.

Brian Nelson is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SagePoint Financial, MWA Financial Services, and Modern Woodmen of America. Outside of his advisory role, Nelson is a co-founder and board member of Mayhem Missions, a fitness-based nonprofit organization. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, employing a structured investment process that incorporates risk tolerance, asset allocation, and portfolio optimization tools.

Jeffrey Fink is a financial advisor with Wells Fargo Clearing in Anniston, AL, holding a Series 66 designation and seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and also maintains involvement with ERA King Real Estate. In addition, he serves as treasurer for St. Michaels Medical Center, where he oversees budgeting and financial reporting. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s advisory process includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Douglas Huie is a financial advisor at MassMutual Investors Services with 19 years of industry experience. He holds the Series 66 designation and has worked at MassMutual Investors Services since 2017, with prior roles at Massachusetts Mutual Life Insurance Company and MetLife Securities. In addition to his advisory work, he is licensed as an insurance agent involved in individual and group life, health, and fixed annuities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented planning without discretionary investment authority.

Lynn Young is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 17 years of industry experience. She previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Raymond James in 2021. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supports wrap fee advisory programs, and delivers institutional consulting through its Institutional Fiduciary Solutions division.

Jennifer Edmondson is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In her role, she works closely with clients to develop strategies that address a range of financial goals, including investing, retirement planning, and saving for unexpected events. Jennifer provides ongoing advice and guidance, adapting portfolios as clients’ needs evolve. She also facilitates access to Bank of America specialists in banking, credit, home financing, and small business solutions. Jennifer holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. She earned her bachelor's degree from Jacksonville State University. In addition to her professional work, she is involved with the Anniston Lions Club and is affiliated with Hill Crest Baptist Church.

Kelly Latta is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Anniston, Alabama, holding a Series 66 designation and 18 years of industry experience. She is also affiliated as an independent contractor with F&M Investment Services and serves as a financial advisor and client service manager at Independent Retirement Associates. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting supported by extensive research and a broad affiliate network.

John Troncale is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. His career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing, totaling over 17 years with Wells Fargo-affiliated firms. He holds partial ownership in two investment-related businesses based in Anniston, Alabama. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers a wide range of investment and financial planning services to individuals, trusts, and institutional clients. The firm’s approach includes tailored financial planning and investment recommendations supported by proprietary research and tools, with services extending to specialized areas such as business-owner transition and special-needs planning.

Gregory Halligan is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a power of attorney for his daughter. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jason Copeland is a CFP® with 26 years of industry experience and is currently an advisor at Wells Fargo Advisors. He has worked with various Wells Fargo entities since 2009. Outside of his advisory role, he serves as a high school football official for the Alabama High School Athletic Association. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with clients able to choose whether and how to implement recommendations.

Troy Wagnon is a financial advisor at Wells Fargo Advisors with 38 years of industry experience. He holds a Series 63 designation and has worked with Wells Fargo entities since 2009, including Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce. The firm offers tailored recommendations using proprietary research and planning tools, with clients able to implement strategies through brokerage or advisory programs.

Baylor Millhoff is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Emblem Credit Union, LPL Financial, Alabama Teachers Credit Union, Auburn University, and Southside High School. Outside of his advisory role, he is also involved as an agent in insurance and benefits. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and investment strategies.

John Holt is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at LPL Financial, Emblem Credit Union, and Alabama Teachers Credit Union. Outside of his advisory work, Holt serves as Vice President and board member of the Westbrook Youth Football Association in Gadsden, Alabama. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services using multiple account platforms and both discretionary and non-discretionary investment approaches.

Lauren Johnson is a financial advisor with Wells Fargo Advisors in Anniston, Alabama, holding a Series 66 designation and nine years of industry experience. She has worked at Wells Fargo Clearing Services LLC, Bank of America, N.A., and Merrill prior to joining Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Robert Blackwell is a financial advisor with LPL Financial in Anniston, Alabama, holding a Series 66 designation and 12 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC from 2012 to 2020. Outside of his advisory role, he is involved part-time in an excavating business and serves as a notary. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with additional financial products and services.

Tana Norris is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has worked in various roles within Wells Fargo since 2009. Outside of her advisory work, she is involved in managing rental property in Panama City Beach, FL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition planning and special-needs analysis, supported by proprietary research and planning tools.

