Stephen Thompson is a financial advisor at Integrity Alliance, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates, Bank of America, N.A., and Merrill. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent investment adviser representatives. The firm offers continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a range of portfolio management strategies across multiple custodial 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 Primerica Advisors and holds the CFP® and ChFC® designations. He has 17 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance since 2018 and prior work with Primerica Advisors and Guardian Life Insurance Company from 2012 to 2018. Pierce is also involved in outside insurance sales focusing on traditional life, disability, health, and long-term care products. Park Avenue Securities LLC serves a diverse retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm employs a variety of investment strategies through proprietary and third-party portfolios, supporting discretionary and non-discretionary account management along with specialized lending and tax features.

Robert Thompson is a financial advisor at Creative Planning with 21 years of industry experience. He holds the Series 66 and Series 63 designations and has previously worked at Prudential Insurance Company of America and Empower Advisory Group. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and access to private market investments.

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 affiliated with Steward Partners Investment Advisory, LLC. Prior to his current roles since 2023, he spent seven years at Wells Fargo Clearing and one year at Wells Fargo Advisors, LLC. He serves as a finance committee member for Christ Church Cathedral in Mobile, Alabama, where he participates in meetings on stewardship, fundraising, real estate, and operational matters. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm offers a range of investment advisory and financial planning services to individuals, pension plans, corporations, trusts, estates, and charitable organizations through personalized portfolio solutions and third-party manager selections.

Matthew Mcwhorter is a financial advisor with Eagle Strategies (NY Life) based in Mobile, AL. He holds Series 65 and Series 63 licenses and has 13 years of industry experience. His work history includes roles at NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse client base, offering financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisers. The firm provides a range of solutions tailored to individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients, with a focus on primarily non-discretionary asset management.

Douglas Whitmore is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 16 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 10 years before joining Steward Partners in 2024. Outside of his advisory role, he serves on the City of Mobile Finance Committee, advising the mayor on city finances. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services through both proprietary and third-party solutions.

Steven Zutz is a financial advisor with Wells Fargo Clearing in Mobile, Alabama, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked at various Wells Fargo entities since 2010. Outside of his advisory role, he owns and operates ZUTZ, LLC, a business focused on online sales. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm employs an IPS-driven process based on modern portfolio theory and includes insurance-related products and bank deposit sweep options among its investment offerings.

David Whitson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked for Western International Securities, Inc. for 16 years before joining LPL Financial in 2025. Whitson also operates as a non-variable insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network, offering a range of advisory programs, financial planning, and brokerage services.

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 and Co., Inc. He holds Series 65, Series 66, and Series 63 licenses and has 24 years of industry experience. His prior experience includes roles at Charles Schwab Investment Advisory, Inc. and Windhaven Investment Management, Inc. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by research from Schwab Center for Financial Research.

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.

Catalin Gard is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Wells Fargo in 2024, he was self-employed from 2008 to 2021 and has been involved with Gard Tennis LLC since 2021, where he provides tennis coaching. Wells Fargo Clearing offers retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, combining investment policy statement-driven advice with options that include insurance-related vehicles and bank deposit sweep programs.