Ronald Sommer is a CFP® professional with over 20 years of experience in the financial industry. He has been with Edward Jones since 2005. Outside of his advisory role, he manages rental properties in Alabama. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports clients through a nationwide network of more than 23,000 financial advisors.

Brack Register is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and three years of industry experience. His work history includes roles at Wiregrass Wealth Management and CapSouth Wealth Management, as well as positions outside finance such as real estate agent with Register Realty Company, Inc. He has also worked in academic settings, including Troy University and George C Wallace Community College. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports its advisory network with programs for institutional consulting and portfolio management.

Brandon Apida is a Series 66 credentialed financial advisor with Edward Jones, based in Dothan, Alabama. He has 15 years of industry experience and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jennifer Sutton is a financial advisor with Raymond James & Associates, holding Series 65 and Series 63 credentials and bringing 26 years of industry experience. She 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 investors, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management styles.

Adam O'Brien is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. Outside of his advisory role, he serves as a soccer referee for high school games with the Wiregrass Soccer Officials Association. 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 individual and institutional clients.

Taylor Hara is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and six years of industry experience. Prior to returning to LPL Financial, Taylor worked at Robinhood Markets, Inc. and Invesco. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice and account management provided primarily by investment adviser representatives using a variety of strategies and tools.

Alison Creekbaum is a Wealth Management Advisor at Merrill Lynch Wealth Management in Dothan, Alabama, where she has been a part of the team since January 2005. She specializes in long-term investing, retirement income planning, liability management, insurance solutions, estate transition, gifting strategies, and the design and development of small business retirement plans. Alison emphasizes the importance of coordinating wealth management strategies with clients' trusted tax and legal advisors to ensure comprehensive and tailored financial plans. Her client focus includes areas such as divorce transition planning, family wealth management strategies, legacy planning, and services for endowments, foundations, and non-profits. Prior to her career in wealth management, Alison worked as an Operations Controller and technology consultant for Arthur Andersen's advanced technology team in Atlanta and San Jose, and later as Director of online business platforms at the New Power Company in Purchase, New York. She holds a Bachelor's degree in Business and Computer Science from Troy University and maintains several professional designations, including Chartered Financial Consultant (ChFC), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), and Chartered Retirement Planning Counselor (CRPC). Alison has been actively involved in her community through service on boards such as Girls, Inc., Southeast Alabama Community Theatre, Boys and Girls Clubs, American Cancer Society, Music South, and the Wiregrass Museum of Art. She served as Chairman of the Board of Trustees for the Southeast Health Foundation and is a member of the Dothan-Houston County Rotary Club and the First United Methodist Church. Her personal interests include cooking, gardening, horseback riding, interior decorating, music, reading, scuba diving, spending time with family, traveling, and watching movies.

Grayson Stewart is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he spent five years at Troy University and five years at Providence Christian School. Outside of his advisory work, Stewart offers baseball pitching lessons through his business, Stewart Baseball Performance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and provides a variety of advisory programs and investment options through a nationwide network of financial advisors.

Kelly Windham is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In her role, she works closely with clients to understand their financial goals and develops strategies to pursue those goals across short-, mid-, and long-term horizons. Kelly provides guidance on a range of financial matters including general investing, retirement planning, and saving for unexpected expenses. She also facilitates access to specialists in banking, credit, home financing, and small business solutions through Bank of America. Kelly holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She earned a Bachelor's Degree from Faulkner University. Her approach centers on building relationships with clients to uncover what matters most to them and their families, enabling tailored financial strategies. Kelly offers ongoing advice and support as clients' needs evolve.

Kathryn Woodham is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of her financial advising role, she is a practicing artist who creates and sells artwork through her business, Katie Woodham Fine Art. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory with other financial products and referral channels.

Walter Ellis is a financial advisor at Raymond James Financial with two years of industry experience. He has worked at Raymond James Financial Services, Wiregrass Wealth Management LLC, and previously spent 14 years at Troy Bank and Trust. Outside of advisory work, he is a partner in Turf and Timber, where he oversees bookkeeping and accounting as needed, and will serve as an independently contracted agent for Guardian Life insurance. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports advisory programs alongside institutional consulting and portfolio management.

Steve Clark is a financial advisor at Ameriprise with 30 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise since 2018, with prior roles at McDonald & Hagen Wealth Management, Army Aviation Credit Union, and LPL Financial. Outside of his advisory work, he serves on the Board of Directors for Bay Point Harbour Villas, Inc. and is a Lay Leader Committee Member at Covenant Methodist Church. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with a written recommendation report and ongoing annual planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Paul Swanson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2018 and with Wells Fargo Bank NA since 2013. Outside of his advisory role, he serves on the finance committee of Harvest Church in Dothan, Alabama. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individuals, corporations, and institutions. The firm uses research and analytics to evaluate managers and investment options, providing both brokerage and advisory solutions across a broad client base.

John Brown is a financial advisor with Wells Fargo Clearing in Dothan, AL, holding a Series 66 designation and 17 years of industry experience. He previously worked at PNC Investments and BBVA Wealth Solutions, where he spent eight years across several affiliated entities. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory 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.

Roy Fabbrini is a CFP® professional with 32 years of industry experience, currently serving with Wells Fargo Advisors since 2023. He has held previous roles within Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning over 14 years. Outside of his advisory work, Fabbrini serves as chairperson of the finance committee at Covenant Methodist Church in Dothan, AL. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning services including retirement, education, risk, and wealth transfer. The firm supports advisors with proprietary research and tools, delivering tailored recommendations through meetings and written reports.