Derek Warren is a financial advisor with Ameriprise in Dothan, Alabama, holding a Series 63 designation and with 26 years of industry experience. His career includes roles at Ameriprise since 2017 and prior work at Sal Financial Services, Inc. He also serves on the Geneva County Board of Education. Warren is the managing member of Warren, Sasser, & Associates, LLC, a tax preparation business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Marcus Hall is a financial advisor with Ameriprise in Dothan, Alabama, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Outside of his advisory role, Hall serves on the Troy University Legacy Council and Business Advisory Council and is authoring a Christian devotional book on stewardship. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Ryan Lee is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and has prior work experience in academic roles at The University of Southern Mississippi, University of North Carolina at Greensboro, and Troy University. 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 charitable organizations, offering financial planning and non-discretionary investment consulting with a range of portfolio management styles and affiliated research resources.

Randy Hurst is a financial advisor with Edward Jones in Dothan, AL, holding a Series 63 designation and 33 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he is a partner in a rental property business in Dothan. Edward Jones is a full-service wealth management firm serving a broad client base, including individual, institutional, and charitable clients. The firm offers various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

John Hughes is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and 31 years of industry experience. His career includes positions at Synovus Securities, Inc. and Ameriprise Financial Services, Inc. Outside of advisory work, he serves as chairman of the board for First National Bank of Hartford, is a board member of the Southeast Alabama Dance Company, and coaches tennis at Providence Christian School. He is also involved in several business ventures, including agricultural services and real estate management. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Adam Thomas is a CFP® credentialed advisor with 27 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2017. Prior to that, he was with LPL Financial for eight years. Outside of financial advising, he is involved in real estate development and ownership, including a commercial property lease and a mixed-use land development project in Southeast Alabama, as well as ownership of a local events promotion business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored non-discretionary planning using analytical tools and supports advisory programs, with specialized municipal advisory services and employer consulting for SIMPLE IRA plans.

Kenneth Woodham is a CFP® and ChFC® with 44 years of experience in the financial services industry. He has been with Wells Fargo Advisors since 2009. Woodham is co-trustee for a family trust and owns Halftime Advisory LLC, a financial advisory practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment options, using proprietary research and planning tools to develop tailored recommendations for clients.

William Lynch is a financial advisor with Raymond James Financial holding a Series 66 designation and one year of industry experience. His prior work includes roles at SmartBank and experience in education at Samford University and local schools. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Brian Mason is a financial advisor with Merrill Lynch Wealth Management based in Dothan, Alabama. After spending more than 20 years in the technology industry working with companies such as Cisco, VMware, GitLab, and AT&T, he transitioned into financial advising. He works with an established Beverly Hills-based team with over 60 years of combined experience to assist individuals, families, and business owners with their financial needs. Brian's expertise includes executive and equity compensation, family wealth management strategies, legacy planning, personal retirement planning, small business strategies, and retirement income. His background in technology provides him with a unique understanding of the compensation structures common in the industry and the needs of entrepreneurs and business owners. He holds a Bachelor's Degree from Auburn University and is actively involved in the local community as a Dothan Chamber of Commerce Ambassador and a member of the Dothan Rotary. Outside of work, Brian enjoys biking, camping, chess, cooking, gardening, hiking, reading, and spending time with his family.

Brandon Parsons serves as the Senior Resident Director at Merrill Lynch Wealth Management. In his role, he focuses on providing wealth management and retirement planning strategies tailored to the needs of his clients. His mission is to be a consistent source of strength in clients' financial lives by connecting them to people and resources that help them achieve their financial goals. Brandon has experience working with small business owners and their families, particularly in business life insurance planning, estate planning services, and employer-sponsored retirement plans. He brings to his role a background in financial services dating back to 2003, leveraging both his knowledge and Merrill's extensive resources. He holds the Chartered Life Underwriter® (CLU®) and Personal Investment Advisor (PIA) designations. He earned an accredited certificate from The American College and holds a Bachelor's Degree from Auburn University. Outside of work, Brandon enjoys cooking, music, pickleball, and traveling. He is active in his community, including membership in the Dothan Area Chamber of Commerce and serving as a founding member of Live at the Opera, Inc., a local nonprofit concert promotion organization.

Mc Dowell Pinckard is a financial advisor at Edward Jones in Dothan, AL, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Altria Client Services, KPMG LLP, and others. He is also the president of NIXA Direct LLC, a wholesale business he is finalizing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services, supported by a nationwide network of over 23,000 financial advisors and managing approximately $1.01 trillion in assets.

William Barnes Jr. is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2003 and holds Series 63 and Series 66 designations. Outside of his advisory role, he owns several rental properties managed by rental agencies. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

Sheila Kelly is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Her background includes roles at Waddell & Reed from 1997 to 2021 and involvement with Girls Inc. and First United Methodist Church in Dothan. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a network of over 22,800 advisors.

Stephen Todd is a financial advisor with Cambridge Investment Research Advisors in Dothan, Alabama, holding a Series 66 designation and 17 years of industry experience. He has been with Cambridge Investment Research entities since 2019 and previously worked at Kestra Financial Services from 2016 to 2019. Outside of his advisory role, he is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services. The firm supports a range of investment strategies through various custody platforms and provides access to proprietary and third-party model portfolios.

Craig Pittman is a CFP® professional with 21 years of industry experience, currently serving at Wells Fargo Advisors since 2019. He has held various roles within Wells Fargo entities since 2009. Outside of his advisory work, he is president of the Wiregrass Estate Planning Council and an assistant junior high football coach at Providence Christian School. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options tailored to clients meeting specific net-worth criteria.

Jennifer Garcia is a financial advisor at Raymond James Financial with one year of industry experience. She holds the Series 66 designation and has previously worked at SmartBank Investment Services and Raymond James Financial Services Inc. Outside of her advisory role, she is an associate at SmartBank, assisting other advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains unique affiliations in municipal finance and specialized retirement plan consulting.

John Klosky is a financial advisor with Raymond James Financial in Dothan, Alabama, holding a Series 63 designation and over 30 years of industry experience. He has been with Raymond James Financial and its related entities since 1999 and also worked at SmartBank beginning in 2023. Outside of his advisory work, he is involved in agricultural and aviation-related businesses as the owner of Belle Grove Farms and a member-owner of Belle Grove Aero LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm’s approach combines non-discretionary planning and risk profiling with analytical modeling and supports clients through its extensive advisor network and advisory programs.

Douglas Lee is a financial advisor with Raymond James & Associates in Dothan, Alabama, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He 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, pension and profit-sharing plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions with mostly non-discretionary client relationships.

Michael Langford is a financial advisor with Edward Jones, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, he worked at Five Star Credit Union from 2014 to 2020. He is based in Hartford, Alabama. 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 broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Leslie Pinckard is a financial advisor with Edward Jones in Dothan, AL, holding a Series 63 license and 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Pinckard serves as a trustee for First Methodist Church and is involved with local nonprofits including The Harbor Church and Communities of Transformation. Edward Jones is a full-service wealth management firm serving individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.