Sonya Green is a financial advisor at Edward Jones in Auburn, Alabama, with 26 years of industry experience. She holds a Series 63 designation and has been with Edward Jones since 2000. Outside of her advisory role, she is a licensed notary public. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Pamela Pouncy is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 28 years of industry experience. Her career includes positions at Wells Fargo Clearing, Wells Fargo Advisors, BB&T Investment Services, Morgan Stanley, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of strategic and tactical investment approaches supported by research and operational tools.

Andrew Lamar III is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with Raymond James since 2009 and previously led LaMar Financial Services. Additionally, he holds a patent related to marketing a particular term and is involved in that business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary advice using analytical tools and supports various advisory programs, with a notable affiliation to a municipal advisor and recent expansions in SIMPLE IRA employer consulting services.

Mallory Stein is a financial advisor with Ameriprise in Auburn, AL, holding a Series 66 designation and six years of industry experience. She has been with Ameriprise and its affiliated entities since 2016. Ameriprise offers retirement-income planning services focused on individuals near or in retirement who meet specific asset criteria, providing detailed recommendation reports that incorporate income analysis, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers services through a centralized retirement-income consulting team in partnership with advisors like Stein.

Blake Henry is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. He previously worked at Edward Jones for nine years and had roles at Raymond James Financial Services Advisors. Outside of his advisory work, he has involvement with an investment-related business called Railroad Investment Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary and third-party strategies.

Joseph Donaldson is a financial advisor with LPL Financial in Auburn, Alabama, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Edward Jones, Raymond James Financial Services, Donaldson Financial Services, and WPU, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with advanced research and operational tools.

Daniel Richardson Jr. is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Cetera and its affiliated entities since 2016. He is based in Opelika, Alabama. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individual investors, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with various program structures and affiliations.

Keith Pridgen is a financial advisor with Cambridge Investment Research Advisors in Auburn, AL, holding Series 63 and Series 65 licenses and 29 years of industry experience. Prior to joining Cambridge in 2017, he worked with Signator Investors and operated the Wilson Investment Group. He is also a licensed insurance agent for various independent companies. Cambridge Investment Research Advisors serves a broad client base including individuals, retirement plans, charities, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers diverse investment options and maintains both proprietary and third-party model strategies while implementing structured compliance and supervisory processes.

Becton Lamar is a financial advisor with Raymond James Financial, holding a Series 66 designation and 10 years of industry experience. He is the owner and CEO of LaMar Wealth Management, where he serves as an independent contractor focused on financial planning and wealth management. Lamar has been affiliated with Raymond James Financial Services Advisors, Inc. since 2016. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm offers non-discretionary, tailored planning and consulting using advanced analytical tools and supports a wide network of advisors and affiliated firms.

Charles Brown Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and has worked at Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Brown serves on the Finance Committee of Trinity United Methodist Church in Opelika, Alabama, overseeing the church’s financial donations and disbursements. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by structured discovery and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services through both individual and employer-based financial planning agreements.

Tobin Ayers is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Raymond James since 2016. Outside of his advisory role, he owns KT Financial Synergies LLC, a support company responsible for managing certain practice expenses and payroll functions. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional entities. The firm uses tailored, non-discretionary planning and analytical tools to align investment strategies with client goals.

John Williford is a financial advisor at Ameriprise in Auburn, Alabama, holding a Series 66 designation with 25 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2000. Outside of his advisory role, he serves on the Board of Directors and as Treasurer of the Red Oak Hunting Club. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves a broad client base through a large network of advisors and offers a range of advisory, brokerage, and insurance solutions.

David Dunn is a financial advisor at Edward Jones in Opelika, Alabama, holding the Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Baker is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and has previously worked in education at Russell County High School and Auburn High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and offers services such as tax-efficient investing and securities-based lending through a nationwide network of financial advisors and branch offices.

Arcacia Biggers is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining J.P. Morgan, she held positions at Wells Fargo and Heartland Financial among other firms. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Christopher Prestridge is a Series 66-credentialed financial advisor with 13 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2017. He previously worked at Signator Investors, Inc. and holds roles on the Auburn City Board of Education and the executive team of Cornerstone Church. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers a range of financial planning and investment management services delivered through independent financial professionals, utilizing both proprietary and third-party strategies tailored to client objectives.

Lewis Lamberth is a financial advisor at Stifel with 14 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Co. Inc. since 2014. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning.

Megan Mosholder is a financial advisor at Ameriprise with 11 years of industry experience. She holds the CFP® and Series 66 designations and previously worked at Charles Schwab and Charles Schwab Bank for nine years. Outside of her advisory role, she manages an independent advisory business under Watermelon Bay, LLC. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Mary Beard is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 15 years of industry experience. She has worked at Raymond James since 2011 and is also associated with LaMar Financial Services, where she contributes to event planning, client service, retirement planning, and risk management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individual, high-net-worth, institutional, and corporate clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and is notable for its municipal advisory affiliation and specialized offerings such as SIMPLE IRA Employer Advisory & Consulting Services.

Martin Branch is a financial advisor with Cetera and holds a Series 63 designation. He has 26 years of industry experience, including roles at Concourse Financial Group Securities Inc and operating his own insurance services business for over a decade. Branch has additional experience in insurance product sales and service through his outside business activities. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and program structures, supported by a large network of independent advisors.