George Blais Jr. is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at American Portfolios Advisors and American Portfolios Financial Services. Blais is the founder and president of Clearer Vision Consulting, a practice management and leadership development business. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes and makes available multiple third-party managed-account solutions.

David Holden is a financial advisor at Edward Jones with 20 years of industry experience. He holds the Series 66 designation and has worked previously at JPMorgan Chase Bank, N.A., LPL Financial, LLC, and Community Bank of Mississippi. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including managed solutions and separately managed accounts. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Christopher Collins is a financial advisor with Cetera, holding a Series 66 designation and 21 years of industry experience. He previously worked at PRUCO Securities, LLC and Prudential Insurance Company of America from 2016 to 2024. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to both affiliated and unaffiliated investment strategies.

Logan Elliott is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Kestra Advisory and Wells Fargo Advisors. He is also owner of Tru Wealth Management, where he manages office operations and client financial planning. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a range of portfolio management and model-based strategies tailored to client objectives.

Candice Hobson is a Series 66-licensed financial advisor with Ameriprise, based in Semmes, AL, where she has worked since 2023. Prior to joining Ameriprise, she was involved with Evangel Christian School and operated Hobson Handyman and Home Restoration. She also has experience with Semmes First Baptist CDC and Springhill Medical Center. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with significant investable assets. The firm provides advisory, brokerage, and insurance solutions through affiliated entities and employs a centralized consulting team that uses research, modeling, and tax-efficiency analysis to deliver personalized retirement recommendations.

Jonathan Adcock is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary solutions. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

David Mckean Jr. is a financial advisor with Ameriprise in Mobile, Alabama, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. Prior to joining Ameriprise in 2022, he spent nine years with Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he hosts a podcast, Leadership and Legacy, focusing on leadership and legacy planning through interviews with established leaders, and he is involved with the Lions Club of Mobile as a Lion Tamer and local representative for the Lions Club International Charity Foundation. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing, tax-aware retirement income planning and recommendations based on proprietary research and third-party data.

Charles Mayhall III is a CFP® professional with 28 years of industry experience. He has been with LPL Financial since 2024, following 26 years at Lincoln Financial Advisors Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Nathan Novotny is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently associated with Cetera and Regions Bank, having previously worked at firms including Raymond James Financial Services and Morgan Stanley. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management and advisory services through a multi-manager platform with access to affiliated and third-party managers across various program structures.

Gary Garstecki Sr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Raymond James & Associates since 2013. Outside of his advisory role, he is a partner in a business called G M & O Properties. 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, investment consulting, and municipal advisory services.

James Salem is a financial advisor with Raymond James & Associates in Mobile, Alabama, holding a Series 63 designation and bringing 33 years of industry experience. His prior work includes 15 years at Morgan Keegan & Company before joining Raymond James in 2013. He serves as President of the Country Club of Mobile, a position he assumed in 2024. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and charitable organizations, offering financial planning and consulting through various programs including Wealth Advisory Services and Institutional Fiduciary Solutions.

Jessica Walley is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, she worked at Regions and held positions at Saraland City Schools and Kelly Services. Outside of her financial advisory role, she is co-owner of a property holding business in Saraland, Alabama. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 financial advisors.

Ross Hardy is a financial advisor at OSAIC with 13 years of industry experience. He holds a Series 66 designation and previously worked at SagePoint Financial for 11 years before joining OSAIC in 2023. Outside of advising, Hardy is involved in life insurance sales through Horizon Financial and owns a personal LLC for tax purposes. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, and institutions, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs various portfolio construction tools and manages accounts with discretionary or non-discretionary authority, providing access to multiple investment options and third-party platforms.

Raeann Stabler is a financial advisor with Morgan Stanley in Mobile, Alabama, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Morgan Stanley 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 wide range of advisory programs, including tailored financial planning and investment management services.

Jonathan Lentz is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Raymond James & Associates. His prior experience includes roles at Greer Gardens and The Prudential Insurance Company of America. He has also taken time away from the workforce as a stay-at-home dad. 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 investment consulting primarily through non-discretionary advisory relationships.

Thomas Kelly is a financial advisor with Primerica Advisors in Mobile, Alabama, holding Series 63, 65, and 66 licenses and having eight years of industry experience. He has been with Primerica Advisors since 2019 and worked with Primerica Financial Services since 2013. In addition to his financial career, Kelly has been involved with Saraland City School since 2010. Primerica Advisors is a large firm primarily serving individual investors—including both non-high-net-worth and high-net-worth clients—as well as corporate and charitable clients. The firm offers a wrap-fee asset management program using model-delivery strategies from third-party asset managers and discretionary separately managed account options.

Roger Mc Connell is a Series 63 licensed financial advisor with Edward Jones in Mobile, Alabama, where he has worked since 1991, accumulating 39 years of industry experience. He has spent his entire career at Edward Jones. 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 under management and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jane Shropshire is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with Equitable Advisors since 2005, following her tenure at Axa Advisors. Outside of her advisory work, she serves on the finance team at Dayspring Baptist Church in Mobile, AL, where she is involved with budgeting and financial oversight. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a range of advisory models, including third-party managed accounts and discretionary services, with a focus on matching clients to suitable investment solutions.

Morgan Nix is a financial advisor at Stifel with 14 years of industry experience. He has held his current position since 2014. Outside of his advisory role, he is a partner in a rental property business. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Dominique West is a financial advisor with Merrill in Mobile, Alabama, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. West has been with Merrill since 1997. 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. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individual, high-net-worth, pension, corporate, and charitable clients.