Erin Cooper is a financial advisor at Merrill with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2018, prior to which she spent ten years at CPSI/TruBridge. 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, combining internal investment teams with third-party managers.

Walter Hooper is a financial advisor with Raymond James & Associates in Montgomery, AL, holding a Series 63 designation and 39 years of industry experience. He has been with Raymond James & Associates since 2013. 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, institutional and pension plans, charitable organizations, and government entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Joshua Barker is a financial advisor at Wells Fargo Clearing in Montgomery, Alabama. He holds Series 63 and Series 65 licenses and has prior experience at Kemco, Wells Fargo Bank, UPS, Little Caesars Pizza, and McDonald's. He began his advisory role at Wells Fargo Clearing in 2025. Wells Fargo Clearing provides retirement plan consulting services primarily to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Duncan Mcinnes is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that uses structured discovery and firm-approved tools to develop plans, managing approximately $2.74 trillion in client assets.

Johnny Dunn is a financial advisor at Stifel with 42 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2010 and holds a Series 63 license. Outside of his advisory role, he is involved in real estate management and ownership through entities such as Mary Management LLC. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Hunter Groce is a financial advisor with Morgan Stanley in Montgomery, AL, holding a Series 66 designation and ten years of industry experience. He has worked with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates tools like Secular Return Estimates and Monte Carlo simulations.

Stuart Patton is a financial advisor with Morgan Stanley in Montgomery, Alabama, holding a Series 63 designation and having 44 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2009 and 2015, respectively. Patton is also a board member of the Montgomery Lions Club. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and analytical tools, offering advisory services without individual security recommendations in standalone plans.

David Greer is a Series 66 credentialed financial advisor with Edward Jones, based in Prattville, AL. He has 17 years of industry experience, having worked at Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Robert Sasser is a financial advisor at Stifel with six years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2021. Prior to that, he was associated with several entities under First Command in 2020 and was involved with Real Estate Collateral, LLC from 2013 to 2019. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group for asset allocation and planning analyses.

Morgan Duett is a financial advisor at UBS Financial Services with one year of industry experience. Prior to joining UBS, Duett worked for the City of Prattville Government for six years and the YMCA of Prattville for three years. Duett holds the Series 66 designation and is based in Montgomery, Alabama. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

David Gallahar is a financial advisor with Raymond James & Associates in Montgomery, Alabama, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by firm research and model manager options.

Gregory Alford is a financial advisor with UBS Financial Services in Montgomery, AL, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with UBS Financial Services since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

George Mccurdy Jr. is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Caleb Blackburn is a financial professional with Cetera who holds Series 63 and Series 65 licenses and has four years of industry experience. His prior experience includes roles at The Prudential Insurance Company of America, New York Life Insurance Company, and various financial services firms. He is also active as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Amy Garrigan is a financial advisor with UBS Financial Services in Montgomery, AL, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has previously worked at Merrill and Morgan Keegan & Company, LLC. Outside of her advisory role, she manages Hardaway Farms LLC, which leases property for hunting and farming. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management and provides a broad range of capital markets services.

Nigel Guntharp is a financial advisor at OSAIC with 19 years of industry experience. He previously worked for FSC Securities Corporation for 14 years before joining OSAIC in 2023. Outside of his advisory role, Guntharp is involved in community activities including serving on the YMCA Boys Work Committee and the Saint James Schools Parent Association Board of Directors. He is also a co-owner of GunStin Wellness Holdings, LLC, which operates multiple F45 gyms in Alabama. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a comprehensive investment approach supported by asset-allocation tools, risk assessments, and automated rebalancing across various asset classes.

Wanda Wallace is a financial advisor with Primerica Advisors in Prattville, AL. She holds Series 63 and Series 65 licenses and has 22 years of industry experience. Wanda has been affiliated with PFS Investments Inc. since 2002 and Primerica Financial Services since 1992. She also engages in sales of loan products and home security services through affiliated companies. Primerica Advisors offers 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 delivers advisory services through a large network of advisors using model-driven investment strategies managed by unaffiliated asset managers.

Fred Bear Jr. is a financial advisor with Wells Fargo Advisors in Montgomery, AL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with various Wells Fargo entities since 2009. Outside of his advisory role, he is involved in several investment-related business ventures, including ownership interests in family-owned and other investment LLCs. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services, utilizing proprietary research and tools to develop tailored recommendations delivered through client meetings and summary letters.

Krisie Stakely is a financial advisor with Morgan Stanley in Birmingham, AL, holding a Series 66 designation and beginning her advisory career in 2025. She previously worked at KPMG from 2018 to 2025 and at the University of Alabama from 2013 to 2018. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services. The firm uses structured planning tools and modeling techniques to support its financial planning process and manages approximately $2.74 trillion in client assets.

James Bledsoe is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has held roles at J. Rodney Bledsoe, Attorney at Law, and The Baptist Foundation of Alabama, where he worked for 13 years. He is also involved with Pike Road Law, LLC in a non-investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms.