Julie Wright is a financial advisor at Morgan Stanley in Montgomery, AL, with 10 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2012. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning processes and utilizes advanced modeling tools but generally acts in an advisory capacity without providing individual security recommendations as part of standalone planning.

Eric Hyde is a financial advisor at Edward Jones in Wetumpka, Alabama, holding CFP® and ChFC® designations with 23 years of industry experience. He has been with Edward Jones since 2011. 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 and a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products while operating under a fiduciary standard.

Robert Seibels III is a financial advisor at Stifel with 47 years of industry experience. He has been with Stifel Nicolaus & Co. since 2010. Outside of his advisory work, he serves on the Board of Trustees at Huntingdon College and is a member of the Montgomery County Historical Society's Board of Directors. Stifel serves a broad range of clients—including individuals, institutional clients, and charitable organizations—offering brokerage and investment advisory services that are supported by a proprietary investment methodology developed by its Investment Strategy Group.

Andrea Brown is a financial advisor with Merrill who holds the Series 66 designation and has 19 years of industry experience. Her career includes roles at Morgan Stanley and Bank of America, N.A., where she has worked since 2019. Brown has been with Merrill since 2012. 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 for individuals, high-net-worth clients, and institutional investors, supported by internal Chief Investment Office teams and third-party managers.

Stephanie Jones is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in wealth management, asset preservation, and long-term wealth planning. She has experience working with military families and clients of diverse ages and backgrounds, focusing on personalized, goal-based financial strategies. Her client focus includes college education planning, personal retirement planning, women and wealth, and retirement income. Stephanie holds a Bachelor's Degree from the University of Louisville and a Master of Business Administration (MBA) from the University of North Carolina System. She is a certified Personal Investment Advisor (PIA). In addition to her professional work, Stephanie engages in community service through organizations such as Girl Scouts of America, St. Jude's, and Tuckahoe Elementary. Outside of her financial advisory role, Stephanie is a military spouse, mother of two, and active in the fitness community. She enjoys adventure sports including biking, dancing, hiking, rock climbing, running, scuba diving, swimming, and yoga.

Rebecca Griffin is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. She previously worked at Merrill Lynch for four years before joining Wells Fargo Clearing in 2020. 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.

Katherine Petty is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jonathan Parker is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on creating personalized wealth management strategies that align with clients' individual financial goals. He leverages the investment insights of Merrill and the banking and lending services of Bank of America to provide comprehensive support tailored to clients’ changing market conditions. Jonathan holds a Bachelor's Degree from Auburn University and maintains professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He follows Merrill’s tradition of community involvement and dedicates time to volunteering with local organizations, reflecting his commitment to the communities he serves.

Margaret Dauphin is a financial advisor at UBS Financial Services in Montgomery, AL, holding Series 63 and Series 65 credentials with 35 years of industry experience. She has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

Aiyana Keels is a financial advisor with Primerica Advisors in Montgomery, AL, holding Series 63 and Series 65 credentials with four years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2021. In addition to advising, she is involved in sales of investment-related products and receives compensation for referrals related to home security, automation, and loan products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Chappell Hill is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel since 2015. Outside of his advisory role, Hill owns and manages several automobile and warranty businesses and is involved in automotive dealership operations. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Thomas Adent II is a financial advisor with Morgan Stanley in Birmingham, AL, holding a Series 66 designation and 12 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2014 and previously at Morgan Stanley Private Bank, N.A. from 2015 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Sarah Burt is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2010, previously working at UBS Financial Services from 2006 to 2010. Outside of advising, she is an independent consultant for Rodan + Fields, a direct selling skincare company. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Nanette Dieguez is a financial advisor at Merrill with 19 years of industry experience and holds a Series 63 designation. She has been with Merrill since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Tryon Mc Laney is a financial advisor at Raymond James & Associates with three years of industry experience. Prior to joining Raymond James, he worked at Alabama Ag Credit, ACA for four years and held a position with the State of Alabama for over a decade. Outside of his advisory role, he co-owns agricultural land in Montgomery, Alabama, which is leased to a cattle farmer. Raymond James & Associates, Inc. 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, charitable organizations, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Cameron Clark is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping individuals prepare to retire with dignity and grace while continuing to support them as their financial goals evolve over time. His client focus areas include legacy planning, managing new wealth, socially responsible and values-based investing, ESG investing, and retirement income. Since graduating from Auburn University with a bachelor's degree, Cameron has gained experience across various facets of the financial services industry, including banking, loan origination, servicing 457b plans, and delivering seminars on personal finance. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, Cameron enjoys spending time with his wife and two boys. His personal interests include adventure sports, biking, cooking, music, reading, tennis, and following Auburn football. He also plays guitar and piano, particularly blues, soul, and funk music.

Karen Gallahar is a financial advisor with Raymond James & Associates in Montgomery, AL, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. She 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

William Akins is a financial advisor at Wells Fargo Advisors in Montgomery, AL, holding the Series 66 designation with five years of industry experience. Prior to joining Wells Fargo Advisors in 2026, he worked at UBS Financial Services for five years and has held positions at Raymond James Financial Services and Cru. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad planning menu and combines advisory services with other financial products and referral channels.

Leeanne Dean is a financial advisor at Raymond James Financial with four years of industry experience. Prior to joining Raymond James, she worked at Jackson Thornton Public Accountants and Consultants for three years. She is also an associate with Meridiem Advisory Group LLC, where she assists with client interactions and 401(k) plan support. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm employs fact-finding, risk profiling, and analytical tools to tailor investment advice and supports both advisory programs and institutional consulting through a large network of advisors.

Mitchell Dubina is a financial advisor at Stifel with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel since 2012. Outside of his advisory role, he serves as Vice President of the Wynlakes HOA Board and is active on the Board of Trustees and related committees at Trinity Presbyterian School in Montgomery, Alabama. He also volunteers with the Druids Charity Club, organizing local fundraising events. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, which supports analyses for asset allocation, retirement, insurance, and estate planning.