James Adams III is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. The firm serves over four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Marilyn Strickland is a financial advisor at Merrill with 23 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2000. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, corporations, and charitable organizations.

Jeffrey Bogdanovich is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, he served in the U.S. Coast Guard from 2015 to 2022 and briefly worked at Infinity Bicycles. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Brooks is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2012. He brings to his role over a decade of experience in the financial services industry, having begun his career in 2009. Prior to joining Merrill Lynch, David worked with Vanguard Investment Co. in Charlotte, NC. He focuses on delivering client-centered advice grounded in time-tested principles, assisting individuals, families, and business owners in managing their financial lives with clarity and attentiveness. His areas of expertise include family wealth management strategies, legacy planning, personal retirement planning, and retirement income. David holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his Bachelor's Degree from Auburn University, where he and his wife, Candice, both graduated from the College of Business. They live in Auburn, AL, with their three sons, Ward, Emmett, and Lucas. The family emphasizes strong values related to commitment and family, and they are members of First Baptist Church Opelika. Outside of his professional pursuits, David enjoys activities such as golfing, boating, cooking, fishing, football, hunting, music, and spending time traveling with his family.

Harry Jackson is a financial advisor with LPL Financial in Montgomery, Alabama, holding a Series 66 designation and 27 years of industry experience. He worked at Merrill from 1999 to 2009 before joining LPL Financial, where he has been since 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. It offers a range of financial planning and asset management services, including access to model portfolios and third-party subadvisors, supported by technology tools for operational and research purposes.

Jacob Ray is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 2013 after completing his Bachelor's Degree from Middle Georgia College in Air Traffic Management. Jacob holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification as well as the Personal Investment Advisor (PIA) designation. His professional focus includes college education planning, family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, small business strategies, and retirement income. Jacob works with a diverse group of clients across the country to develop financial strategies aligned with their short- and long-term objectives. Jacob and his wife Catherine reside in Montgomery, Alabama with their two children, Hanan and Virginia. The family is active in their local community and participates in organizations such as the Alabama Shakespeare Festival, First United Methodist Church, Montgomery Symphony Orchestra, and Saint James School. Outside of work, Jacob's interests include cooking, football, music, reading, running, skiing, and traveling.

John Burns is a CFP® with 17 years of industry experience, currently serving at Wells Fargo Clearing since 2020. His prior experience includes roles at Ameriprise Financial Services and Bank of America/Merrill Lynch. Outside of advising, he acts as an executor for a family estate. Wells Fargo Advisors is a national securities firm providing investment advisory, 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, relying on research and analytics from its investment institute and external sources.

Megan Carter is a Series 66 licensed financial advisor with eight years of industry experience. She has been with Merrill since 2020 and previously worked at Alfred Saliba Corporation for four years. Outside of her advisory role, Megan is involved with her church as the director of children's music, working with children from pre-kindergarten through fifth grade. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

William Beatrous is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping clients develop personalized wealth management strategies tailored to their individual financial goals. William leverages the investment insights of Merrill and the banking services and lending solutions offered by Bank of America to provide comprehensive financial guidance. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). William earned his High School Diploma from Montgomery Catholic Preparatory. Committed to community involvement, he dedicates time to volunteering with local organizations in alignment with Merrill's tradition of serving the communities it supports.

Jonathan Behrens is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and over 21 years of industry experience. He previously worked at UBS Financial Services and Merrill, totaling 17 years at those firms before joining Wells Fargo. Outside of advising, he co-owns a swim school in Hoover, AL, where he assists with budgeting and bookkeeping. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from its investment institute.

Paul Winn is a financial advisor with Morgan Stanley in Montgomery, AL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and at Morgan Stanley Smith Barney since 2009, following seven years at Citigroup Global Markets. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes a structured planning process supported by firm-approved tools and serves clients through both direct relationships and corporate financial planning agreements.

Melvin Sikes is a CFP® and ChFC® with 25 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. since 2016. He has been involved in entrepreneurial ventures including ownership of Meridiem Advisory Group, LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and employs advanced analytical tools to support client goals.

John Dunn is a Series 66-licensed financial advisor at Stifel with 15 years of industry experience. His career includes roles at Wells Fargo Clearing, PNC Managed Account Solutions, BB&T Investment Services, and Northwestern Mutual Investment Management. He is based in Montgomery, AL. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for asset allocation and planning analyses, supporting client decision-making across a range of financial needs.

Erin Cooper is a financial advisor at Merrill with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2018, prior to which she spent ten years at CPSI/TruBridge. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, combining internal investment teams with third-party managers.

Walter Hooper is a financial advisor with Raymond James & Associates in Montgomery, AL, holding a Series 63 designation and 39 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, institutional and pension plans, charitable organizations, and government entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Joshua Barker is a financial advisor at Wells Fargo Clearing in Montgomery, Alabama. He holds Series 63 and Series 65 licenses and has prior experience at Kemco, Wells Fargo Bank, UPS, Little Caesars Pizza, and McDonald's. He began his advisory role at Wells Fargo Clearing in 2025. Wells Fargo Clearing provides retirement plan consulting services primarily to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Lana Watwood is a financial advisor at Merrill with 23 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2000, as well as Bank of America since 2019. Outside of her advisory role, she teaches an aerobics class and serves on the stewardship committee for her church. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Duncan Mcinnes is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that uses structured discovery and firm-approved tools to develop plans, managing approximately $2.74 trillion in client assets.

Johnny Dunn is a financial advisor at Stifel with 42 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2010 and holds a Series 63 license. Outside of his advisory role, he is involved in real estate management and ownership through entities such as Mary Management LLC. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Hunter Groce is a financial advisor with Morgan Stanley in Montgomery, AL, holding a Series 66 designation and ten years of industry experience. He has worked with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates tools like Secular Return Estimates and Monte Carlo simulations.