Roanne Norris is a financial advisor at Morgan Stanley with 33 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery and firm‑approved tools, with a range of retail and institutional investment services.

Reid Fields is a financial advisor with Morgan Stanley in Montgomery, AL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at BBVA Wealth Solutions, BBVA Compass Insurance Agency, COMPASS Bank, and BBVA Securities. He has been with Morgan Stanley since 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools supported by its Global Investment Committee.

Carol Harrison is a financial advisor at Stifel with 27 years of industry experience. She has held her current role at Stifel Nicolaus & Co Inc since 2013. Harrison holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

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.

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.

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.

Beau Greer is a CFP® professional with 26 years of industry experience, currently serving with Edward Jones since 1999. Based in Prattville, AL, he is involved as a member of Tanglewood Farm LLC, which manages farmland, and acts as trustee for the Donald W Greer Irrevocable Trust. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, corporate, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial products through a nationwide network of advisors and branch offices.

Kenneth Easterling is a Series 63 licensed financial advisor with Edward Jones, based in Prattville, Alabama. He has 38 years of industry experience, including 34 years with Edward Jones. Outside of his advisory role, he manages family partnership real estate holdings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services. The firm is notable for its extensive network of financial advisors and branch offices, offering both discretionary and non-discretionary investment options along with affiliated mutual funds and trust services.

Eric Chappell is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at New York Life Insurance Company and Eagle Strategies. Outside of his advisory role, he serves as a deacon and prayer leader at a local church in Montgomery, AL, and is also involved in outside insurance sales covering life, disability, long-term care, fixed annuities, and health products. Mass Mutual Investors Services, LLC 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 programs.

Jeffrey Jones is a CFP®, ChFC®, and holds a Series 66 license with 11 years of industry experience, all of which have been at Edward Jones since 2015. He is based in Prattville, AL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across various segments including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices, managing approximately $1.01 trillion in assets.

Amelia Thomas is a financial advisor at XYPN Sapphire with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Navarone Financial Group and Stifel Nicolaus & Co. Inc. In addition to advising, she is a managing partner of her own tax planning, accounting, and bookkeeping business. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm uses a long-term, risk-based allocation approach and offers both discretionary and non-discretionary portfolio management.