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.

Eric Rickey is a Series 66 licensed financial advisor with Edward Jones in Mobile, Alabama. He has 16 years of industry experience, all of which have been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors across over 15,000 branch offices.

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.

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 based in Mobile, Alabama, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Ameriprise in 2022. Outside of his advisory role, he hosts a podcast called "Leadership and Legacy," focusing on leadership and legacy planning through interviews with leaders from various fields. He is also a member of the Lions Club of Mobile, serving as Lion Tamer and local representative for the Lions Club International Charity Foundation. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, providing tailored recommendation reports that address income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research and modeling with personalized advice, emphasizing managed accounts and utilizing algorithmic tools overseen by a dedicated retirement income team.

Brandon Hill is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and three years of industry experience. His work history includes positions at Wells Fargo Bank, Wayfair, Select Quote, and Victra. Outside of his advisory role, he is involved in retail sales and customer service at Home Depot. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from its investment institute and third-party sources.

Charles Mayhall III is a CFP® professional affiliated with LPL Financial, based in Mobile, Alabama, with 27 years of industry experience. He previously spent 26 years with Lincoln Financial Advisors Corporation before joining LPL in 2024. Mayhall is also involved with First Financial Group of the South Inc., a business operation related to his LPL activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing a combination of in-house and third-party research with discretionary and non-discretionary management options.

Nathan Novotny is a financial advisor with Cetera in Mobile, Alabama, holding a Series 66 designation and 11 years of industry experience. His work history includes roles at Regions Bank, Raymond James Financial Services, and BBVA Securities, among others. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services, operating a multi-manager platform with access to affiliated and third-party managers, and manages over $256 billion in assets through a network of more than 10,000 advisors.

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.

Gary Garstecki Sr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Raymond James & Associates since 2013. Outside of his advisory role, he is a partner in a business called G M & O Properties. 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, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

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 serves as the Senior Resident Director at Merrill Lynch Wealth Management in Fairhope, Alabama. He is also the co-founder of THE HARTY CARPENTER GROUP, a wealth advisory team focused on delivering professionally designed financial planning and investment strategies. His approach emphasizes clarity, coordination, and confidence, working primarily with business owners, professionals with complex financial lives, and retirees or pre-retirees seeking tax-aware income planning. The team assists clients typically having $1M–$10M+ in investable assets by aligning investments, tax strategy, retirement income, estate strategy, and risk to help simplify and coordinate their financial lives. Wesley holds multiple professional designations including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), 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's degree. Wesley has been recognized on various industry lists including 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" in 2023. His community involvement includes roles with the Eastern Shore Chamber of Commerce as Chairman of the Board and Leadership Council member, the Community Foundation of South Alabama as a board member, the Alabama Leadership Initiative, Leadership Baldwin County, and participation in organizations such as the Business Council of Alabama, Coastal Alabama Partnership, and the Mobile Big Game Fishing Club. Personal interests include baseball, boating, camping, fishing, football, hunting, running, scuba diving, spending time with his family, and traveling.

James Salem is a financial advisor at Raymond James & Associates with 32 years of industry experience. He holds a Series 63 designation and has been with Raymond James since 2013. Outside of his advisory role, he serves as President of the Country Club of Mobile beginning in April 2024. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and governmental entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research resources.

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.