Travis Winn is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2012, also working with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning. The firm’s approach includes structured discovery processes and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Seth Meadows is a financial advisor at Raymond James Financial with five years of industry experience. He holds the Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2021. Outside of his advisory role, he is an associate at Meridiem Advisory Group LLC, where he dedicates significant time to client services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as institutional and nonprofit entities. The firm employs a non-discretionary approach utilizing analytical tools and risk profiling to tailor recommendations aligned with client objectives.

Sang Chung is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He holds the Series 66 designation and is based in Montgomery, AL. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Jeffrey Wright is a Series 66-licensed financial advisor with 18 years of industry experience, currently with Cambridge Investment Research Advisors since 2017. Prior to that, he worked at Berthel Fisher & Company Financial Services, Inc. from 2013 to 2017. He serves as president of a local podcast and is involved in multiple nonprofit boards, including The Children’s Center of Montgomery and the Family Guidance Center. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base through a network of independent Financial Professionals. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services, utilizing proprietary and third-party model strategies across various platform arrangements tailored to client objectives.

Beverly Boatwright is a financial advisor with Merrill in Montgomery, AL, holding a Series 66 designation and 25 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Inc. since 1988, totaling 38 years with the firm. 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, pension plans, corporations, and charitable organizations.

Jimmy Wyrosdick Jr. is a financial advisor with Mass Mutual Investors Services in Montgomery, AL, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Mass Mutual and its affiliated entities since 2010. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved analytical tools and offering various event-driven planning programs.

Benjamin Walker III is a financial advisor at Stifel with 41 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2010 and holds a Series 63 designation. Outside of his advisory role, he serves on the board of directors for the Walker Family Cemetery, overseeing its maintenance. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Lary Burton is a financial advisor with LPL Financial, holding a Series 63 designation and over 21 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, he serves as secretary/treasurer for Isaiah's Legacy, a charitable organization focused on assisting the poor and underprivileged, where he helps with fundraising and gift distribution. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, utilizing both proprietary and third-party strategies, and supports its advisors with research and technology tools.

James Klingler is a financial advisor with Stifel in Montgomery, AL, holding a Series 63 designation and over 54 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2010. Outside of his advisory role, Klingler serves as president of the Willow Pond Foundation, a charitable organization. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is guided by proprietary methodologies using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

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.