Jackey Burrell Jr. is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at Trustmark Bank, Trustmark Financial Services, Community Bank of Mississippi, and positions at Mississippi State University and Fairhope High School. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using risk profiling and analytical tools, and it supports municipal and public finance work through unique affiliations.

Clay Smith is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked in education and counseling roles, including positions at Point University and Cultivate Counseling. Clay also has experience with community and youth organizations such as Bayshore Christian School and the University of South Alabama Wesley Foundation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets under management.

Joseph Ringhoffer is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Stifel since 2015. Outside of his advisory role, he serves as president of Ringhoffer Family LLC, a family-owned landholding entity. Stifel serves a broad range of individual and institutional clients, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm’s services include fee-based financial planning and model-driven asset allocation analyses intended to assist client decision-making.

Richard Preis is a financial advisor with Raymond James & Associates in Fairhope, Alabama, holding Series 63 and Series 66 licenses and over 52 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, Preis is involved in managing and owning several investment-related businesses, including MAXCO, LLC and HOWELL PROPERTY, LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting with a variety of portfolio management styles supported by firm research and affiliated sub-advisers.

Melanie Harris is a financial advisor with Merrill and holds Series 63 and Series 65 credentials. She has 40 years of industry experience, including over 30 years at Merrill and 15 years at Bank of America, N.A. Harris serves on advisory boards for several realty companies and is a board member of a homeowners association in Gulf Shores, Alabama. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Katye Mitchell is a financial advisor with Cetera and holds the Series 66 designation. She has prior experience at Regions Bank and Tower Loan, totaling over a decade in financial services and lending roles. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

William Naff is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he operates a boutique-style practice within a global bank framework. He focuses on delivering family office-type services designed to build multi-generational relationships and provide guidance when financial goals become unbalanced. His client focus areas include education planning, family wealth management strategies, personal retirement planning, philanthropic planning, and retirement income. Naff began his financial services career in 1995 and joined THE HARTY CARPENTER GROUP in 2014. He helps high net-worth individuals and families create customized wealth strategies aligned with their priorities and goals. He leverages Merrill's technology and a Goals Based Wealth Management Process to assist clients in achieving financial success by clarifying complex life challenges. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He holds a Bachelor's Degree from Ohio Wesleyan University. Originally from Connecticut, Naff relocated to Fairhope, Alabama, where he enjoys activities such as cooking, fishing, gardening, golfing, and spending time with his wife Amy and their children, Sawyer and Laney.

John Shields is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Shields serves as a board member of the Athelstan Club and the Community Foundation of South Alabama, and he is the sole proprietor of JMS IP LLC, a recreation and intellectual property venture. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process supported by advanced analytical tools while generally acting in an advisory capacity for clients’ financial plans.

Edwin Peters III is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and has previously worked at Kestra Advisory, Kestra Investment Services, LLC, and NFP. Peters also engages in non-variable insurance services through Ash Brokerage. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios and third-party asset management, supported by extensive non-advisory financial services and oversight of substantial discretionary assets.

George Blais III is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at American Portfolios Financial Services, Inc. for 11 years. He is president of Advantage Wealth Management, a firm providing tax advice, planning, and preparation services. OSAIC serves a wide range of retail and institutional clients through an extensive network of advisers and advisory platforms, offering integrated brokerage and investment advisory services along with financial planning and access to third-party money managers.

Mary Finkbohner is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at Morgan Stanley and Morgan Stanley Private Bank, N.A., where she worked for a total of six years. She also has experience with The Salvation Army National Capital Area Command. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Charlene De Vargas is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2021, she worked for 27 years with the Mobile County Public School System. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations, primarily for clients with significant assets managed within Ameriprise accounts.

Robert Callahan is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with Primerica Advisors since 1987 and Primerica Financial Services since 1985. Outside of advisory work, he is involved in the sale of loan products and home security referrals through affiliated Primerica entities. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with over 3,600 advisors and manages approximately $15.5 billion in assets, using model-delivery strategies and discretionary options supported by third-party managers and custodians.

Calley Coldsmith is a financial advisor with Ameriprise in Mobile, Alabama, holding a Series 66 designation and seven years of industry experience. Prior to joining Ameriprise in 2018, Coldsmith worked at ArcelorMittal USA. Outside of advisory work, Coldsmith serves on the Board of Directors for the Animal Rescue Foundation. Ameriprise is an institutional firm that offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm’s approach includes detailed, non-discretionary recommendation reports developed by a centralized consulting team, incorporating research, modeling, and tax-efficiency analysis, with a focus on assets managed within Ameriprise accounts.

Jeffery Howard is a CFP®-designated financial advisor with Stifel in Mobile, Alabama, bringing 40 years of industry experience. He has worked at Stifel since 2009. Outside of his advisory role, he serves as President of the Board of Directors for the AJM Scholarship Foundation. Stifel serves a broad client base including individuals, institutions, and charitable organizations, providing both brokerage and advisory services. The firm’s investment approach incorporates proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Chad Dolan is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since beginning his career in financial services in 2014, he has developed expertise in areas including college education planning, employee benefits planning, executive compensation, family wealth management strategies, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, tax minimization, and retirement income planning. Chad graduated summa cum laude with University Honors from the University of Alabama. He holds several professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is committed to delivering value to his clients by continuously enhancing his knowledge and skill set to guide them toward achieving their financial goals. Outside of his professional work, Chad enjoys boating, fishing, football, golfing, hunting, running, skiing, soccer, traveling, and spending time with his family.

Phoenix Turner is a Series 66-licensed financial advisor with Merrill, based in Fairhope, AL, and has one year of industry experience. Prior to joining Merrill in 2024, Turner worked at Wells Fargo for nine years in various roles. 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, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jessica Womack is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. Her work history includes multiple roles at Cetera and its affiliates, as well as positions at Hancock Whitney Bank, Ameriprise, Austal USA, and Regions Bank. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual and institutional clients through a large network of independent advisors. The firm provides a range of portfolio management, financial planning, and retirement services, offering various program structures and access to third-party managers.

Megan Bruner is a Series 66-licensed financial advisor with Morgan Stanley in Mobile, Alabama, having 12 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015 respectively. Outside of her advisory role, she serves on the finance committee of the Tri Delta Delta Mu Alumnae Group, a fraternal society in Mobile. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides comprehensive financial planning and advisory services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and offers structured planning tools alongside a range of investment and estate planning solutions.

James Hardy Jr. is a financial advisor with OSAIC in Daphne, Alabama, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023. Outside of his advisory role, Hardy is involved in independent insurance sales through his ownership of Horizon Financial and serves on the stewardship committee of East Pointe Baptist Church, helping oversee the church’s finances. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, financial planning, and access to multiple advisory platforms and third-party money managers.