Leonardo Silva is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2010, following six years at Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Zachary Melton is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and seven years of industry experience. His background includes roles at Ameriprise since 2019, as well as prior work with Austal USA and the University of South Alabama. Outside of Ameriprise, he is co-owner and financial planner at Long Run Operations, LLC, where he is involved in client meetings, financial planning, and investment management. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on retirement income planning and tax-aware withdrawal strategies.

C Harty III is a financial advisor with Merrill in Fairhope, AL, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He has been with Merrill since 1983 and with Bank of America, N.A. since 2009. Outside of his advisory work, he is a limited partner and outside investor in Fort Morgan Marina LLC. Merrill, along 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 a range of clients including individuals, high-net-worth clients, and institutions.

Ralph Anderson II is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Anderson serves on the advisory board for the University of South Alabama's Mitchell College of Business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

George Blais Jr. is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at American Portfolios Advisors and American Portfolios Financial Services. Blais is the founder and president of Clearer Vision Consulting, a practice management and leadership development business. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes and makes available multiple third-party managed-account solutions.

David Holden is a financial advisor at Edward Jones with 20 years of industry experience. He holds the Series 66 designation and has worked previously at JPMorgan Chase Bank, N.A., LPL Financial, LLC, and Community Bank of Mississippi. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including managed solutions and separately managed accounts. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Tyler Graham is a financial advisor with Primerica Advisors in Fairhope, AL, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has been with Primerica Advisors since 2014 and also has experience with Landrum & Associates since 2021. In addition to investment advisory, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-delivery strategies managed by unaffiliated asset managers, supporting diverse investment approaches including recently added cryptocurrency ETF models.

William Dorriety is a CFA® charterholder and holds a Series 66 license with 23 years of experience in the financial services industry. He is currently with Morgan Stanley, having joined in 2024 after eight years at Wells Fargo Clearing. Outside of his advisory role, he is a partner in Up-Tick Investments LLC, a business involved in real estate, and serves as co-trustee for a family trust. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm employs structured planning tools and a broad investment platform, managing approximately $2.74 trillion in client assets.

S Wesley Carpenter is the Senior Resident Director of the Fairhope, Alabama office of Merrill Lynch Wealth Management. He serves a select group of clients including retirees, business owners, executives, professionals, and families, providing tailored financial planning and wealth management services. Wesley co-founded THE HARTY CARPENTER GROUP, a wealth advisory team focused on upfront advice, customized strategies, and committed service. Wesley has been recognized on multiple industry lists such as Barron's "Top 1,200 Financial Advisors" from 2021-2023, Financial Planning's "Top 40 Advisors Under 40" in 2020 and 2021, and Forbes' "Best-in-State Wealth Advisors" for five consecutive years through 2023. His practice specializes in retirement planning, business exit planning, succession planning, retirement income, portfolio management, wealth preservation, and generational wealth planning. He holds several professional designations including Chartered Financial Consultant (ChFC), Certified Exit Planning Advisor (CEPA), Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He graduated from the University of Alabama with a Bachelor of Science in Commerce & Business Administration in Finance and a minor in Economics. Wesley is active in community organizations including serving on the board of the Community Foundation of South Alabama, chairing the Eastern Shore Chamber of Commerce, and participating in groups such as Alabama Leadership Initiative, Business Council of Alabama, Coastal Alabama Partnership, and Leadership Baldwin County. His personal interests include Alabama football, offshore fishing, golfing, and spending time with his wife and two sons.

Stephanie Kastrup is a financial advisor at Merrill with eight years of industry experience. She holds the Series 66 designation and has worked at Merrill and Bank of America, N.A. since 2018, following three years at Regions Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for individual, high-net-worth, institutional, and charitable clients, offering model-based and discretionary investment strategies developed by internal and third-party managers.

David Lewis is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lewis Capital Management, Commonwealth Financial Network, Merrill, and UBS Financial Services. He has also maintained Lewis Capital Management as a business entity associated with his LPL practice. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Paul Kyrimis is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Woodbury Financial Services and Securities America. Kyrimis also operates a sole proprietorship focused on insurance product placement and exit planning advisory services. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations, offering a range of brokerage, advisory, and managed account solutions. The firm utilizes various asset-allocation tools and third-party platforms to support portfolio construction and account management.

Paul Grundhoefer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Matthew Blevins is a financial advisor with Edward Jones in Fairhope, AL, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm offers various advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Trey Toifel is a financial advisor with Cetera who holds the Series 66 designation and has 13 years of industry experience. He has been with Cetera and Cetera Investment Services LLC since 2015 and has worked at Regions Bank since 2013. Outside of his advisory role, he is the owner of Alabama Coastal Outdoors, a sport fishing and tackle business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services with access to multiple program platforms and third-party managers.

Haley Blackmon is a financial advisor at Edward Jones with five years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2019 in various capacities, alongside prior experience at State Farm Insurance and self-employment. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.

Christi Koehle is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Mass Mutual Investors Services since 2017 and has longstanding affiliations with Massachusetts Mutual Life Insurance Company and Metlife Securities, Inc. Outside of her advisory work, Koehle serves on the Planning Commission and Town Council for Perdido Beach, Alabama. MassMutual Investors Services operates as a broker‑dealer and SEC‑registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a collaborative, annual planning approach using firm-approved analytical tools and provides event-driven planning programs including divorce and estate-settlement planning.

Susan Cade is a financial advisor with Edward Jones in Fairhope, Alabama, holding a Series 63 designation and 27 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she is involved in real estate investment and manages short-term rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers a range of advisory programs and tax-efficient investment strategies under a fiduciary standard.

Julia Ham is a Financial Advisor with Merrill Lynch Wealth Management. She works closely with clients to develop personalized financial strategies tailored to their long-term goals. Julia specializes in areas including college education planning, family wealth management strategies, employee financial health, personal retirement planning, women and wealth, individual and corporate investment strategy, and retirement income. With over fourteen years of experience in financial services and a legal background pursued through a Juris Doctorate Degree from Louisiana State University System, Julia integrates her expertise to help clients navigate changing circumstances. She holds the designations of Certified Divorce Financial Analyst (CDFA) and Personal Investment Advisor (PIA), and earned her Bachelor's Degree from Northwestern State University of Louisiana. Julia is originally from New Orleans, Louisiana, and has lived in coastal Alabama since 2020. She participates in community initiatives such as IMPACT 100. Outside of work, she enjoys activities including cooking, painting, racquetball, tennis, traveling, writing, and spending time with her family.

Melvin Miller II is a financial advisor at Ameriprise with 36 years of industry experience. He holds the Series 66 designation and has previously worked at BBVA Securities, BBVA Wealth Solutions, BBVA Compass Insurance Agency, and Compass Bank. Outside of Ameriprise, he is also employed as a financial advisor at Centennial Bank. 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. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.