Randall Fidler is a CFP® professional at Charles Schwab with 28 years of industry experience. He has previously worked at Morgan Stanley in various roles from 2007 to 2018 before joining Charles Schwab in 2018. Outside of his advisory role, he is a sole proprietor involved in managing rental properties. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services, offering both non-discretionary advisory and discretionary separately managed accounts.

Charlotte Graham is a financial advisor at Edward Jones in Daphne, Alabama, holding a Series 66 designation with 13 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies and is notable for its extensive national advisor and branch network as well as affiliated services beyond traditional advisory offerings.

Daron Ray Jr. is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked previously at PFS Investments Inc., PNC Investments, and Primerica Financial Services. Outside of advisory services, he is involved in sales of loan products through Primerica Mortgage, LLC, as well as home security and automation product referrals with Primerica Client Services, Inc. Osaic Wealth serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of portfolio management options, utilizing firm-provided asset-allocation tools and third-party platforms.

Heather Shaeffer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 17 years of industry experience. Her prior roles include positions at PNC Investments, PNC Bank, State Farm VP Management Corp., and Frances Holk-Jones Insurance Agency. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in an IPS-driven process and modern portfolio theory.

Thomas Mitcham is a Series 66-credentialed financial advisor with 18 years of industry experience. He is currently with Cambridge Investment Research Advisors and has prior experience at Grove Point Advisors and Edward Jones. Outside of advising, he is the owner of Mitcham Guns, LLC, a business he has operated since 2018, and also owns ELBS Aviation LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services delivered through a network of independent professionals, utilizing multiple portfolio management platforms and proprietary as well as third-party strategies.

Chantz Blackmon is a financial advisor with Edward Jones in Foley, AL, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and previously worked at New York Life Insurance Company from 2017 to 2019. His background also includes roles at the University of Alabama and Sunsouth LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Mark Farlow is a financial advisor with Primerica Advisors in Daphne, Alabama, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. In addition to his advisory role, he receives compensation for part-time referrals of home security and automation products through affiliates of Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and employs an operational model focused on percentage-based wrap fees rather than fixed fees.

Jackey Burrell Jr. is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at Trustmark Bank, Trustmark Financial Services, Community Bank of Mississippi, and positions at Mississippi State University and Fairhope High School. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using risk profiling and analytical tools, and it supports municipal and public finance work through unique affiliations.

Clay Smith is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked in education and counseling roles, including positions at Point University and Cultivate Counseling. Clay also has experience with community and youth organizations such as Bayshore Christian School and the University of South Alabama Wesley Foundation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets under management.

Richard Preis is a financial advisor with Raymond James & Associates in Fairhope, Alabama, holding Series 63 and Series 66 licenses and over 52 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, Preis is involved in managing and owning several investment-related businesses, including MAXCO, LLC and HOWELL PROPERTY, LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting with a variety of portfolio management styles supported by firm research and affiliated sub-advisers.

Melanie Harris is a financial advisor with Merrill and holds Series 63 and Series 65 credentials. She has 40 years of industry experience, including over 30 years at Merrill and 15 years at Bank of America, N.A. Harris serves on advisory boards for several realty companies and is a board member of a homeowners association in Gulf Shores, Alabama. 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 institutional investors.

Katye Mitchell is a financial advisor with Cetera and holds the Series 66 designation. She has prior experience at Regions Bank and Tower Loan, totaling over a decade in financial services and lending roles. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

William Naff is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he operates a boutique-style practice within a global bank framework. He focuses on delivering family office-type services designed to build multi-generational relationships and provide guidance when financial goals become unbalanced. His client focus areas include education planning, family wealth management strategies, personal retirement planning, philanthropic planning, and retirement income. Naff began his financial services career in 1995 and joined THE HARTY CARPENTER GROUP in 2014. He helps high net-worth individuals and families create customized wealth strategies aligned with their priorities and goals. He leverages Merrill's technology and a Goals Based Wealth Management Process to assist clients in achieving financial success by clarifying complex life challenges. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He holds a Bachelor's Degree from Ohio Wesleyan University. Originally from Connecticut, Naff relocated to Fairhope, Alabama, where he enjoys activities such as cooking, fishing, gardening, golfing, and spending time with his wife Amy and their children, Sawyer and Laney.

Becky Humphries is a financial advisor with Edward Jones in Foley, AL, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she founded Growing Social, LLC, a marketing business that assisted realtors, brokers, builders, mortgage lenders, and interior designers with social media marketing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary strategies, SMAs, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Michael Starkey is a financial advisor at Cetera with four years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera and Capital Financial Strategies Inc. Starkey also has experience in fixed insurance sales. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through a nationwide network of independent advisors.

George Blais III is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at American Portfolios Financial Services, Inc. for 11 years. He is president of Advantage Wealth Management, a firm providing tax advice, planning, and preparation services. OSAIC serves a wide range of retail and institutional clients through an extensive network of advisers and advisory platforms, offering integrated brokerage and investment advisory services along with financial planning and access to third-party money managers.

Robert Callahan is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with Primerica Advisors since 1987 and Primerica Financial Services since 1985. Outside of advisory work, he is involved in the sale of loan products and home security referrals through affiliated Primerica entities. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with over 3,600 advisors and manages approximately $15.5 billion in assets, using model-delivery strategies and discretionary options supported by third-party managers and custodians.

Chad Dolan is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since beginning his career in financial services in 2014, he has developed expertise in areas including college education planning, employee benefits planning, executive compensation, family wealth management strategies, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, tax minimization, and retirement income planning. Chad graduated summa cum laude with University Honors from the University of Alabama. He holds several professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is committed to delivering value to his clients by continuously enhancing his knowledge and skill set to guide them toward achieving their financial goals. Outside of his professional work, Chad enjoys boating, fishing, football, golfing, hunting, running, skiing, soccer, traveling, and spending time with his family.

Phoenix Turner is a Series 66-licensed financial advisor with Merrill, based in Fairhope, AL, and has one year of industry experience. Prior to joining Merrill in 2024, Turner worked at Wells Fargo for nine years in various roles. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

James Hardy Jr. is a financial advisor with OSAIC in Daphne, Alabama, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023. Outside of his advisory role, Hardy is involved in independent insurance sales through his ownership of Horizon Financial and serves on the stewardship committee of East Pointe Baptist Church, helping oversee the church’s finances. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, financial planning, and access to multiple advisory platforms and third-party money managers.