Marilyn Strickland is a financial advisor at Merrill with 23 years of industry experience. She holds the Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2000. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

Caroline Hall is a CFP®-credentialed financial advisor with seven years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Her career includes roles at Raymond James Financial Services and several advisory firms. She is also active as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using a variety of portfolio management strategies and platform arrangements.

George Dance Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options in its offerings.

Katherine Jargo is a financial advisor with Primerica Advisors in Springfield, VA, holding Series 63 and Series 65 licenses and having 19 years of industry experience. She has been with Primerica Advisors since 2006 and Primerica Financial Services since 2005. Outside of her advisory role, she owns and operates Kate Mitchem Photography in Bristow, VA. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating with a tiered wrap fee structure.

Gabriel William is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices nationwide.

Kaitlyn Leblanc is a financial advisor at Cetera with eight years of industry experience. She holds a Series 66 designation and has worked at firms including Hancock Whitney Bank, Bank of America, Merrill, Edward Jones, and LPL Financial. Leblanc serves as Vice President on the board of the Eastern Shore Business Network, where she tracks referrals among members. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, retirement plan, charitable, and institutional clients. The firm offers a multi-manager platform providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers across various program structures.

Paul Kunz is a financial advisor with LPL Financial in Fairhope, Alabama, holding Series 63 and Series 66 licenses with 11 years of industry experience. He has worked with LPL Financial across two periods totaling eight years and has prior experience at Hancock Whitney Bank, Hancock Whitney Investment Services, and Zions Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Lisa Cooper is a Series 66 licensed financial advisor with nine years of industry experience, currently serving clients at Edward Jones since 2017. Prior to joining Edward Jones, she worked at Hodges University and Milam & Milam, LLC. Outside of her advisory role, Cooper is involved in employee training through Red River Safety and supports educational programs as a data specialist for Princeton Review. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

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 licenses and 12 years of industry experience. He has been with Primerica Advisors since 2014 and also has experience with Landrum & Associates. Outside of advising, he is involved in sales of loan products and home security 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 over 3,600 advisors and $15.5 billion in assets under management, delivering advisory services through model-driven strategies managed by third-party asset managers.

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.

Ross Hardy is a financial advisor at OSAIC with 13 years of industry experience. He holds a Series 66 designation and previously worked at SagePoint Financial for 11 years before joining OSAIC in 2023. Outside of advising, Hardy is involved in life insurance sales through Horizon Financial and owns a personal LLC for tax purposes. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, and institutions, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs various portfolio construction tools and manages accounts with discretionary or non-discretionary authority, providing access to multiple investment options and third-party platforms.

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.