Shannon Lusk is a financial advisor with LPL Financial in Albertville, AL, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. Prior to joining LPL Financial in 2022, Lusk worked at Infinex Investments, Inc. for nine years. Outside of advisory work, Lusk is a business owner of EZ Living RV Park in Crossville, AL. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a broad range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Nancy Lipham is a CFP® with 46 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she manages rental farm property and event rental property in Edisto Island, SC, and acts as a personal representative for her mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Michael Abney is a financial advisor with Ameriprise in Oxford, Alabama, holding a Series 63 designation and 26 years of industry experience. He previously worked at PNC Investments and BBVA-affiliated firms, including BBVA Wealth Solutions, BBVA Securities, BBVA Compass Insurance Agency, and COMPASS Bank, from 2013 to 2021. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports that support income planning and withdrawal strategies. The firm delivers these services through a centralized consulting team and emphasizes the use of affiliated funds and managed accounts in its planning approach.

Justin Marsh is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. His career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2012. Outside his advisory work, he is a 50% owner and president of Sneaky Hog Inc LLC and holds ownership interests in other investment-related businesses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad planning menu for clients meeting net-worth thresholds, using Wells Fargo’s research and tools to develop tailored recommendations delivered through meetings and written summaries.

Jeffrey Little is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at Raymond James since 2021 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves in a political capacity with the City of Glencoe, Alabama. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program, serving a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, supporting both retail and institutional clients with specialized public finance and municipal services.

Christopher Reynolds is a CFP® professional with 23 years of experience in the financial services industry. He currently works at Wells Fargo Advisors and has held previous roles within Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is a 33% owner of Legacy Wealth Management LLC in Gadsden, AL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized niche planning, and employs proprietary research and tools to develop tailored recommendations for clients.

Jeffrey Little is a financial advisor with Raymond James & Associates in Gadsden, Alabama. He holds a Series 66 designation and has four years of industry experience. Prior to joining Raymond James in 2021, he worked at Hewlett Packard Enterprise and The University of Alabama. Raymond James & Associates provides financial planning and investment consulting to a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and institutional consulting services, with a notable presence in public finance and municipal work.

Charles Robinson is a financial advisor with Cetera, holding a Series 63 designation and 22 years of industry experience. He has been with Cetera and its affiliated entities since 2013. Outside of his advisory work, Robinson serves as a councilman for Hokes Bluff City Council, where he participates in reviewing city goals, major projects, infrastructure improvements, finances, and strategic planning. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts, model portfolios, and third-party managed strategies.

Reuben Johnson is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 25 years of experience in the financial services industry. He advises individuals, business owners, non-profit organizations, and foundations. His approach involves understanding clients' goals, needs, and ambitions to provide investment advice that centers on the client and their family, aiming to develop long-term relationships and serve as a trusted resource in growing and preserving financial wealth. Johnson's expertise includes education planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, personal retirement planning, philanthropic planning, small business strategies, and retirement income. He holds a Bachelor of Science degree in Business Administration from Tuskegee University and a Master of Business Administration (MBA) from the University of Alabama. He holds the designation of Personal Investment Advisor (PIA). Beyond his professional role, Johnson is involved in community service activities including volunteering with the Boys and Girls Clubs, March of Dimes, Kiwanis Club of Anniston, The Northeast Alabama Community Foundation, and Alpha Phi Alpha Fraternity. His personal interests include sports such as basketball, football, golf, and tennis.

Gregory Pass is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for ten years and served in the US Army for one year. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, serving plan sponsors with tailored investment solutions and acting as an ERISA fiduciary.

Stephen Platt is a financial advisor with Edward Jones in Jacksonville, Alabama. He holds the Series 66 designation and joined Edward Jones in 2025. Prior to his current role, he spent ten years with Vapor Ministries and worked briefly at Domtar. He is also an independent contractor with Growthstream. 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 strategies, separately managed accounts, and affiliated mutual funds through a nationwide network of financial advisors.

Larry Young is a financial advisor with Cetera in Anniston, Alabama, holding Series 63 and Series 65 licenses and over 42 years of industry experience. He previously worked for Concourse Financial Group Securities Inc. for 40 years and has operated Insurance Planning Services Inc. since 1998. Outside of his advisory work, he owns and manages Forever Young Farms, a timber farmland operation. Cetera Investment Advisers serves a diverse client base, including individual, high-net-worth, institutional, and retirement-plan clients, through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts with firm-sponsored model portfolios and third-party managed solutions.

