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Haley B

Series 66

Foley, AL

Edward Jones

Haley Blackmon is a financial advisor at Edward Jones with five years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2019 in various capacities, alongside prior experience at State Farm Insurance and self-employment. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Declan M

Series 63, Series 66

Gulf Shores, AL

Edward Jones

Declan Mc Clelland is a financial advisor at Edward Jones with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Christi K

Series 63, Series 66

Foley, AL

Mass Mutual Investors Services

Christi Koehle is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Mass Mutual Investors Services since 2017 and has longstanding affiliations with Massachusetts Mutual Life Insurance Company and Metlife Securities, Inc. Outside of her advisory work, Koehle serves on the Planning Commission and Town Council for Perdido Beach, Alabama. MassMutual Investors Services operates as a broker‑dealer and SEC‑registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a collaborative, annual planning approach using firm-approved analytical tools and provides event-driven planning programs including divorce and estate-settlement planning.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Mark M

ChFC®, Series 66

Gulf Shores, AL

Edward Jones

Mark Monahan is a financial advisor with Edward Jones in Gulf Shores, AL, holding ChFC® and Series 66 designations and 18 years of industry experience, all with Edward Jones since 2008. Outside of his advisory role, he owns and manages a vacation rental property in Gulf Shores. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

General retirement planning Wealth management Retired Founder/Business Owner Executive
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David L

Series 63, Series 66

Orange Beach, AL

Edward Jones

David Landry is a financial advisor with Edward Jones in Orange Beach, Alabama, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Edward Jones since 1986. Outside of his advisory role, he owns a second home in Orange Beach, from which he occasionally works remotely. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains an extensive nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jackson H

Series 63, Series 65

Foley, AL

Wells Fargo Clearing

Jackson Henson is a financial advisor at Wells Fargo Clearing with credentials including Series 63 and Series 65 licenses and one year of industry experience. His background includes roles at Wells Fargo Bank, Republic Finance, and several customer service positions in the hospitality industry. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through a large network of financial advisors.

Retired Founder/Business Owner
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Zachery E

Series 66

Gulf Shores, AL

Ameriprise

Zachery Estes is a financial advisor with Ameriprise in Gulf Shores, AL, holding a Series 66 designation and six years of industry experience. He previously worked at Edward Jones and has a background that includes roles outside the financial sector. Estes serves on several nonprofit boards, including the Alabama Gulf Coast Zoo as board chair and the North Baldwin Infirmary Foundation. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering tailored, research-driven recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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George H

CFP®, Series 63

Gulf Shores, AL

Cetera

George Harris Jr. is a CFP®-designated financial advisor with 32 years of industry experience, currently with Cetera. His prior roles include positions at Concourse Financial Group Securities Inc, The Institute for Wealth Management LLC, and Avalon Investment & Securities Group Inc. Outside of his advisory work, he serves as President of a local business condominium association and is a member of multiple community boards related to zoning and homeowners associations. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform featuring various program structures and access to both affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Chantz B

Series 66

Foley, AL

Edward Jones

Chantz Blackmon is a financial advisor with Edward Jones in Foley, AL, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and previously worked at New York Life Insurance Company from 2017 to 2019. His background also includes roles at the University of Alabama and Sunsouth LLC. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General estate planning guidance Founder/Business Owner
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Becky H

Series 66

Foley, AL

Edward Jones

Becky Humphries is a financial advisor with Edward Jones in Foley, AL, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she founded Growing Social, LLC, a marketing business that assisted realtors, brokers, builders, mortgage lenders, and interior designers with social media marketing. 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 options, including discretionary and non-discretionary strategies, SMAs, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Michael S

Series 63, Series 65

Foley, AL

Cetera

Michael Starkey is a financial advisor at Cetera with four years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera and Capital Financial Strategies Inc. Starkey also has experience in fixed insurance sales. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through a nationwide network of independent advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jeffrey B

Series 63, Series 65

Foley, AL

J.P. Morgan Securities

Jeffrey Braley is a financial advisor with J.P. Morgan Securities in Foley, Alabama, holding Series 63 and Series 65 designations and seven years of industry experience. His prior work includes roles at Wells Fargo and PNC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with due diligence from a manager-solutions team and applying an ESG eligibility framework when recommending strategies.

