Caroline Warren is a financial advisor at Morgan Stanley with 27 years of industry experience. She previously worked at UBS Financial Services for 13 years before joining Morgan Stanley Smith Barney LLC in 2022. Outside of her advisory role, she is involved in organizing a local basketball league in Montgomery, Alabama. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client engagement and corporate financial planning agreements.

Edwin Johnson is a CFA® charterholder with 22 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. His previous roles include positions at Wells Fargo Clearing and AmSouth Asset Management, Inc. Johnson participates on the board of Eastwood Christian School and is involved with several investment-related business entities. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, leveraging proprietary research and tools to develop tailored recommendations across a broad range of planning areas.

George Mardre is a financial advisor at Stifel with 41 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2012, following roles at Morgan Stanley and Citigroup Global Markets. Outside of his advisory work, he is a part owner of a family farm in Windsor, North Carolina. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

Lehman Easterling III is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 31 years of industry experience. His prior work includes positions at Morgan Stanley and Citigroup Global Markets. He is based in Montgomery, AL. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Brett Crawford is a financial advisor with Morgan Stanley in Montgomery, AL, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He previously worked at UBS Financial Services for 13 years before joining Morgan Stanley Smith Barney and Morgan Stanley Private Bank in 2022. He serves on the boards of the United Way of Autauga County, YMCA Montgomery, Girls on the Run, First United Methodist Church investment committee, and Auburn University Montgomery College of Business Advisory Board. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and resources. The firm manages approximately $2.74 trillion in client assets and offers services through various programs, emphasizing a structured planning process without individual security recommendations in standalone plans.

Sarah Keeshan is a financial advisor at Morgan Stanley with a Series 66 designation and nine years of industry experience. She previously worked at USAmeribank for four years before joining Morgan Stanley in 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling techniques as part of its financial planning process.

John Barranco is a financial advisor with Morgan Stanley in Montgomery, Alabama, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He previously worked at UBS Financial Services for 13 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2022. Outside of his advisory role, he is the founder of Hoops League Inc, a youth sports organization managing basketball courts. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide array of advisory programs that include tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and modeling techniques.

Lewis Gayden III is a Series 66-licensed financial advisor with Morgan Stanley, based in Birmingham, AL, and has 21 years of industry experience. He has worked at Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

James Klingler Jr. is a Series 66-licensed financial advisor with Stifel in Montgomery, Alabama, possessing 12 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2014. Outside of his advisory role, he serves on the Board of Directors for the Kiwanis Club of Montgomery. Stifel serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and probabilistic modeling through its Investment Strategy Group.

Kathleen Schoudel is a financial advisor at Stifel with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Stifel Nicolaus & Co. Inc. since 2010. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary methodology from its Investment Strategy Group to provide investment analysis and allocation guidance, supporting a range of financial planning needs.

Gilbert Meadows III is a CFP® with 31 years of industry experience, currently with Stifel since 2023. He previously worked at Wells Fargo Clearing for seven years and Merrill for seventeen years. Meadows serves on the boards of the Bell Road YMCA and the First Baptist Church Foundation in Montgomery, AL. Stifel serves a broad range of individual and institutional clients, providing brokerage and investment advisory services including fee-based financial planning. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Karen Campbell is a financial advisor with Morgan Stanley in Montgomery, AL, holding a Series 63 designation and 47 years of industry experience. She has worked at various Morgan Stanley entities since 2009 and owns an antiques business outside of her financial advisory role. She has also served as a committee member for the Montgomery Metropolitan Planning Organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and strategies.

Dianne Dempsey is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing for nine years before joining Wells Fargo Advisors in 2025. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services including retirement, education, risk, and wealth-transfer planning. The firm delivers tailored recommendations using proprietary research and tools, with clients choosing whether and how to implement those recommendations through various brokerage or advisory programs.

Amanda Overby is a CFP® with nine years of industry experience, currently advising at Raymond James & Associates since 2017. Prior to this, she worked with the Alabama Cable Telecommunications Association for two years. She serves as a committee member of the Junior Thespians board in Montgomery, Alabama, where she is involved in communication efforts. 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 wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and consulting services supported by diverse portfolio management and research resources.

Christopher Cordle is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. He has worked at Wells Fargo since 2016 and previously spent seven years at Merrill. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Laura Sikes is a financial advisor with Wells Fargo Advisors in Montgomery, Alabama, holding a Series 63 designation and 32 years of industry experience. Her work history includes positions at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. over nearly two decades. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations supported by Wells Fargo research, covering diverse planning needs including retirement, education, and specialized services such as business-owner transition and special-needs analysis.

Shonic Lee is a financial advisor with Stifel in Montgomery, AL, holding a Series 63 designation and 38 years of industry experience. He has been with Stifel since 2012. Lee serves as a board member of the University of Alabama FCA. 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 incorporates proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.

Richard Austin is a financial advisor with Raymond James & Associates and holds a Series 66 designation. He has 10 years of industry experience, including prior roles at UBS Financial Services and as the owner of Wythe Press LLC, a publishing business focused on historical and architectural works. At present, his involvement with Wythe Press is minimal and unrelated to his advisory role. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting with a variety of portfolio management styles and is notable for its municipal advisory services and extensive affiliate ecosystem.

Kimberly Williamson is a financial advisor at Stifel with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2010. Outside of her advisory role, she is involved with The Junior Miss Foundation of Alabama, supporting scholarship fund development. Stifel serves a broad range of individual and institutional clients, providing brokerage and investment advisory services guided by a proprietary investment methodology developed by its Investment Strategy Group.

Holley Pierce is a Certified Financial Planner® with 17 years of industry experience, currently affiliated with Wells Fargo Clearing since 2020. Prior to that, she worked at Bank of America for 11 years. Outside of her advisory role, she assists her parents with their financial and investment matters under power of attorney. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.