John Barcomb is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and over 20 years of industry experience. He has been with Edward Jones since 2005. 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. The firm manages approximately $1.01 trillion in assets under management and offers a variety of investment strategies and affiliated services through a large nationwide network of advisors and branch offices.

Theodore Turgeon is a financial advisor with Cetera, holding a Series 66 designation and 10 years of industry experience. He has worked at firms including Merrill Lynch and Bank of America. Turgeon also operates Insurance Planning Services, Inc., an investment-related business through which he provides advisory services. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients, offering portfolio management, financial planning, and fiduciary solutions through a large network of independent advisors.

Donald Ledford is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Prior to joining LPL Financial in 2024, he worked at SA Stone Wealth Management and Sa Stone Investment Advisors for a combined 10 and 8 years, respectively. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of advisory programs supported by an in-house research team and a broad platform that integrates advisory and brokerage services.

John Roussell is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he serves as a board member for The Preserve of Grayton Beach Homeowners Association, a nonprofit organization. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and governmental clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both discretionary and non-discretionary advisory relationships.

Daniel Brock is a financial advisor with Raymond James Financial Services, Inc. in Anniston, Alabama, holding a Series 63 designation and 26 years of industry experience. He has held roles at Raymond James since 2000 and also works with Independent Retirement Associates and F & M Investment Services. Outside of finance, he owns and operates Ace Vintage Modern, an antique retail business. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm emphasizes non-discretionary financial planning and investment consulting, using detailed client profiles and firm research to tailor recommendations across brokerage and advisory accounts.

Tanner Kennedy is a financial advisor at OSAIC with a Series 66 designation and three years of industry experience. He has worked at Cetera and K&K Financial, where he is also involved in a financial professional role. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm uses a combination of risk-tolerance assessments, asset allocation software, and portfolio optimization tools to manage a wide range of investment products and offers access to multiple custodial platforms and third-party managers.

Keith Fountain is a financial advisor with Wells Fargo Clearing in Anniston, AL, holding a Series 66 designation and 21 years of industry experience. He worked at Bank of America, NA from 2009 to 2023 before joining Wells Fargo Clearing. Outside of his advisory role, he serves as an executor for his father's estate, dedicating approximately 10 hours per month to related responsibilities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances, with a notable inclusion of insurance-related vehicles and bank deposit sweep options.

Karen Fountain is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds the Series 66 designation and previously worked at Bank of America, N.A. for seven years before joining Wells Fargo in 2023. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Nathan Turley is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Merrill since 1992 and also has experience at Bank of America since 2011. Merrill serves a diverse client base including individuals, retirement plans, corporations, charities, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm’s investment management is overseen by its CIO and utilizes multiple program strategies with an emphasis on tax-efficient solutions and integration with Bank of America’s broader financial platform.

Isaac Brown is an Associate Resident Director at Merrill Lynch Wealth Management, where he has been employed since October 1994. In his role, he works with clients to help them achieve their long-term financial goals through the prudent management of their assets and liabilities, focusing on legacy planning, personal retirement planning, and portfolio management services. Mr. Brown holds a Bachelor's degree in Business Management from Jacksonville State University and has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA®), Chartered Retirement Planning Counselor™ (CRPC™), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He has also served as an adjunct professor at Kennesaw State University, teaching financial planning courses. Beyond his professional duties, Isaac Brown is active in his community, serving on local boards such as the United Cerebral Palsy Center of East Alabama, Community Actors' Studio Theatre (CAST), and the Donoho School Board of Directors, where he is the current president. He is a member and past president of the Anniston Rotary Club and participates in organizations including the 3E Association and Boy Scouts of Calhoun County. He resides in Oxford, Alabama with his wife and daughter and engages in personal interests such as dancing, horseback riding, music, refereeing, swimming, tennis, traveling, and spending time with family.

Stephen Lafollette is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2020, following previous roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he is a notary public. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by in-house research and a large network of investment adviser representatives.

Michael Poe is a CFP® professional with 30 years of experience in the financial services industry. He is currently with Raymond James & Associates, where he has worked since 2020. Prior to that, he held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, Poe serves as Chair of the Board for the Northeast Alabama Bicycle Association and is a member of the Anniston Downtown Development Authority’s advisory board. 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 offers both non-discretionary advisory relationships and institutional consulting services, with a notable focus on public finance and municipal work.