Bradley Bosenberg is a financial advisor with Ameriprise in Dothan, Alabama, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior work includes roles at SA Stone Financial and independent insurance brokering. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations primarily for clients with Ameriprise-managed accounts.

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, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, Hughes serves as chairman of the board at First National Bank of Hartford and is involved with the Southeast Alabama Dance Company board, as well as coaching tennis at Providence Christian School. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, delivering customized, research-based recommendations through a centralized consulting team. The firm combines modeling, tax-efficiency analysis, and asset management strategies to support clients approaching or in retirement.

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 a more than 20-year career in the technology industry, including work with companies such as Cisco, VMware, GitLab, and AT&T, Brian transitioned to financial advising. He now works alongside an experienced Beverly Hills-based team to serve individuals, families, and business owners. Brian's background includes roles in engineering, product management, sales, marketing, strategy, and leadership, equipping him to help clients navigate complex financial decisions. His expertise covers areas such as executive and equity compensation, family wealth management, legacy planning, personal retirement planning, small business strategies, and retirement income. He aims to simplify financial complexity and develop strategies aligned with clients' goals and priorities. Brian holds a Bachelor's Degree from Auburn University. He is active in his local community, serving as a Dothan Chamber of Commerce Ambassador and a member of the Dothan Rotary. Outside of work, he enjoys biking, camping, chess, cooking, gardening, hiking, reading, and spending time with his family.

Brandon Parsons is a Senior Resident Director at Merrill Lynch Wealth Management. In his role, he focuses on providing clients with wealth management and retirement planning strategies tailored to their individual needs. He emphasizes understanding clients' personal and financial priorities to offer solutions that support their long-term goals. Before joining Merrill Lynch Wealth Management, Parsons worked as an independent advisor specializing in business life insurance planning, estate planning services, and employer-sponsored retirement plans for small business owners and their families. With experience in the financial services industry since 2003, he combines his expertise with the firm's resources and partnerships to deliver customized financial advice. He holds the Chartered Life Underwriter (CLU) and Personal Investment Advisor (PIA) designations and has completed the Accredited Certificate Program from The American College. Parsons earned his bachelor's degree from Auburn University. Parsons is actively involved in his community as a member of the Dothan Area Chamber of Commerce and a founding member of Live at the Opera, Inc., a non-profit concert promotion company in Dothan. Outside of work, he enjoys cooking, music, pickleball, and traveling.

Mc Dowell Pinckard is a Series 66 licensed financial advisor with Edward Jones in Dothan, Alabama, bringing one year of industry experience. His prior roles include positions at Altria Client Services, KPMG LLP, and service in the U.S. Army. He also held a president role at NIXA Direct LLC, where he was involved in finalizing the completion of a business interest. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and provides a variety of investment strategies and affiliated services under a fiduciary standard.

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 licenses and bringing 33 years of industry experience. Her prior experience includes roles at Waddell & Reed, various insurance carriers with W&R Insurance Agencies, and managing her own business alongside her late spouse. Kelly has also been involved with Girls Inc., a nonprofit organization. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supported by research and multiple portfolio management options.

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.

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.