Wesley Coody is a financial advisor at Cambridge Investment Research Advisors with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Voya Financial Advisors. Outside of his advisory role, Coody serves as treasurer of the Augusta Evans Special Needs Foundation and holds board positions with the USA Children’s and Women’s Hospital Development Council, Trinity Presbyterian Church, and the Exceptional Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a range of portfolio management strategies across multiple platforms.

John Thompson is a CFP® professional affiliated with Wells Fargo Advisors in Mobile, AL, with 32 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Thompson serves on the advisory board for the Mitchell College of Business Department of Economics and Finance. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, utilizing Wells Fargo research and planning tools.

W Hutchings Radcliff is a financial advisor with Morgan Stanley in Mobile, Alabama, holding a Series 63 designation and possessing 31 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Radcliff serves as a director at Benchmark Homes, a private home-building company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning that uses structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Samuel Plash is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked with professional baseball teams and in rehabilitation services. Edward Jones serves more than four million individual and institutional clients, offering a wide range of wealth management services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated capabilities beyond traditional advisory services.

Eugenia Paulk is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Her prior roles include positions at Engineered Textile Products, Uniti Fiber, and Thames Batre Insurance. She also worked at The University of Alabama for four years. Merrill, in conjunction with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Colby Dalrymple is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Schwab, he held various roles outside the financial industry, including positions at Petes Ice Cream and Donuts and Willy T's. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a range of wealth advisory, brokerage, custody, and financial planning services through both non-discretionary and discretionary investment models.

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.

Ernest Gwinn III is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he served as a pastor and Bible teacher at The Church of Glory for 20 years, where he also sat on the church board. He previously operated an online retail business, Gwinn Products, which has been inactive since 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.