Robert Fell is a financial advisor with LPL Financial based in Montgomery, AL. He holds the Series 66 designation and has two years of industry experience, previously working at Edward Jones and Hyundai Motor Manufacturing Alabama. Outside of advising, he manages a rental property where his elderly parents reside. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Rebecca Devereux is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. She is based in Montgomery, AL. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Richard Austin is a financial advisor with Raymond James & Associates in Montgomery, AL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He worked at UBS Financial Services Inc. for 10 years before joining Raymond James & Associates in 2019. 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 municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional advisory services supported by a nationwide adviser network.

Gloria Eller is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She worked at Merrill from 1990 to 2020 before joining Wells Fargo Clearing in 2020. Outside of her advisory role, she is an independent consultant for Arbonne International. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Richard Blondheim is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is the owner of Joy to Life Publishing, LLC, which produces a quarterly magazine, and serves as Vice President of the Agudath Israel Etz Ahayem Synagogue and as a board member and founder of the Joy to Life Foundation, a nonprofit organization focused on fundraising and marketing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets.

Elizabeth Gross is a financial advisor with Morgan Stanley in Montgomery, Alabama, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individual and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by advanced modeling tools.

W Oakley is a financial advisor at Morgan Stanley with 35 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Oakley holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Mary Briscoe is a Series 66-licensed financial advisor with Stifel in Montgomery, AL, where she has worked since 2010. She has 18 years of industry experience. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Daniel Lindsey III is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank, N.A., as well as in academic roles at the State University of New York at Albany and Auburn University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

David Evans III is a financial advisor at Stifel with a Series 66 designation and no prior industry experience. Before joining Stifel, he worked in medical device sales through his business, David Franklin Evans III LLC, and held positions at several firms including Southern Medical Technologies and Jefferson Matthews Wealth Solutions. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

William Harris is a financial advisor at Wells Fargo Advisors in Montgomery, AL, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has worked within Wells Fargo entities since 2009. Outside his advisory role, Harris co-owns SageGrowth Wealth Management LLC and has ownership interests in related entities including SageGrowth Legacy, LLC. Wells Fargo Advisors is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a wide range of financial planning services and investment recommendations supported by proprietary research and tools.

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.