Neil Kennedy is a financial advisor with Stifel in Mobile, Alabama, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Stifel since 2015. Outside of advising, he serves on the investment committee of the Community Foundation of South Alabama, is a board member and part of the executive committee at the Alabama Policy Institute, and contributes as a board member to the Mobile Botanical Gardens representing the Longleaf Forest. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services alongside fee-based financial planning. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide forward-looking analyses and asset allocation guidance.

Catherine Johnson is a financial advisor at Morgan Stanley with seven years of industry experience. She has held roles at Morgan Stanley since 2019 and previously worked at Hancock Whitney from 2015 to 2019. She holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and analysis.

Janet Wilson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been associated with Cambridge entities since 2025 and previously worked at Commonwealth Financial Network from 2009 to 2025. Janet also owns Janet Wilson Wealth Management, a separate advisory business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals using various portfolio management and model-based solutions.

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 Advisors and Wells Fargo Clearing. Outside of her advisory role, she serves as a co-trustee for a family trust and holds fiduciary power of attorney responsibilities. 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 individuals, high-net-worth clients, and various institutional investors.

Raymond Mc Caffrey IV is a financial advisor with Cambridge Investment Research Advisors in Mobile, AL, holding a Series 66 designation and four years of industry experience. Prior to joining Cambridge in 2026, he worked at Kestra Advisory and Kestra Investment Services from 2022 to 2026 and spent 14 years at Quality Valve Inc. He is also involved in insurance sales and services through Spur Wealth and assists clients in portfolio management at Tru Wealth Management. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

James Ollis III is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 43 years of industry experience, including roles at Kestra Advisory and Wells Fargo Advisors. He also operates Ollis Wealth Management, providing advisory and registered representative services primarily through Kestra entities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals who tailor strategies across multiple platforms and custody arrangements.

Oliver Delchamps III is a financial advisor with Raymond James & Associates in Mobile, AL, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Raymond James & Associates since 2013. 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

George Arras Jr. is a financial advisor with Raymond James & Associates in Mobile, AL, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with Raymond James & Associates since 2013. 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, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Darrell Butler is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 18 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, he serves as secretary on the board of Camp Dixie Lutheran Outdoor Ministry and is a past president of the Kiwanis Club of Mobile. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. Their approach includes comprehensive written recommendations across various planning areas, which clients can combine with managed-account programs under consolidated billing.

Wesley Coody is a financial advisor at Cambridge Investment Research Advisors with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Voya Financial Advisors. Outside of his advisory role, Coody serves as treasurer of the Augusta Evans Special Needs Foundation and holds board positions with the USA Children’s and Women’s Hospital Development Council, Trinity Presbyterian Church, and the Exceptional Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a range of portfolio management strategies across multiple platforms.

W Hutchings Radcliff is a financial advisor with Morgan Stanley in Mobile, Alabama, holding a Series 63 designation and possessing 31 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Radcliff serves as a director at Benchmark Homes, a private home-building company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning that uses structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Eugenia Paulk is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Her prior roles include positions at Engineered Textile Products, Uniti Fiber, and Thames Batre Insurance. She also worked at The University of Alabama for four years. Merrill, in conjunction with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Chesley Allegri is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Outside of his advisory role, Allegri is the founder of the Gulf Coast Film Festival and serves on the board of Friends of the Halstead, Inc. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and planning tools supported by research and simulations, though clients are responsible for implementing and updating their plans.

Ashley O'Brien is a financial advisor with Merrill, holding a Series 66 designation and nine years of industry experience. She has been with Merrill and its affiliate Bank of America, N.A. since 2016 and 2017, respectively. Outside of her advisory role, she owns and operates a family business and a marquee light rental company, and 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 strategies for individuals, high-net-worth clients, and institutional investors.

Stephen Daughdrill is a financial advisor at Morgan Stanley with 49 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, and has prior experience with Citigroup Global Markets dating back to 1979. Outside of his advisory role, he is involved in timber cutting and tree planting activities as a sole proprietor. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs focused on tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through employer financial planning agreements.

W Radcliff is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds a Series 63 designation and has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside his advisory role, he is cosigned to start a home building business called Benchmark. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and analysis.

James Lenaghan is a financial advisor at Stifel with 43 years of industry experience. He has been with Stifel since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory role, Lenaghan serves on the investment committee for the Foundation of the Archdiocese and is a board member of the Drug Education Council as well as the Lions USA Eye Research. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodology developed by its Investment Strategy Group, which provides forward-looking capital market guidance and probabilistic modeling to support asset allocation and financial planning.

Steven Drews is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. He serves as power of attorney for his mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Erin Dominick is a financial advisor at Merrill with 27 years of industry experience. She holds the Series 66 designation and has been with Merrill since 1982. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Selena Hemphill is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, following earlier experience at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by firm-approved planning tools and a comprehensive investment approach.