Freddie Spears is a financial advisor with Guardian Life in Montgomery, AL, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has been with Guardian Life since 1991 and Guardian Life Insurance Company since 1991. Outside of his advisory role, he helps manage a motel through GLSS Enterprises. Guardian Life, through its subsidiary Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, incorporating insurance products and alternative investments within a range of tailored client services.

Hunter Massey is a financial advisor with Kestra Advisory in Montgomery, AL, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at Kestra Advisory since 2020 and previously spent seven years at Raymond James Financial Services. Massey serves as Chief Investment Officer for both Kestra Advisory Services, LLC and CorpFinancial LLC, where he is involved in investment advisory and insurance sales. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan-level investment advice, and vendor benchmarking, and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Stephanie Ames is a financial advisor at First Command Advisory Services with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Raymond James & Associates and multiple First Command entities. Ames also operated Stephanie Ames Financial Coaching in 2019. First Command Advisory Services, Inc. serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed by a centralized Investment Management Team using a range of mutual funds, ETFs, and third-party managers.

Travis Winn is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2012, also working with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning. The firm’s approach includes structured discovery processes and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Seth Meadows is a financial advisor at Raymond James Financial with five years of industry experience. He holds the Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2021. Outside of his advisory role, he is an associate at Meridiem Advisory Group LLC, where he dedicates significant time to client services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as institutional and nonprofit entities. The firm employs a non-discretionary approach utilizing analytical tools and risk profiling to tailor recommendations aligned with client objectives.

Sang Chung is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He holds the Series 66 designation and is based in Montgomery, AL. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Jimmy Wyrosdick Jr. is a financial advisor with Mass Mutual Investors Services in Montgomery, AL, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Mass Mutual and its affiliated entities since 2010. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved analytical tools and offering various event-driven planning programs.

Benjamin Walker III is a financial advisor at Stifel with 41 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2010 and holds a Series 63 designation. Outside of his advisory role, he serves on the board of directors for the Walker Family Cemetery, overseeing its maintenance. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Lary Burton is a financial advisor with LPL Financial, holding a Series 63 designation and over 21 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, he serves as secretary/treasurer for Isaiah's Legacy, a charitable organization focused on assisting the poor and underprivileged, where he helps with fundraising and gift distribution. 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, utilizing both proprietary and third-party strategies, and supports its advisors with research and technology tools.

James Klingler is a financial advisor with Stifel in Montgomery, AL, holding a Series 63 designation and over 54 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2010. Outside of his advisory role, Klingler serves as president of the Willow Pond Foundation, a charitable organization. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is guided by proprietary methodologies using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Julie Wright is a financial advisor at Morgan Stanley in Montgomery, AL, with 10 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2012. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning processes and utilizes advanced modeling tools but generally acts in an advisory capacity without providing individual security recommendations as part of standalone planning.

Eric Hyde is a financial advisor at Edward Jones in Wetumpka, Alabama, holding CFP® and ChFC® designations with 23 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products while operating under a fiduciary standard.

Robert Seibels III is a financial advisor at Stifel with 47 years of industry experience. He has been with Stifel Nicolaus & Co. since 2010. Outside of his advisory work, he serves on the Board of Trustees at Huntingdon College and is a member of the Montgomery County Historical Society's Board of Directors. Stifel serves a broad range of clients—including individuals, institutional clients, and charitable organizations—offering brokerage and investment advisory services that are supported by a proprietary investment methodology developed by its Investment Strategy Group.

Rebecca Griffin is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. She previously worked at Merrill Lynch for four years before joining Wells Fargo Clearing in 2020. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Richard Perkins is a financial advisor with Cetera and holds Series 63 and Series 65 licenses. He has 32 years of industry experience, including 21 years at NBC Securities Inc and recent roles with Concourse Financial Group Securities Inc and Cetera Wealth Services, LLC. Outside of his advisory work, he co-owns a skincare line called Earth to Malibu with his spouse. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services across discretionary and non-discretionary program structures.

Thomas Adent II is a financial advisor with Morgan Stanley in Birmingham, AL, holding a Series 66 designation and 12 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2014 and previously at Morgan Stanley Private Bank, N.A. from 2015 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Tryon Mc Laney is a financial advisor at Raymond James & Associates with three years of industry experience. Prior to joining Raymond James, he worked at Alabama Ag Credit, ACA for four years and held a position with the State of Alabama for over a decade. Outside of his advisory role, he co-owns agricultural land in Montgomery, Alabama, which is leased to a cattle farmer. Raymond James & Associates, Inc. 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, charitable organizations, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Karen Gallahar is a financial advisor with Raymond James & Associates in Montgomery, AL, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. She has been with Raymond James & Associates since 2013. 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 institutional fiduciary solutions.

William Akins is a financial advisor at Wells Fargo Advisors in Montgomery, AL, holding the Series 66 designation with five years of industry experience. Prior to joining Wells Fargo Advisors in 2026, he worked at UBS Financial Services for five years and has held positions at Raymond James Financial Services and Cru. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad planning menu and combines advisory services with other financial products and referral channels.

Leeanne Dean is a financial advisor at Raymond James Financial with four years of industry experience. Prior to joining Raymond James, she worked at Jackson Thornton Public Accountants and Consultants for three years. She is also an associate with Meridiem Advisory Group LLC, where she assists with client interactions and 401(k) plan support. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm employs fact-finding, risk profiling, and analytical tools to tailor investment advice and supports both advisory programs and institutional consulting through a large network of advisors.