Deborah Chamblee is a financial advisor with PNC Wealth Management and holds a Series 66 designation. She has 21 years of industry experience and previously worked at BBVA Wealth Solutions Inc., Compass Bank, and BBVA Securities Inc. from 2016 to 2021. PNC Wealth Management provides retail brokerage and advisory services through model-based investment programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and implements approved mutual fund and ETF strategies with annual rebalancing.

Richard Reyle is a financial advisor at Sanctuary Advisors, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for UBS Financial Services for 10 years. Outside of his advisory role, he serves on the board of directors for DreamWorks Theater, a nonprofit theater group in New York City. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base that includes individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports independent advisers through a range of portfolio management solutions and employs various analytical approaches, operating as a fiduciary when a formal advisory agreement is in place.

Randal Locklier is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at Brookstone since 2020 and concurrently operates an insurance agency through J.D. Mellberg Financial, LLC, where he is a licensed insurance agent. Prior roles include positions at Specialized Advisors, Secure Investment Management, Principal Trust Financial, and TD Ameritrade. Brookstone Capital Management is an SEC-registered adviser serving a diverse client base that includes individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm offers fee-based asset management and financial planning primarily through model portfolios and managed accounts, supporting a large advisor network with platform and sub-advisory services.

Brenda Whitwell is a financial advisor at Edward Jones with 11 years of industry experience. She has been with Edward Jones since 2016 and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Whitwell holds the Series 66 designation. 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, supported by a large network of financial advisors and branch offices across the United States.

Greg Scott is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, Summit Bank, and Raymond James. Outside of his advisory role, Scott manages daily operations for 2H&V Construction Services, a construction company. 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 and financial planning services supported by structured planning tools and extensive asset management.

Jeffrey Conroy is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 38 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for five years before joining LPL Financial in 2020. Conroy operates Conroy Wealth Management, a DBA entity associated with his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and portfolio management options supported by in-house and third-party research.

Saige Emanuel is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, Saige was self-employed and previously worked in education at Emerald Coast Middle School and Fruit Cove Middle School. Saige also founded Abadie Academy LLC, an educational venture. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment analyses.

Paul Largo is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Advisors and its affiliated entities since 2016. He also owns Dune Lakes Private Wealth Advisors LLC, a private practice based in Rosemary Beach, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

James Roberson III is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. Outside of his advisory role, he serves as an election clerk in Walton County, Florida, assisting with the voting process during elections. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

William Wahl is a Wealth Management Advisor and founder of The Wahl Group at Merrill Lynch Wealth Management, located in St. Louis. With over 30 years of experience, he leads a team dedicated to providing a preeminent wealth management experience to a select number of corporate executives, business owners, and affluent families across the country. His approach centers on putting clients first and focusing on what matters most in their lives. William holds several professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his Bachelor's degree from the University of Missouri Columbia. In recognition of his work, he was named to the Forbes "Best-in-State Wealth Advisors" list in 2026 for the ninth consecutive year. Outside of his professional life, William values his family deeply, sharing life with his wife Amy and their three children. His personal interests include golfing, music, pickleball, singing, spending time with family, and traveling. He is involved in community organizations such as the Guardian Angel Settlement Association and Living Water International.

William Simon is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in addressing the financial and investment needs of high-net-worth individuals and small businesses. Since joining Merrill in 1996, he has developed expertise in areas such as divorce transition planning, education planning, family wealth management strategies, liquidity management, retirement income, and tax minimization. His approach balances a long-term investment philosophy with flexibility to accommodate clients who may prefer short-term speculative strategies. Mr. Simon holds Series 7 and 66 FINRA registrations as well as the Personal Investment Advisor (PIA) designation. He earned a Bachelor's Degree from Indiana University and an Associate's Degree from Mohawk Valley College. Committed to community involvement, he serves on the board of directors of the Scholarship Foundation of St. Joseph County and is a member of the Elkhart Noon Rotary. Originally from Lancaster, New York, William resides in Michiana with his wife, Ann, and they have three grown children.

Scott Novellas is a Certified Financial Planner (CFP®) with 27 years of industry experience. He is currently with Morgan Stanley, where he has worked since 2009, including roles at Morgan Stanley Private Bank, National Association. He previously worked at Citigroup Global Markets starting in 1998. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides services through its extensive network of financial advisors and specialized planning groups.

John Stevenson is a financial advisor with Cetera who holds a Series 66 designation and has 12 years of industry experience. His prior work includes six years at Edward Jones and one year in real estate at Star Real Estate. Stevenson is involved in community activities, serving as Vice President and Financial Chair of Scenic Walton and Chairman of Friends of Scenic 30A, where he helps oversee fundraising and grant applications. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of over 10,000 independent advisors. The firm serves individual, corporate, charitable, and institutional clients through various portfolio management and financial planning services, leveraging a multi-manager platform with model portfolios, third-party managers, and bespoke strategies.

Dan Griggs is a financial advisor with Cetera who holds a Series 63 designation and has 30 years of industry experience. He has been with Cetera and its affiliated entities since 2019 and previously worked at Summit Financial Group and Summit Brokerage Services. Griggs is also president of Austin Coordinated Resources, Inc., a financial services and tax entity. Cetera Investment Advisers LLC serves a wide 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 large nationwide network of independent advisors and operates a multi-manager platform with access to affiliated and unaffiliated managers.

Kevin Haynes is a financial advisor with UBS Financial Services in Santa Rosa Beach, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, Haynes serves on the board of the Stegall Seminary Scholarship Foundation, which provides scholarships for seminary students. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client strategies.

Charles Steward is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. His career includes roles at PFS Investments Inc. and Waylon Grey Enterprises, as well as work with Electrical & Computer Resources and Calhoun Liberty Hospital. He has also been affiliated with Primerica Financial Services since 2008. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, utilizing model-delivery strategies managed by unaffiliated asset managers and providing a range of investment approaches including strategic and tax-managed models.

John Suess is a financial advisor at Stifel with 27 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2014 and holds Series 63 and Series 66 designations. Outside of his advisory role, he serves as a board member and secretary for The Bob Emig Foundation, a charitable organization supporting youth sports and education. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is guided by proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Kristina Ravenhill is a financial advisor with Edward Jones in Inlet Beach, FL, holding a Series 66 designation and one year of industry experience. Her prior roles include self-employment and positions in network marketing with Young Living Essential Oils, which she is currently transitioning to her daughter-in-law. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial services.

Cindy Clark is a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management. She has over 38 years of experience in financial services, including 28 years with Merrill Lynch, where she has been recognized as a member of the firm’s Quarter Century Club. Cindy specializes in personal retirement planning, women and wealth, and retirement income. Cindy holds a Bachelor's degree in Business Administration with a major in Finance from Auburn University. She also holds the designation of Personal Investment Advisor (PIA). Beyond her professional career, Cindy has been actively involved in community organizations, including serving as a board member of the Family Guidance Center for 15 years and volunteering with the Montgomery Area Council on Aging’s Meals on Wheels program. She has also contributed to Auburn University’s Women’s Philanthropy Board and is a Sustainer of Montgomery Junior League. Additionally, she serves as a Centerpoint Connect Group Leader. Cindy and her husband Bryan reside in Millbrook, where they live with their two children and are anticipating the arrival of a third grandchild. Her personal interests include music, traveling, yoga, and spending time with her family.

Kristina Elgee is a financial advisor at Cetera with 19 years of industry experience. She holds the Series 66 designation and previously worked at MassMutual Investors Services and Massachusetts Mutual Life Insurance Company. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with a range of program options, oversight structures, and affiliations supporting more than 10,000 advisors and over $256 billion in assets under management.