Paul Hicks is a financial advisor with PNC Wealth Management in Mobile, Alabama, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His career includes roles at PNC Investments and Hancock/Whitney Bank, spanning from 2013 to the present. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithm-driven model strategies managed by PNC or third-party strategists and executed via mutual funds and ETFs.

Amin Rathle is a financial advisor at PNC Wealth Management with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has been with PNC Investments since 2012. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, algorithm-driven digital portfolio solution for employees. The firm employs approved model strategies implemented via mutual funds and ETFs, with portfolio execution and proxy voting delegated to third parties.

Bradley Bigler is a financial advisor at AE Wealth Management, LLC with Series 65 credentials and one year of industry experience. Prior to his current role, he spent nine years with Bigler Development. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and offers a range of investment strategies supported by regular reporting and performance reviews.

William Mc Fadden is a Series 66-licensed financial advisor with Steward Partners Investment Advisory, LLC. He has one year of experience at Steward Partners and previously worked at Troy University for five years. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

John Ferguson is a CFP® professional with 22 years of industry experience currently affiliated with Steward Partners Investment Advisory, LLC. Prior to his current roles since 2023, he spent seven years at Wells Fargo Clearing and one year at Wells Fargo Advisors, LLC. He serves as a finance committee member for Christ Church Cathedral in Mobile, Alabama, where he participates in meetings on stewardship, fundraising, real estate, and operational matters. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm offers a range of investment advisory and financial planning services to individuals, pension plans, corporations, trusts, estates, and charitable organizations through personalized portfolio solutions and third-party manager selections.

Matthew Mcwhorter is a financial advisor with Eagle Strategies (NY Life) based in Mobile, AL. He holds Series 65 and Series 63 licenses and has 13 years of industry experience. His work history includes roles at NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse client base, offering financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisers. The firm provides a range of solutions tailored to individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients, with a focus on primarily non-discretionary asset management.

Douglas Whitmore is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 16 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 10 years before joining Steward Partners in 2024. Outside of his advisory role, he serves on the City of Mobile Finance Committee, advising the mayor on city finances. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services through both proprietary and third-party solutions.

Steven Zutz is a financial advisor with Wells Fargo Clearing in Mobile, Alabama, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked at various Wells Fargo entities since 2010. Outside of his advisory role, he owns and operates ZUTZ, LLC, a business focused on online sales. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm employs an IPS-driven process based on modern portfolio theory and includes insurance-related products and bank deposit sweep options among its investment offerings.

David Whitson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior work includes 16 years at Western International Securities, Inc. and two years at Merrill. Outside of advising, he operates Whitson Wealth Management and acts as a non-variable insurance agent. 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.

John Mcmanmon III is a financial advisor with Charles Schwab, holding Series 65, Series 66, and Series 63 designations and bringing 25 years of industry experience. His prior roles include positions at Windhaven Investment Management and Charles Schwab Investment Advisory. He is currently based in Mobile, Alabama. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment services supported by centralized custody and operational infrastructure.

Matthew Ladner is a financial advisor with Ameriprise Financial Services in Mobile, Alabama, holding a Series 66 designation and four years of industry experience. His prior roles include working at the Mississippi Department of Banking and Consumer Finance and the University of Southern Mississippi. Outside of advising, he has involvement in real estate ownership unrelated to investment activities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Thomas Montz Sr. is a financial advisor with Raymond James Financial, holding a Series 63 designation and 38 years of industry experience. His career includes long tenure with COMPASS Bank and BBVA entities before joining Raymond James in 2021. He is also associated with Montz Wealth Management Group as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, and institutional clients. The firm employs tailored, non-discretionary planning using risk profiling and analytical tools, and offers programs supporting municipal and public finance as well as employer advisory services.

Catalin Gard is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Wells Fargo in 2024, he was self-employed from 2008 to 2021 and has been involved with Gard Tennis LLC since 2021, where he provides tennis coaching. Wells Fargo Clearing offers retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, combining investment policy statement-driven advice with options that include insurance-related vehicles and bank deposit sweep programs.

Joseph Grant is a financial advisor with J.P. Morgan Securities in Mobile, Alabama. He holds Series 63 and Series 65 designations and has two years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Wells Fargo Bank and Regions Bank, among other firms. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Karen Seiter is a financial advisor with Edward Jones in Mobile, Alabama, holding a Series 66 designation and nine years of industry experience. She has been with Edward Jones since 2016 and operates as a self-employed advisor during the same period. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices. The firm provides both discretionary and non-discretionary strategies, overlay and tax-efficient services, and maintains affiliated capabilities beyond advisory services.

Walter Edler is a financial advisor at Raymond James & Associates with 36 years of industry experience. He previously worked for Pioneer Funds Distributor, Inc. from 2012 to 2024. He holds Series 63 and Series 65 licenses and serves as a trustee for the Frost Land Trust. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

Gina Mc Whorter is a financial advisor at OSAIC with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously with Woodbury Financial Services, Inc. and Questar Capital. In addition to her advisory role, she is a Certified John Maxwell Team member and provides leadership development, training, and coaching through her sole proprietorships, Smart Women Lead and Gina Speaks. She also serves as Chair of the Build Our Economic Wealth Committee for Alpha Kappa Alpha Sorority, Inc. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension plans, and charitable organizations, through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a variety of investment solutions and utilizes firm-provided tools for portfolio construction and management.

Charisse Pierre is a financial advisor at Merrill with 25 years of industry experience, including 15 years at Merrill. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she assists her daughter with a jewelry business and participates as a board member for community organizations focused on networking and finance. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gaye Gandy is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 31 years of industry experience. Prior to joining LPL Financial in 2023, she worked at Kovack Advisors and Kovack Securities, Inc. from 2002 to 2023. Gandy also serves as personal representative for an estate in a fiduciary capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, portfolio management, and institutional platforms, combining scale and diverse financial activities with oversight of over $819 billion in assets and a large network of advisors.

Marcus Childers is a financial advisor with Stifel in Mobile, Alabama, holding Series 63 and Series 65 designations and 39 years of industry experience. He has been with Stifel since 2009. Outside of his advisory role, he serves as president of Midway Plantation, Inc., a family farm engaged in timber management and recreational leasing. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, providing brokerage and investment advisory services with a proprietary methodology developed by its Investment Strategy Group for asset allocation and financial planning.