Harry Childers III is a financial advisor at Stifel with 59 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2015. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Katherine Jargo is a financial advisor with Primerica Advisors in Springfield, VA, holding Series 63 and Series 65 licenses and having 19 years of industry experience. She has been with Primerica Advisors since 2006 and Primerica Financial Services since 2005. Outside of her advisory role, she owns and operates Kate Mitchem Photography in Bristow, VA. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating with a tiered wrap fee structure.

Ronald Allen is a CFP®-designated financial advisor with 44 years of industry experience. He has been with LPL Financial since 2025 and previously spent 35 years at Cadaret, Grant & Co., Inc. He is also a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jennifer Ryder is a financial advisor with Ameriprise in Mobile, AL, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2008. In addition to her advisory role, Ryder is the owner of Long Run Operations, LLC, a financial planning practice, and serves as Treasurer on the Board of Directors for the Gulf States Financial Planning Association. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning, providing personalized recommendation reports and ongoing advice that emphasize dependable income sources and tax-aware withdrawal strategies.

Gabriel William is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices nationwide.

Kaitlyn Leblanc is a financial advisor at Cetera with eight years of industry experience. She holds a Series 66 designation and has worked at firms including Hancock Whitney Bank, Bank of America, Merrill, Edward Jones, and LPL Financial. Leblanc serves as Vice President on the board of the Eastern Shore Business Network, where she tracks referrals among members. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, retirement plan, charitable, and institutional clients. The firm offers a multi-manager platform providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers across various program structures.

Paul Kunz is a financial advisor with LPL Financial in Fairhope, Alabama, holding Series 66 and Series 63 licenses and possessing 11 years of industry experience. His prior roles include positions at Hancock Whitney Bank, Hancock Whitney Investment Services, Zions Bank, and an earlier tenure at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of over 22,800 investment adviser representatives.

Donald Connick Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 23 years of industry experience. His prior roles include positions at Lincoln Financial Advisors, Cetera, Regions Bank, Wells Fargo Clearing, and RBC Capital Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jordan Ellis is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He has held positions at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing. He holds Series 63 and Series 65 designations. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of advisory services, financial planning, and retirement plan consulting, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources to support investment decisions.

Leonardo Silva is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2010, following six years at Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Edwin Peters Jr. is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license, with 43 years of industry experience. He has worked at LPL Financial since 2025 and previously spent significant time at Kestra Advisory and Kestra Investment Services, LLC. Outside of his advisory work, he serves on the board of the nonprofit NEST. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives.

Angela Chronister is a Series 66–licensed financial advisor with Stifel in Mobile, Alabama, where she has worked since 2015. She has 22 years of industry experience. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group, supporting asset allocation and comprehensive financial planning.

Roland Killcreas is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Morgan Stanley Private Bank, National Association since 2015, following prior tenure at Morgan Stanley Smith Barney beginning in 2009. Outside of his advisory work, he operates a tree farm in Spanish Fort, Alabama. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its advisory process.

W K Drew is a financial advisor at Merrill with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 1990. Drew has also worked at Bank of America since 2011. Outside of his advisory role, he serves as a finance committee member at Christ Church Cathedral, a charitable organization in Mobile, Alabama. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

C Harty III is a financial advisor with Merrill in Fairhope, AL, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He has been with Merrill since 1983 and with Bank of America, N.A. since 2009. Outside of his advisory work, he is a limited partner and outside investor in Fort Morgan Marina LLC. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Ralph Anderson II is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Anderson serves on the advisory board for the University of South Alabama's Mitchell College of Business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Kassi Reynolds is a financial advisor with Merrill, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Merrill, she worked at Spire Energy and has experience in the wellness industry through Above and Beyond Hot Yoga. She also spent time at Spring Hill College in multiple roles. 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. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Claudia Twilley is a financial advisor at Stifel in Mobile, Alabama, with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Stifel since 2009. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

George Blais Jr. is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at American Portfolios Advisors and American Portfolios Financial Services. Blais is the founder and president of Clearer Vision Consulting, a practice management and leadership development business. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes and makes available multiple third-party managed-account solutions.

David Holden is a financial advisor at Edward Jones with 20 years of industry experience. He holds the Series 66 designation and has worked previously at JPMorgan Chase Bank, N.A., LPL Financial, LLC, and Community Bank of Mississippi. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including managed solutions and separately managed accounts. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.