Richard Blondheim is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is the owner of Joy to Life Publishing, LLC, which produces a quarterly magazine, and serves as Vice President of the Agudath Israel Etz Ahayem Synagogue and as a board member and founder of the Joy to Life Foundation, a nonprofit organization focused on fundraising and marketing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets.

Elizabeth Gross is a financial advisor with Morgan Stanley in Montgomery, Alabama, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individual and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by advanced modeling tools.

W Oakley is a financial advisor at Morgan Stanley with 35 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Oakley holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Mary Briscoe is a Series 66-licensed financial advisor with Stifel in Montgomery, AL, where she has worked since 2010. She has 18 years of industry experience. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Daniel Lindsey III is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank, N.A., as well as in academic roles at the State University of New York at Albany and Auburn University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

David Evans III is a financial advisor at Stifel with a Series 66 designation and no prior industry experience. Before joining Stifel, he worked in medical device sales through his business, David Franklin Evans III LLC, and held positions at several firms including Southern Medical Technologies and Jefferson Matthews Wealth Solutions. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

William Harris is a financial advisor at Wells Fargo Advisors with 43 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing for nine years. Harris is involved in managing a family trust account and holds ownership interests in several investment-related entities in Montgomery, Alabama. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad menu of planning services using proprietary research and tools, delivering tailored recommendations through meetings and client summary letters.

Amanda Raney is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, combining tailored financial planning with broad investment offerings. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

David Petty is a financial advisor with Raymond James & Associates in Montgomery, AL, holding the CFP® designation and Series 63 and 65 licenses. He has 36 years of experience and has been with Raymond James & Associates since 2013. 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 diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning and advisory services with a focus on non-discretionary consulting and a range of portfolio management styles.

Harrison Campbell is a Series 66-licensed financial advisor with Morgan Stanley, based in Montgomery, AL, and has 24 years of industry experience. He has been with Morgan Stanley in various roles since 2009, including his current position at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning using firm-approved tools and analytics. The firm manages approximately $2.74 trillion in client assets and offers services that include corporate financial planning agreements.

Sheree Luker is a financial advisor at Stifel with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2010. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Mary Ann Hall is a financial advisor at Stifel with three years of industry experience. She holds a Series 66 designation and has previously worked at Merrill Lynch and held roles at Auburn University’s Harbert College of Business. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Matthew Andress is a financial advisor at Cetera with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with New York Life, Prudential, and Pruco Securities. Outside of advisory work, he owns and operates a retail sales business on eBay and Amazon. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services alongside access to third-party money managers and various investment program options.

David Golson is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Wells Fargo Clearing, A. G. Edwards & Sons, Merrill, and Morgan Stanley Dw Inc. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Pam Kimble is a financial advisor with Morgan Stanley in Montgomery, Alabama, holding Series 63 and Series 66 designations and possessing 21 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individual and institutional clients. The firm offers tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Charles Cowart is a financial advisor with Wells Fargo Clearing in Montgomery, AL, holding a Series 66 designation and 16 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and was previously with PNC Investments from 2015 to 2017. 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 brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Christine Wood is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 26 years before joining Morgan Stanley Smith Barney LLC in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured discovery and firm-approved planning tools in its financial planning process.

Sheryl Campbell is a financial advisor with Raymond James & Associates in Montgomery, Alabama, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has worked at Raymond James since 2013 and has been involved with The Hank Williams Museum since 2025. 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 diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional services supported by extensive research and multiple portfolio management styles.

Roanne Norris is a financial advisor at Morgan Stanley with 33 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery and firm‑approved tools, with a range of retail and institutional investment services.

Reid Fields is a financial advisor with Morgan Stanley in Montgomery, AL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at BBVA Wealth Solutions, BBVA Compass Insurance Agency, COMPASS Bank, and BBVA Securities. He has been with Morgan Stanley since 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools supported by its Global Investment Committee.