Jeffrey Phillips is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 designations and over 35 years of industry experience. His career includes positions at LPL Financial, Wells Fargo Clearing, and Morgan Keegan & Company, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions, including its proprietary WealthSuite platform and third-party TAMPs. The firm employs a fiduciary-based advisory model utilizing multiple investment strategies and technology platforms.

Stephen Thompson is a financial advisor at Integrity Alliance, LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates, Bank of America, and Merrill. Thompson is also involved with 22nd State Wealth Management, which provides financial and investment services in Mobile, Alabama. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans. The firm operates as a large advisor network offering portfolio management, financial planning, and both wrap and non-wrap programs, utilizing various discretionary and non-discretionary investment approaches and third-party platforms.

Jerome Sanders is a financial advisor with Principal Financial Services in Mobile, Alabama. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. Prior to his current role at Principal Securities Inc., where he has worked for 10 years, Sanders serves as secretary for the Alabama Omega Foundation, a nonprofit organization supporting scholarships and student financial aid, and chairs the scholarship committee for the Beulah Goode Scholarship. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Christopher Pierce is a financial advisor with Guardian Life in Mobile, Alabama, holding CFP® and ChFC® designations and 18 years of industry experience. He has worked with Guardian Life and its subsidiary Park Avenue Securities since 2012. Outside of advisory work, he is involved in outside insurance sales focusing on traditional life, disability, health, and long-term care products. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment platforms.

Robert Thompson is a financial advisor with Creative Planning, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His career includes roles at Morgan Stanley, Prudential Insurance Company of America, Empower Financial Services, and Empower Advisory Group before joining Creative Planning. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure while providing fiduciary services and a variety of non-investment resources through affiliated entities.

Paul Hicks is a financial advisor with PNC Wealth Management in Mobile, Alabama, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His career includes roles at PNC Investments and Hancock/Whitney Bank, spanning from 2013 to the present. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithm-driven model strategies managed by PNC or third-party strategists and executed via mutual funds and ETFs.

Kelly Dowell is a financial advisor with Eagle Strategies (New York Life) based in Daphne, Alabama, holding Series 63 and Series 66 licenses with 30 years of industry experience. He has been associated with New York Life and Nylife Securities since 1995 and owns Dowell Financial Group, Inc. Outside of his advisory work, Dowell operates a hunting guide service and volunteers with local Christian outreach groups, including Men of Jubilee and Loxley Barn Ministry. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of programs, emphasizing tailored advice and predominantly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Amin Rathle is a financial advisor at PNC Wealth Management with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has been with PNC Investments since 2012. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, algorithm-driven digital portfolio solution for employees. The firm employs approved model strategies implemented via mutual funds and ETFs, with portfolio execution and proxy voting delegated to third parties.

Bradley Bigler is a financial advisor at AE Wealth Management, LLC with Series 65 credentials and one year of industry experience. Prior to his current role, he spent nine years with Bigler Development. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and offers a range of investment strategies supported by regular reporting and performance reviews.

William Mc Fadden is a Series 66-licensed financial advisor with Steward Partners Investment Advisory, LLC. He has one year of experience at Steward Partners and previously worked at Troy University for five years. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

John Ferguson is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. He has held prior roles at Wells Fargo Clearing, Merrill, and UBS Financial Services. Ferguson serves on the finance committee of Christ Church Cathedral in Mobile, AL. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves a broad client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services.

Matthew Mcwhorter is a financial advisor with Eagle Strategies (NY Life) based in Mobile, AL. He holds Series 63 and Series 65 designations and has 13 years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations and manages the majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Douglas Whitmore is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 license and 16 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Morgan Stanley. He serves on the City of Mobile Finance Committee, advising the mayor on city finances and decisions. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering a range of investment advisory and financial planning services.

Steven Zutz is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Wells Fargo in various capacities since 2010. Outside of his advisory work, he owns and operates a small business focused on online sales. 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 both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party data to support its investment approach.

David Whitson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior work includes 16 years at Western International Securities, Inc. and two years at Merrill. Outside of advising, he operates Whitson Wealth Management and acts as a non-variable insurance agent. 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.

Charles Wood is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2016. 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 and consulting services primarily through non-discretionary relationships.

Mary Nevitt is a financial advisor at Edward Jones with 15 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2010. Outside of her advisory role, she is involved in retail product purchases through Amway for personal use. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment strategies. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated capabilities including a trust company and proprietary mutual funds.

John Mcmanmon III is a financial advisor with Charles Schwab & Co. Inc. He holds Series 63, 65, and 66 licenses and has 25 years of industry experience. His previous roles include positions at Windhaven Investment Management, Merrill, and Robertson Stephens. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through the Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Matthew Ladner is a financial advisor with Ameriprise Financial Services in Mobile, Alabama, holding a Series 66 designation and four years of industry experience. His prior roles include working at the Mississippi Department of Banking and Consumer Finance and the University of Southern Mississippi. Outside of advising, he has involvement in real estate ownership unrelated to investment activities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Thomas Montz Sr. is a financial advisor with Raymond James Financial, holding a Series 63 designation and 38 years of industry experience. His career includes long tenure with COMPASS Bank and BBVA entities before joining Raymond James in 2021. He is also associated with Montz Wealth Management Group as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, and institutional clients. The firm employs tailored, non-discretionary planning using risk profiling and analytical tools, and offers programs supporting municipal and public finance as well as employer advisory services.