Brook Hutson is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo Bank NA since 2016. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

James Sapp Jr. is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over three decades of experience in the financial services industry. He began his career in 1994 and has since worked with families and small businesses to help grow and preserve their assets, create income streams, and develop family legacy opportunities. Jim specializes in areas including college education planning, family wealth management strategies, legacy planning, liquidity management, retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. He is a CERTIFIED FINANCIAL PLANNER® professional since 2005 and holds the Personal Investment Advisor designation. He graduated from Florida State University in 1993 with a degree in Finance after completing high school at Chipley High School in 1990. Jim is married to Jennifer Sapp and they have three children. He is a member of First Baptist Church of Chipley and participates in community volunteering.

George Adams is a financial advisor with Primerica Advisors in Hoover, AL, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Primerica Financial Services since 2015 and has held positions at Metrostar Systems, Teksynap, and L-3 Army Fleet Support. Outside his advisory role, he is involved in sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and discretionary separately managed accounts. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers, maintaining oversight of model offerings and portfolio implementation.

Desmond Douglas is a financial advisor at Edward Jones in Dothan, Alabama, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of advising, he serves as secretary and budget organizer for Epic Events Entertainment, an event planning company specializing in formal evening parties. 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 options, supported by a large network of financial advisors and branch offices nationwide.

Blake Seymour is a CFP® with four years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. Prior to joining Edward Jones, he worked for Dunbarton Corporation for 19 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Todd is a Series 65-licensed financial advisor at Cambridge Investment Research Advisors with one year of industry experience. His prior work includes roles at Perennial South, LLC, the City of Dothan, and Wiregrass Realty, where he has been involved for three years. He also operates Todd Financial Services, LLC, an independent business. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing both discretionary and non-discretionary strategies across multiple platforms.

William Evans is a financial advisor with Primerica Advisors in Dothan, Alabama, holding Series 65 and Series 63 credentials and 32 years of industry experience. He has been with Primerica since 1994 and was previously involved with B&G Enterprises for 30 years. Outside of his advisory role, he serves as the executor of the Audrey Dean Estate. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and offers discretionary separately managed account options, operating at scale with approximately $15.5 billion in assets under management.

Bryan Cazares Cortez is an advisor with Wells Fargo Clearing in Dothan, Alabama, holding Series 63 and Series 65 credentials. He has been with Wells Fargo in various capacities since 2023 and has prior work experience across retail and educational sectors. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Megan Carter is a Series 66-credentialed financial advisor with eight years of industry experience. She has worked at Merrill since 2020 and previously held roles at Alfred Saliba Corporation and First United Methodist Church. Outside of her advisory work, she serves as the director of children's music at her church in Dothan, Alabama. 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. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers for a range of clients including individuals, high-net-worth clients, and institutional investors.

Ronald Sommer Jr. is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he was a graduate student and spent four years in full-time education. 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 through a large network of advisors and branch offices nationwide.

John Havranek is a financial advisor at Raymond James & Associates with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James & Associates since 2013. Outside of his advisory role, he is the owner of Tec Clamps LLC, an investment in a business where he holds minority ownership without operational duties. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and public entities, offering financial planning, investment consulting, and municipal advisory services through various portfolio management styles and affiliated research.

Joseph Ingram is a financial advisor at Edward Jones in Dothan, AL, holding a Series 66 designation with one year of industry experience. He previously worked with Edward Jones from 2017 to 2025 and has experience outside the industry as a beach chair attendant for the South Walton Beach Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of advisors, offering a range of advisory programs, separately managed accounts, and affiliated investment products.

George Mcclintock Jr. is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2017, following a decade at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary advisory solutions. The firm’s investment 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.

Wesley Wells is a financial advisor with Ameriprise in Dothan, Alabama, holding a Series 66 designation and 10 years of industry experience. He previously worked at Cetera and Regions Bank. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart strategies. The firm combines research, modeling, and tax-efficiency analysis to support client planning and employs algorithmic tools alongside advisory oversight in its approach.

Joel Long is a financial advisor at Cetera with four years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at Raymond James & Associates, LPL Financial, and Regions Bank among other firms. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Gregory Wakefield is a Series 66 licensed financial advisor with Edward Jones in Dothan, Alabama, where he has worked since 2010. He has 15 years of industry experience. Outside of his advisory role, he serves as an elder at Westgate Church of Christ in Dothan, participating in leadership and decision-making for the church. 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 and investment solutions through a large network of financial advisors and branch offices nationwide.

Jennifer Daffron is a financial advisor with Ameriprise in Dothan, Alabama, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked with Ameriprise and its affiliate since 2010. Outside of her advisory role, she owns Daffron & Associates, LLC, which she uses to secure small business loans for acquiring other financial advisory businesses. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Eden Barnes is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, Barnes held positions at Five Star Credit Union and Northwestern Mutual, and was involved with Rock N Roll Sushi and Half Time Sports Bar and Grill. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs and a significant national presence of over 23,000 financial advisors across more than 15,000 branch offices.

David Cobb is a Series 66 credentialed advisor with Raymond James Financial, based in Dothan, AL, and has one year of industry experience. He previously worked at SmartBank and Wallace Community College and is currently the executor of a family estate. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations, using analytical tools and risk profiling to tailor recommendations. The firm supports both advisory programs and institutional consulting and maintains specialized services such as municipal advisory capabilities and SIMPLE IRA Employer Advisory programs.

Maeghan Mccardle is a financial advisor at Wells Fargo Advisors in Dothan, AL, holding a Series 66 designation with three years of industry experience. She has been with Wells Fargo Advisors since 2012, including the firm's earlier entity, accumulating seven years in total. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides a broad range of investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers specialized planning services such as business-owner transition and special-needs analysis, using proprietary research and planning tools to develop tailored recommendations.