Steven Setterstrom Jr. is a financial advisor with Morgan Stanley in Mobile, Alabama, holding Series 63 and Series 65 licenses and three years of industry experience. Before joining Morgan Stanley, he worked for the PGA Tour and held positions at golf clubs and The University of Alabama. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s financial planning process employs structured discovery and firm-approved tools without providing individual security recommendations as part of its standalone planning.

Grace Plash is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at KPMG, LLP and spent nine years in the education sector. She is also a partial owner of an investment LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated products. The firm operates under a fiduciary standard and supports a large national network of advisors and branch offices.

Wayne Gruenloh is a financial advisor with Ameriprise in Silverhill, Alabama, holding a Series 66 designation and 25 years of industry experience. His career includes roles at Ameriprise since 2022, as well as leadership positions at Gruenloh Hardy and Associates, Gruenloh Financial Services, and New York Life Insurance Company. Outside of financial advising, he serves as an elder and treasurer on the board of Grace Fellowship Baptist Church and is a town council member in Silverhill, AL. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Thomas Lick is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has held prior roles at Edward Jones, Regions Bank, and other firms. Before his advisory career, he was involved with Superior Mosquito Defense and had various self-employed ventures. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a Premier Retirement Income service that provides tailored retirement planning advice through written reports and ongoing support. The firm’s approach incorporates proprietary research and third-party data within a defined investment universe and requires a minimum level of investable assets for participation.

Maury Lomax is a financial advisor with Morgan Stanley in Mobile, AL, holding a Series 66 designation and having 24 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools, including Monte Carlo simulations and secular return estimates, in its financial planning process.

Brandon Fisher is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 14 years of industry experience and has worked at Primerica Financial Services since 2006, including roles at PFS Investments Inc. and CNC. In addition to his advisory work, he is involved in the sale of home-related products through affiliated companies, including mortgage and home security services. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm offers model-based investment strategies supported by third-party asset managers, with approximately 3,935 advisors and $15.5 billion in assets under management.

John Horner III is a financial advisor with Wells Fargo Advisors in Mobile, Alabama, holding a Series 63 designation and 35 years of industry experience. He previously worked at Morgan Stanley for seven years before joining Wells Fargo Advisors in 2018. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Dawn Evans is a financial advisor at Edward Jones with 17 years of industry experience. She holds a Series 63 designation and has worked at notable firms including Ameriprise Financial Services and Morgan Stanley Smith Barney. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Neil Kennedy is a financial advisor with Stifel in Mobile, Alabama, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Stifel since 2015. Outside of advising, he serves on the investment committee of the Community Foundation of South Alabama, is a board member and part of the executive committee at the Alabama Policy Institute, and contributes as a board member to the Mobile Botanical Gardens representing the Longleaf Forest. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services alongside fee-based financial planning. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide forward-looking analyses and asset allocation guidance.

Catherine Johnson is a financial advisor at Morgan Stanley with seven years of industry experience. She has held roles at Morgan Stanley since 2019 and previously worked at Hancock Whitney from 2015 to 2019. She holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and analysis.

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.

Patricia Hudson is a financial advisor with Edward Jones in Mobile, Alabama. She holds a Series 66 designation and has 25 years of experience with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

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.

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.