Chesley Allegri is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Outside of his advisory role, Allegri is the founder of the Gulf Coast Film Festival and serves on the board of Friends of the Halstead, Inc. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and planning tools supported by research and simulations, though clients are responsible for implementing and updating their plans.

Ashley O'Brien is a financial advisor with Merrill, holding a Series 66 designation and nine years of industry experience. She has been with Merrill and its affiliate Bank of America, N.A. since 2016 and 2017, respectively. Outside of her advisory role, she owns and operates a family business and a marquee light rental company, and serves on the board of directors for United Cerebral Palsy of Mobile. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Stephen Daughdrill is a financial advisor at Morgan Stanley with 49 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, and has prior experience with Citigroup Global Markets dating back to 1979. Outside of his advisory role, he is involved in timber cutting and tree planting activities as a sole proprietor. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs focused on tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through employer financial planning agreements.

James Lee IV is a financial advisor with Ameriprise in Mobile, Alabama, holding a Series 63 designation and over 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 1995. Outside of his advisory role, he manages two LLCs related to his advisory business and office operations. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Patrick Rehm is a financial advisor with Cetera, holding a Series 66 designation and spanning 22 years of industry experience. He has been with Cetera and its related entities since 2013 and also maintains a role at Regions Bank. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and third-party managers, supporting various program structures and custodial relationships.

W Radcliff is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds a Series 63 designation and has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside his advisory role, he is cosigned to start a home building business called Benchmark. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and analysis.

James Lenaghan is a financial advisor at Stifel with 43 years of industry experience. He has been with Stifel since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory role, Lenaghan serves on the investment committee for the Foundation of the Archdiocese and is a board member of the Drug Education Council as well as the Lions USA Eye Research. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodology developed by its Investment Strategy Group, which provides forward-looking capital market guidance and probabilistic modeling to support asset allocation and financial planning.

Steven Drews is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. He serves as power of attorney for his mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Erin Dominick is a financial advisor at Merrill with 27 years of industry experience. She holds the Series 66 designation and has been with Merrill since 1982. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Selena Hemphill is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, following earlier experience at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by firm-approved planning tools and a comprehensive investment approach.

Ryan Schumann is a financial advisor with Raymond James & Associates in Mobile, Alabama. He holds Series 63 and Series 65 licenses and has 12 years of industry experience, with 11 years at Raymond James. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.

Brenton Daughdrill is a financial advisor with Morgan Stanley in Mobile, Alabama. He holds a Series 66 designation and has 15 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of advising, he is involved in timber cutting as a sole proprietor. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, serving a broad range of retail and institutional investors.

Timothy Taylor is a Series 63-licensed financial advisor with Edward Jones in Mobile, Alabama, and has 33 years of industry experience. He has been with Edward Jones since 1992. Outside of advising, he is involved as a high school sports announcer on WNSP Radio. Edward Jones is a full-service wealth management firm serving a broad client base, including individual, institutional, and charitable clients, with over $1 trillion in assets under management and a large network of financial advisors and branch offices nationwide.

Hayden Whetstone is a Certified Financial Planner (CFP®) with five years of industry experience. He is currently with Morgan Stanley, having previously worked at Bank of America, Merrill Lynch, and Stephens Inc. He also serves in the United States Army Reserve. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and firm-approved tools to develop customized plans.

Michael Turlington is a financial advisor with Cambridge Investment Research Advisors in Mobile, AL, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior experience includes roles at Voya Financial Advisors, MML Investors Services, MassMutual, and New York Life Insurance Company. Outside of his advisory work, he owns Epiphany Gulf Coast LLC, where he works as a DJ, and is involved with Epiphany Wealth Strategies LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of investment solutions including proprietary and third-party model strategies, with both discretionary and non-discretionary options tailored to client objectives.

David Chaffe is a CFP®-certified financial advisor with Raymond James & Associates in Mobile, Alabama, where he has worked for 13 years. He has 14 years of industry experience. Chaffe is a founding non-managing member and part-owner of Coastal Workplace Benefits, LLC, a company he helped establish prior to joining Raymond James and occasionally assists with bookkeeping. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and public entities, offering financial planning, investment consulting, and municipal advisory services supported by a broad nationwide adviser network.

Charles Griffith is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank from 2011 to 2024 before joining Wells Fargo Clearing in 2024. 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 supported by research from Wells Fargo Investment Institute and third-party databases.

Brant White is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. His prior work includes roles at Navy Federal Investment Services, Bank of America, Merrill, and Wells Fargo Bank. Before entering financial services, he worked for nine years at Enterprise Rent-A-Car. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

James Williams is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2015. Outside of his advisory role, Williams serves on investment committees for the Archdiocese of Mobile’s Retired Priests Fund and Catholic Foundation and is involved in timberland management and a local hunting club. Stifel serves a diverse client base including individuals and institutional clients, offering brokerage and advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Kanisha Mcpherson is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. She has been with Wells Fargo Clearing since 2025 and has prior experience at Wells Fargo Bank, Elite Residential, CPSI, BBVA, and Woodforest Bank. Outside of finance, she is involved with Elite Residential, which provides in-home care for mental health clients. Wells Fargo Clearing offers retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, focusing on investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and includes a range of financial products, including insurance-related vehicles and bank deposit sweep options.