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 37 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 diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

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.

Joseph Bared is a financial advisor with LPL Financial in Montgomery, Alabama, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2026, he worked at StoneX Advisors Inc and StoneX Securities Inc for eight years. Bared is also employed by MAX Credit Union, where he provides financial consulting and investment advice. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies and tools.

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.

Anthony Camerio is a Chartered Financial Consultant (ChFC®) with over 40 years of experience in the financial services industry. He has worked at FSC Securities Corporation and The Guardian Life Insurance Company before joining OSAIC in 2023. In addition to his advisory role, he serves as a volunteer firefighter in Wetumpka, Alabama. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with advanced asset allocation tools and access to third-party money managers.

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.

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 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.