Benjamin Bailey is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked at Blue Cross and Blue Shield of Alabama, Brooksource, ProctorU, Regions Bank, and FedEx Express. Outside of his advisory work, he is engaged in selling paintings as a self-employed artist. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.

Keary Foster is a financial advisor at Cetera with 23 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked with Avantax Advisory Services and related firms. Outside of his advisory role, he serves on the board of the Wilson YMCA branch in Montgomery, Alabama, and is involved in tax preparation and accounting through his ownership of Wealth Management Partners, LLC. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program platforms and a multi-manager approach.

Anthony Camerio is a Chartered Financial Consultant (ChFC®) with 43 years of industry experience. He has worked at OSAIC since 2023 and previously spent 18 years at FSC Securities Corporation and over 30 years with The Guardian Life Insurance Company. Outside of his advisory role, Camerio serves as a volunteer firefighter in Wetumpka, Alabama. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supported by a range of customizable investment programs and third-party manager options.

Troy Stubbs is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior roles include positions at CB&S Bank and First Community Bank of Central Alabama. Stubbs serves as a member of the Alabama State Legislature. 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 financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Tracy Horne is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience to her role. She specializes in retirement planning and providing services for endowments, foundations, and non-profit organizations. Tracy's approach centers on developing personalized financial strategies tailored to clients' long-term goals, with a focus on socially responsible, values-based, and ESG investing, as well as supporting women and wealth management. Tracy holds a Bachelor's Degree from the University of Georgia and maintains the Professional Investment Advisor (PIA) designation. She is actively involved in her community, volunteering with the United Methodist Children's Home and participating as a member of the First United Methodist Church of Montgomery. Outside of her professional and community commitments, Tracy enjoys spending time with her family at the lake.

Christine Hull is a financial advisor at Stifel with four years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Stifel before joining her current team. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

David Wallace is a financial advisor with Primerica Advisors in Prattville, Alabama, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been associated with PFS Investments Inc and Primerica Financial Services since 1992. Outside of investment advising, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with approximately 3,698 advisors and $15.5 billion in assets under management, delivering advisory services mainly through model-based strategies managed by unaffiliated asset managers.

Daniel Phillips is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2014. 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 investment strategies for individuals, high-net-worth clients, and institutional investors, supported by internal Chief Investment Office teams and third-party managers.

Carol Harrison is a financial advisor at Stifel with 27 years of industry experience. She has held her current role at Stifel Nicolaus & Co Inc since 2013. Harrison holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Donna Akin is a financial advisor at Merrill with 31 years of industry experience. She holds the Series 63 and Series 66 credentials and has been with Merrill since 2004. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Laurie Russell is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, she focuses on developing personalized financial strategies tailored to clients' individual goals and adapting to changing market conditions. Laurie provides clients with access to Merrill’s investment insights as well as the banking and lending solutions of Bank of America. Laurie holds the designation of Personal Investment Advisor (PIA) and earned an Associate’s Degree/College Diploma from Huntingdon College. She is committed to engaging with the communities she serves and actively volunteers with local organizations. Her approach emphasizes working closely with clients to pursue their long-term financial objectives.

Adam O'Brien is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2020, previously working at Wells Fargo Clearing from 2016 to 2020. Outside of his advisory role, he serves as a soccer referee for high school games with the Wiregrass Soccer Officials Association. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jolanda Burkett is a financial advisor with Merrill in Montgomery, Alabama, holding Series 63 and Series 66 licenses and 25 years of industry experience. She has been with Merrill since 2001. In addition to her advisory role, she serves as a fiduciary and administrator for family estates. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a broad range of clients including individuals, high-net-worth clients, and institutions.

Tanner Ragland is a financial advisor with Merrill in Montgomery, Alabama. He holds the Series 66 designation and has seven years of industry experience, including prior roles at Regions Bank and Firebirds Woodfire Grill. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Kathryn Wall is a Financial Advisor at Merrill Lynch Wealth Management. She holds the designation of Personal Investment Advisor (PIA). Kathryn earned her Bachelor's Degree from the University of Alabama. Her professional background includes a focus on financial planning and investment management.

Joyce Zavresa is a financial advisor with Merrill in Montgomery, Alabama, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at Bank of America, Merrill Lynch, Edward Jones, and Morgan Stanley. Outside of her advisory work, she serves as a committee member for the Central Pennsylvania Junior Horse Show Association, a charitable organization focused on supporting equestrian events and education. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Elizabeth Harris is a financial advisor with Merrill in Montgomery, AL, holding Series 63 and Series 65 credentials and 42 years of industry experience. She has been with Merrill since 2006. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Aseelah Salaam is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and nine years of industry experience. She has worked with Primerica Financial Services since 2015 and has been affiliated with PFS Investments Inc. since 2017. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm provides advisory services primarily through model-delivery strategies developed by unaffiliated asset managers and supports trade execution and custody via established partners.

Camille Brown is a financial advisor with Primerica Advisors in Montgomery, AL. She holds Series 65 and Series 63 licenses and has four years of industry experience. Her work history includes positions at PFS Investments Inc., the Department of Human Resources, Primerica Financial Services, KHM Travel, and the State of Alabama Department of Labor. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies from unaffiliated asset managers and offers discretionary separately managed accounts, supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.

Jennifer Dismukes is a financial advisor at Merrill with 23 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2017, following prior roles at Wells Fargo Clearing and International Advisory Consultants Inc. She also serves as a power of attorney and co-trustee for family fiduciary entities in Mobile, Alabama. Merrill provides managed account services through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts. The firm combines in-house Chief Investment Office teams with third-party managers to implement tailored portfolio solutions.