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 at LPL Financial with 27 years of industry experience. He holds a Series 66 designation and has been with LPL Financial since 2009. Based in Montgomery, AL, he provides advisory services through one of the largest independent broker-dealers in the industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning services and advisory programs supported by proprietary research and third-party subadvisors.

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® professional with 16 years of experience in the financial services industry. He has worked at Wells Fargo Clearing since 2020, following prior roles at Ameriprise Financial Services and Bank of America/Merrill Lynch. Outside of his advisory work, he serves as an executor for his mother’s estate. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

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.

Paul Winn is a financial advisor with Morgan Stanley in Montgomery, AL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2002. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process incorporating firm-approved tools and scenario modeling.

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 financial advisor at Stifel with 14 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Dunn is based in Montgomery, Alabama. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

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.

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 Series 66-credentialed financial advisor with Morgan Stanley in Montgomery, AL, with nine 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 both individual and institutional clients. The firm offers a range of advisory programs, including financial planning and estate strategies, and manages approximately $2.74 trillion in client assets.

Stuart Patton is a financial advisor with Morgan Stanley in Montgomery, Alabama, holding a Series 63 designation and having 44 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2009 and 2015, respectively. Patton is also a board member of the Montgomery Lions Club. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and analytical tools, offering advisory services without individual security recommendations in standalone plans.

David Greer is a Series 66 credentialed financial advisor with Edward Jones, based in Prattville, AL. He has 17 years of industry experience, having worked at Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Robert Sasser is a financial advisor at Stifel with six years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2021. Prior to that, he was associated with several entities under First Command in 2020 and was involved with Real Estate Collateral, LLC from 2013 to 2019. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group for asset allocation and planning analyses.

Morgan Duett is a financial advisor at UBS Financial Services with one year of industry experience. Prior to joining UBS, Duett worked for the City of Prattville Government for six years and the YMCA of Prattville for three years. Duett holds the Series 66 designation and is based in Montgomery, Alabama. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

David Gallahar is a financial advisor with Raymond James & Associates in Montgomery, Alabama, holding Series 63 and Series 65 licenses and bringing 30 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 serving individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by firm research and model manager options.

Gregory Alford is a financial advisor with UBS Financial Services in Montgomery, AL, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with UBS Financial Services since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

George Mccurdy Jr. is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.