David Tressler is a CFP® and ChFC® with 46 years of industry experience. He has been with Equitable Advisors since 1999, following prior tenure at Axa Advisors. Outside of his advisory role, Tressler serves as a committee member at the University of South Alabama, participates in the Mobile Lions Club, and is a board member of the South Alabama Foundation for the Intellectually Disabled. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a range of advisory programs and partners with third-party asset managers and LPL-sponsored platforms to deliver tailored investment solutions.

Dillon Smith is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with Mass Mutual Investors Services and has previous experience at Pruco Securities, LLC and The Prudential Insurance Company of America. He is also the owner of Dillon Smith Endeavors, LLC and works as an insurance broker in health insurance. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual that provides financial planning and asset management services to individuals, business owners, and other clients. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and also provides event-driven planning programs such as estate settlement and employer-sponsored planning.

Tera Wiggins is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. Her career includes roles at Mass Mutual Life Insurance and METLIFE Securities Inc. She also maintains an individual insurance brokerage focusing on life and health insurance products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, and charitable organizations, utilizing firm-approved software and a collaborative planning approach.

Lezli Thomason is a financial advisor at Edward Jones in Foley, Alabama, holding a Series 66 designation with three years of industry experience. Prior to her career in finance, she worked for seven years at Ferrell Family Dental. Outside of her advisory role, she is involved in retail through Diamond Jewelers in Gulf Shores, Alabama, where she contributes seasonally by assisting with sales and jewelry care. Edward Jones is a full-service wealth management firm serving a broad client base including individuals, institutions, and charitable organizations. The firm offers a wide range of advisory strategies and maintains a large national network of advisors and branch offices.

Douglas Hillis is a financial advisor with Edward Jones in Gulf Shores, AL, holding a Series 66 designation and having 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wayne Gruenloh is a financial advisor with Ameriprise in Silverhill, Alabama, holding a Series 66 designation and 25 years of industry experience. His career includes roles at Ameriprise since 2022, as well as leadership positions at Gruenloh Hardy and Associates, Gruenloh Financial Services, and New York Life Insurance Company. Outside of financial advising, he serves as an elder and treasurer on the board of Grace Fellowship Baptist Church and is a town council member in Silverhill, AL. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

David Mc Daniel is a financial advisor at Edward Jones with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2011. Outside of his advisory role, he is involved in silica production through a business in Conroe, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Brandon Fisher is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 14 years of industry experience and has worked at Primerica Financial Services since 2006, including roles at PFS Investments Inc. and CNC. In addition to his advisory work, he is involved in the sale of home-related products through affiliated companies, including mortgage and home security services. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm offers model-based investment strategies supported by third-party asset managers, with approximately 3,935 advisors and $15.5 billion in assets under management.

Derek Stanley is a CFP® professional with 17 years of experience currently with Wells Fargo Advisors in Fort Worth, TX. He has worked within various Wells Fargo entities since 2009. Outside of his advisory role, he has ownership interests in investment-related businesses including STANFAM INVESTMENTS LLC and Stannum Capital. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with other financial product offerings and referral channels.

Christopher Roper is a financial advisor with Ameriprise in Gulf Shores, Alabama, holding a Series 66 designation and 25 years of industry experience. His prior work includes roles at Edward Jones and Ameriprise Financial Advisors Inc. He has been with Ameriprise since 2017. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Elliott Marks is a financial advisor at Edward Jones with 22 years of industry experience. He holds Series 63 and Series 66 designations. Marks has worked at Edward Jones and its investment affiliate since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mark Callahan is a financial advisor with OSAIC based in Fairhope, Alabama, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at SagePoint Financial, Inc. for 14 years before joining OSAIC in 2023. Outside of his advisory role, he owns Callahan Financial Solutions, where he focuses on evaluating and implementing fixed and traditional insurance products such as term life, universal life, and whole life insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and platforms. The firm provides integrated brokerage and advisory services with a multi-asset investment approach, utilizing proprietary tools and third-party solutions for portfolio construction and management.

Keith Jacobson is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with Cetera Advisors LLC since 2013 and with Cetera since 2024. Outside of his advisory role, he is involved in vacation rental property management. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and oversees more than $256 billion in assets through a network of over 10,000 advisors.

Mitzi Rollins is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She has been with Raymond James and related entities since 2015. Rollins also serves as a trustee overseeing a family retirement benefits trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored planning and consulting using risk profiling and modeling tools and supports institutional consulting and portfolio management through a large advisor network.

David Chilelli is a Wealth Management Advisor with Merrill Lynch Wealth Management in Fairhope, AL. He serves as the relationship manager for The Thompson Group, focusing on delivering a high standard of client experience and quality of service. David assists with wealth management and retirement planning aspects of the group, which primarily serves high net worth individuals including retirees and business owners. David's expertise includes comprehensive wealth management strategies that take into account the interrelationship between estate planning, investing, asset and liability management, and retirement. He emphasizes customized portfolio construction with a focus on retirement planning, wealth transfer, and tax minimization strategies. David holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and the Personal Investment Advisor (PIA) credential. He earned an MBA from Auburn University and a Bachelor's degree from the University of Massachusetts. Outside of his professional responsibilities, David is actively involved in community organizations such as Fairhope Rotary, the University of South Alabama Management Advisory Board, the YMCA of South Alabama, and Prodisee Pantry. He supports youth-oriented initiatives and maintains engagement with groups focused on giving back to the area.

Mindy Hammond is a financial advisor with Ameriprise in Orange Beach, AL, holding a Series 63 designation and 26 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory work, she owns Blessed Holdings LLC, which operates a hair salon and wellness spa. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency strategies to deliver customized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Kelsie Fisher is a financial advisor with Merrill in Fairhope, AL, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. Her prior positions include roles at Wells Fargo Clearing, Wells Fargo Bank NA, and PNC Bank. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Michael Samis is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to help define and achieve their financial goals, offering guidance in areas such as investing, retirement planning, and preparing for life transitions. He integrates insights from his experience in options trading to assist clients in making informed decisions regarding their finances. Michael holds a Bachelor's Degree in Finance from the University of Illinois Champaign-Urbana and has earned the Personal Investment Advisor (PIA) designation. He communicates with clients in both English and German. Beyond his professional work, Michael contributes to the community by coaching youth sports, including 10U Travel Baseball with Fairhope Fury and 10U Travel Hockey with the Pensacola Junior Ice Flyers. His approach involves listening to clients to understand their priorities and developing tailored financial strategies that address their unique needs and goals.

David Bedford is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 63 designation and 42 years of industry experience. He has been with Raymond James since 2009. Bedford is also the CEO of Bedford Financial Group, Inc., a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting that incorporates risk profiling and analytical modeling to support client goals.

Dominque Sanders is a financial advisor at Morgan Stanley with 9 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2015. Prior to her advisory role, she has also been associated with Ruby Tuesday since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.