Ameina Tressler is a financial advisor with Equitable Advisors, holding a Series 66 designation and 13 years of industry experience. She has been with Equitable Advisors since 2012 and previously worked at Axa Advisors, LLC. Outside of her advisory role, she serves as trustee and beneficiary of a family trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory models and third-party asset managers to deliver investment solutions.

Lisa Cooper is a Series 66 licensed financial advisor with nine years of industry experience, currently serving clients at Edward Jones since 2017. Prior to joining Edward Jones, she worked at Hodges University and Milam & Milam, LLC. Outside of her advisory role, Cooper is involved in employee training through Red River Safety and supports educational programs as a data specialist for Princeton Review. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Zachary Melton is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and seven years of industry experience. His background includes roles at Ameriprise since 2019, as well as prior work with Austal USA and the University of South Alabama. Outside of Ameriprise, he is co-owner and financial planner at Long Run Operations, LLC, where he is involved in client meetings, financial planning, and investment management. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on retirement income planning and tax-aware withdrawal strategies.

Larry Groce is a CFP® professional with 41 years of experience in the financial services industry. He has been with Morgan Stanley in various capacities since 2008, currently serving at Morgan Stanley Private Bank, National Association. He holds an inactive CPA license from the Alabama State Board of Public Accountancy. 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 broad range of advisory programs.

Melinda Depaolo is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 25 years of industry experience. She worked at Merrill from 2000 to 2024 before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a financial planning process that incorporates structured discovery conversations and firm-approved planning tools.

Brandon Hill is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Wells Fargo Bank, Wayfair, Select Quote, and Victra. Outside of financial advising, he works in sales and customer service at Home Depot. 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 both brokerage and advisory solutions.

Garry Hill Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been with Cambridge since 2015. Outside of his advisory work, he serves as treasurer for the Banana Bay HOA in Perdido Key, FL, and is a board member of the Hollywood Manor Circle HOA in Birmingham, AL. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals. The firm employs a variety of portfolio management strategies, including proprietary and third-party models, and provides both discretionary and non-discretionary investment implementation tailored to client objectives.

Robert Hart is a Series 66-licensed financial advisor with 23 years of industry experience. He has been with Cetera since 2018 and has prior experience at Centennial Bank and Investment Professionals Inc. He is based in Gulf Shores, Alabama. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Haley Blackmon is a financial advisor at Edward Jones with five years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2019 in various capacities, alongside prior experience at State Farm Insurance and self-employment. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.

Declan Mc Clelland is a financial advisor at Edward Jones with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2003. 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christi Koehle is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Mass Mutual Investors Services since 2017 and has longstanding affiliations with Massachusetts Mutual Life Insurance Company and Metlife Securities, Inc. Outside of her advisory work, Koehle serves on the Planning Commission and Town Council for Perdido Beach, Alabama. MassMutual Investors Services operates as a broker‑dealer and SEC‑registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a collaborative, annual planning approach using firm-approved analytical tools and provides event-driven planning programs including divorce and estate-settlement planning.

Mark Monahan is a financial advisor with Edward Jones in Gulf Shores, AL, holding ChFC® and Series 66 designations and 18 years of industry experience, all with Edward Jones since 2008. Outside of his advisory role, he owns and manages a vacation rental property in Gulf Shores. 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 solutions supported by a large network of advisors and branch offices nationwide.

David Landry is a financial advisor with Edward Jones in Orange Beach, Alabama, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Edward Jones since 1986. Outside of his advisory role, he owns a second home in Orange Beach, from which he occasionally works remotely. 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 programs, including discretionary and non-discretionary strategies, and maintains an extensive nationwide network of advisors and branch offices.

Jackson Henson is a financial advisor with Wells Fargo Clearing and holds Series 65 and Series 63 licenses. He has one year of industry experience and has previously worked at Republic Finance, Wells Fargo Bank, and several hospitality venues. He attended Auburn University and has experience in both finance and service industries. 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 roughly $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Zachery Estes is a financial advisor with Ameriprise in Gulf Shores, AL, holding a Series 66 designation and six years of industry experience. He previously worked at Edward Jones and has a background that includes roles outside the financial sector. Estes serves on several nonprofit boards, including the Alabama Gulf Coast Zoo as board chair and the North Baldwin Infirmary Foundation. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering tailored, research-driven recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

George Harris Jr. is a CFP®-designated financial advisor with 32 years of industry experience, currently with Cetera. His prior roles include positions at Concourse Financial Group Securities Inc, The Institute for Wealth Management LLC, and Avalon Investment & Securities Group Inc. Outside of his advisory work, he serves as President of a local business condominium association and is a member of multiple community boards related to zoning and homeowners associations. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform featuring various program structures and access to both affiliated and third-party managers.

Chantz Blackmon is a financial advisor with Edward Jones in Foley, AL, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and previously worked at New York Life Insurance Company from 2017 to 2019. His background also includes roles at the University of Alabama and Sunsouth LLC. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Becky Humphries is a financial advisor with Edward Jones in Foley, AL, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she founded Growing Social, LLC, a marketing business that assisted realtors, brokers, builders, mortgage lenders, and interior designers with social media marketing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary strategies, SMAs, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Michael Starkey is a financial advisor at Cetera with four years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera and Capital Financial Strategies Inc. Starkey also has experience in fixed insurance sales. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through a nationwide network of independent advisors.

Jeffrey Braley is a financial advisor with J.P. Morgan Securities in Foley, Alabama, holding Series 63 and Series 65 designations and seven years of industry experience. His prior work includes roles at Wells Fargo and PNC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with due diligence from a manager-solutions team and applying an ESG eligibility framework when recommending strategies.