Hunter Groce is a Series 66-credentialed financial advisor with Morgan Stanley in Montgomery, AL, with nine 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 both individual and institutional clients. The firm offers a range of advisory programs, including financial planning and estate strategies, and manages approximately $2.74 trillion in client assets.

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.

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.

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 at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets 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 range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

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, Alabama, holding Series 63 and Series 65 licenses and having 17 years of industry experience. She has been with UBS since 2012. Outside of her advisory role, she manages Hardaway Farms LLC, a family-owned farming and hunting property. 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 combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocation to tailor plans to clients’ goals and risk tolerances.

Nigel Guntharp is a financial advisor at OSAIC with 19 years of industry experience. He previously worked for FSC Securities Corporation for 14 years before joining OSAIC in 2023. Outside of his advisory role, Guntharp is involved in community activities including serving on the YMCA Boys Work Committee and the Saint James Schools Parent Association Board of Directors. He is also a co-owner of GunStin Wellness Holdings, LLC, which operates multiple F45 gyms in Alabama. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a comprehensive investment approach supported by asset-allocation tools, risk assessments, and automated rebalancing across various asset classes.

Wanda Wallace is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked with PFS Investments Inc. since 2002 and Primerica Financial Services since 1992. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively offered separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Fred Bear Jr. is a financial advisor with Wells Fargo Advisors in Montgomery, AL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with various Wells Fargo entities since 2009. Outside of his advisory role, he is involved in several investment-related business ventures, including ownership interests in family-owned and other investment LLCs. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services, utilizing proprietary research and tools to develop tailored recommendations delivered through client meetings and summary letters.

Krisie Stakely is a financial advisor with Morgan Stanley in Birmingham, AL, holding a Series 66 designation and beginning her advisory career in 2025. She previously worked at KPMG from 2018 to 2025 and at the University of Alabama from 2013 to 2018. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services. The firm uses structured planning tools and modeling techniques to support its financial planning process and manages approximately $2.74 trillion in client assets.

James Bledsoe is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. He has a background in law, working concurrently as an attorney at J. Rodney Bledsoe, Attorney at Law, and previously spent 13 years with The Baptist Foundation of Alabama. He is also involved in Pike Road Law, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

James Jones is a financial advisor with Wells Fargo Clearing in Opelika, AL, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary options. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Marty Edge is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds a Personal Investment Advisor (PIA) designation and has a Bachelor's Degree from Auburn University at Montgomery as well as a Master's Degree from Troy University. With over 21 years of experience, Marty specializes in helping clients navigate complex and evolving financial markets. His investment philosophy emphasizes high-quality investments, diversification, and a disciplined focus on long-term objectives. He adapts strategies to reflect changing market conditions, economic cycles, and individual life transitions while maintaining sound investment fundamentals. Marty's approach centers on connecting all aspects of clients' financial lives to prioritize and pursue their most important goals, aiming to build lasting relationships based on trust and long-term success.

Hannah Hensley is a financial advisor with Morgan Stanley in Montgomery, Alabama, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. Her prior roles include positions at BBVA Wealth Solutions, Bbva Securities, Bbva Compass Insurance Agency, and COMPASS Bank. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides advisory programs to both individual and institutional clients, offering tailored financial planning and a range of investment services.

Fletcher Gibson II is a financial advisor with Raymond James Financial in Montgomery, AL, holding a Series 63 designation and over 43 years of industry experience. He has worked with Perdido Partners, LLC since 2016 and has been with Raymond James Financial and its related entities since 2010. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary consulting using risk profiling and modeling tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Gregory Pittman is a financial advisor at Stifel with 34 years of industry experience. He holds a Series 63 designation and previously worked at Bank of America, N.A., and Merrill. Outside of his advisory role, he is a half-owner of P2 Farms LLC, a hunting and fishing property in Alabama. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm uses proprietary investment analysis and probabilistic modeling through its Investment Strategy Group to guide asset allocation and financial planning.