Wealth management Executive Founder/Business Owner
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Roger R

Series 63, Series 65

Orange Beach, AL

LPL Financial

Roger Robinson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He joined LPL Financial in 2009 after six years with Ameriprise Advisor Services, Inc. Outside of his advisory role, he serves as president of Robco Fuels L.L.C., a fuel distribution company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research and technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jessica L

Series 63, Series 65

Foley, AL

Mass Mutual Investors Services

Jessica Laferrera is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and having 17 years of industry experience. She has been with MassMutual Investors Services since 2017 and previously worked at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. Laferrera also serves as co-trustee of the Dennis A Dahl and Carolyn Dahl Trust. MassMutual Investors Services 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. The firm emphasizes collaborative, annual planning engagements using firm-approved tools and offers specialized services such as divorce planning and estate settlement.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Megan C

Series 63, Series 66

Foley, AL

Mass Mutual Investors Services

Megan Conwell is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 66 licenses and nine years of industry experience. Her prior roles include positions at Principal Securities, Principal Life Insurance, Chubb/Combined Employee Benefits, New York Life, and Klatt Group Insurance Sales. In addition to her advisory work, she serves on the finance council for a church-related radio station and works as an insurance broker specializing in life, fixed life, annuities, long-term care, disability, group benefits, and property & casualty insurance. MassMutual Investors Services, LLC provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars with a structured, collaborative financial planning process.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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David T

CFP®, ChFC®, Series 63, Series 65

Gulf Shores, AL

Equitable Advisors

David Tressler is a CFP® and ChFC® with 46 years of industry experience. He has been with Equitable Advisors since 1999, following prior tenure at Axa Advisors. Outside of his advisory role, Tressler serves as a committee member at the University of South Alabama, participates in the Mobile Lions Club, and is a board member of the South Alabama Foundation for the Intellectually Disabled. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a range of advisory programs and partners with third-party asset managers and LPL-sponsored platforms to deliver tailored investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Dillon S

CFP®, Series 63, Series 65

Foley, AL

Mass Mutual Investors Services

Dillon Smith is a financial advisor with Mass Mutual Investors Services in Foley, Alabama, holding the CFP® designation and Series 63 and 65 licenses. He has ten years of industry experience, including prior roles at Pruco Securities, LLC and The Prudential Insurance Company of America. Outside of his advisory role, he owns Dillon Smith Endeavors, LLC, and works as an insurance broker. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides ongoing financial planning and offers asset management, wrap and money-manager programs, and educational seminars.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Tera W

Series 63, Series 65

Foley, AL

Mass Mutual Investors Services

Tera Wiggins is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. Her career includes roles at Mass Mutual Life Insurance and METLIFE Securities Inc. She also maintains an individual insurance brokerage focusing on life and health insurance products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, and charitable organizations, utilizing firm-approved software and a collaborative planning approach.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Lezli T

Series 66

Foley, AL

Edward Jones

Lezli Thomason is a financial advisor at Edward Jones in Foley, Alabama, holding a Series 66 designation with three years of industry experience. Prior to her career in finance, she worked for seven years at Ferrell Family Dental. Outside of her advisory role, she is involved in retail through Diamond Jewelers in Gulf Shores, Alabama, where she contributes seasonally by assisting with sales and jewelry care. Edward Jones is a full-service wealth management firm serving a broad client base including individuals, institutions, and charitable organizations. The firm offers a wide range of advisory strategies and maintains a large national network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Douglas H

Series 66

Gulf Shores, AL

Edward Jones

Douglas Hillis is a financial advisor with Edward Jones in Gulf Shores, AL, holding a Series 66 designation and having 10 years of industry experience. He has been with Edward Jones since 2015. 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. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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