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Wayne G

Series 66

Robertsdale, AL

Ameriprise

Wayne Gruenloh is a financial advisor with Ameriprise in Silverhill, Alabama, holding a Series 66 designation and 25 years of industry experience. His career includes roles at Ameriprise since 2022, as well as leadership positions at Gruenloh Hardy and Associates, Gruenloh Financial Services, and New York Life Insurance Company. Outside of financial advising, he serves as an elder and treasurer on the board of Grace Fellowship Baptist Church and is a town council member in Silverhill, AL. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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David M

Series 63, Series 66

Gulf Shores, AL

Edward Jones

David Mc Daniel is a financial advisor at Edward Jones with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2011. Outside of his advisory role, he is involved in silica production through a business in Conroe, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Derek S

CFP®, Series 66

Gulf Shores, AL

Wells Fargo Advisors

Derek Stanley is a CFP® professional with 17 years of experience currently with Wells Fargo Advisors in Fort Worth, TX. He has worked within various Wells Fargo entities since 2009. Outside of his advisory role, he has ownership interests in investment-related businesses including STANFAM INVESTMENTS LLC and Stannum Capital. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with other financial product offerings and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Christopher R

Series 66

Gulf Shores, AL

Ameriprise

Christopher Roper is a financial advisor with Ameriprise in Gulf Shores, Alabama, holding a Series 66 designation and 25 years of industry experience. His prior work includes roles at Edward Jones and Ameriprise Financial Advisors Inc. He has been with Ameriprise since 2017. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Mindy H

Series 63

Orange Beach, AL

Ameriprise

Mindy Hammond is a financial advisor with Ameriprise in Orange Beach, AL, holding a Series 63 designation and 26 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory work, she owns Blessed Holdings LLC, which operates a hair salon and wellness spa. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency strategies to deliver customized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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David B

Series 63

Gulf Shores, AL

Raymond James Financial

David Bedford is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 63 designation and 42 years of industry experience. He has been with Raymond James since 2009. Bedford is also the CEO of Bedford Financial Group, Inc., a support company. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting that incorporates risk profiling and analytical modeling to support client goals.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Karol H

Series 66

Gulf Shores, AL

Cetera

Karol Heredia is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. Heredia has worked at Cetera and its affiliate firms since 2018 and has a background that includes nine years at Regions Bank. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various program options and custodial arrangements.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Leeda D

Series 63, Series 65

Gulf Shores, AL

Morgan Stanley

Leeda Dublo is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 65 registrations and has previously worked at Fifth Third Securities, Natcity Investments, Inc., and Harrisdirect LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning services supported by structured discovery processes and firm-approved planning tools.

General estate planning guidance
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Gregory M

Series 63

Orange Beach, AL

Edward Jones

Gregory Michaels is a financial advisor with Edward Jones in Orange Beach, AL. He holds a Series 63 designation and has 20 years of industry experience, including over two decades at Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and more than 15,000 branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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