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 credentials and 35 years of industry experience. He has been with Primerica Advisors since 1991 and Primerica Financial Services since 1990. Outside of his advisory work, Hardman is involved in content production and social media through his ventures FANBASE (OHARDMAN) and Just Expecting Success Until Succeeding. Primerica Advisors serves individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm sponsors a wrap-fee asset management program that primarily delivers model-based investment strategies supported by third-party asset managers and custodial services.

Matthew Andress is a financial advisor at Cetera with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with New York Life, Prudential, and Pruco Securities. Outside of advisory work, he owns and operates a retail sales business on eBay and Amazon. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services alongside access to third-party money managers and various investment program options.

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.

David Golson is a financial advisor at Stifel in Montgomery, Alabama, holding Series 63 and Series 65 credentials with 33 years of industry experience. His prior work includes ten years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC before joining Stifel in 2026. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

William Jordan Jr. is a financial advisor at Raymond James Financial with a Series 66 designation and no prior industry experience. His background includes roles with the Houston Astros, New York Mets, and educational positions at Mississippi State University and Auburn High School. He is also involved with Meridiem Advisory Group, LLC, a non-investment-related support company in Montgomery, AL. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutions. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA consulting.

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.

Robert Adams Jr. is a financial advisor at LPL Financial with 38 years of industry experience, including 28 years at LPL Financial. He holds a Series 63 designation. In addition to his advisory career, he has been involved with Adams Angus Farm since 1986 and serves as Vice-President of Isaiah's Legacy, a charitable organization focused on aiding the poor and underprivileged. He is also a founding board member and Treasurer of The Alabama Beef Cattle Improvement Foundation, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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.

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.