Adam O'Brien is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2020, previously working at Wells Fargo Clearing from 2016 to 2020. Outside of his advisory role, he serves as a soccer referee for high school games with the Wiregrass Soccer Officials Association. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jolanda Burkett is a financial advisor with Merrill in Montgomery, Alabama, holding Series 63 and Series 66 licenses and 25 years of industry experience. She has been with Merrill since 2001. In addition to her advisory role, she serves as a fiduciary and administrator for family estates. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a broad range of clients including individuals, high-net-worth clients, and institutions.

Tanner Ragland is a financial advisor with Merrill in Montgomery, Alabama. He holds the Series 66 designation and has seven years of industry experience, including prior roles at Regions Bank and Firebirds Woodfire Grill. 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.

George Mardre is a financial advisor at Stifel with 41 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2012, following roles at Morgan Stanley and Citigroup Global Markets. Outside of his advisory work, he is a part owner of a family farm in Windsor, North Carolina. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

Lehman Easterling III is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 31 years of industry experience. His prior work includes positions at Morgan Stanley and Citigroup Global Markets. He is based in Montgomery, AL. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Kendra Byrd is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. She holds the Series 65 designation and previously worked at Carr, Riggs & Ingram, LLC for eight years. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians.

Brett Crawford is a financial advisor with Morgan Stanley in Montgomery, AL, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He previously worked at UBS Financial Services for 13 years before joining Morgan Stanley Smith Barney and Morgan Stanley Private Bank in 2022. He serves on the boards of the United Way of Autauga County, YMCA Montgomery, Girls on the Run, First United Methodist Church investment committee, and Auburn University Montgomery College of Business Advisory Board. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and resources. The firm manages approximately $2.74 trillion in client assets and offers services through various programs, emphasizing a structured planning process without individual security recommendations in standalone plans.

Kathryn Wall is a Financial Advisor at Merrill Lynch Wealth Management. She holds the designation of Personal Investment Advisor (PIA). Kathryn earned her Bachelor's Degree from the University of Alabama. Her professional background includes a focus on financial planning and investment management.

Sarah Keeshan is a financial advisor at Morgan Stanley with a Series 66 designation and nine years of industry experience. She previously worked at USAmeribank for four years before joining Morgan Stanley in 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling techniques as part of its financial planning process.

Joyce Zavresa is a financial advisor with Merrill in Montgomery, Alabama, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at Bank of America, Merrill Lynch, Edward Jones, and Morgan Stanley. Outside of her advisory work, she serves as a committee member for the Central Pennsylvania Junior Horse Show Association, a charitable organization focused on supporting equestrian events and education. 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, pension plans, corporations, and charitable organizations.

Elizabeth Harris is a financial advisor with Merrill in Montgomery, AL, holding Series 63 and Series 65 credentials and 42 years of industry experience. She has been with Merrill since 2006. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Barranco is a financial advisor with Morgan Stanley in Montgomery, Alabama, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He previously worked at UBS Financial Services for 13 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2022. Outside of his advisory role, he is the founder of Hoops League Inc, a youth sports organization managing basketball courts. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide array of advisory programs that include tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and modeling techniques.

Aseelah Salaam is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and nine years of industry experience. She has worked with Primerica Financial Services since 2015 and has been affiliated with PFS Investments Inc. since 2017. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm provides advisory services primarily through model-delivery strategies developed by unaffiliated asset managers and supports trade execution and custody via established partners.

Lewis Gayden III is a Series 66-licensed financial advisor with Morgan Stanley, based in Birmingham, AL, and has 21 years of industry experience. He has worked at Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Jeffrey Sprague is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 34 years of industry experience. He has worked at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. prior to joining Cambridge in 2012. Sprague is also an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multibillion-dollar asset base and offers access to multiple platforms, third-party advisers, and proprietary model strategies.

Jonathan Shoffner is a financial advisor with Edward Jones in Montgomery, Alabama, holding CFP® and Series 66 credentials and having nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at Wal-Mart Stores Inc. from 2014 to 2017. Edward Jones is a full-service wealth management firm serving over four million 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, and operates under a fiduciary standard.

Camille Brown is a financial advisor with Primerica Advisors in Montgomery, AL. She holds Series 65 and Series 63 licenses and has four years of industry experience. Her work history includes positions at PFS Investments Inc., the Department of Human Resources, Primerica Financial Services, KHM Travel, and the State of Alabama Department of Labor. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies from unaffiliated asset managers and offers discretionary separately managed accounts, supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.

James Klingler Jr. is a Series 66-licensed financial advisor with Stifel in Montgomery, Alabama, possessing 12 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2014. Outside of his advisory role, he serves on the Board of Directors for the Kiwanis Club of Montgomery. Stifel serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and probabilistic modeling through its Investment Strategy Group.

Kathleen Schoudel is a financial advisor at Stifel with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Stifel Nicolaus & Co. Inc. since 2010. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary methodology from its Investment Strategy Group to provide investment analysis and allocation guidance, supporting a range of financial planning needs.

Gilbert Meadows III is a CFP® with 31 years of industry experience, currently with Stifel since 2023. He previously worked at Wells Fargo Clearing for seven years and Merrill for seventeen years. Meadows serves on the boards of the Bell Road YMCA and the First Baptist Church Foundation in Montgomery, AL. Stifel serves a broad range of individual and institutional clients, providing brokerage and investment advisory services including fee-based financial planning. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.