Robert Chambers is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with Raymond James since 2015. Outside of his advisory role, Chambers is the owner and president of RSC Capital Inc., a support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Brett Grider is a financial advisor at Cetera with 15 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at TD Ameritrade and TIAA-CREF. In addition to his advisory role, he provides financial planning services at Hancock Whitney and refers clients to specialists as appropriate. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a network of over 10,000 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a variety of program platforms and third-party managers.

John Mcdonald is a financial advisor with Ameriprise in Mobile, Alabama, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, delivering detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities, emphasizing managed accounts and algorithmic support for retirement income recommendations.

Will Callahan is a financial advisor with OSAIC who holds Series 63 and Series 65 designations and has 16 years of industry experience. He has worked at SagePoint Financial since 2010 and currently operates Callahan Financial Solutions, where he provides fixed and traditional insurance product evaluations including term life, universal life, whole life, and fixed annuities. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm uses firm-provided tools and multiple platforms to construct diversified portfolios tailored to client risk tolerance and investment restrictions.

David Williams is a financial advisor with Raymond James & Associates in Fairhope, AL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2014 and also serves in the U.S. Marine Corps Reserve since 1987. Outside of his advisory role, he is involved in agricultural activities through an investment in Rosewood Plantation. 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 diverse client base including individuals, institutions, and municipalities, offering financial planning, consulting, and municipal advisory services supported by a nationwide adviser network.

Chandler Edwards is a financial advisor at Primerica Advisors with two years of industry experience. He holds a Series 66 designation and has prior experience at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of financial advising, he is involved in project management and workforce planning through his role at Solar Chauffeur LLC. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers model-driven investment strategies supported by third-party asset managers and focuses on advisory services rather than institutional portfolio management.

Deborah Dickinson is a financial advisor at Charles Schwab with seven years of industry experience. She holds a Series 66 designation and has worked in various roles at Charles Schwab, Fidelity Investments, Morgan Stanley, and Hilton Worldwide. Outside of her financial career, she was involved with Bond Photography from 2015 to 2017. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a mix of non-discretionary advisory services and access to discretionary separately managed accounts. The firm’s scale and integrated structure provide clients with centralized supervision, custody, and a range of investment options including alternative investments.

Amanda Montz is a CFP® professional with 22 years of industry experience, currently advising at Raymond James Financial Services Advisors, Inc. She has held roles at BBVA Wealth Solutions, PNC Investments, and Compass Bank. Montz serves as treasurer and finance committee member for St. James Episcopal Church in Fairhope, AL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary consulting supported by analytical tools and a broad advisor network, with specialized programs including municipal advisory services and SIMPLE IRA employer consulting.

Carlyn Angelette is a financial advisor with UBS Financial Services in Mobile, Alabama, holding a Series 66 designation and eight years of industry experience. She has been with UBS Financial Services Inc. since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Thomas Smith is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 30 years of experience in the financial industry. He has been working at the Fairhope, Alabama office since 2004 and holds several professional designations, including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His areas of expertise encompass retirement planning strategies for individuals and businesses, divorce transition planning, employee benefits planning, executive compensation, family wealth management strategies, institutional and corporate benefit services, institutional consulting, defined benefit and defined contribution plan investment consulting, and personal retirement planning. Thomas follows a disciplined process, beginning with understanding each client's needs, concerns, and priorities to create personalized financial strategies. Thomas holds a Bachelor's Degree from Auburn University and earned his CIMA certification through the Investments & Wealth Institute in conjunction with the University of Chicago Booth School of Business. He resides in Fairhope, Alabama, with his wife Anne and their three sons: Walker, Evans, and Tipton.

Christina Minter is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 28 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Marilyn Strickland is a financial advisor with Merrill holding a Series 66 designation and 22 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2000. 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 strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Jeffrey Bogdanovich is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, he served in the U.S. Coast Guard from 2015 to 2022 and briefly worked at Infinity Bicycles. 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, and institutional investors.

Caroline Hall is a CFP®-credentialed financial advisor with seven years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Her career includes roles at Raymond James Financial Services and several advisory firms. She is also active as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using a variety of portfolio management strategies and platform arrangements.

George Dance Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options in its offerings.

John Stubbs Jr. is a financial advisor with Osaic Wealth, Inc. in Mobile, Alabama, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior experience includes 25 years at Concourse Financial Group and two years with Lincoln Financial Advisors. Outside of his advisory role, he owns JWS Financial LLC, an insurance and legal entity focused on recruiting and maintaining relationships with agents and advisors for non-securities business. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering brokerage, advisory, financial planning, and retirement consulting services. The firm utilizes various asset-allocation tools and third-party platforms to construct diversified portfolios for its clients.

Britney Weaver is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses. She has been with Wells Fargo Bank, N.A. since 2018 and joined Wells Fargo Clearing in 2025. Prior to her financial services career, she worked in telecommunications and retail. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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® with 44 years of industry experience. He has been with LPL Financial since 2025 and previously spent 35 years at Cadaret, Grant & Co., Inc. Allen is also a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.