Rance Morgan Jr. is a financial advisor with Valic Financial Advisors in Mobile, Alabama, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Valic Financial Advisors since 2013 and is also associated with Agia. Outside of his advisory role, he engages in woodworking, fabricating raw lumber into home decor through his business, Dusty Boots Woodcraft. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction and managing approximately $26.4 billion in discretionary assets.

Robert Brantley is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with Principal Life Insurance Company since 2000 and has been with Principal Securities Inc. and Capstone Financial Group since 2016. Outside of his advisory role, he is involved in health insurance sales and brokerage. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Angelina Mc Lane is a financial advisor at First Command Advisory Services with five years of industry experience. She holds the Series 66 designation and has held various roles within the First Command organization since 2020. Prior to her financial services career, she worked in yoga instruction and wellness. 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 offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

Edward Manning is a financial advisor with Empower Advisory Group in Foley, AL, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has worked at GWFS Equities, Inc. since 2014 and has been with J.P. Morgan Institutional Investments Inc. and JPMorgan Retirement Plan Services since 2003. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage clients. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.

Jason Kozon is a financial advisor at Edward Jones with 28 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses and has been with Edward D. Jones & Co., L.P. since 1997. Edward Jones is a full-service 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 and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Michael Hofmann is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 45 years of industry experience. His career includes time at Morgan Stanley and Wells Fargo Advisors, before his current tenure at LPL Financial that began in 2005. He is also involved with The Hofmann Group, a business entity related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by both proprietary and third-party investment strategies and technological tools.

Brett Laferrera is a financial advisor with Mass Mutual Investors Services, holding Series 63, 65, and 66 licenses and over 31 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has prior experience at MetLife Securities Inc. Outside of his advisory role, he owns and operates Crimson Capital Group, an insurance brokerage focused on property and casualty as well as specialized coverages such as aircraft insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop collaborative, annual financial planning relationships.

Philippe Trouillot is a financial advisor with Cetera who holds a Series 66 designation and has 12 years of industry experience. His prior roles include positions at Wells Fargo Advisors and various Cetera entities. He serves on the board of Mulherin Home, attending quarterly meetings. Cetera Investment Advisers LLC is an SEC-registered adviser that provides services to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large nationwide network of independent advisors and operates a multi-manager platform with diverse investment program options.

Ryan Sheppard is a financial advisor with UBS Financial Services in Gulf Shores, Alabama, holding a Series 66 designation and seven years of industry experience. He has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets activities.

Jarrett King is a financial advisor at Mass Mutual Investors Services with a Series 66 credential and one year of industry experience. Prior to his current role, he worked for Canadian National Railroad for 12 years. He serves as treasurer and board member of the Saint Louis Lofts Association Inc., coordinating building financials with the property management company. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager solutions and educational seminars.

Robert Mc Dowell is a financial advisor with Edward Jones in Gulf Shores, Alabama, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Berkshire Hathaway HomeServices, RCM Consulting LLC, and the Air War College. 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. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Paul Kunz is a financial advisor with LPL Financial in Fairhope, Alabama, holding Series 63 and Series 66 licenses with 11 years of industry experience. He has worked with LPL Financial across two periods totaling eight years and has prior experience at Hancock Whitney Bank, Hancock Whitney Investment Services, and Zions Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Ameina Tressler is a financial advisor with Equitable Advisors in Gulf Shores, Alabama, holding a Series 66 designation and 14 years of industry experience. She has been with Equitable Advisors since 2012 and previously worked at Axa Advisors, LLC. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm employs a range of advisory programs, including third-party asset managers and LPL-sponsored offerings, focusing on tailored client solutions based on risk assessment and personal information.

Lisa Cooper is a Series 66 licensed financial advisor with nine years of industry experience, currently serving clients at Edward Jones since 2017. Prior to joining Edward Jones, she worked at Hodges University and Milam & Milam, LLC. Outside of her advisory role, Cooper is involved in employee training through Red River Safety and supports educational programs as a data specialist for Princeton Review. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Zachary Melton is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and seven years of industry experience. His background includes roles at Ameriprise since 2019, as well as prior work with Austal USA and the University of South Alabama. Outside of Ameriprise, he is co-owner and financial planner at Long Run Operations, LLC, where he is involved in client meetings, financial planning, and investment management. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on retirement income planning and tax-aware withdrawal strategies.

Larry Groce is a CFP® professional with 41 years of experience in the financial services industry. He has been with Morgan Stanley in various capacities since 2008, currently serving at Morgan Stanley Private Bank, National Association. He holds an inactive CPA license from the Alabama State Board of Public Accountancy. 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 broad range of advisory programs.

Melinda Depaolo is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 25 years of industry experience. She worked at Merrill from 2000 to 2024 before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a financial planning process that incorporates structured discovery conversations and firm-approved planning tools.

Brandon Hill is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Wells Fargo Bank, Wayfair, Select Quote, and Victra. Outside of financial advising, he works in sales and customer service at Home Depot. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Garry Hill Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been with Cambridge since 2015. Outside of his advisory work, he serves as treasurer for the Banana Bay HOA in Perdido Key, FL, and is a board member of the Hollywood Manor Circle HOA in Birmingham, AL. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals. The firm employs a variety of portfolio management strategies, including proprietary and third-party models, and provides both discretionary and non-discretionary investment implementation tailored to client objectives.

Robert Hart is a Series 66-licensed financial advisor with 23 years of industry experience. He has been with Cetera since 2018 and has prior experience at Centennial Bank and Investment Professionals Inc. He is based in Gulf Shores, Alabama. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.