Frederick Pellum is a financial advisor at Primerica Advisors in Montgomery, AL, holding Series 63 and Series 65 credentials with 11 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2015 and previously worked at Alabama State University for five years. Outside of his advisory role, he is involved in selling home security and automation products through a Primerica affiliate and owns a real estate investment business. Primerica Advisors is a large-scale firm serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm offers a wrap-fee asset management program focused on model-delivery strategies managed by third-party asset managers, supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.

Mary Ann Hall is a financial advisor at Stifel with three years of industry experience. She holds a Series 66 designation and has previously worked at Merrill Lynch and held roles at Auburn University’s Harbert College of Business. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Orlando Hardman is a financial advisor with Primerica Advisors in Montgomery, AL, holding Series 63 and Series 65 licenses and having 35 years of industry experience. He has worked with PFS Investments Inc. since 1991 and Primerica Financial Services since 1990. Outside of his advisory work, he is involved in content production and owns a social media platform focused on motivational quotes and success themes. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Benjamin Bailey is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked at Blue Cross and Blue Shield of Alabama, Brooksource, ProctorU, Regions Bank, and FedEx Express. Outside of his advisory work, he is engaged in selling paintings as a self-employed artist. 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 strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.

Keary Foster is a financial advisor at Cetera with 23 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked with Avantax Advisory Services and related firms. Outside of his advisory role, he serves on the board of the Wilson YMCA branch in Montgomery, Alabama, and is involved in tax preparation and accounting through his ownership of Wealth Management Partners, LLC. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program platforms and a multi-manager approach.

Anthony Camerio is a Chartered Financial Consultant (ChFC®) with 43 years of industry experience. He has worked at OSAIC since 2023 and previously spent 18 years at FSC Securities Corporation and over 30 years with The Guardian Life Insurance Company. Outside of his advisory role, Camerio serves as a volunteer firefighter in Wetumpka, Alabama. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supported by a range of customizable investment programs and third-party manager options.

David Golson is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Wells Fargo Clearing, A. G. Edwards & Sons, Merrill, and Morgan Stanley Dw Inc. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Troy Stubbs is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior roles include positions at CB&S Bank and First Community Bank of Central Alabama. Stubbs serves as a member of the Alabama State Legislature. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

William Jordan Jr. is a Series 66-licensed advisor with Raymond James Financial in Montgomery, AL, with one year of industry experience. Prior to his advisory role, he held positions with the Houston Astros and New York Mets, and he has a background including Mississippi State University and Auburn High School. He is involved with Meridiem Advisory Group, LLC, a non-investment-related business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique municipal advisor affiliation.

Amanda Burchard is a financial advisor at Raymond James Financial with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including Morgan Keegan & Company and Gateway Partners. Outside of her advisory role, she is an Associate Advisor at Meridiem Advisory Group LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad advisor network with specialized programs, including municipal and public finance services.

Tracy Horne is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience to her role. She specializes in retirement planning and providing services for endowments, foundations, and non-profit organizations. Tracy's approach centers on developing personalized financial strategies tailored to clients' long-term goals, with a focus on socially responsible, values-based, and ESG investing, as well as supporting women and wealth management. Tracy holds a Bachelor's Degree from the University of Georgia and maintains the Professional Investment Advisor (PIA) designation. She is actively involved in her community, volunteering with the United Methodist Children's Home and participating as a member of the First United Methodist Church of Montgomery. Outside of her professional and community commitments, Tracy enjoys spending time with her family at the lake.

Christine Hull is a financial advisor at Stifel with four years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Stifel before joining her current team. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Pam Kimble is a financial advisor with Morgan Stanley in Montgomery, Alabama, holding Series 63 and Series 66 designations and possessing 21 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individual and institutional clients. The firm offers tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

David Wallace is a financial advisor with Primerica Advisors in Prattville, Alabama, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been associated with PFS Investments Inc and Primerica Financial Services since 1992. Outside of investment advising, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors 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 operates at scale with approximately 3,698 advisors and $15.5 billion in assets under management, delivering advisory services mainly through model-based strategies managed by unaffiliated asset managers.

Charles Cowart is a financial advisor with Wells Fargo Clearing in Montgomery, AL, holding a Series 66 designation and 16 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and was previously with PNC Investments from 2015 to 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Christine Wood is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 26 years before joining Morgan Stanley Smith Barney LLC in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured discovery and firm-approved planning tools in its financial planning process.

Daniel Phillips is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2014. 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 institutional investors, supported by internal Chief Investment Office teams and third-party managers.

Sheryl Campbell is a financial advisor with Raymond James & Associates in Montgomery, Alabama, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has worked at Raymond James since 2013 and has been involved with The Hank Williams Museum since 2025. 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, offering financial planning, non-discretionary investment consulting, and institutional services supported by extensive research and multiple portfolio management styles.

Roanne Norris is a financial advisor at Morgan Stanley with 33 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery and firm‑approved tools, with a range of retail and institutional investment services.

Reid Fields is a financial advisor with Morgan Stanley in Montgomery, AL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at BBVA Wealth Solutions, BBVA Compass Insurance Agency, COMPASS Bank, and BBVA Securities. He has been with Morgan Stanley since 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools supported by its Global Investment Committee.