Ralston Davidson Jr. is a financial advisor with LPL Financial in Auburn, Alabama, holding a Series 63 designation and 33 years of industry experience. He has been with LPL Financial since 1998 and also operates as an independent 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

Richard Hoerlein is a CFP® professional with 36 years of experience in the financial services industry. He has been with Ameriprise since 2005, currently serving as a financial advisor in Auburn, Alabama. Outside of his advisory role, he participates on the Investment Council for the Kiwanis District of Alabama. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Earl Sellers is a financial advisor with Edward Jones in Auburn, Alabama, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard.

Crawford Tatum III is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and one year of industry experience. His background includes roles in agriculture and marketing cooperatives, as well as ownership interests in several agriculture-related ventures. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of investment solutions, including discretionary and non-discretionary strategies, proprietary models, and access to unaffiliated managers.

James Webb Jr. is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 43 years of industry experience, including 10 years with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Webb serves as chairman of the advisory board for the Phi Delta Theta Alabama Chapter. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using a range of portfolio management strategies and platform arrangements.

Paul Simmons is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has worked at Stifel Nicolaus & Co. Inc. since 2014, following prior roles at Merrill and Citigroup Global Markets. Stifel serves a broad 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.

Jericho Wilson is a CFP®-certified financial advisor with 16 years of industry experience, currently with Morgan Stanley. His prior roles include positions at Ameriprise Financial Services and Investment Professionals, Inc. In addition to his advisory work, he serves as an adjunct instructor teaching small business finance at Auburn University. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and modeling techniques.

Bryan Blackburn II is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of advising, he is the managing member of Blackburn Properties LLC, a family-owned business. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and offers both retail and institutional investment solutions.

Finn Price is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. His prior roles include positions at Generic, LLC and Railroad Investment Group, as well as experience with Auburn University and Auburn City Schools. Outside of advising, he is a business owner in Auburn, AL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.