Orlando Hardman is a financial advisor with Primerica Advisors in Montgomery, AL, holding Series 63 and Series 65 licenses and having 35 years of industry experience. He has worked with PFS Investments Inc. since 1991 and Primerica Financial Services since 1990. Outside of his advisory work, he is involved in content production and owns a social media platform focused on motivational quotes and success themes. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Matthew Andress is a financial advisor at Cetera with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with New York Life, Prudential, and Pruco Securities. Outside of advisory work, he owns and operates a retail sales business on eBay and Amazon. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services alongside access to third-party money managers and various investment program options.

Anthony Camerio is a Chartered Financial Consultant (ChFC®) with over 40 years of experience in the financial services industry. He has worked at FSC Securities Corporation and The Guardian Life Insurance Company before joining OSAIC in 2023. In addition to his advisory role, he serves as a volunteer firefighter in Wetumpka, Alabama. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with advanced asset allocation tools and access to third-party money managers.

David Golson is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Wells Fargo Clearing, A. G. Edwards & Sons, Merrill, and Morgan Stanley Dw Inc. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

William Jordan Jr. is a Series 66-licensed advisor with Raymond James Financial in Montgomery, AL, with one year of industry experience. Prior to his advisory role, he held positions with the Houston Astros and New York Mets, and he has a background including Mississippi State University and Auburn High School. He is involved with Meridiem Advisory Group, LLC, a non-investment-related business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique municipal advisor affiliation.

Amanda Burchard is a financial advisor at Raymond James Financial with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including Morgan Keegan & Company and Gateway Partners. Outside of her advisory role, she is an Associate Advisor at Meridiem Advisory Group LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad advisor network with specialized programs, including municipal and public finance services.

Robert Adams Jr. is a financial advisor at LPL Financial with 38 years of industry experience, including 28 years at LPL Financial. He holds a Series 63 designation. In addition to his advisory career, he has been involved with Adams Angus Farm since 1986 and serves as Vice-President of Isaiah's Legacy, a charitable organization focused on aiding the poor and underprivileged. He is also a founding board member and Treasurer of The Alabama Beef Cattle Improvement Foundation, Inc. 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, supported by a large network of investment adviser representatives.

Pam Kimble is a financial advisor with Morgan Stanley in Montgomery, Alabama, holding Series 63 and Series 66 designations and possessing 21 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individual and institutional clients. The firm offers tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Charles Cowart is a financial advisor with Wells Fargo Clearing in Montgomery, AL, holding a Series 66 designation and 16 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and was previously with PNC Investments from 2015 to 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Christine Wood is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 26 years before joining Morgan Stanley Smith Barney LLC in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured discovery and firm-approved planning tools in its financial planning process.

Sheryl Campbell is a financial advisor with Raymond James & Associates in Montgomery, Alabama, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has worked at Raymond James since 2013 and has been involved with The Hank Williams Museum since 2025. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional services supported by extensive research and multiple portfolio management styles.

Roanne Norris is a financial advisor at Morgan Stanley with 33 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery and firm‑approved tools, with a range of retail and institutional investment services.

Reid Fields is a financial advisor with Morgan Stanley in Montgomery, AL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at BBVA Wealth Solutions, BBVA Compass Insurance Agency, COMPASS Bank, and BBVA Securities. He has been with Morgan Stanley since 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools supported by its Global Investment Committee.

Lawrence Crisp is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 and 66 licenses. He has 25 years of industry experience with prior roles at Guardian Life, LPL Financial, and Level Four Financial. He serves as a board member and volunteer for the Troy University Legacy Giving Council. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a broad network of independent professionals, employing a range of portfolio management strategies across multiple custodial platforms.

Caroline Warren is a financial advisor at Morgan Stanley with 27 years of industry experience. She previously worked at UBS Financial Services for 13 years before joining Morgan Stanley Smith Barney LLC in 2022. Outside of her advisory role, she is involved in organizing a local basketball league in Montgomery, Alabama. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client engagement and corporate financial planning agreements.

Edwin Johnson is a CFA® charterholder with 22 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. His previous roles include positions at Wells Fargo Clearing and AmSouth Asset Management, Inc. Johnson participates on the board of Eastwood Christian School and is involved with several investment-related business entities. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, leveraging proprietary research and tools to develop tailored recommendations across a broad range of planning areas.

George Mardre is a financial advisor at Stifel with 41 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2012, following roles at Morgan Stanley and Citigroup Global Markets. Outside of his advisory work, he is a part owner of a family farm in Windsor, North Carolina. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

Lehman Easterling III is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 31 years of industry experience. His prior work includes positions at Morgan Stanley and Citigroup Global Markets. He is based in Montgomery, AL. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Kendra Byrd is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors in Montgomery, AL, and has three years of industry experience. Her career includes eight years at Carr, Riggs & Ingram, LLC prior to joining Cambridge and K&M Advisors, Inc. She is currently affiliated with Cambridge Investment Research Advisors. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, employing a range of investment strategies and custody arrangements tailored to client needs.

Brett Crawford is a financial advisor with Morgan Stanley in Montgomery, AL, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He previously worked at UBS Financial Services for 13 years before joining Morgan Stanley Smith Barney and Morgan Stanley Private Bank in 2022. He serves on the boards of the United Way of Autauga County, YMCA Montgomery, Girls on the Run, First United Methodist Church investment committee, and Auburn University Montgomery College of Business Advisory Board. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and resources. The firm manages approximately $2.74 trillion in client assets and offers services through various programs, emphasizing a structured planning process without individual security recommendations in standalone plans.