Kiera Earls is a financial advisor at Morgan Stanley with one year of industry experience. She holds the Series 66 designation and has previously worked in a variety of roles including at the University of South Alabama and in the hospitality sector. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning tools alongside broad investment offerings.

Justin Mcdaniel is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in corporate benefits, divorce transition planning, employee benefits planning, family wealth management strategies, legacy planning, personal retirement planning, and portfolio management services, among other areas. Justin's approach focuses on connecting clients to tailored plans and processes that support their unique ambitions. He works to help clients plan for and fund education, manage retirement and healthcare costs, and create personalized strategies aimed at achieving long-term family goals. He emphasizes simplicity and transparency in wealth planning to facilitate client engagement. Outside of his professional role, Justin enjoys fishing, gardening, golfing, hunting, reading, skiing, spending time with family, tennis, and traveling.

Heather Branch is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2019, following prior roles at Stifel Nicolaus & Co Inc and Raymond James & Associates. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Mark Dabbs is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined the firm in 2008 and focuses on delivering a disciplined and customized wealth management experience. Mark and his team consider clients’ broader life circumstances to provide tailored financial guidance. Mark has expertise in areas including college education planning, divorce transition planning, legacy planning, personal retirement planning, portfolio management services, and retirement income. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He holds a Bachelor of Science in Business Administration with a focus on Marketing and a minor in Computer Science from the University of Alabama. Mark graduated from UMS-Wright Preparatory School in Mobile, Alabama, where he was born and raised. He is an Eagle Scout and remains actively involved as an adult volunteer with the Boy Scouts of America. In his free time, Mark enjoys camping, fishing, music, scuba diving, and traveling.

John Gage is a financial advisor with LPL Financial in Mobile, Alabama, holding a Series 66 designation and two years of industry experience. His career includes nearly two decades at Hancock Whitney Bank, where he continues as a private banker. Outside of his advisory role, he is a fractional owner of family-owned LLCs that hold recreational hunting and timber land, as well as real estate for personal use. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, utilizing a broad platform supported by advanced operational tools.

Palmer Whiting is a Wealth Management Advisor at Merrill Lynch Wealth Management and leads The Whiting Group, continuing a family legacy in wealth management started by his father, Wythe. Since joining Merrill Lynch Wealth Management in 1999, Palmer has focused on serving clients including business owners, physicians, attorneys, retirees from the energy industry, and individuals experiencing significant life events such as divorce or loss of a loved one. He emphasizes a disciplined, long-term, risk-averse investment approach that prioritizes diversification across global markets, asset classes, and sectors to maximize returns through various market environments. Palmer holds several professional certifications including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Private Wealth Advisor® (CPWA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his Bachelor's degree from the University of Alabama System and completed his high school education at UMS Wright Preparatory School. Palmer and his team provide comprehensive wealth management services including family wealth management strategies, retirement income planning, tax minimization, philanthropic planning, and values-based investing. Outside of his professional role, Palmer is committed to serving and improving the communities of Mobile and coastal Alabama. He is dedicated to his family life with his wife, Casey, and their three children. His personal interests include fishing, football, hiking, hunting, running, and traveling.

Keith Drago Sr. is a financial advisor with Ameriprise in Mobile, Alabama, holding Series 63 and Series 65 credentials and 47 years of industry experience. His prior work includes six years at Raymond James & Associates before joining Ameriprise in 2019. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm employs a centralized consulting team that uses a combination of research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports, emphasizing assets held in Ameriprise managed accounts and incorporating algorithmic automation overseen by internal committees.

Norman Nicolson is a financial advisor at Stifel with 40 years of industry experience. He holds a Series 63 designation and has been with Stifel since 2015. Outside of his advisory role, he is a minority owner of a family property in Chapman, Alabama. Stifel serves a broad range of clients including individuals, institutions, and municipal entities, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation, retirement, insurance, and estate planning analyses.

Steven Ellison is a financial advisor at Edward Jones with 25 years of industry experience. He holds a Series 63 designation and has been with Edward Jones since 2000. Outside of his advisory role, he serves as a minister and is president of an office rental business, L&R Ventures, LLC, based in Daphne, AL. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a variety of advisory strategies under a fiduciary standard.

James Hunter is a financial advisor with Raymond James Financial in Mobile, AL, holding a Series 66 designation and with 26 years of industry experience. He has worked at Raymond James since 2003 and currently serves as a branch manager for the Raymond James/Gulf Coast Group. Outside of advisory work, Hunter has hosted a sports radio talk show focused on football since 2007. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting to client goals and supports municipal and public-finance work through its affiliation with a municipal advisor.

Michael Waters is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is a silent partner in Spoken Word Speech Language Services, LLC, a speech language services firm in Fairhope, Alabama. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large national network of advisors and branch offices.

John Garrett is a CFP® and holds a Series 66 license with Edward Jones in Mobile, AL. He has seven years of industry experience, including prior work at Outokumpu Stainless USA, LLC. Garrett has been with Edward Jones since 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Archie Legrone is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds several professional designations including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's degree from the University of South Alabama. Prior to his financial advisory career, Archie spent over a decade as an insurance claims professional, gaining insight into the financial challenges faced by working families. Leveraging his background and Merrill Lynch's resources, he delivers customized strategies addressing retirement planning, liquidity management, and tailored mortgage solutions among other services, particularly for clients with complex income situations such as 1099 earners. Archie is actively involved in his community as Vice President of the Pi Kappa Phi Housing Corporation, Vice President of the Pi Kappa Phi Alumni Association, and a member of the Knights of Columbus - St. Mary Council. He serves on the Board of Trustees for the Generations of Faith Sick and Retired Priests through the Archdiocese of Mobile. He and his family are parishioners at St. Mary Parish in Mobile, Alabama, and support organizations including Catholic Social Services and St. Vincent de Paul.

Raja Mahtani is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and possessing 42 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Metlife Securities. Mahtani operates a separate business under the name Mahtani Financial. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm emphasizes matching clients to investment program models or discretionary managers, utilizing both proprietary and third-party solutions.

Travis Adcock is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s 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 offerings.

Patricia Burrell is a Series 63-credentialed advisor with 31 years of industry experience. She is currently with Raymond James Financial Services Advisors, Inc., having joined in 2025. Prior to this, she worked at Trustmark Financial Service, Trustmark Bank, and LPL Financial. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory consulting.

Randall Fidler is a CFP® professional at Charles Schwab with 28 years of industry experience. He has previously worked at Morgan Stanley in various roles from 2007 to 2018 before joining Charles Schwab in 2018. Outside of his advisory role, he is a sole proprietor involved in managing rental properties. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services, offering both non-discretionary advisory and discretionary separately managed accounts.

Andrew Passmore is a financial advisor at OSAIC with 19 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to joining OSAIC in 2025, he worked at Lincoln Financial Securities and Concourse Financial Group Securities Inc. Passmore is also active as an insurance agent, providing sales and service of accident and health insurance, disability insurance, fixed annuities, and traditional life insurance. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a broad network of advisers. The firm offers integrated brokerage and advisory services, employing firm-provided asset-allocation tools and third-party platforms to manage portfolios across various asset classes on discretionary and non-discretionary bases.

Charlotte Graham is a financial advisor at Edward Jones in Daphne, Alabama, holding a Series 66 designation with 13 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies and is notable for its extensive national advisor and branch network as well as affiliated services beyond traditional advisory offerings.

William Wing is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at UBS Financial Services for seven years before joining Wells Fargo in 2021. Outside of his advisory role, Wing is involved in several business ventures, including ownership stakes in companies focused on medical and sports software development, marketing consulting, and electrical services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.