April Watson is a financial advisor at Empower Advisory Group with 20 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model leverages proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, delivering both point-in-time financial plans and optional managed account solutions.

Teresa Jackson is a financial advisor with PNC Wealth Management in Montgomery, AL, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has worked at PNC Wealth Management since 2021, following five years at Wells Fargo Clearing. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a digital, discretionary model account available via an invitation-only pilot for employees. The firm’s approach uses algorithm-driven risk assessment and delegates portfolio implementation and proxy voting to third parties.

James Goble is a financial advisor at First Command Advisory Services with one year of industry experience. He holds the Series 65 and Series 63 designations. Prior to joining the firm, he served in the United States Air Force for eight years and worked in public schools in Enid and Autauga County. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

Jason Batrez is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at PNC Wealth Management. His prior experience includes roles at BBVA Wealth Solutions, Progressive Insurance, TD Ameritrade, and Scottrade. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessment and approved model strategies with annual rebalancing.

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.

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.

Stephanie Jones is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in wealth management, asset preservation, and long-term wealth planning. She has experience working with military families and clients of diverse ages and backgrounds, focusing on personalized, goal-based financial strategies. Her client focus includes college education planning, personal retirement planning, women and wealth, and retirement income. Stephanie holds a Bachelor's Degree from the University of Louisville and a Master of Business Administration (MBA) from the University of North Carolina System. She is a certified Personal Investment Advisor (PIA). In addition to her professional work, Stephanie engages in community service through organizations such as Girl Scouts of America, St. Jude's, and Tuckahoe Elementary. Outside of her financial advisory role, Stephanie is a military spouse, mother of two, and active in the fitness community. She enjoys adventure sports including biking, dancing, hiking, rock climbing, running, scuba diving, swimming, and yoga.

Katherine Petty is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a 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 strategies, separately managed accounts, and affiliated mutual funds.

Chappell Hill is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel since 2015. Outside of his advisory role, Hill owns and manages several automobile and warranty businesses and is involved in automotive dealership operations. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

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.

James Adams III is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. The firm serves over four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

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.

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.

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.

Victoria Carden is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she held positions at Faulkner University, StateFarm, Tricord International, and George County High School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Greer is a Series 66 credentialed financial advisor with Edward Jones, based in Prattville, AL. He has 17 years of industry experience, having worked at Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

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.

Nigel Guntharp is a Series 66-registered financial advisor with 19 years of industry experience, currently affiliated with OSAIC since 2023. His prior experience includes 14 years at FSC Securities Corporation and positions at International Advisory Consultants Inc. and Morgan Stanley. Outside of his advisory role, he serves on the YMCA Boys Work Committee, participates on the Saint James Schools Parent Association Board, volunteers on the River Region Youth Football League board, and co-owns a wellness business operating F45 gyms in Alabama. OSAIC serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and multiple managed account options delivered through an extensive multi-advisor platform.