William Graham is a financial advisor with Guardian Life and holds a Series 66 designation. He has five years of industry experience and has worked at both Guardian Life Insurance Company and Park Avenue Securities since 2017. Outside of his advisory role, he is involved in a guitar resale business. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Beverly Johnson Davis is a financial advisor with Eagle Strategies (NY Life) based in Fairhope, AL, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has been with Eagle Strategies since 2018 and also maintains roles with NYLIFE Securities LLC and New York Life Insurance Co dating back to 2014. Outside of her advisory work, she manages a rental property. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis.

Laureen Lynn is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 designations and 32 years of industry experience. Prior to joining Steward Partners in 2024, she spent eight years at Wells Fargo Clearing and two years at Wells Fargo Advisors. She serves on the board and investment committee of the Alabama West FL United Methodist Foundation and holds leadership roles with the Mobile Opera Board and Ashland Place United Methodist Church. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a range of clients, including individuals, pension plans, corporations, and charitable organizations, offering both discretionary and non-discretionary portfolio management along with financial planning and consulting services.

Marion Delaplaine is a financial advisor with Money Concepts Capital Corp in Fairhope, Alabama, holding the PFS™ designation and Series 63 license. She has 29 years of industry experience and has been with Money Concepts Capital Corp since 1996. Outside of her advisory role, she is involved in tax planning, preparation, and consulting through her own CPA practice. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a range of managed programs and investment strategies, combining model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Rance Morgan Jr. is a financial advisor with Valic Financial Advisors in Mobile, Alabama, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Valic Financial Advisors since 2013 and is also associated with Agia. Outside of his advisory role, he engages in woodworking, fabricating raw lumber into home decor through his business, Dusty Boots Woodcraft. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction and managing approximately $26.4 billion in discretionary assets.

Justin Law is a financial advisor with Primerica Advisors, holding a Series 66 designation and four years of industry experience. He has worked at Guardian Life Insurance Company and Park Avenue Securities since 2019. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing various investment strategies through proprietary and third-party platforms.

Samuel Robinson is a CFP® with 21 years of industry experience, currently serving with Primerica Advisors. He has worked with Guardian Life Insurance Company and Peachtree Planning Corporation. Outside of his advisory role, he is involved with Omni at Gap Lake Ministry, which is developing a sports camp for students. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers various investment programs and financial planning solutions supported by a mix of proprietary and third-party strategies.

Paul Rankin is a financial advisor with PNC Wealth Management in Fairhope, Alabama, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior work includes roles at Woodmen Financial Services, Bank of America, Merrill, and Wells Fargo. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio management platform that uses algorithmic risk assessments to guide investment selection primarily in mutual funds and ETFs.

Angelina Mc Lane is a financial advisor at First Command Advisory Services with five years of industry experience. She holds the Series 66 designation and has held various roles within the First Command organization since 2020. Prior to her financial services career, she worked in yoga instruction and wellness. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

Jeffrey Phillips is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 designations and over 35 years of industry experience. His career includes positions at LPL Financial, Wells Fargo Clearing, and Morgan Keegan & Company, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions, including its proprietary WealthSuite platform and third-party TAMPs. The firm employs a fiduciary-based advisory model utilizing multiple investment strategies and technology platforms.

Robert Thompson is a financial advisor at Creative Planning with 21 years of industry experience. He holds the Series 66 and Series 63 designations and has previously worked at Prudential Insurance Company of America and Empower Advisory Group. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and access to private market investments.

Kelly Dowell is a financial advisor with Eagle Strategies (New York Life) based in Daphne, Alabama, holding Series 63 and Series 66 licenses with 30 years of industry experience. He has been associated with New York Life and Nylife Securities since 1995 and owns Dowell Financial Group, Inc. Outside of his advisory work, Dowell operates a hunting guide service and volunteers with local Christian outreach groups, including Men of Jubilee and Loxley Barn Ministry. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of programs, emphasizing tailored advice and predominantly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Edward Manning is a financial advisor with Empower Advisory Group in Foley, AL, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has worked at GWFS Equities, Inc. since 2014 and has been with J.P. Morgan Institutional Investments Inc. and JPMorgan Retirement Plan Services since 2003. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage clients. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.

Charles Wood is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2016. 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 and consulting services primarily through non-discretionary relationships.

William Waits is a financial advisor at RBC Capital Markets with 46 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining RBC in 2024, he worked at B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management, where he spent a combined 21 years. RBC Wealth Management serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers tailored advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Jennifer Quirk is a financial advisor at Cetera with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at First Advisors Capital Inc and Concourse Financial Group Securities Inc. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Reed Hicks is a financial advisor with LPL Financial holding Series 65 and Series 63 licenses, with two years of industry experience. He has worked at several firms including First Horizon Bank and Raymond James. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a variety of investment strategies supported by operational and research tools.

Jeremy Pace is a financial advisor with Wells Fargo Clearing in Daphne, AL, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC and Wachovia Bank, N.A. Outside of his advisory role, Pace owns Accurain Irrigation, LLC, a non-investment business based in Mobile, AL. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering a range of advisory and discretionary options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Jason Kozon is a financial advisor at Edward Jones with 28 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses and has been with Edward D. Jones & Co., L.P. since 1997. 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 supported by a nationwide network of more than 23,700 financial advisors.

J. Bailey Stitt is a Wealth Management Advisor at Merrill Lynch Wealth Management in Fairhope, Alabama. She is a CERTIFIED FINANCIAL PLANNER® professional and a member of the Harris, O'Neill, Stitt & Associates team. Bailey provides customized financial strategies by first understanding her clients personally, which enables her to develop individualized plans that serve as road maps to achieve their financial goals. Bailey's expertise encompasses family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. She emphasizes hard work, consistent communication, quality, and ongoing stewardship in her practice. Bailey earned her bachelor's degree from the University of South Alabama and holds the Personal Investment Advisor (PIA) designation. In addition to her professional work, Bailey serves as a board member for Impact 100 Baldwin County and the South Baldwin Chamber of Commerce. She is also involved in community organizations including Art for Heart, Impact 100, Pleasure Island Junior Women's Club, and the Workforce Housing Alliance. Outside of work, she enjoys boating, bowling, music, reading, skiing, spending time with her family, table tennis, tennis, and traveling.