John Dunn is a Series 66-licensed financial advisor at Stifel with 15 years of industry experience. His career includes roles at Wells Fargo Clearing, PNC Managed Account Solutions, BB&T Investment Services, and Northwestern Mutual Investment Management. He is based in Montgomery, AL. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for asset allocation and planning analyses, supporting client decision-making across a range of financial needs.

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.

Lana Watwood is a financial advisor at Merrill with 23 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2000, as well as Bank of America since 2019. Outside of her advisory role, she teaches an aerobics class and serves on the stewardship committee for her church. 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 a range of clients including individuals, high-net-worth clients, and charitable organizations.

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.

Victoria Carden is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she held positions at Faulkner University, StateFarm, Tricord International, and George County High School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Stephanie Kastrup is a financial advisor with Merrill in Montgomery, AL, holding a Series 66 designation and eight years of industry experience. She has worked at Merrill and Bank of America since 2018 and previously worked at Regions Bank from 2015 to 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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 with firms including Wells Fargo Clearing and Citigroup Global Markets before joining Morgan Stanley Private Bank in 2015. He has been affiliated with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning services supported by firm-approved tools and models.

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 Series 66-registered financial advisor with 19 years of industry experience, currently affiliated with OSAIC since 2023. His prior experience includes 14 years at FSC Securities Corporation and positions at International Advisory Consultants Inc. and Morgan Stanley. Outside of his advisory role, he serves on the YMCA Boys Work Committee, participates on the Saint James Schools Parent Association Board, volunteers on the River Region Youth Football League board, and co-owns a wellness business operating F45 gyms in Alabama. OSAIC serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and multiple managed account options delivered through an extensive multi-advisor platform.