Joseph Bared is a financial advisor with LPL Financial in Montgomery, AL, holding a Series 66 designation and eight years of industry experience. He previously worked at StoneX Advisors Inc and StoneX Securities Inc for eight years. In addition to his advisory role, he is employed by MAX Credit Union, where he provides financial consulting and investment advice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

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 credentials and 35 years of industry experience. He has been with Primerica Advisors since 1991 and Primerica Financial Services since 1990. Outside of his advisory work, Hardman is involved in content production and social media through his ventures FANBASE (OHARDMAN) and Just Expecting Success Until Succeeding. Primerica Advisors serves individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm sponsors a wrap-fee asset management program that primarily delivers model-based investment strategies supported by third-party asset managers and custodial services.

Benjamin Bailey is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has prior work experience at Blue Cross and Blue Shield of Alabama, Brooksource, ProctorU, Regions Bank, and FedEx Express. Outside of finance, he is a self-employed artist who sells paintings and occasionally gifts commissioned works to family and friends. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

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 over 40 years of experience in the financial services industry. He has worked at FSC Securities Corporation and The Guardian Life Insurance Company before joining OSAIC in 2023. In addition to his advisory role, he serves as a volunteer firefighter in Wetumpka, Alabama. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with advanced asset allocation tools and access to third-party money managers.

David Golson is a financial advisor at Stifel in Montgomery, Alabama, holding Series 63 and Series 65 credentials with 33 years of industry experience. His prior work includes ten years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC before joining Stifel in 2026. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Troy Stubbs is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at LPL Financial since 2021 and previously held roles at CB&S Bank and First Community Bank of Central Alabama. Stubbs also serves as an Alabama state legislator and has experience as a nonprofit board member. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting services, supported by research and model portfolios from LPL Research and third-party subadvisors.

William Jordan Jr. is a financial advisor at Raymond James Financial with a Series 66 designation and no prior industry experience. His background includes roles with the Houston Astros, New York Mets, and educational positions at Mississippi State University and Auburn High School. He is also involved with Meridiem Advisory Group, LLC, a non-investment-related support company in Montgomery, AL. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutions. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA consulting.

Amanda Burchard is a financial advisor with Raymond James Financial in Montgomery, AL, holding Series 63 and Series 65 designations. She has 19 years of industry experience and has worked at Raymond James Financial Services Advisors Inc. since 2016. She is also an associate advisor with Meridiem Advisory Group LLC, a role she has held since 2022. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains affiliations that enhance its municipal and public finance offerings.

Tracy Horne is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience to her role. She specializes in retirement planning and providing services for endowments, foundations, and non-profit organizations. Tracy's approach centers on developing personalized financial strategies tailored to clients' long-term goals, with a focus on socially responsible, values-based, and ESG investing, as well as supporting women and wealth management. Tracy holds a Bachelor's Degree from the University of Georgia and maintains the Professional Investment Advisor (PIA) designation. She is actively involved in her community, volunteering with the United Methodist Children's Home and participating as a member of the First United Methodist Church of Montgomery. Outside of her professional and community commitments, Tracy enjoys spending time with her family at the lake.

Robert Adams Jr. is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 38 years of industry experience. He has been with LPL Financial since 1998 and also operates Adams Angus Farm, a family business focused on agriculture. Adams serves as Vice-President of Isaiah's Legacy, a charitable organization assisting the poor and underprivileged, and was a founding board member and Treasurer of The AL Beef Cattle Improvement Foundation, Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, financial planning services, and retirement consulting, utilizing model portfolios and research to support discretionary and non-discretionary management.

Christine Hull is a financial advisor at Stifel with four years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Stifel before joining her current team. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Pam Kimble is a financial advisor with Morgan Stanley in Montgomery, Alabama, holding Series 63 and Series 66 designations and possessing 21 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individual and institutional clients. The firm offers tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

David Wallace is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 1992. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Charles Cowart is a financial advisor with Wells Fargo Clearing in Montgomery, AL, holding a Series 66 designation and 16 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and was previously with PNC Investments from 2015 to 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Christine Wood is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 26 years before joining Morgan Stanley Smith Barney LLC in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured discovery and firm-approved planning tools in its financial planning process.

Daniel Phillips is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2014. Merrill, together 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 for individuals, high-net-worth clients, and institutional investors, supported by internal Chief Investment Office teams and third-party managers.

Sheryl Campbell is a financial advisor with Raymond James & Associates in Montgomery, Alabama, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has worked at Raymond James since 2013 and has been involved with The Hank Williams Museum since 2025. 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, non-discretionary investment consulting, and institutional services supported by extensive research and multiple portfolio management styles.