Amanda Raney is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, combining tailored financial planning with broad investment offerings. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Young Stevenson Jr. is a financial advisor with STIFEL in Montgomery, AL, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with STIFEL since 2015. Outside of his advisory role, he is a part-owner and manager of local real estate properties. STIFEL serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group and provides both fee-based financial planning and recommendations of third-party advisers.

Travis Hughes is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized wealth management strategies tailored to clients’ unique financial goals, leveraging investment insights from Merrill and the banking and lending resources of Bank of America. Travis holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Alabama System. He is committed to working closely with clients one-on-one to create flexible financial strategies that reflect their long-term objectives. In addition to his professional work, Travis participates in community activities through volunteering, following Merrill’s tradition of engagement in the communities it serves.

David Petty is a financial advisor with Raymond James & Associates in Montgomery, AL, holding the CFP® designation and Series 63 and 65 licenses. He has 36 years of experience and 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 clients, and municipal entities, offering financial planning and advisory services with a focus on non-discretionary consulting and a range of portfolio management styles.

Harrison Campbell is a Series 66-licensed financial advisor with Morgan Stanley, based in Montgomery, AL, and has 24 years of industry experience. He has been with Morgan Stanley in various roles since 2009, including his current position at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning using firm-approved tools and analytics. The firm manages approximately $2.74 trillion in client assets and offers services that include corporate financial planning agreements.

Harrison McDaniel is a Financial Advisor with Merrill Lynch Wealth Management. He works with individuals, families, and small businesses to create tailored financial plans aimed at helping clients achieve their short-, mid-, and long-term goals. His approach involves understanding each client's priorities to develop strategies that address education planning, family wealth management, retirement planning, portfolio management, tax minimization, and small business financial strategies. Harrison serves as a resource for a wide range of financial services, including investing, retirement planning, and preparing for unexpected expenses. He also facilitates access to specialists in banking, credit, home financing, and small business solutions through Bank of America. His professional designation is Personal Investment Advisor (PIA), and he holds a Bachelor's Degree from Jacksonville State University. Harrison is registered with NMLS under ID 1979938. Outside of his professional work, Harrison enjoys activities such as boxing, camping, football, golfing, hiking, hunting, music, reading, soccer, and spending time with his family.

Grant Chambliss is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Birmingham, Alabama. He specializes in creating wealth management plans for families, focusing on areas such as college education planning, family wealth management strategies, legacy planning, philanthropic planning, and retirement income. Grant joined Merrill Lynch in 2019 following his graduation from the University of Mississippi. As a Personal Investment Advisor (PIA), Grant provides financial planning tailored to each client's individual goals, including asset protection, retirement planning, and building a lasting legacy. He works with clients to help them preserve and grow their wealth in line with their personal objectives. Grant participates in his community through involvement with Faith Presbyterian Church and the Jefferson County Department of Human Resources. He also contributes as a foster parent with Jefferson County DHR and supports Lifesouth Community Blood Centers. Outside of his professional commitments, Grant enjoys adventure sports, camping, fishing, hunting, running marathons, traveling, woodworking, and writing.

Sheree Luker is a financial advisor at Stifel with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co. Inc since 2010. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Frederick Pellum is a financial advisor with Primerica Advisors in Montgomery, AL, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2015. Outside of his advisory role, he is involved in real estate investing. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and limited separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Mary Ann Hall is a financial advisor at Stifel with three years of industry experience. She holds a Series 66 designation and has previously worked at Merrill Lynch and held roles at Auburn University’s Harbert College of Business. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Orlando Hardman is a financial advisor with Primerica Advisors in Montgomery, AL, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with Primerica Advisors since 1991 and Primerica Financial Services since 1990. Outside of his advisory work, Hardman is involved in content production and social media through his ventures FANBASE (OHARDMAN) and Just Expecting Success Until Succeeding. Primerica Advisors serves individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm sponsors a wrap-fee asset management program that primarily delivers model-based investment strategies supported by third-party asset managers and custodial services.

Benjamin Bailey is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has prior work experience at Blue Cross and Blue Shield of Alabama, Brooksource, ProctorU, Regions Bank, and FedEx Express. Outside of finance, he is a self-employed artist who sells paintings and occasionally gifts commissioned works to family and friends. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Keary Foster is a financial advisor at Cetera with 23 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked with Avantax Advisory Services and related firms. Outside of his advisory role, he serves on the board of the Wilson YMCA branch in Montgomery, Alabama, and is involved in tax preparation and accounting through his ownership of Wealth Management Partners, LLC. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program platforms and a multi-manager approach.

Anthony Camerio is a Chartered Financial Consultant (ChFC®) with over 40 years of experience in the financial services industry. He has worked at FSC Securities Corporation and The Guardian Life Insurance Company before joining OSAIC in 2023. In addition to his advisory role, he serves as a volunteer firefighter in Wetumpka, Alabama. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with advanced asset allocation tools and access to third-party money managers.

David Golson is a financial advisor at Stifel in Montgomery, Alabama, holding Series 63 and Series 65 credentials with 33 years of industry experience. His prior work includes ten years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC before joining Stifel in 2026. Stifel serves a broad range of clients, 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.

Troy Stubbs is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at LPL Financial since 2021 and previously held roles at CB&S Bank and First Community Bank of Central Alabama. Stubbs also serves as an Alabama state legislator and has experience as a nonprofit board member. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting services, supported by research and model portfolios from LPL Research and third-party subadvisors.

William Jordan Jr. is a financial advisor at Raymond James Financial with a Series 66 designation and no prior industry experience. His background includes roles with the Houston Astros, New York Mets, and educational positions at Mississippi State University and Auburn High School. He is also involved with Meridiem Advisory Group, LLC, a non-investment-related support company in Montgomery, AL. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutions. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA consulting.

Amanda Burchard is a financial advisor with Raymond James Financial in Montgomery, AL, holding Series 63 and Series 65 designations. She has 19 years of industry experience and has worked at Raymond James Financial Services Advisors Inc. since 2016. She is also an associate advisor with Meridiem Advisory Group LLC, a role she has held since 2022. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains affiliations that enhance its municipal and public finance offerings.

Tracy Horne is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience to her role. She specializes in retirement planning and providing services for endowments, foundations, and non-profit organizations. Tracy's approach centers on developing personalized financial strategies tailored to clients' long-term goals, with a focus on socially responsible, values-based, and ESG investing, as well as supporting women and wealth management. Tracy holds a Bachelor's Degree from the University of Georgia and maintains the Professional Investment Advisor (PIA) designation. She is actively involved in her community, volunteering with the United Methodist Children's Home and participating as a member of the First United Methodist Church of Montgomery. Outside of her professional and community commitments, Tracy enjoys spending time with her family at the lake.

Christine Hull is a financial advisor at Stifel with four years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Stifel before joining her current team. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.