Ross Hardy is a financial advisor at OSAIC with 13 years of industry experience. He holds a Series 66 designation and previously worked at SagePoint Financial for 11 years before joining OSAIC in 2023. Outside of advising, Hardy is involved in life insurance sales through Horizon Financial and owns a personal LLC for tax purposes. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, and institutions, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs various portfolio construction tools and manages accounts with discretionary or non-discretionary authority, providing access to multiple investment options and third-party platforms.

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.

Paul Grundhoefer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. 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 approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

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.

Jonathan Light is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. He has been with various Cetera entities since 2023 and has also worked at Regions Bank since 2011. Outside of his advisory role, he serves as choir director for Fairhope Christian Church and holds leadership positions with the Mobile Area Council and the On The Trail Foundation Boy Scout troop committee. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. It offers a multi-manager platform with a range of portfolio management and planning services, supported by a large nationwide network of independent advisors.

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.

Michael Mc Kean is a financial advisor at Ameriprise Financial Services with one year of industry experience. Prior to his current role, he worked in property management and held positions in education. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning with written recommendation reports and ongoing advice tailored to dependable income sources and tax-aware withdrawal strategies.

Carson Mc Graw is a financial advisor at Equitable Advisors in Mobile, AL, holding Series 63 and Series 66 licenses with seven years of industry experience. Prior to joining Equitable Advisors in 2019, he worked at AxA Advisors and has a background that includes employment at the University of Alabama and Alabama Liquidation. He also manages an existing book of business under the name Cook and Associates and is involved in employee group benefits enrollment as an insurance agent. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management services. The firm utilizes a variety of advisory models, including third-party programs, and offers ERISA fiduciary services through credentialed representatives.