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.

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.

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.

Michael Starkey is a financial advisor at Cetera with four years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera and Capital Financial Strategies Inc. Starkey also has experience in fixed insurance sales. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through a nationwide network of independent advisors.

Chad Dolan is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since beginning his career in financial services in 2014, he has developed expertise in areas including college education planning, employee benefits planning, executive compensation, family wealth management strategies, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, tax minimization, and retirement income planning. Chad graduated summa cum laude with University Honors from the University of Alabama. He holds several professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is committed to delivering value to his clients by continuously enhancing his knowledge and skill set to guide them toward achieving their financial goals. Outside of his professional work, Chad enjoys boating, fishing, football, golfing, hunting, running, skiing, soccer, traveling, and spending time with his family.

Phoenix Turner is a Series 66-licensed financial advisor with Merrill, based in Fairhope, AL, and has one year of industry experience. Prior to joining Merrill in 2024, Turner worked at Wells Fargo for nine years in various roles. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jeffrey Braley is a financial advisor with J.P. Morgan Securities in Foley, Alabama, holding Series 63 and Series 65 designations and seven years of industry experience. His prior work includes roles at Wells Fargo and PNC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with due diligence from a manager-solutions team and applying an ESG eligibility framework when recommending strategies.

Roger Robinson is a financial advisor with LPL Financial in Orange Beach, Alabama. He holds Series 63 and Series 65 licenses and has 33 years of industry experience, including six years with Ameriprise Advisor Services prior to joining LPL Financial in 2009. Outside of financial advising, he is president of Robco Fuels L.L.C., a fuel distribution company serving convenience stores. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of services including financial planning, model portfolio programs, and institutional platforms. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, supporting its advisors with research tools and a broad suite of financial products.

Geoffrey Kennedy is a CFP® and CFA® affiliated with Cambridge Investment Research Advisors, with 21 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2011. In addition to his advisory role, he serves as a director and finance committee member of the Fairhope Single Tax Corporation, a nonprofit organization. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing a range of portfolio management strategies across various custody platforms.

Renae Cobern is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 18 years of industry experience. She has been with Raymond James & Associates since 2015. 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, institutions, and charitable organizations, offering tailored financial planning and consulting services through a variety of portfolio management styles and affiliated research.

Damon Henderson is a financial advisor at Raymond James & Associates with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James & Associates since 2014. Located in Fairhope, AL, his career has been centered on serving a diverse client base through this institution. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutions, pension plans, and municipal entities, providing financial planning, investment consulting, and municipal advisory services through a broad range of portfolio management styles and affiliated research resources.

Brittany Ables is a financial advisor with Raymond James & Associates in Fairhope, AL, holding a Series 66 designation and one year of industry experience. Her prior roles include positions within Raymond James & Associates and Williams Financial Group, as well as running her own business. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and municipal entities, and offering a range of financial planning and advisory services.

Jessica Laferrera is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and having 17 years of industry experience. She has been with MassMutual Investors Services since 2017 and previously worked at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. Laferrera also serves as co-trustee of the Dennis A Dahl and Carolyn Dahl Trust. MassMutual Investors Services 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.

Megan Conwell is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 66 licenses and nine years of industry experience. Her prior roles include positions at Principal Securities, Principal Life Insurance, Chubb/Combined Employee Benefits, New York Life, and Klatt Group Insurance Sales. In addition to her advisory work, she serves on the finance council for a church-related radio station and works as an insurance broker specializing in life, fixed life, annuities, long-term care, disability, group benefits, and property & casualty insurance. MassMutual Investors Services, LLC provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars with a structured, collaborative financial planning process.

Douglas Falkinburg is a CFP® professional with 24 years of industry experience. He is currently with Cetera and has previously worked at Hancock Investment Services, Inc. and Hancock Bank. Falkinburg holds the Series 66 designation and is based in Fairhope, Alabama. 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 planning services through a multi-manager platform with access to affiliated and third-party managers.

Tanner Ragland is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America, N.A. since 2019. His prior experience includes roles at Regions Bank, Firebirds Woodfire Grill, Cygnal, and Auburn University at Montgomery. Merrill 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.