Christopher Collins is a financial advisor with Cetera, holding a Series 66 designation and 21 years of industry experience. He previously worked at PRUCO Securities, LLC and Prudential Insurance Company of America from 2016 to 2024. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to both affiliated and unaffiliated investment strategies.

Logan Elliott is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Kestra Advisory and Wells Fargo Advisors. He is also owner of Tru Wealth Management, where he manages office operations and client financial planning. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a range of portfolio management and model-based strategies tailored to client objectives.

Candice Hobson is a Series 66-licensed financial advisor with Ameriprise, based in Semmes, AL, where she has worked since 2023. Prior to joining Ameriprise, she was involved with Evangel Christian School and operated Hobson Handyman and Home Restoration. She also has experience with Semmes First Baptist CDC and Springhill Medical Center. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with significant investable assets. The firm provides advisory, brokerage, and insurance solutions through affiliated entities and employs a centralized consulting team that uses research, modeling, and tax-efficiency analysis to deliver personalized retirement recommendations.

Jonathan Adcock is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary solutions. The firm’s advisory 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.

David Mckean Jr. is a financial advisor with Ameriprise in Mobile, Alabama, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. Prior to joining Ameriprise in 2022, he spent nine years with Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he hosts a podcast, Leadership and Legacy, focusing on leadership and legacy planning through interviews with established leaders, and he is involved with the Lions Club of Mobile as a Lion Tamer and local representative for the Lions Club International Charity Foundation. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing, tax-aware retirement income planning and recommendations based on proprietary research and third-party data.

Charles Mayhall III is a CFP® professional with 28 years of industry experience. He has been with LPL Financial since 2024, following 26 years at Lincoln Financial Advisors Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other 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 investment adviser representatives.

Tyler Graham is a financial advisor with Primerica Advisors in Fairhope, AL, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has been with Primerica Advisors since 2014 and also has experience with Landrum & Associates since 2021. In addition to investment advisory, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-delivery strategies managed by unaffiliated asset managers, supporting diverse investment approaches including recently added cryptocurrency ETF models.

William Dorriety is a CFA® charterholder and holds a Series 66 license with 23 years of experience in the financial services industry. He is currently with Morgan Stanley, having joined in 2024 after eight years at Wells Fargo Clearing. Outside of his advisory role, he is a partner in Up-Tick Investments LLC, a business involved in real estate, and serves as co-trustee for a family trust. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm employs structured planning tools and a broad investment platform, managing approximately $2.74 trillion in client assets.

S Wesley Carpenter is the Senior Resident Director of the Fairhope, Alabama office of Merrill Lynch Wealth Management. He serves a select group of clients including retirees, business owners, executives, professionals, and families, providing tailored financial planning and wealth management services. Wesley co-founded THE HARTY CARPENTER GROUP, a wealth advisory team focused on upfront advice, customized strategies, and committed service. Wesley has been recognized on multiple industry lists such as Barron's "Top 1,200 Financial Advisors" from 2021-2023, Financial Planning's "Top 40 Advisors Under 40" in 2020 and 2021, and Forbes' "Best-in-State Wealth Advisors" for five consecutive years through 2023. His practice specializes in retirement planning, business exit planning, succession planning, retirement income, portfolio management, wealth preservation, and generational wealth planning. He holds several professional designations including Chartered Financial Consultant (ChFC), Certified Exit Planning Advisor (CEPA), Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He graduated from the University of Alabama with a Bachelor of Science in Commerce & Business Administration in Finance and a minor in Economics. Wesley is active in community organizations including serving on the board of the Community Foundation of South Alabama, chairing the Eastern Shore Chamber of Commerce, and participating in groups such as Alabama Leadership Initiative, Business Council of Alabama, Coastal Alabama Partnership, and Leadership Baldwin County. His personal interests include Alabama football, offshore fishing, golfing, and spending time with his wife and two sons.

Jessica Walley is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, she worked at Regions and held positions at Saraland City Schools and Kelly Services. Outside of her financial advisory role, she is co-owner of a property holding business in Saraland, Alabama. 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 programs and investment strategies, supported by a nationwide network of over 23,700 financial advisors.

Ross Hardy is a financial advisor at OSAIC with 13 years of industry experience. He holds a Series 66 designation and previously worked at SagePoint Financial for 11 years before joining OSAIC in 2023. Outside of advising, Hardy is involved in life insurance sales through Horizon Financial and owns a personal LLC for tax purposes. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, and institutions, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs various portfolio construction tools and manages accounts with discretionary or non-discretionary authority, providing access to multiple investment options and third-party platforms.

Raeann Stabler is a financial advisor with Morgan Stanley in Mobile, Alabama, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Morgan Stanley 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 wide range of advisory programs, including tailored financial planning and investment management services.

Stephanie Kastrup is a financial advisor at Merrill with eight years of industry experience. She holds the Series 66 designation and has worked at Merrill and Bank of America, N.A. since 2018, following three years at Regions Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for individual, high-net-worth, institutional, and charitable clients, offering model-based and discretionary investment strategies developed by internal and third-party managers.

David Lewis is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lewis Capital Management, Commonwealth Financial Network, Merrill, and UBS Financial Services. He has also maintained Lewis Capital Management as a business entity associated with his LPL practice. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Paul Kyrimis is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Woodbury Financial Services and Securities America. Kyrimis also operates a sole proprietorship focused on insurance product placement and exit planning advisory services. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations, offering a range of brokerage, advisory, and managed account solutions. The firm utilizes various asset-allocation tools and third-party platforms to support portfolio construction and account management.

Morgan Nix is a financial advisor at Stifel with 14 years of industry experience. He has held his current position since 2014. Outside of his advisory role, he is a partner in a rental property business. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Dominique West is a financial advisor with Merrill in Mobile, Alabama, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. West has been with Merrill since 1997. 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. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individual, high-net-worth, pension, corporate, and charitable clients.

Paul Grundhoefer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with 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 non-discretionary and discretionary services. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Sadee Snedigar is a financial advisor at Morgan Stanley with seven years of industry experience. She has worked at Morgan Stanley since 2017 and previously spent nine years at Regions Financial. She holds the Series 66 designation. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment programs.

Jonathan Light is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. He has been with various Cetera entities since 2023 and has also worked at Regions Bank since 2011. Outside of his advisory role, he serves as choir director for Fairhope Christian Church and holds leadership positions with the Mobile Area Council and the On The Trail Foundation Boy Scout troop committee. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. It offers a multi-manager platform with a range of portfolio management and planning services, supported by a large nationwide network of independent advisors.