Claudia Twilley is a financial advisor at Stifel in Mobile, Alabama, with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Stifel since 2009. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Christopher Collins is a financial advisor with Cetera, holding a Series 66 designation and 21 years of industry experience. He previously worked at PRUCO Securities, LLC and Prudential Insurance Company of America from 2016 to 2024. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to both affiliated and unaffiliated investment strategies.

Logan Elliott is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Kestra Advisory and Wells Fargo Advisors. He is also owner of Tru Wealth Management, where he manages office operations and client financial planning. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a range of portfolio management and model-based strategies tailored to client objectives.

Jonathan Adcock is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary solutions. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

David Mckean Jr. is a financial advisor with Ameriprise in Mobile, Alabama, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. Prior to joining Ameriprise in 2022, he spent nine years with Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he hosts a podcast, Leadership and Legacy, focusing on leadership and legacy planning through interviews with established leaders, and he is involved with the Lions Club of Mobile as a Lion Tamer and local representative for the Lions Club International Charity Foundation. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing, tax-aware retirement income planning and recommendations based on proprietary research and third-party data.

Charles Mayhall III is a CFP® professional with 28 years of industry experience. He has been with LPL Financial since 2024, following 26 years at Lincoln Financial Advisors Corporation. 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 other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Gary Garstecki Sr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Raymond James & Associates since 2013. Outside of his advisory role, he is a partner in a business called G M & O Properties. 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, investment consulting, and municipal advisory services.

James Salem is a financial advisor with Raymond James & Associates in Mobile, Alabama, holding a Series 63 designation and bringing 33 years of industry experience. His prior work includes 15 years at Morgan Keegan & Company before joining Raymond James in 2013. He serves as President of the Country Club of Mobile, a position he assumed in 2024. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and charitable organizations, offering financial planning and consulting through various programs including Wealth Advisory Services and Institutional Fiduciary Solutions.

Jessica Walley is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, she worked at Regions and held positions at Saraland City Schools and Kelly Services. Outside of her financial advisory role, she is co-owner of a property holding business in Saraland, Alabama. 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 programs and investment strategies, supported by a nationwide network of over 23,700 financial advisors.

Raeann Stabler is a financial advisor with Morgan Stanley in Mobile, Alabama, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Morgan Stanley 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 wide range of advisory programs, including tailored financial planning and investment management services.

Jonathan Lentz is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Raymond James & Associates. His prior experience includes roles at Greer Gardens and The Prudential Insurance Company of America. He has also taken time away from the workforce as a stay-at-home dad. 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 and investment consulting primarily through non-discretionary advisory relationships.

Morgan Nix is a financial advisor at Stifel with 14 years of industry experience. He has held his current position since 2014. Outside of his advisory role, he is a partner in a rental property business. 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.

Dominique West is a financial advisor with Merrill in Mobile, Alabama, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. West has been with Merrill since 1997. 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 offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individual, high-net-worth, pension, corporate, and charitable clients.

Cheryl Mc Cormick Hann is a financial advisor with Edward Jones in Mobile, Alabama, holding a Series 63 designation and 25 years of industry experience. She has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Sadee Snedigar is a financial advisor at Morgan Stanley with seven years of industry experience. She has worked at Morgan Stanley since 2017 and previously spent nine years at Regions Financial. She holds the Series 66 designation. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment programs.

Johanne Carroll is a financial advisor with Raymond James Financial in Mobile, AL, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has held various roles at SmartBank and BBVA-related entities since 1998. Carroll also serves as a Senior Registered Client Associate with multiple firms connected to SmartBank and Montz Wealth Management Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, institutions, corporations, and charitable organizations. The firm delivers non-discretionary planning and consulting tailored to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Paul Russell is a financial advisor with Morgan Stanley in Mobile, Alabama, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009, including a current role at Morgan Stanley Private Bank. Outside of his advisory work, he plays guitar in the Dial Street Band. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its advisory services.

Michael Mc Kean is a financial advisor at Ameriprise Financial Services with one year of industry experience. Prior to his current role, he worked in property management and held positions in education. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning with written recommendation reports and ongoing advice tailored to dependable income sources and tax-aware withdrawal strategies.

Francisco D'oliveira is a financial advisor at Morgan Stanley with 20 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. He holds a Series 66 designation and is based in Mobile, Alabama. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs for both individual and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Christopher Tracy is a financial advisor affiliated with LPL Financial, holding a Series 66 designation and bringing 21 years of industry experience. His prior work includes roles at Cadence Bank, Wells Fargo Clearing, Wachovia Bank, and Ameriprise. He also serves as Market President for the Mobile Metropolitan Area at Cadence Bank. 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 other institutions. The firm offers a range of financial planning and investment management solutions and supports its advisors with research tools and multiple institutional platforms.