Janet Wilson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been associated with Cambridge entities since 2025 and previously worked at Commonwealth Financial Network from 2009 to 2025. Janet also owns Janet Wilson Wealth Management, a separate advisory business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals using various portfolio management and model-based solutions.

Jennifer Dismukes is a financial advisor at Merrill with 23 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2017, following prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory role, she serves as a co-trustee for a family trust and holds fiduciary power of attorney responsibilities. 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 various institutional investors.

Raymond Mc Caffrey IV is a financial advisor with Cambridge Investment Research Advisors in Mobile, AL, holding a Series 66 designation and four years of industry experience. Prior to joining Cambridge in 2026, he worked at Kestra Advisory and Kestra Investment Services from 2022 to 2026 and spent 14 years at Quality Valve Inc. He is also involved in insurance sales and services through Spur Wealth and assists clients in portfolio management at Tru Wealth Management. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Elliott Marks is a financial advisor at Edward Jones with 22 years of industry experience. He holds Series 63 and Series 66 designations. Marks has worked at Edward Jones and its investment affiliate since 2008. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Ollis III is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 43 years of industry experience, including roles at Kestra Advisory and Wells Fargo Advisors. He also operates Ollis Wealth Management, providing advisory and registered representative services primarily through Kestra entities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals who tailor strategies across multiple platforms and custody arrangements.

Darrell Butler is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 18 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, he serves as secretary on the board of Camp Dixie Lutheran Outdoor Ministry and is a past president of the Kiwanis Club of Mobile. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. Their approach includes comprehensive written recommendations across various planning areas, which clients can combine with managed-account programs under consolidated billing.

Mark Callahan is a financial advisor with OSAIC based in Fairhope, Alabama, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at SagePoint Financial, Inc. for 14 years before joining OSAIC in 2023. Outside of his advisory role, he owns Callahan Financial Solutions, where he focuses on evaluating and implementing fixed and traditional insurance products such as term life, universal life, and whole life insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and platforms. The firm provides integrated brokerage and advisory services with a multi-asset investment approach, utilizing proprietary tools and third-party solutions for portfolio construction and management.

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.

Keith Jacobson is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with Cetera Advisors LLC since 2013 and with Cetera since 2024. Outside of his advisory role, he is involved in vacation rental property management. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and oversees more than $256 billion in assets through a network of over 10,000 advisors.

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.

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.

Mitzi Rollins is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She has been with Raymond James and related entities since 2015. Rollins also serves as a trustee overseeing a family retirement benefits trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored planning and consulting using risk profiling and modeling tools and supports institutional consulting and portfolio management through a large advisor network.

Cynthia Garcia is a financial advisor at LPL Financial with 25 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at firms including Cuna Brokerage Services and Securities America Advisors. Outside of advising, she owns a pet sitting business and serves as a substitute teacher. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with various discretionary and non-discretionary investment strategies.

David Chilelli is a Wealth Management Advisor with Merrill Lynch Wealth Management in Fairhope, AL. He serves as the relationship manager for The Thompson Group, focusing on delivering a high standard of client experience and quality of service. David assists with wealth management and retirement planning aspects of the group, which primarily serves high net worth individuals including retirees and business owners. David's expertise includes comprehensive wealth management strategies that take into account the interrelationship between estate planning, investing, asset and liability management, and retirement. He emphasizes customized portfolio construction with a focus on retirement planning, wealth transfer, and tax minimization strategies. David holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and the Personal Investment Advisor (PIA) credential. He earned an MBA from Auburn University and a Bachelor's degree from the University of Massachusetts. Outside of his professional responsibilities, David is actively involved in community organizations such as Fairhope Rotary, the University of South Alabama Management Advisory Board, the YMCA of South Alabama, and Prodisee Pantry. He supports youth-oriented initiatives and maintains engagement with groups focused on giving back to the area.

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.

Kelsie Fisher is a financial advisor with Merrill in Fairhope, AL, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. Her prior positions include roles at Wells Fargo Clearing, Wells Fargo Bank NA, and PNC Bank. 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 various 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.

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.