Stephen Baker is a financial advisor with Merrill who holds Series 63 and Series 65 licenses and has 42 years of industry experience. He has been with Merrill since 1984 and has also worked with Bank of America since 2011. Outside of his advisory role, he serves as a board member and secretary for Mobile Memorial Gardens, Inc., a nonprofit organization, and is a board member at the University of South Alabama. 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 institutions, integrating internal and third-party management teams.

Justin Mcdaniel is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in corporate benefits, divorce transition planning, employee benefits planning, family wealth management strategies, legacy planning, personal retirement planning, and portfolio management services, among other areas. Justin's approach focuses on connecting clients to tailored plans and processes that support their unique ambitions. He works to help clients plan for and fund education, manage retirement and healthcare costs, and create personalized strategies aimed at achieving long-term family goals. He emphasizes simplicity and transparency in wealth planning to facilitate client engagement. Outside of his professional role, Justin enjoys fishing, gardening, golfing, hunting, reading, skiing, spending time with family, tennis, and traveling.

Heather Branch is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2019, following prior roles at Stifel Nicolaus & Co Inc and Raymond James & Associates. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Jackson Henson is a financial advisor with Wells Fargo Clearing and holds Series 65 and Series 63 licenses. He has one year of industry experience and has previously worked at Republic Finance, Wells Fargo Bank, and several hospitality venues. He attended Auburn University and has experience in both finance and service industries. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages roughly $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Steven Ellison is a financial advisor at Edward Jones with 25 years of industry experience. He holds a Series 63 designation and has been with Edward Jones since 2000. Outside of his advisory role, he serves as a minister and is president of an office rental business, L&R Ventures, LLC, based in Daphne, AL. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a variety of advisory strategies under a fiduciary standard.

Michael Waters is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is a silent partner in Spoken Word Speech Language Services, LLC, a speech language services firm in Fairhope, Alabama. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large national network of advisors and branch offices.

Travis Adcock is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at 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 discretionary and non-discretionary investment advisory services. The firm’s process 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.

Patricia Burrell is a Series 63-credentialed advisor with 31 years of industry experience. She is currently with Raymond James Financial Services Advisors, Inc., having joined in 2025. Prior to this, she worked at Trustmark Financial Service, Trustmark Bank, and LPL Financial. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory consulting.

Charlotte Graham is a financial advisor at Edward Jones in Daphne, Alabama, holding a Series 66 designation with 13 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies and is notable for its extensive national advisor and branch network as well as affiliated services beyond traditional advisory offerings.

Heather Shaeffer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 17 years of industry experience. Her prior roles include positions at PNC Investments, PNC Bank, State Farm VP Management Corp., and Frances Holk-Jones Insurance Agency. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in an IPS-driven process and modern portfolio theory.

Thomas Mitcham is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and offering 18 years of industry experience. His prior work includes roles at Grove Point Advisors and Grove Point Investments, and he is also the owner of Mitcham Guns, LLC. Additionally, he has experience as an independent insurance agent and is involved in aviation business activities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering both proprietary and third-party investment strategies across multiple custody platforms.

Chantz Blackmon is a financial advisor with Edward Jones in Foley, AL, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and previously worked at New York Life Insurance Company from 2017 to 2019. His background also includes roles at the University of Alabama and Sunsouth LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Mark Farlow is a financial advisor with Primerica Advisors in Daphne, Alabama, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. In addition to his advisory role, he receives compensation for part-time referrals of home security and automation products through affiliates of Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and employs an operational model focused on percentage-based wrap fees rather than fixed fees.

Jackey Burrell Jr. is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at Trustmark Bank, Trustmark Financial Services, Community Bank of Mississippi, and positions at Mississippi State University and Fairhope High School. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using risk profiling and analytical tools, and it supports municipal and public finance work through unique affiliations.

Clay Smith is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked in education and counseling roles, including positions at Point University and Cultivate Counseling. Clay also has experience with community and youth organizations such as Bayshore Christian School and the University of South Alabama Wesley Foundation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets under management.

Richard Preis is a financial advisor with Raymond James & Associates in Fairhope, Alabama, holding Series 63 and Series 66 licenses and over 52 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, Preis is involved in managing and owning several investment-related businesses, including MAXCO, LLC and HOWELL PROPERTY, LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting with a variety of portfolio management styles supported by firm research and affiliated sub-advisers.

Melanie Harris is a financial advisor with Merrill and holds Series 63 and Series 65 credentials. She has 40 years of industry experience, including over 30 years at Merrill and 15 years at Bank of America, N.A. Harris serves on advisory boards for several realty companies and is a board member of a homeowners association in Gulf Shores, Alabama. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Katye Mitchell is a financial advisor with Cetera and holds the Series 66 designation. She has prior experience at Regions Bank and Tower Loan, totaling over a decade in financial services and lending roles. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

William Naff is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he operates a boutique-style practice within a global bank framework. He focuses on delivering family office-type services designed to build multi-generational relationships and provide guidance when financial goals become unbalanced. His client focus areas include education planning, family wealth management strategies, personal retirement planning, philanthropic planning, and retirement income. Naff began his financial services career in 1995 and joined THE HARTY CARPENTER GROUP in 2014. He helps high net-worth individuals and families create customized wealth strategies aligned with their priorities and goals. He leverages Merrill's technology and a Goals Based Wealth Management Process to assist clients in achieving financial success by clarifying complex life challenges. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He holds a Bachelor's Degree from Ohio Wesleyan University. Originally from Connecticut, Naff relocated to Fairhope, Alabama, where he enjoys activities such as cooking, fishing, gardening, golfing, and spending time with his wife Amy and their children, Sawyer and Laney.

Becky Humphries is a financial advisor with Edward Jones in Foley, AL, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she founded Growing Social, LLC, a marketing business that assisted realtors, brokers, builders, mortgage lenders, and interior designers with social media marketing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary strategies, SMAs, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.