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, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 1992. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

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.

Carol Harrison is a financial advisor at Stifel with 27 years of industry experience. She has held her current role at Stifel Nicolaus & Co Inc since 2013. Harrison holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Lawrence Crisp is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 and 66 licenses. He has 25 years of industry experience with prior roles at Guardian Life, LPL Financial, and Level Four Financial. He serves as a board member and volunteer for the Troy University Legacy Giving Council. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a broad network of independent professionals, employing a range of portfolio management strategies across multiple custodial platforms.

Caroline Warren is a financial advisor at Morgan Stanley with 27 years of industry experience. She previously worked at UBS Financial Services for 13 years before joining Morgan Stanley Smith Barney LLC in 2022. Outside of her advisory role, she is involved in organizing a local basketball league in Montgomery, Alabama. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client engagement and corporate financial planning agreements.

Edwin Johnson is a financial advisor at Wells Fargo Advisors in Montgomery, AL, holding the CFA® designation and Series 63 and 65 licenses with 21 years of industry experience. His career is primarily with Wells Fargo entities, including Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves on the board of Eastwood Christian School and is involved in entrepreneurial ventures, including ownership roles in several investment-related firms and a business producing pillowcases. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options and integrating advisory services with other financial products and referral channels.

Donna Akin is a financial advisor at Merrill with 30 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2008. 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 both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Laurie Russell is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, she focuses on developing personalized financial strategies tailored to clients' individual goals and adapting to changing market conditions. Laurie provides clients with access to Merrill’s investment insights as well as the banking and lending solutions of Bank of America. Laurie holds the designation of Personal Investment Advisor (PIA) and earned an Associate’s Degree/College Diploma from Huntingdon College. She is committed to engaging with the communities she serves and actively volunteers with local organizations. Her approach emphasizes working closely with clients to pursue their long-term financial objectives.

Kelly Primus is a Planning Consultant at Fidelity Investments, where she contributes to a planning team focused on helping clients pursue their financial goals and build and preserve wealth. Her approach centers on comprehensive planning tailored to each client's specific financial needs. Kelly has been with Fidelity Investments since 2019, initially serving as a Relationship Manager before transitioning to her current role in 2022. Her experience encompasses developing investment strategies through collaborative planning. Outside of her professional role, Kelly has interests in food, football, military service, reading, and traveling.

George Mardre is a financial advisor at Stifel with 40 years of industry experience. He holds the Series 63 designation and has been with Stifel Nicolaus & Co. Inc. since 2012. Outside of his advisory role, he is part owner and manages assets of a family farm in North Carolina. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Lehman Easterling III is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2010. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is guided by a proprietary methodology developed by its Investment Strategy Group, which supports asset allocation and financial planning analyses.

Kendra Byrd is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors in Montgomery, AL, and has three years of industry experience. Her career includes eight years at Carr, Riggs & Ingram, LLC prior to joining Cambridge and K&M Advisors, Inc. She is currently affiliated with Cambridge Investment Research Advisors. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, employing a range of investment strategies and custody arrangements tailored to client needs.

Brett Crawford is a financial advisor with Morgan Stanley in Montgomery, AL, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He previously worked at UBS Financial Services for 13 years before joining Morgan Stanley Smith Barney and Morgan Stanley Private Bank in 2022. He serves on the boards of the United Way of Autauga County, YMCA Montgomery, Girls on the Run, First United Methodist Church investment committee, and Auburn University Montgomery College of Business Advisory Board. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and resources. The firm manages approximately $2.74 trillion in client assets and offers services through various programs, emphasizing a structured planning process without individual security recommendations in standalone plans.

Kathryn Wall is a Financial Advisor at Merrill Lynch Wealth Management. She holds the designation of Personal Investment Advisor (PIA). Kathryn earned her Bachelor's Degree from the University of Alabama. Her professional background includes a focus on financial planning and investment management.