Keith Jacobson is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with Cetera Advisors LLC since 2013 and with Cetera since 2024. Outside of his advisory role, he is involved in vacation rental property management. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and oversees more than $256 billion in assets through a network of over 10,000 advisors.

Mitzi Rollins is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She has been with Raymond James and related entities since 2015. Rollins also serves as a trustee overseeing a family retirement benefits trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored planning and consulting using risk profiling and modeling tools and supports institutional consulting and portfolio management through a large advisor network.

Cynthia Garcia is a financial advisor at LPL Financial with 25 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at firms including Cuna Brokerage Services and Securities America Advisors. Outside of advising, she owns a pet sitting business and serves as a substitute teacher. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with various discretionary and non-discretionary investment strategies.

David Chilelli is a Wealth Management Advisor with Merrill Lynch Wealth Management in Fairhope, AL. He serves as the relationship manager for The Thompson Group, focusing on delivering a high standard of client experience and quality of service. David assists with wealth management and retirement planning aspects of the group, which primarily serves high net worth individuals including retirees and business owners. David's expertise includes comprehensive wealth management strategies that take into account the interrelationship between estate planning, investing, asset and liability management, and retirement. He emphasizes customized portfolio construction with a focus on retirement planning, wealth transfer, and tax minimization strategies. David holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and the Personal Investment Advisor (PIA) credential. He earned an MBA from Auburn University and a Bachelor's degree from the University of Massachusetts. Outside of his professional responsibilities, David is actively involved in community organizations such as Fairhope Rotary, the University of South Alabama Management Advisory Board, the YMCA of South Alabama, and Prodisee Pantry. He supports youth-oriented initiatives and maintains engagement with groups focused on giving back to the area.

Michael Samis is a Financial Advisor at Merrill Lynch Wealth Management. He works with clients to help define and achieve their financial goals, providing guidance on portfolio management, retirement income, and family wealth management strategies. His approach includes assisting clients in organizing their financial affairs and utilizing his experience in options trading to inform sound decision-making. He also helps clients anticipate and plan for potential life transitions. Mr. Samis holds a Bachelor's Degree in Finance from the University of Illinois Champaign-Urbana and earned the Personal Investment Advisor (PIA) designation. He is fluent in English and German. Outside of his professional role, Michael is married to his wife Holly and they have twin boys. He enjoys golfing, tennis, hockey, and spending time with his family. He is involved in his community as a coach for the Pensacola Jr Flyers 14u travel hockey team and coaches 10U travel baseball with Fairhope Fury.

David Ketchem is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. 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.

Mitchell Fisher is a financial advisor with Edward Jones in Daphne, Alabama, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, he worked for Purdue Pharma, LP for 21 years. Outside of advising, he has managed an LLC involved in rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate accounts. The firm offers a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Dominque Sanders is a financial advisor at Morgan Stanley with 9 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2015. Prior to her advisory role, she has also been associated with Ruby Tuesday since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Evan Ross is a financial advisor with Edward Jones in Fairhope, AL, holding a Series 66 designation and beginning his advisory career in 2025. His prior experience includes service with the U.S. Department of State and the United States Air Force, as well as roles in the private sector. Edward Jones is a full-service wealth management firm serving both 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, separately managed accounts, and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.

Colby Dalrymple is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Schwab, he held various roles outside the financial industry, including positions at Petes Ice Cream and Donuts and Willy T's. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a range of wealth advisory, brokerage, custody, and financial planning services through both non-discretionary and discretionary investment models.

Cheryl Smith is a financial advisor at Edward Jones with Series 63 and Series 65 credentials and four years of industry experience. She previously worked for Ann Taylor LOFT for 14 years before entering the financial services field. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors, offering both discretionary and non-discretionary investment strategies under a fiduciary standard.

Wesley Singleton is a financial advisor with Edward Jones in Fairhope, AL, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2019 and previously worked for Office Depot for 17 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering various investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.

Jonathan Norris is a financial advisor with Wells Fargo Clearing in Daphne, AL, holding Series 63 and Series 66 certifications and possessing 17 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wachovia Bank, N.A. during his career. Outside of his advisory role, he co-owns rental properties in Daphne and Fairhope, Alabama. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research and analytics.

Tod Frick is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2010. He serves as an executor and trustee in estate-related matters outside of his advisory role. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Ernest Gwinn III is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he served as a pastor and Bible teacher at The Church of Glory for 20 years, where he also sat on the church board. He previously operated an online retail business, Gwinn Products, which has been inactive since 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

David Ketchem Jr. is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and three years of industry experience. He has worked at Wells Fargo Clearing since 2023 and attended Auburn University from 2019 to 2023. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and utilizes research and analytics to support a range of brokerage and advisory solutions.

Justin Kendrick is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Wells Fargo Clearing Services since 2019 and previously worked at Gulf Distributing, LLC. Outside of his advisory role, Kendrick has a 50% ownership interest in Gulf Coast Drip, a non-investment business in Bay Minette, AL. Wells Fargo Advisors is a national securities firm providing 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 across a variety of financial products.

Douglas Kennedy II is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 47 years of industry experience. He has been with Cambridge since 2011 and has operated Kennedy & Associates since 1983. In addition to his advisory work, he is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse range of clients including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory through a network of independent professionals, offering a variety of models and portfolio management options tailored to client objectives.

Steven South is a financial advisor with Equitable Advisors in Daphne, Alabama, holding Series 63 and Series 66 licenses and having eight years of industry experience. His prior work includes roles at Axa Advisors and First Cahawba Bank. He serves as an unpaid advisory board member of the Selma Area Food Bank, where he reviews operational policies and financial records. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a range of advisory programs delivered through Investment Adviser Representatives and relies on third-party asset managers and LPL-sponsored platforms for portfolio implementation.

Shawn Layton is a financial advisor at Cetera with 15 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial and Securities America. Layton also operates Layton Advisory Group LLC, which serves as a DBA for his LPL business. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with assets under management totaling over $256 billion.