Steven Setterstrom is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and market models to support its financial planning process.

Mary Dupuy is a financial advisor at Wells Fargo Advisors with 45 years of industry experience. She holds a Series 63 designation and has been with Wells Fargo Advisors and its affiliates since 2009. Based in Mobile, AL, her career includes roles at Wells Fargo Clearing from 2016 to 2022. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including niche services like business-owner transition and special-needs planning, and integrates these advisory services with other financial products and referral channels.

Thomas Zarzour is a financial advisor at Wells Fargo Clearing with one year of industry experience. He previously worked at Zarzour Companies for six years and Bellator Real Estate for five years. 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 broader set of financial product offerings than typical large institutional advisers.

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.

Meggan Taylor is a financial advisor at Raymond James & Associates with four years of industry experience. She holds Series 63, 65, and 66 licenses and has previously worked at Prime Lending, BBVA, Compass Bank, PNC Bank, and Wells Fargo in various capacities. 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 charitable organizations, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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.

Ellen Marler is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has worked with Primerica Advisors since 1986 and has served on the Baldwin County Board of Education since 2001. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, featuring model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm uses third-party asset managers and provides a tiered wrap-fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plans.

Anita Sawrie is a financial advisor with Raymond James & Associates in Mobile, AL, holding a Series 66 designation and four years of industry experience. Her background includes roles at PrimeLending and Regions Bank prior to joining Raymond James. 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, non-discretionary investment consulting, and specialized municipal advisory services.

Michael Graham is a financial advisor with Cetera who holds Series 63, Series 65, and Series 66 designations and has 31 years of industry experience. He has been with Cetera and its related entities since 2013 and has prior experience at PNC Investments. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individual investors, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting both discretionary and non-discretionary investment authorities.

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.

Sean Demouey is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services.

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 previously worked at Kestra Advisory and Kestra Investment Services, LLC, spanning a decade, as well as NFP for two years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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.