Jeffrey Sprague is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 34 years of industry experience. He has worked at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. prior to joining Cambridge in 2012. Sprague is also an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multibillion-dollar asset base and offers access to multiple platforms, third-party advisers, and proprietary model strategies.

Jonathan Shoffner is a financial advisor with Edward Jones in Montgomery, Alabama, holding CFP® and Series 66 credentials and having nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at Wal-Mart Stores Inc. from 2014 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Camille Brown is a financial advisor with Primerica Advisors in Montgomery, AL. She holds Series 65 and Series 63 licenses and has four years of industry experience. Her work history includes positions at PFS Investments Inc., the Department of Human Resources, Primerica Financial Services, KHM Travel, and the State of Alabama Department of Labor. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies from unaffiliated asset managers and offers discretionary separately managed accounts, supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.

James Klingler Jr. is a Series 66-licensed financial advisor with Stifel in Montgomery, Alabama, possessing 12 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2014. Outside of his advisory role, he serves on the Board of Directors for the Kiwanis Club of Montgomery. Stifel serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and probabilistic modeling through its Investment Strategy Group.

Kathleen Schoudel is a financial advisor at Stifel with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Stifel Nicolaus & Co. Inc. since 2010. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary methodology from its Investment Strategy Group to provide investment analysis and allocation guidance, supporting a range of financial planning needs.

Gilbert Meadows III is a CFP® with 31 years of industry experience, currently with Stifel since 2023. He previously worked at Wells Fargo Clearing for seven years and Merrill for seventeen years. Meadows serves on the boards of the Bell Road YMCA and the First Baptist Church Foundation in Montgomery, AL. Stifel serves a broad range of individual and institutional clients, providing brokerage and investment advisory services including fee-based financial planning. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Jennifer Dismukes is a financial advisor at Merrill with 23 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2017, following prior roles at Wells Fargo Clearing and International Advisory Consultants Inc. She also serves as a power of attorney and co-trustee for family fiduciary entities in Mobile, Alabama. Merrill provides managed account services through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts. The firm combines in-house Chief Investment Office teams with third-party managers to implement tailored portfolio solutions.

Karen Campbell is a financial advisor with Morgan Stanley in Montgomery, AL, holding a Series 63 designation and 47 years of industry experience. She has worked at various Morgan Stanley entities since 2009 and owns an antiques business outside of her financial advisory role. She has also served as a committee member for the Montgomery Metropolitan Planning Organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and strategies.

Beau Greer is a CFP® professional with 26 years of industry experience, currently serving with Edward Jones since 1999. Based in Prattville, AL, he is involved as a member of Tanglewood Farm LLC, which manages farmland, and acts as trustee for the Donald W Greer Irrevocable Trust. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, corporate, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial products through a nationwide network of advisors and branch offices.

Dianne Dempsey is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing for nine years before joining Wells Fargo Advisors in 2025. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services including retirement, education, risk, and wealth-transfer planning. The firm delivers tailored recommendations using proprietary research and tools, with clients choosing whether and how to implement those recommendations through various brokerage or advisory programs.

Amanda Overby is a CFP® with nine years of industry experience, currently advising at Raymond James & Associates since 2017. Prior to this, she worked with the Alabama Cable Telecommunications Association for two years. She serves as a committee member of the Junior Thespians board in Montgomery, Alabama, where she is involved in communication efforts. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and consulting services supported by diverse portfolio management and research resources.

Christopher Cordle is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. He has worked at Wells Fargo since 2016 and previously spent seven years at Merrill. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Ronald Stallworth is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works with individuals, families spanning multiple generations, business owners, and executives, employing a goals-based wealth management approach that places clients at the center of every personalized strategy. His focus areas include divorce transition planning, employee financial health, personal retirement planning, small business strategies, and retirement income. Ron brings over thirty years of experience in the financial industry, addressing complex financial strategy issues for high net-worth individuals. He leverages the resources of a specialized team at Merrill to assist clients with financial matters, including retirement and estate planning for both individuals and businesses. Ron also provides services to current and retired professional athletes, helping them navigate financial transitions. His professional credentials include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Before entering finance, Ron was an All Southeastern Conference defensive lineman at Auburn University and spent 2.5 years in the NFL with the New York Jets and Kansas City Chiefs. He holds a bachelor's degree from Auburn University and a master's degree from Troy University. Outside of work, Ron enjoys football, reading, and spending time with his family.

Ashley O'Brien is a financial advisor at Merrill with 10 years of industry experience. She holds a Series 66 designation and has worked at Merrill and Bank of America for the past decade. Outside of her advisory role, she owns a family business that operates an Etsy shop and a marquee light rental company, and she serves on the Board of Directors for United Cerebral Palsy of Mobile. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Laura Sikes is a financial advisor with Wells Fargo Advisors in Montgomery, Alabama, holding a Series 63 designation and 32 years of industry experience. Her work history includes positions at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. over nearly two decades. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations supported by Wells Fargo research, covering diverse planning needs including retirement, education, and specialized services such as business-owner transition and special-needs analysis.

William Chastain is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been assisting clients with their financial planning since 2008, focusing on individualized strategies that address retirement planning, family wealth management, and business-related financial needs. William works with multigenerational families and small business owners to develop holistic wealth strategies that evolve over time, utilizing resources from Merrill Lynch and Bank of America to create coordinated financial plans. William holds a Bachelor of Science degree in Finance from the University of Alabama and has received professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His professional approach centers on understanding what matters most to each client and building long-term relationships to support them through changing life circumstances. Residing in Montgomery, Alabama, William is active in his community, coaching youth baseball and volunteering with organizations such as Saint James United Methodist Church, Southeastern Dixie Youth Baseball, and the YMCA Boys Work Committee. Outside of his professional and community activities, he enjoys baseball, cooking, fishing, football, golfing, hunting, reading, soccer, spending time with his family, and tennis.

Kelsie Fisher is a financial advisor at Merrill with 7 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2021. Prior to that, she was employed by Wells Fargo Clearing and Wells Fargo Bank NA from 2018 to 2021, and PNC Bank from 2016 to 2018. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kenneth Easterling is a Series 63 licensed financial advisor with Edward Jones, based in Prattville, Alabama. He has 38 years of industry experience, including 34 years with Edward Jones. Outside of his advisory role, he manages family partnership real estate holdings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services. The firm is notable for its extensive network of financial advisors and branch offices, offering both discretionary and non-discretionary investment options along with affiliated mutual funds and trust services.

Dori Sippial is a financial advisor with Primerica Advisors in Montgomery, AL, holding Series 65 and Series 63 licenses and six years of industry experience. She has been with Primerica Advisors since 2020 and has previous experience at MPS and Primerica Financial Services. Outside of advising, she is an owner of SIC, LLC and serves as Vice President and part-owner of Three Squared Logistics Inc., a non-investment related business. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by third-party asset managers and provides advisory services through a large network of financial advisors.

Shonic Lee is a financial advisor with Stifel in Montgomery, AL, holding a Series 63 designation and 38 years of industry experience. He has been with Stifel since 2012. Lee serves as a board member of the University of Alabama FCA. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.