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.

Richard Austin is a financial advisor with Raymond James & Associates and holds a Series 66 designation. He has 10 years of industry experience, including prior roles at UBS Financial Services and as the owner of Wythe Press LLC, a publishing business focused on historical and architectural works. At present, his involvement with Wythe Press is minimal and unrelated to his advisory role. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting with a variety of portfolio management styles and is notable for its municipal advisory services and extensive affiliate ecosystem.

Stephanie Hill is a financial advisor at Merrill with nine years of industry experience. She holds the Series 66 designation and previously worked at BB&T from 2013 to 2016 before joining Merrill in 2016. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kimberly Williamson is a financial advisor at Stifel with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2010. Outside of her advisory role, she is involved with The Junior Miss Foundation of Alabama, supporting scholarship fund development. Stifel serves a broad range of individual and institutional clients, providing brokerage and investment advisory services guided by a proprietary investment methodology developed by its Investment Strategy Group.

Jerry Hanshaw is a financial advisor with Edward Jones in Montgomery, AL, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he served in the US Army from 1992 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Sharon Hobbie is an advisor at Primerica Advisors with Series 63 and Series 65 credentials. She has been with Primerica Advisors since 2025 and has prior experience including roles with the Tampa Bay Rays and Auburn University Montgomery. Outside of her advisory role, she works as a Destination Services Consultant at IOR Global. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Holley Pierce is a Certified Financial Planner® with 17 years of industry experience, currently affiliated with Wells Fargo Clearing since 2020. Prior to that, she worked at Bank of America for 11 years. Outside of her advisory role, she assists her parents with their financial and investment matters under power of attorney. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s 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.

David Evans Jr. is a financial advisor with Stifel in Montgomery, Alabama, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2010. Outside of his advisory role, he serves as a board member for the Alabama National Fair, the Kiwanis Club of Montgomery's main fundraising event supporting youth ministries and agencies in the River Region. Stifel serves a broad client base including individuals, institutions, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Robert Ray is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advising, he owns an agricultural business, Three Sevens Farms, focused on hay production in Alabama. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering tailored financial planning and consulting services with a range of portfolio management styles.

Teresa Bechard serves as a Resident Director at Merrill, bringing over 30 years of experience in financial services, including 11 years with Merrill. In her role, she focuses on helping clients and their families develop personalized financial strategies that address key areas such as retirement planning, portfolio management, small business strategies, women and wealth, tax minimization, and retirement income. Teresa holds a Bachelor's Degree from Faulkner University and has earned several professional credentials, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She emphasizes understanding clients' individual priorities to devise plans that guide important financial decisions and adapt to their changing needs. Beyond her professional duties, Teresa is engaged in community service and dedicates time to volunteer efforts. Her personal interests include boating, cooking, fishing, football, and traveling.

Eric Chappell is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at New York Life Insurance Company and Eagle Strategies. Outside of his advisory role, he serves as a deacon and prayer leader at a local church in Montgomery, AL, and is also involved in outside insurance sales covering life, disability, long-term care, fixed annuities, and health products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved tools and offers specialized services such as divorce planning and estate-settlement programs.

John Simmons is a financial advisor at Stifel with 42 years of industry experience. He has been with Stifel since 2014 and holds Series 63 and Series 65 designations. Stifel serves a wide range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Daniel Morris is a financial advisor with Ameriprise in Montgomery, AL, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and operates Dan W Morris Inc., a consulting business. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice, supported by a centralized retirement-income consulting team.

Richard Stewart is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has worked at Prudential Insurance Company of America since 2003 and joined LPL Enterprise in 2024. In addition to advising clients, he serves as a property and casualty insurance agent for Prudential Financial. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions through both advisory and brokerage channels. The firm offers financial planning, model portfolio programs, and access to third-party asset managers, combining advisor programs with the sale of financial and insurance products.

Mabry Phillips III is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Raymond James since 2014 and is also involved in private ventures including Hauling A$$ets, LLC, which funds boating activities for family and friends. Additionally, he is a one-third owner of Meridiem Advisory Group LLC, which provides accounting and operating expense services for his branch. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm provides tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling, supporting a large network of advisors and affiliated firms.

Randall Holcombe is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 35 years of industry experience. He has been with Cetera and its affiliated entities since 2013 and also works with Regions Bank. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various program structures and third-party managers.

Horace Nash is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been with Cambridge Investment Research Advisors since 2012 and is also president and sole shareholder of Proche Advisors, a non-investment-related business. Cambridge Investment Research Advisors serves a diverse range of clients, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm offers multiple investment implementation options and maintains proprietary models as well as access to unaffiliated strategists.

Katye Delashaw is a financial advisor at Stifel with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2010. Stifel serves a wide range of clients including individuals, institutional investors, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Jeffrey Jones is a CFP®, ChFC®, and holds a Series 66 license with 11 years of industry experience, all of which have been at Edward Jones since 2015. He is based in Prattville, AL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across various segments including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices, managing approximately $1.01 trillion in assets.

Franklin Shepard is a Series 63 licensed financial advisor with 48 years of industry experience, currently practicing at Stifel Nicolaus & Co Inc in Montgomery, AL since 2014. Stifel serves a wide range of clients, including individuals, institutional entities, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.