William Harris is a financial advisor at Wells Fargo Advisors with 43 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing for nine years. Harris is involved in managing a family trust account and holds ownership interests in several investment-related entities in Montgomery, Alabama. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad menu of planning services using proprietary research and tools, delivering tailored recommendations through meetings and client summary letters.

Betty Clark is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006. Outside of finance, she owns a photography business providing services for individuals, families, and events. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, using model-based and discretionary strategies developed by internal and third-party managers.

Amanda Raney is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, combining tailored financial planning with broad investment offerings. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Young Stevenson Jr. is a financial advisor with STIFEL in Montgomery, AL, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with STIFEL since 2015. Outside of his advisory role, he is a part-owner and manager of local real estate properties. STIFEL serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group and provides both fee-based financial planning and recommendations of third-party advisers.

Tabitha Bond is a financial advisor with Merrill in Montgomery, AL, holding a Series 66 designation and 14 years of industry experience. Her career includes roles at Wells Fargo Clearing, Wells Fargo Bank, and Cetera Investment Services. She is involved with Impact 100 of Baldwin County, a women’s grantmaking community supporting nonprofits in various local sectors. 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, pension plans, corporations, and charitable organizations.

Travis Hughes is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized wealth management strategies tailored to clients’ unique financial goals, leveraging investment insights from Merrill and the banking and lending resources of Bank of America. Travis holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Alabama System. He is committed to working closely with clients one-on-one to create flexible financial strategies that reflect their long-term objectives. In addition to his professional work, Travis participates in community activities through volunteering, following Merrill’s tradition of engagement in the communities it serves.

David Petty is a financial advisor with Raymond James & Associates in Montgomery, AL, holding the CFP® designation and Series 63 and 65 licenses. He has 36 years of experience and has been with Raymond James & Associates since 2013. 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, institutional clients, and municipal entities, offering financial planning and advisory services with a focus on non-discretionary consulting and a range of portfolio management styles.

Harrison Campbell is a Series 66-licensed financial advisor with Morgan Stanley, based in Montgomery, AL, and has 24 years of industry experience. He has been with Morgan Stanley in various roles since 2009, including his current position at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning using firm-approved tools and analytics. The firm manages approximately $2.74 trillion in client assets and offers services that include corporate financial planning agreements.

Harrison McDaniel is a Financial Advisor with Merrill Lynch Wealth Management. He works with individuals, families, and small businesses to create tailored financial plans aimed at helping clients achieve their short-, mid-, and long-term goals. His approach involves understanding each client's priorities to develop strategies that address education planning, family wealth management, retirement planning, portfolio management, tax minimization, and small business financial strategies. Harrison serves as a resource for a wide range of financial services, including investing, retirement planning, and preparing for unexpected expenses. He also facilitates access to specialists in banking, credit, home financing, and small business solutions through Bank of America. His professional designation is Personal Investment Advisor (PIA), and he holds a Bachelor's Degree from Jacksonville State University. Harrison is registered with NMLS under ID 1979938. Outside of his professional work, Harrison enjoys activities such as boxing, camping, football, golfing, hiking, hunting, music, reading, soccer, and spending time with his family.

Grant Chambliss is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Birmingham, Alabama. He specializes in creating wealth management plans for families, focusing on areas such as college education planning, family wealth management strategies, legacy planning, philanthropic planning, and retirement income. Grant joined Merrill Lynch in 2019 following his graduation from the University of Mississippi. As a Personal Investment Advisor (PIA), Grant provides financial planning tailored to each client's individual goals, including asset protection, retirement planning, and building a lasting legacy. He works with clients to help them preserve and grow their wealth in line with their personal objectives. Grant participates in his community through involvement with Faith Presbyterian Church and the Jefferson County Department of Human Resources. He also contributes as a foster parent with Jefferson County DHR and supports Lifesouth Community Blood Centers. Outside of his professional commitments, Grant enjoys adventure sports, camping, fishing, hunting, running marathons, traveling, woodworking, and writing.

Sheree Luker is a financial advisor at Stifel with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2010. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Frederick Pellum is a financial advisor at Primerica Advisors in Montgomery, AL, holding Series 63 and Series 65 credentials with 11 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2015 and previously worked at Alabama State University for five years. Outside of his advisory role, he is involved in selling home security and automation products through a Primerica affiliate and owns a real estate investment business. Primerica Advisors is a large-scale firm serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm offers a wrap-fee asset management program focused on model-delivery strategies managed by third-party asset managers, supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.

Joseph Bared is a financial advisor with LPL Financial in Montgomery, Alabama, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2026, he worked at StoneX Advisors Inc and StoneX Securities Inc for eight years. Bared is also employed by MAX Credit Union, where he provides financial consulting and investment advice. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies and tools.

Mary Ann Hall is a financial advisor at Stifel with three years of industry experience. She holds a Series 66 designation and has previously worked at Merrill Lynch and held roles at Auburn University’s Harbert College of Business. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Orlando Hardman is a financial advisor with Primerica Advisors in Montgomery, AL, holding Series 63 and Series 65 licenses and having 35 years of industry experience. He has worked with PFS Investments Inc. since 1991 and Primerica Financial Services since 1990. Outside of his advisory work, he is involved in content production and owns a social media platform focused on motivational quotes and success themes. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Benjamin Bailey is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked at Blue Cross and Blue Shield of Alabama, Brooksource, ProctorU, Regions Bank, and FedEx Express. Outside of his advisory work, he is engaged in selling paintings as a self-employed artist. 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 strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.

Matthew Andress is a financial advisor at Cetera with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with New York Life, Prudential, and Pruco Securities. Outside of advisory work, he owns and operates a retail sales business on eBay and Amazon. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services alongside access to third-party money managers and various investment program options.

Keary Foster is a financial advisor at Cetera with 23 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked with Avantax Advisory Services and related firms. Outside of his advisory role, he serves on the board of the Wilson YMCA branch in Montgomery, Alabama, and is involved in tax preparation and accounting through his ownership of Wealth Management Partners, LLC. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program platforms and a multi-manager approach.

Anthony Camerio is a Chartered Financial Consultant (ChFC®) with 43 years of industry experience. He has worked at OSAIC since 2023 and previously spent 18 years at FSC Securities Corporation and over 30 years with The Guardian Life Insurance Company. Outside of his advisory role, Camerio serves as a volunteer firefighter in Wetumpka, Alabama. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supported by a range of customizable investment programs and third-party manager options.

David Golson is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Wells Fargo Clearing, A. G. Edwards & Sons, Merrill, and Morgan Stanley Dw Inc. 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 developed by its Investment Strategy Group.