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 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.

James Salem is a financial advisor with Raymond James & Associates in Mobile, Alabama, holding a Series 63 designation and bringing 33 years of industry experience. His prior work includes 15 years at Morgan Keegan & Company before joining Raymond James in 2013. He serves as President of the Country Club of Mobile, a position he assumed in 2024. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and charitable organizations, offering financial planning and consulting through various programs including Wealth Advisory Services and Institutional Fiduciary Solutions.

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.

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.

Jonathan Lentz is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Raymond James & Associates. His prior experience includes roles at Greer Gardens and The Prudential Insurance Company of America. He has also taken time away from the workforce as a stay-at-home dad. 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 and investment consulting primarily through non-discretionary advisory relationships.

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.

Thomas Kelly is a financial advisor with Primerica Advisors in Mobile, Alabama, holding Series 63, 65, and 66 licenses and having eight years of industry experience. He has been with Primerica Advisors since 2019 and worked with Primerica Financial Services since 2013. In addition to his financial career, Kelly has been involved with Saraland City School since 2010. Primerica Advisors is a large firm primarily serving 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 using model-delivery strategies from third-party asset managers and discretionary separately managed account options.

Roger Mc Connell is a Series 63 licensed financial advisor with Edward Jones in Mobile, Alabama, where he has worked since 1991, accumulating 39 years of industry experience. He has spent his entire career at Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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.

Jane Shropshire is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with Equitable Advisors since 2005, following her tenure at Axa Advisors. Outside of her advisory work, she serves on the finance team at Dayspring Baptist Church in Mobile, AL, where she is involved with budgeting and financial oversight. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a range of advisory models, including third-party managed accounts and discretionary services, with a focus on matching clients to suitable investment solutions.

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.

Eugene Elebash IV is a financial advisor at LPL Financial with 28 years of industry experience. He holds the Series 63 and Series 65 credentials and previously worked at Wells Fargo Advisors Financial Network LLC and Morgan Stanley DW Inc. He also maintains a business entity, EPE Financial, since 2003 for tax and investment purposes. 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.

Cheryl Mc Cormick Hann is a financial advisor with Edward Jones in Mobile, Alabama, holding a Series 63 designation and 25 years of industry experience. She has been with Edward Jones since 2000. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

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.

Johanne Carroll is a financial advisor with Raymond James Financial in Mobile, AL, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has held various roles at SmartBank and BBVA-related entities since 1998. Carroll also serves as a Senior Registered Client Associate with multiple firms connected to SmartBank and Montz Wealth Management Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, institutions, corporations, and charitable organizations. The firm delivers non-discretionary planning and consulting tailored to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Paul Russell is a financial advisor with Morgan Stanley in Mobile, Alabama, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009, including a current role at Morgan Stanley Private Bank. Outside of his advisory work, he plays guitar in the Dial Street Band. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its advisory services.