Paul Winn is a financial advisor with Morgan Stanley in Montgomery, AL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and at Morgan Stanley Smith Barney since 2009, following seven years at Citigroup Global Markets. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes a structured planning process supported by firm-approved tools and serves clients through both direct relationships and corporate financial planning agreements.

John Dunn is a Series 66-licensed financial advisor at Stifel with 15 years of industry experience. His career includes roles at Wells Fargo Clearing, PNC Managed Account Solutions, BB&T Investment Services, and Northwestern Mutual Investment Management. He is based in Montgomery, AL. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for asset allocation and planning analyses, supporting client decision-making across a range of financial needs.

Walter Hooper is a financial advisor with Raymond James & Associates in Montgomery, AL, holding a Series 63 designation and 39 years of industry experience. He 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, institutional and pension plans, charitable organizations, and government entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Duncan Mcinnes is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that uses structured discovery and firm-approved tools to develop plans, managing approximately $2.74 trillion in client assets.

Johnny Dunn is a financial advisor at Stifel with 42 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2010 and holds a Series 63 license. Outside of his advisory role, he is involved in real estate management and ownership through entities such as Mary Management LLC. Stifel serves a diverse client base, 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 guide asset allocation and financial planning.

Hunter Groce is a financial advisor with Morgan Stanley in Montgomery, AL, holding a Series 66 designation and ten years of industry experience. He has worked with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. 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 financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates tools like Secular Return Estimates and Monte Carlo simulations.

Stuart Patton is a financial advisor with Morgan Stanley in Montgomery, Alabama, holding a Series 63 designation and having 44 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2009 and 2015, respectively. Patton is also a board member of the Montgomery Lions Club. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and analytical tools, offering advisory services without individual security recommendations in standalone plans.

Robert Sasser is a financial advisor at Stifel with six years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2021. Prior to that, he was associated with several entities under First Command in 2020 and was involved with Real Estate Collateral, LLC from 2013 to 2019. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group for asset allocation and planning analyses.

David Gallahar is a financial advisor with Raymond James & Associates in Montgomery, Alabama, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by firm research and model manager options.

George Mccurdy Jr. is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Wells Fargo Clearing and Citigroup Global Markets before joining Morgan Stanley Private Bank in 2015. He has been affiliated with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning services supported by firm-approved tools and models.

Caleb Blackburn is a financial professional with Cetera who holds Series 63 and Series 65 licenses and has four years of industry experience. His prior experience includes roles at The Prudential Insurance Company of America, New York Life Insurance Company, and various financial services firms. He is also active as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable clients, 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.

Nigel Guntharp is a financial advisor at OSAIC with 19 years of industry experience. He previously worked for FSC Securities Corporation for 14 years before joining OSAIC in 2023. Outside of his advisory role, Guntharp is involved in community activities including serving on the YMCA Boys Work Committee and the Saint James Schools Parent Association Board of Directors. He is also a co-owner of GunStin Wellness Holdings, LLC, which operates multiple F45 gyms in Alabama. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a comprehensive investment approach supported by asset-allocation tools, risk assessments, and automated rebalancing across various asset classes.

Fred Bear Jr. is a financial advisor with Wells Fargo Advisors in Montgomery, AL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Wells Fargo Advisors since 2025 and was previously with Wells Fargo Clearing for nine years. Outside of his advisory role, he is involved in several investment-related businesses in Montgomery, including ownership interests in family investment LLCs and wealth management entities. 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 planning menu tailored to clients meeting specific net-worth thresholds and integrates advisory services with multiple financial product offerings.

Krisie Stakely is a financial advisor with Morgan Stanley in Birmingham, AL, holding a Series 66 designation and beginning her advisory career in 2025. She previously worked at KPMG from 2018 to 2025 and at the University of Alabama from 2013 to 2018. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services. The firm uses structured planning tools and modeling techniques to support its financial planning process and manages approximately $2.74 trillion in client assets.

James Jones is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to a broad range of clients including individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Hannah Hensley is a financial advisor with Morgan Stanley in Montgomery, Alabama, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. Her prior roles include positions at BBVA Wealth Solutions, Bbva Securities, Bbva Compass Insurance Agency, and COMPASS Bank. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides advisory programs to both individual and institutional clients, offering tailored financial planning and a range of investment services.

Fletcher Gibson II is a financial advisor with Raymond James Financial in Montgomery, AL, holding a Series 63 designation and over 43 years of industry experience. He has worked with Perdido Partners, LLC since 2016 and has been with Raymond James Financial and its related entities since 2010. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary consulting using risk profiling and modeling tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Gregory Pittman is a financial advisor at Stifel with 34 years of industry experience. He holds a Series 63 designation and previously worked at Bank of America, N.A., and Merrill. Outside of his advisory role, he is a half-owner of P2 Farms LLC, a hunting and fishing property in Alabama. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm uses proprietary investment analysis and probabilistic modeling through its Investment Strategy Group to guide asset allocation and financial planning.

Richard Austin is a financial advisor with Raymond James & Associates in Montgomery, AL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He worked at UBS Financial Services Inc. for 10 years before joining Raymond James & Associates in 2019. 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—and offers financial planning, non-discretionary investment consulting, and institutional advisory services supported by a nationwide adviser network.

Gloria Eller is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She worked at Merrill from 1990 to 2020 before joining Wells Fargo Clearing in 2020. Outside of her advisory role, she is an independent consultant for Arbonne International. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers a range of investment options, including insurance-related vehicles and bank deposit sweep programs.