Jonathan Norris is a financial advisor with Wells Fargo Clearing in Daphne, Alabama. He holds Series 63 and Series 66 designations and has 16 years of industry experience, including roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Outside of his advisory work, he is a co-owner of rental properties in Daphne and Fairhope, Alabama. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

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.

Brenton Daughdrill is a financial advisor with Morgan Stanley in Mobile, Alabama. He holds a Series 66 designation and has 15 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of advising, he is involved in timber cutting as a sole proprietor. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, serving a broad range of retail and institutional investors.

Timothy Taylor is a Series 63-licensed financial advisor with Edward Jones in Mobile, Alabama, and has 33 years of industry experience. He has been with Edward Jones since 1992. Outside of advising, he is involved as a high school sports announcer on WNSP Radio. Edward Jones is a full-service wealth management firm serving a broad client base, including individual, institutional, and charitable clients, with over $1 trillion in assets under management and a large network of financial advisors and branch offices nationwide.

Ernest Gwinn III is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he served as a pastor and Bible teacher at The Church of Glory for 20 years, where he also sat on the church board. He previously operated an online retail business, Gwinn Products, which has been inactive since 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

David Ketchem Jr. is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and three years of industry experience. He has worked at Wells Fargo Clearing since 2023 and attended Auburn University from 2019 to 2023. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and utilizes research and analytics to support a range of brokerage and advisory solutions.

Hayden Whetstone is a Certified Financial Planner (CFP®) with five years of industry experience. He is currently with Morgan Stanley, having previously worked at Bank of America, Merrill Lynch, and Stephens Inc. He also serves in the United States Army Reserve. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and firm-approved tools to develop customized plans.

Ryan Williams is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Sagepoint Financial, Inc. for seven years. Williams is also an independent insurance agent. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services supported by various platforms, asset-allocation tools, and third-party money managers.

Michael Turlington is a financial advisor with Cambridge Investment Research Advisors in Mobile, AL, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior experience includes roles at Voya Financial Advisors, MML Investors Services, MassMutual, and New York Life Insurance Company. Outside of his advisory work, he owns Epiphany Gulf Coast LLC, where he works as a DJ, and is involved with Epiphany Wealth Strategies LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of investment solutions including proprietary and third-party model strategies, with both discretionary and non-discretionary options tailored to client objectives.

David Chaffe is a CFP®-certified financial advisor with Raymond James & Associates in Mobile, Alabama, where he has worked for 13 years. He has 14 years of industry experience. Chaffe is a founding non-managing member and part-owner of Coastal Workplace Benefits, LLC, a company he helped establish prior to joining Raymond James and occasionally assists with bookkeeping. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and public entities, offering financial planning, investment consulting, and municipal advisory services supported by a broad nationwide adviser network.

Charles Griffith is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank from 2011 to 2024 before joining Wells Fargo Clearing in 2024. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Brant White is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. His prior work includes roles at Navy Federal Investment Services, Bank of America, Merrill, and Wells Fargo Bank. Before entering financial services, he worked for nine years at Enterprise Rent-A-Car. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process 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.

Justin Kendrick is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Wells Fargo Clearing Services since 2019 and previously worked at Gulf Distributing, LLC. Outside of his advisory role, Kendrick has a 50% ownership interest in Gulf Coast Drip, a non-investment business in Bay Minette, AL. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions across a variety of financial products.

Douglas Kennedy II is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 47 years of industry experience. He has been with Cambridge since 2011 and has operated Kennedy & Associates since 1983. In addition to his advisory work, he is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse range of clients including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory through a network of independent professionals, offering a variety of models and portfolio management options tailored to client objectives.

James Williams is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2015. Outside of his advisory role, Williams serves on investment committees for the Archdiocese of Mobile’s Retired Priests Fund and Catholic Foundation and is involved in timberland management and a local hunting club. Stifel serves a diverse client base including individuals and institutional clients, offering brokerage and advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Steven South is a financial advisor with Equitable Advisors in Daphne, Alabama, holding Series 63 and Series 66 designations and seven years of industry experience. His prior work includes roles at Axa Advisors, Dipstop, Inc., and First Cahawba Bank. He serves as an unpaid advisory board member for the Selma Area Food Bank, where he reviews operational policies, procedures, and financial records. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, utilizing third-party asset managers and offering both advisory and brokerage/insurance services.

Kanisha Mcpherson is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. She has been with Wells Fargo Clearing since 2025 and has prior experience at Wells Fargo Bank, Elite Residential, CPSI, BBVA, and Woodforest Bank. Outside of finance, she is involved with Elite Residential, which provides in-home care for mental health clients. Wells Fargo Clearing offers retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, focusing on investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and includes a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Shawn Layton is a financial advisor at Cetera with 15 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial and Securities America. Layton also operates Layton Advisory Group LLC, which serves as a DBA for his LPL business. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with assets under management totaling over $256 billion.

Henrique Mendes is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he held roles at the University of Mobile and worked with Brazilian football clubs Botafogo de Futebol e Regatas and Sport Club Corinthians Paulista. Morgan Stanley Wealth Management serves individual and institutional clients, offering a wide range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.

Evan Hipp is a CFP® professional at Brown Financial Advisory with two years of industry experience. His career includes roles at Regions Bank, Cetera Investment Services, and Primerica, as well as seven years of service in the United States Air Force. Brown Financial Advisory is a six-advisor team specializing in discretionary portfolio management and advisory services for individual clients, including high-net-worth households. The firm manages approximately $468 million in assets across 275 client relationships, focusing on larger, individualized accounts.