Kelsie Fisher is a financial advisor with Merrill in Fairhope, AL, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. Her prior positions include roles at Wells Fargo Clearing, Wells Fargo Bank NA, and PNC Bank. 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.

Stephen Daughdrill is a financial advisor at Morgan Stanley with 49 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, and has prior experience with Citigroup Global Markets dating back to 1979. Outside of his advisory role, he is involved in timber cutting and tree planting activities as a sole proprietor. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs focused on tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through employer financial planning agreements.

James Lee IV is a financial advisor with Ameriprise in Mobile, Alabama, holding a Series 63 designation and over 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 1995. Outside of his advisory role, he manages two LLCs related to his advisory business and office operations. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Patrick Rehm is a financial advisor with Cetera, holding a Series 66 designation and spanning 22 years of industry experience. He has been with Cetera and its related entities since 2013 and also maintains a role at Regions Bank. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and third-party managers, supporting various program structures and custodial relationships.

W Radcliff is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds a Series 63 designation and has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside his advisory role, he is cosigned to start a home building business called Benchmark. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and analysis.

Michael Samis is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to help define and achieve their financial goals, offering guidance in areas such as investing, retirement planning, and preparing for life transitions. He integrates insights from his experience in options trading to assist clients in making informed decisions regarding their finances. Michael holds a Bachelor's Degree in Finance from the University of Illinois Champaign-Urbana and has earned the Personal Investment Advisor (PIA) designation. He communicates with clients in both English and German. Beyond his professional work, Michael contributes to the community by coaching youth sports, including 10U Travel Baseball with Fairhope Fury and 10U Travel Hockey with the Pensacola Junior Ice Flyers. His approach involves listening to clients to understand their priorities and developing tailored financial strategies that address their unique needs and goals.

James Lenaghan is a financial advisor at Stifel with 43 years of industry experience. He has been with Stifel since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory role, Lenaghan serves on the investment committee for the Foundation of the Archdiocese and is a board member of the Drug Education Council as well as the Lions USA Eye Research. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodology developed by its Investment Strategy Group, which provides forward-looking capital market guidance and probabilistic modeling to support asset allocation and financial planning.

David Ketchem is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Mitchell Fisher is a financial advisor with Edward Jones in Daphne, Alabama, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, he worked for Purdue Pharma, LP for 21 years. Outside of advising, he has managed an LLC involved in rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate accounts. The firm offers a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Steven Drews is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. He serves as power of attorney for his mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Erin Dominick is a financial advisor at Merrill with 27 years of industry experience. She holds the Series 66 designation and has been with Merrill since 1982. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Dominque Sanders is a financial advisor at Morgan Stanley with 9 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2015. Prior to her advisory role, she has also been associated with Ruby Tuesday since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Evan Ross is a financial advisor with Edward Jones in Fairhope, AL, holding a Series 66 designation and beginning his advisory career in 2025. His prior experience includes service with the U.S. Department of State and the United States Air Force, as well as roles in the private sector. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.

Colby Dalrymple is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Schwab, he held various roles outside the financial industry, including positions at Petes Ice Cream and Donuts and Willy T's. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a range of wealth advisory, brokerage, custody, and financial planning services through both non-discretionary and discretionary investment models.

Selena Hemphill is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, following earlier experience at Citigroup Global Markets. 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 range of advisory programs supported by firm-approved planning tools and a comprehensive investment approach.

Ryan Schumann is a financial advisor with Raymond James & Associates in Mobile, Alabama. He holds Series 63 and Series 65 licenses and has 12 years of industry experience, with 11 years at Raymond James. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.

Cheryl Smith is a financial advisor at Edward Jones with Series 63 and Series 65 credentials and four years of industry experience. She previously worked for Ann Taylor LOFT for 14 years before entering the financial services field. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors, offering both discretionary and non-discretionary investment strategies under a fiduciary standard.

Wesley Singleton is a financial advisor with Edward Jones in Fairhope, AL, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2019 and previously worked for Office Depot for 17 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering various investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.

Jonathan Norris is a financial advisor with Wells Fargo Clearing in Daphne, AL, holding Series 63 and Series 66 certifications and possessing 17 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wachovia Bank, N.A. during his career. Outside of his advisory role, he co-owns rental properties in Daphne and Fairhope, Alabama. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research and analytics.

Tod Frick is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2010. He serves as an executor and trustee in estate-related matters outside of his advisory role. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.