Dominique West is a financial advisor at Merrill with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Merrill since 1997. 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, pension plans, corporations, and charitable organizations.

Wanda Wallace is a financial advisor with Primerica Advisors in Prattville, AL. She holds Series 63 and Series 65 licenses and has 22 years of industry experience. Wanda has been affiliated with PFS Investments Inc. since 2002 and Primerica Financial Services since 1992. She also engages in sales of loan products and home security services through affiliated companies. Primerica Advisors offers a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven investment strategies managed by unaffiliated asset managers.

Fred Bear Jr. is a financial advisor with Wells Fargo Advisors in Montgomery, AL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Wells Fargo Advisors since 2025 and was previously with Wells Fargo Clearing for nine years. Outside of his advisory role, he is involved in several investment-related businesses in Montgomery, including ownership interests in family investment LLCs and wealth management entities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu tailored to clients meeting specific net-worth thresholds and integrates advisory services with multiple financial product offerings.

Krisie Stakely is a financial advisor with Morgan Stanley in Birmingham, AL, holding a Series 66 designation and beginning her advisory career in 2025. She previously worked at KPMG from 2018 to 2025 and at the University of Alabama from 2013 to 2018. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services. The firm uses structured planning tools and modeling techniques to support its financial planning process and manages approximately $2.74 trillion in client assets.

James Bledsoe is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has held roles at J. Rodney Bledsoe, Attorney at Law, and The Baptist Foundation of Alabama, where he worked for 13 years. He is also involved with Pike Road Law, LLC in a non-investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms.

James Jones is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to a broad range of clients including individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Marty Edge is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds a Personal Investment Advisor (PIA) designation and has a Bachelor's Degree from Auburn University at Montgomery as well as a Master's Degree from Troy University. With over 21 years of experience, Marty specializes in helping clients navigate complex and evolving financial markets. His investment philosophy emphasizes high-quality investments, diversification, and a disciplined focus on long-term objectives. He adapts strategies to reflect changing market conditions, economic cycles, and individual life transitions while maintaining sound investment fundamentals. Marty's approach centers on connecting all aspects of clients' financial lives to prioritize and pursue their most important goals, aiming to build lasting relationships based on trust and long-term success.

Hannah Hensley is a financial advisor with Morgan Stanley in Montgomery, Alabama, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. Her prior roles include positions at BBVA Wealth Solutions, Bbva Securities, Bbva Compass Insurance Agency, and COMPASS Bank. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides advisory programs to both individual and institutional clients, offering tailored financial planning and a range of investment services.

Fletcher Gibson II is a financial advisor with Raymond James Financial in Montgomery, AL, holding a Series 63 designation and over 43 years of industry experience. He has worked with Perdido Partners, LLC since 2016 and has been with Raymond James Financial and its related entities since 2010. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary consulting using risk profiling and modeling tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Gregory Pittman is a financial advisor at Stifel with 34 years of industry experience. He holds a Series 63 designation and previously worked at Bank of America, N.A., and Merrill. Outside of his advisory role, he is a half-owner of P2 Farms LLC, a hunting and fishing property in Alabama. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm uses proprietary investment analysis and probabilistic modeling through its Investment Strategy Group to guide asset allocation and financial planning.

Robert Fell is a financial advisor with LPL Financial in Montgomery, Alabama. He holds a Series 66 designation and has two years of industry experience, including prior roles at Edward Jones and Hyundai Motor Manufacturing Alabama. Outside of his advisory work, he manages a rental property where his elderly parents currently reside. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Rebecca Devereux is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill from 2005 to 2015 and Wells Fargo Clearing from 2016 to 2021. 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 a range of clients including individuals, high-net-worth clients, and institutions.

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 one year of industry experience. He holds a Series 66 designation and previously worked in medical device sales as the owner of David Franklin Evans III LLC. His career also includes roles at Southern Medical Technologies, FitzMark, Jefferson Matthews Wealth Solutions, Lamar Advertising, New York Life Insurance Company, and The University of Alabama. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.