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.

Paul Kunz is a financial advisor with LPL Financial in Fairhope, Alabama, holding Series 66 and Series 63 licenses and possessing 11 years of industry experience. His prior roles include positions at Hancock Whitney Bank, Hancock Whitney Investment Services, Zions Bank, and an earlier tenure at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and 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 over 22,800 investment adviser representatives.

Donald Connick Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 23 years of industry experience. His prior roles include positions at Lincoln Financial Advisors, Cetera, Regions Bank, Wells Fargo Clearing, and RBC Capital Markets. 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, third-party asset management, and institutional platforms.

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 31 years of industry experience. He has held positions at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing. He holds Series 63 and Series 65 designations. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of advisory services, financial planning, and retirement plan consulting, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources to support investment decisions.

Leonardo Silva is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2010, following six years at Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Edwin Peters Jr. is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license, with 43 years of industry experience. He has worked at LPL Financial since 2025 and previously spent significant time at Kestra Advisory and Kestra Investment Services, LLC. Outside of his advisory work, he serves on the board of the nonprofit NEST. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives.

Charles Brown IV is a financial advisor with LPL Financial in Mobile, Alabama, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. He has been with LPL Financial since 2013 and has served concurrently in roles at Century Bank since 2010, including as a loan officer. Brown also serves as a board member at Century Bank and is a secretary of DTL-LPC, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced research and operational tools.

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.

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.

James Ankiewicz is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. He has been with Cetera and its related entities since 2015. Outside of his advisory role, he coaches youth baseball and softball teams in the Mobile, Alabama area without compensation. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Aaron Thigpen is a financial advisor at Edward Jones with three years of industry experience. He previously worked at Evonik for seven years before joining Edward Jones in 2023. He holds the Series 66 designation. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 advisors.

Claudia Twilley is a financial advisor at Stifel in Mobile, Alabama, with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Stifel since 2009. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

George Blais Jr. is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at American Portfolios Advisors and American Portfolios Financial Services. Blais is the founder and president of Clearer Vision Consulting, a practice management and leadership development business. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes and makes available multiple third-party managed-account solutions.

David Holden is a financial advisor at Edward Jones with 20 years of industry experience. He holds the Series 66 designation and has worked previously at JPMorgan Chase Bank, N.A., LPL Financial, LLC, and Community Bank of Mississippi. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including managed solutions and separately managed accounts. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

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.