Ann Richardson is a financial advisor with Merrill in Mobile, Alabama, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has worked at Merrill since 1996 and concurrently at Bank of America, N.A. since 2011. Outside of her advisory role, she owns a rental business offering occasional beach house rentals in Dauphin Island, Alabama. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies supported by internal and third-party managers for individual, high-net-worth, institutional, and charitable clients.

Robyn Roberts is a Financial Advisor with Merrill Lynch Wealth Management. She helps individuals and families create plans for the future to approach life's opportunities and challenges with greater confidence. Her work focuses on providing guidance, building relationships, and helping clients find financial well-being through education planning, family wealth management, legacy planning, personal retirement strategies, portfolio management, small business strategies, and investment strategies for both individuals and corporations. Roberts grew up in Pascagoula, Mississippi, where she learned early lessons about relationships, service, and hard work working in her family's restaurant. She earned a High School Diploma from Pascagoula High School and studied Business Administration at The University of Southern Mississippi. Prior to becoming a financial advisor, she worked in a skilled nursing care facility, gaining firsthand experience with families facing difficult financial decisions. This background informs her approach to financial planning, emphasizing the importance of making decisions well in advance. Roberts holds the Personal Investment Advisor (PIA) designation. Outside of her professional role, she enjoys antiquing, billiards, boating, cooking, drawing and sketching, music, painting, reading, and spending time with her family.

Brett Grider is a financial advisor at Cetera with 15 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at TD Ameritrade and TIAA-CREF. In addition to his advisory role, he provides financial planning services at Hancock Whitney and refers clients to specialists as appropriate. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a network of over 10,000 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a variety of program platforms and third-party managers.

Carlyn Angelette is a financial advisor with UBS Financial Services in Mobile, Alabama. She holds a Series 66 designation and has nine years of industry experience, including ten years with UBS Financial Services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings such as fee-based financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

John Stubbs Jr. is a financial advisor with Osaic Wealth, Inc. in Mobile, Alabama, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior experience includes 25 years at Concourse Financial Group and two years with Lincoln Financial Advisors. Outside of his advisory role, he owns JWS Financial LLC, an insurance and legal entity focused on recruiting and maintaining relationships with agents and advisors for non-securities business. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering brokerage, advisory, financial planning, and retirement consulting services. The firm utilizes various asset-allocation tools and third-party platforms to construct diversified portfolios for its clients.

Britney Weaver is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses. She has been with Wells Fargo Bank, N.A. since 2018 and joined Wells Fargo Clearing in 2025. Prior to her financial services career, she worked in telecommunications and retail. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Harry Childers III is a financial advisor at Stifel with 59 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2015. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Ronald Allen is a CFP®-designated financial advisor with 44 years of industry experience. He has been with LPL Financial since 2025 and previously spent 35 years at Cadaret, Grant & Co., Inc. He is also a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jennifer Ryder is a financial advisor with Ameriprise in Mobile, AL, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2008. In addition to her advisory role, Ryder is the owner of Long Run Operations, LLC, a financial planning practice, and serves as Treasurer on the Board of Directors for the Gulf States Financial Planning Association. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning, providing personalized recommendation reports and ongoing advice that emphasize dependable income sources and tax-aware withdrawal strategies.

Donald Connick Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 23 years of industry experience. His prior roles include positions at Lincoln Financial Advisors, Cetera, Regions Bank, Wells Fargo Clearing, and RBC Capital Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jordan Ellis is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He has held positions at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing. He holds Series 63 and Series 65 designations. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of advisory services, financial planning, and retirement plan consulting, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources to support investment decisions.

Edwin Peters Jr. is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license, with 43 years of industry experience. He has worked at LPL Financial since 2025 and previously spent significant time at Kestra Advisory and Kestra Investment Services, LLC. Outside of his advisory work, he serves on the board of the nonprofit NEST. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives.

Angela Chronister is a Series 66–licensed financial advisor with Stifel in Mobile, Alabama, where she has worked since 2015. She has 22 years of industry experience. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group, supporting asset allocation and comprehensive financial planning.

Roland Killcreas is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Morgan Stanley Private Bank, National Association since 2015, following prior tenure at Morgan Stanley Smith Barney beginning in 2009. Outside of his advisory work, he operates a tree farm in Spanish Fort, Alabama. 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 utilizes structured planning tools and market simulations as part of its advisory process.

W K Drew is a financial advisor at Merrill with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 1990. Drew has also worked at Bank of America since 2011. Outside of his advisory role, he serves as a finance committee member at Christ Church Cathedral, a charitable organization in Mobile, Alabama. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Roy Price III is a financial advisor with Raymond James & Associates in Mobile, AL, holding Series 63 and Series 65 credentials and bringing 34 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 overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Kassi Reynolds is a financial advisor with Merrill, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Merrill, she worked at Spire Energy and has experience in the wellness industry through Above and Beyond Hot Yoga. She also spent time at Spring Hill College in multiple roles. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Lowery is a financial advisor with Ameriprise in Saraland, Alabama, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2022, he worked for seven years at Lowes Home Improvement. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports through a centralized consulting team.

James Ankiewicz is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. He has been with Cetera and its related entities since 2015. Outside of his advisory role, he coaches youth baseball and softball teams in the Mobile, Alabama area without compensation. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Claudia Twilley is a financial advisor at Stifel in Mobile, Alabama, with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Stifel since 2009. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.