Jennifer Ryder is a financial advisor with Ameriprise in Mobile, AL, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2008. In addition to her advisory role, Ryder is the owner of Long Run Operations, LLC, a financial planning practice, and serves as Treasurer on the Board of Directors for the Gulf States Financial Planning Association. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning, providing personalized recommendation reports and ongoing advice that emphasize dependable income sources and tax-aware withdrawal strategies.

Gabriel William is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. 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 strategies and affiliated investment products, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices nationwide.

Kaitlyn Leblanc is a financial advisor at Cetera with eight years of industry experience. She holds a Series 66 designation and has worked at firms including Hancock Whitney Bank, Bank of America, Merrill, Edward Jones, and LPL Financial. Leblanc serves as Vice President on the board of the Eastern Shore Business Network, where she tracks referrals among members. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, retirement plan, charitable, and institutional clients. The firm offers a multi-manager platform providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers across various program structures.

Kendall Franks is a financial advisor at Primerica Advisors with Series 63 and Series 65 credentials and four years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2021 and previously spent six years at the University of Alabama. Outside of his advisory role, he is involved in the sale of loan products, home security, automation, and other home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, operating primarily on a tiered wrap-fee basis.

Paul Kunz is a financial advisor with LPL Financial, holding Series 66 and Series 63 licenses and possessing 11 years of industry experience. He has worked at LPL Financial twice, most recently since 2022, and has prior experience with Hancock Whitney Bank, Hancock Whitney Investment Services, and Zions Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing a variety of investment approaches supported by in-house and third-party research.

Erin Cooper is a financial advisor with Merrill in Mobile, Alabama, holding Series 63 and Series 66 licenses and seven years of industry experience. She has worked at Merrill since 2018 and previously spent ten years at CPSI/TruBridge. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Donald Connick Jr. is a financial advisor with LPL Financial in Mobile, Alabama, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His prior roles include positions at Lincoln Financial Advisors and Cetera, spanning over a decade. Outside of his advisory work, he has been a joint owner of a real estate rental property. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Erin Hudson is a financial advisor with Edward Jones in Mobile, AL, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, Erin worked at Indigo Industries, LLC and Sherwin Williams, and also spent four years at Rains ISD. 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 solutions, supported by a nationwide network of financial advisors and branch offices.

Jordan Ellis is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. 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 process 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 menu.

Leonardo Silva is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning using firm-approved tools and methodologies, and manages approximately $2.74 trillion in client assets.

Edwin Peters Jr. is a financial advisor with LPL Financial, holding a ChFC® designation and Series 63 license, and has 43 years of industry experience. His career includes long tenures at Kestra Advisory, Kestra Investment Services, LLC, and his own firm, Pete Peters and Associates. He serves as a board member of the nonprofit NEST. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by extensive research and technology.

Charles Brown IV is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at LPL Financial since 2013 and is also employed at Century Bank, where he serves as a loan officer and board member. Outside of his advisory role, he is involved in family business partnerships and owns a separate business entity where he holds the position of secretary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management, supported by in-house research and third-party managers.

Angela Chronister is a Series 66–licensed financial advisor with Stifel in Mobile, Alabama, where she has worked since 2015. She has 22 years of industry experience. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group, supporting asset allocation and comprehensive financial planning.

Roland Killcreas is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Morgan Stanley Private Bank, National Association since 2015, following prior tenure at Morgan Stanley Smith Barney beginning in 2009. Outside of his advisory work, he operates a tree farm in Spanish Fort, Alabama. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its advisory process.

W K Drew is a financial advisor at Merrill with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 1990. Drew has also worked at Bank of America since 2011. Outside of his advisory role, he serves as a finance committee member at Christ Church Cathedral, a charitable organization in Mobile, Alabama. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Roy Price III is a financial advisor with Raymond James & Associates in Mobile, AL, holding Series 63 and Series 65 credentials and bringing 34 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 overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

C Harty III is a financial advisor with Merrill in Fairhope, AL, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He has been with Merrill since 1983 and with Bank of America, N.A. since 2009. Outside of his advisory work, he is a limited partner and outside investor in Fort Morgan Marina LLC. 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 a range of clients including individuals, high-net-worth clients, and institutions.

Ralph Anderson II is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Anderson serves on the advisory board for the University of South Alabama's Mitchell College of Business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Kassi Reynolds is a financial advisor with Merrill, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Merrill, she worked at Spire Energy and has experience in the wellness industry through Above and Beyond Hot Yoga. She also spent time at Spring Hill College in multiple roles. 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 model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Lowery is a financial advisor with Ameriprise in Saraland, Alabama, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2022, he worked for seven years at Lowes Home Improvement. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports through a centralized consulting team.