Paul Kyrimis is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Woodbury Financial Services and Securities America. Kyrimis also operates a sole proprietorship focused on insurance product placement and exit planning advisory services. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations, offering a range of brokerage, advisory, and managed account solutions. The firm utilizes various asset-allocation tools and third-party platforms to support portfolio construction and account management.

Paul Grundhoefer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Jonathan Light is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. He has been with various Cetera entities since 2023 and has also worked at Regions Bank since 2011. Outside of his advisory role, he serves as choir director for Fairhope Christian Church and holds leadership positions with the Mobile Area Council and the On The Trail Foundation Boy Scout troop committee. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. It offers a multi-manager platform with a range of portfolio management and planning services, supported by a large nationwide network of independent advisors.

Matthew Blevins is a financial advisor with Edward Jones in Fairhope, AL, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm offers various advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Trey Toifel is a financial advisor with Cetera who holds the Series 66 designation and has 13 years of industry experience. He has been with Cetera and Cetera Investment Services LLC since 2015 and has worked at Regions Bank since 2013. Outside of his advisory role, he is the owner of Alabama Coastal Outdoors, a sport fishing and tackle business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services with access to multiple program platforms and third-party managers.

Haley Blackmon is a financial advisor at Edward Jones with five years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2019 in various capacities, alongside prior experience at State Farm Insurance and self-employment. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.

Melissa Ballard is a financial advisor at OSAIC with 10 years of industry experience. She holds a Series 66 designation and previously worked at Sagepoint Financial, Inc. for seven years. Outside of her advisory role, she owns a sole proprietorship creating and designing newspaper layouts, brochures, logos, and holiday cards. OSAIC serves a diverse client base, including individual investors, institutions, and charitable organizations, offering brokerage and advisory services through a large network of advisers. The firm employs a range of portfolio construction tools and provides access to multiple investment platforms and third-party managers.

Christi Koehle is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Mass Mutual Investors Services since 2017 and has longstanding affiliations with Massachusetts Mutual Life Insurance Company and Metlife Securities, Inc. Outside of her advisory work, Koehle serves on the Planning Commission and Town Council for Perdido Beach, Alabama. MassMutual Investors Services operates as a broker‑dealer and SEC‑registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a collaborative, annual planning approach using firm-approved analytical tools and provides event-driven planning programs including divorce and estate-settlement planning.

Susan Cade is a financial advisor with Edward Jones in Fairhope, Alabama, holding a Series 63 designation and 27 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she is involved in real estate investment and manages short-term rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers a range of advisory programs and tax-efficient investment strategies under a fiduciary standard.

Julia Ham is a Financial Advisor with Merrill Lynch Wealth Management. She works closely with clients to develop personalized financial strategies tailored to their long-term goals. Julia specializes in areas including college education planning, family wealth management strategies, employee financial health, personal retirement planning, women and wealth, individual and corporate investment strategy, and retirement income. With over fourteen years of experience in financial services and a legal background pursued through a Juris Doctorate Degree from Louisiana State University System, Julia integrates her expertise to help clients navigate changing circumstances. She holds the designations of Certified Divorce Financial Analyst (CDFA) and Personal Investment Advisor (PIA), and earned her Bachelor's Degree from Northwestern State University of Louisiana. Julia is originally from New Orleans, Louisiana, and has lived in coastal Alabama since 2020. She participates in community initiatives such as IMPACT 100. Outside of work, she enjoys activities including cooking, painting, racquetball, tennis, traveling, writing, and spending time with her family.

Melvin Miller II is a financial advisor at Ameriprise with 36 years of industry experience. He holds the Series 66 designation and has previously worked at BBVA Securities, BBVA Wealth Solutions, BBVA Compass Insurance Agency, and Compass Bank. Outside of Ameriprise, he is also employed as a financial advisor at Centennial Bank. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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.

David Lepley is a financial advisor at Edward Jones with 11 years of industry experience. He holds the ChFC® designation and the Series 66 license. His work history includes two separate periods at Edward Jones, totaling nine years, and a two-year tenure at Wells Fargo Clearing. 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, supported by a large network of financial advisors and branch offices nationwide.

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 at Wells Fargo Clearing with credentials including Series 63 and Series 65 licenses and one year of industry experience. His background includes roles at Wells Fargo Bank, Republic Finance, and several customer service positions in the hospitality industry. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through a large network of financial advisors.

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.