Beau Greer is a CFP® professional with 26 years of industry experience, currently serving with Edward Jones since 1999. Based in Prattville, AL, he is involved as a member of Tanglewood Farm LLC, which manages farmland, and acts as trustee for the Donald W Greer Irrevocable Trust. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, corporate, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial products through a nationwide network of advisors and branch offices.

Ronald Stallworth is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works with individuals, families spanning multiple generations, business owners, and executives, employing a goals-based wealth management approach that places clients at the center of every personalized strategy. His focus areas include divorce transition planning, employee financial health, personal retirement planning, small business strategies, and retirement income. Ron brings over thirty years of experience in the financial industry, addressing complex financial strategy issues for high net-worth individuals. He leverages the resources of a specialized team at Merrill to assist clients with financial matters, including retirement and estate planning for both individuals and businesses. Ron also provides services to current and retired professional athletes, helping them navigate financial transitions. His professional credentials include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Before entering finance, Ron was an All Southeastern Conference defensive lineman at Auburn University and spent 2.5 years in the NFL with the New York Jets and Kansas City Chiefs. He holds a bachelor's degree from Auburn University and a master's degree from Troy University. Outside of work, Ron enjoys football, reading, and spending time with his family.

Ashley O'Brien is a financial advisor at Merrill with 10 years of industry experience. She holds a Series 66 designation and has worked at Merrill and Bank of America for the past decade. Outside of her advisory role, she owns a family business that operates an Etsy shop and a marquee light rental company, and she serves on the Board of Directors for United Cerebral Palsy of Mobile. 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.

William Chastain is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been assisting clients with their financial planning since 2008, focusing on individualized strategies that address retirement planning, family wealth management, and business-related financial needs. William works with multigenerational families and small business owners to develop holistic wealth strategies that evolve over time, utilizing resources from Merrill Lynch and Bank of America to create coordinated financial plans. William holds a Bachelor of Science degree in Finance from the University of Alabama and has received professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His professional approach centers on understanding what matters most to each client and building long-term relationships to support them through changing life circumstances. Residing in Montgomery, Alabama, William is active in his community, coaching youth baseball and volunteering with organizations such as Saint James United Methodist Church, Southeastern Dixie Youth Baseball, and the YMCA Boys Work Committee. Outside of his professional and community activities, he enjoys baseball, cooking, fishing, football, golfing, hunting, reading, soccer, spending time with his family, and tennis.

Kelsie Fisher is a financial advisor at Merrill with 7 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2021. Prior to that, she was employed by Wells Fargo Clearing and Wells Fargo Bank NA from 2018 to 2021, and PNC Bank from 2016 to 2018. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kenneth Easterling is a Series 63 licensed financial advisor with Edward Jones, based in Prattville, Alabama. He has 38 years of industry experience, including 34 years with Edward Jones. Outside of his advisory role, he manages family partnership real estate holdings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services. The firm is notable for its extensive network of financial advisors and branch offices, offering both discretionary and non-discretionary investment options along with affiliated mutual funds and trust services.

Dori Sippial is a financial advisor with Primerica Advisors in Montgomery, AL, holding Series 65 and Series 63 licenses and six years of industry experience. She has been with Primerica Advisors since 2020 and has previous experience at MPS and Primerica Financial Services. Outside of advising, she is an owner of SIC, LLC and serves as Vice President and part-owner of Three Squared Logistics Inc., a non-investment related business. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by third-party asset managers and provides advisory services through a large network of financial advisors.

Bonnye Paul is a financial advisor at Merrill with 32 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Merrill since 1991, with a recent affiliation at Bank of America, N.A. since 2025. 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 supported by internal and third-party managers for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Stephanie Hill is a Series 66 licensed financial advisor with Merrill in Montgomery, AL, where she has worked since 2016. She has nine years of industry experience. 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 and profit-sharing plans, corporations, and charitable organizations.

Sharon Hobbie is an advisor at Primerica Advisors with Series 63 and Series 65 credentials. She has been with Primerica Advisors since 2025 and has prior experience including roles with the Tampa Bay Rays and Auburn University Montgomery. Outside of her advisory role, she works as a Destination Services Consultant at IOR Global. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Nathan Turley is a financial advisor with Merrill in Montgomery, AL, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has worked at Merrill since 1992 and has been affiliated with Bank of America for 15 years. Merrill, together with its affiliate Managed Account Advisors LLC, provides model-based and discretionary managed account services to 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, employing internal Chief Investment Office teams and third-party managers to implement a range of investment strategies.

Teresa Bechard serves as a Resident Director at Merrill, bringing over 30 years of experience in financial services, including 11 years with Merrill. In her role, she focuses on helping clients and their families develop personalized financial strategies that address key areas such as retirement planning, portfolio management, small business strategies, women and wealth, tax minimization, and retirement income. Teresa holds a Bachelor's Degree from Faulkner University and has earned several professional credentials, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She emphasizes understanding clients' individual priorities to devise plans that guide important financial decisions and adapt to their changing needs. Beyond her professional duties, Teresa is engaged in community service and dedicates time to volunteer efforts. Her personal interests include boating, cooking, fishing, football, and traveling.

Eric Chappell is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at New York Life Insurance Company and Eagle Strategies. Outside of his advisory role, he serves as a deacon and prayer leader at a local church in Montgomery, AL, and is also involved in outside insurance sales covering life, disability, long-term care, fixed annuities, and health products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved tools and offers specialized services such as divorce planning and estate-settlement programs.

Daniel Morris is a financial advisor with Ameriprise in Montgomery, AL, holding a Series 63 license and over 33 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. In addition to his advisory role, he owns and operates Dan W Morris Inc., a consulting business. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that delivers tailored retirement income planning and recommendations through a centralized service team working alongside advisors.

Richard Stewart is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 designations and has 33 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory role, he serves as a property and casualty agent for Prudential Financial. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm uses a model-driven investment approach and offers financial planning, third-party asset manager access, and insurance product facilitation through affiliated entities.

Jeffrey Jones is a CFP®, ChFC®, and holds a Series 66 license with 11 years of industry experience, all of which have been at Edward Jones since 2015. He is based in Prattville, AL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across various segments including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices, managing approximately $1.01 trillion in assets.

Amelia Thomas is a financial advisor at XYPN Sapphire with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Navarone Financial Group and Stifel Nicolaus & Co. Inc. In addition to advising, she is a managing partner of her own tax planning, accounting, and bookkeeping business. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm uses a long-term, risk-based allocation approach and offers both discretionary and non-discretionary portfolio management.