Sarah Keeshan is a financial advisor at Morgan Stanley with a Series 66 designation and nine years of industry experience. She previously worked at USAmeribank for four years before joining Morgan Stanley in 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling techniques as part of its financial planning process.

Elizabeth Harris is a financial advisor with Merrill in Montgomery, AL, holding Series 63 and Series 65 credentials and 42 years of industry experience. She has been with Merrill since 2006. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Barranco is a financial advisor with Morgan Stanley in Montgomery, Alabama, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He previously worked at UBS Financial Services for 13 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2022. Outside of his advisory role, he is the founder of Hoops League Inc, a youth sports organization managing basketball courts. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide array of advisory programs that include tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and modeling techniques.

Aseelah Salaam is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and nine years of industry experience. She has worked with Primerica Financial Services since 2015 and has been affiliated with PFS Investments Inc. since 2017. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm provides advisory services primarily through model-delivery strategies developed by unaffiliated asset managers and supports trade execution and custody via established partners.

Lewis Gayden III is a Series 66-licensed financial advisor with Morgan Stanley, based in Birmingham, AL, and has 21 years of industry experience. He has worked at Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Jeffrey Sprague is a financial advisor with Cambridge Investment Research Advisors in Montgomery, AL, holding a Series 63 designation and over 34 years of industry experience. He has been with Cambridge since 2012 and is also involved as an independent insurance agent. Additionally, he operates a wealth advisory firm under the name Sprague Stevenson Wealth Advisors. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Jonathan Shoffner is a financial advisor with Edward Jones in Montgomery, Alabama, holding CFP® and Series 66 credentials and having nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at Wal-Mart Stores Inc. from 2014 to 2017. 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 strategies, and operates under a fiduciary standard.

James Klingler Jr. is a Series 66-licensed financial advisor with Stifel in Montgomery, Alabama, possessing 12 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2014. Outside of his advisory role, he serves on the Board of Directors for the Kiwanis Club of Montgomery. Stifel serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and probabilistic modeling through its Investment Strategy Group.

Kathleen Schoudel is a financial advisor at Stifel with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Stifel Nicolaus & Co. Inc. since 2010. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary methodology from its Investment Strategy Group to provide investment analysis and allocation guidance, supporting a range of financial planning needs.

Gilbert Meadows III is a CFP® professional with 31 years of industry experience, currently serving with Stifel since 2023. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing, spanning from 2012 to 2023. Meadows is a member of the Board of Directors at the Bell Road YMCA and the First Baptist Church Foundation in Montgomery, AL. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Karen Campbell is a financial advisor with Morgan Stanley in Montgomery, AL, holding a Series 63 designation and 47 years of industry experience. She has worked at various Morgan Stanley entities since 2009 and owns an antiques business outside of her financial advisory role. She has also served as a committee member for the Montgomery Metropolitan Planning Organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and strategies.

Beau Greer is a CFP® professional with 26 years of industry experience, currently serving with Edward Jones since 1999. Based in Prattville, AL, he is involved as a member of Tanglewood Farm LLC, which manages farmland, and acts as trustee for the Donald W Greer Irrevocable Trust. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, corporate, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial products through a nationwide network of advisors and branch offices.

Dianne Dempsey is a financial advisor at Wells Fargo Advisors in Montgomery, AL, holding a Series 66 designation with 13 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services including cash-flow, retirement, education, and niche services such as business-owner transition and special-needs planning, supported by Wells Fargo research and planning tools.

Amanda Overby is a CFP® and holds a Series 66 license with nine years at Raymond James & Associates and eight years of industry experience overall. Prior to joining Raymond James in 2017, she worked with the Alabama Cable Telecommunications Association from 2015 to 2017. She serves as a committee member for Junior Thespians, a local arts organization. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, offering financial planning and consulting with a range of portfolio management styles supported by affiliated research and model manager options.

Christopher Cordle is a financial advisor with Wells Fargo Clearing in Selma, Alabama, holding a Series 66 designation and 17 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Ronald Stallworth is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works with individuals, families spanning multiple generations, business owners, and executives, employing a goals-based wealth management approach that places clients at the center of every personalized strategy. His focus areas include divorce transition planning, employee financial health, personal retirement planning, small business strategies, and retirement income. Ron brings over thirty years of experience in the financial industry, addressing complex financial strategy issues for high net-worth individuals. He leverages the resources of a specialized team at Merrill to assist clients with financial matters, including retirement and estate planning for both individuals and businesses. Ron also provides services to current and retired professional athletes, helping them navigate financial transitions. His professional credentials include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Before entering finance, Ron was an All Southeastern Conference defensive lineman at Auburn University and spent 2.5 years in the NFL with the New York Jets and Kansas City Chiefs. He holds a bachelor's degree from Auburn University and a master's degree from Troy University. Outside of work, Ron enjoys football, reading, and spending time with his family.

Laura Sikes is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. She has worked within various Wells Fargo entities since 2009, including Wells Fargo Clearing and Wells Fargo Advisors LLC. She holds a Series 63 designation and is based in Montgomery, AL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting certain net-worth thresholds, utilizing proprietary research and planning tools.

William Chastain is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2009, focusing on helping clients develop solutions and provide investment guidance tailored to individuals, families, and businesses by understanding their short- and long-term financial goals. He holds a Bachelor of Science degree in Finance from the University of Alabama and earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His expertise includes divorce transition planning, employee benefits planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, and personal retirement planning. William resides in Pike Road, Alabama, where he is actively involved in the community through organizations such as Saint James United Methodist Church, Southeastern Dixie Youth Baseball, and the YMCA Boys Work Committee. Outside of his professional activities, he enjoys spending time with his family and coaching baseball.

Kenneth Easterling is a financial advisor with Edward Jones in Prattville, AL, holding a Series 63 designation and bringing 37 years of industry experience. He has been with Edward Jones since 1992. Easterling is involved in family partnership business activities related to real estate. 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 broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Dori Sippial is a financial advisor with Primerica Advisors in Montgomery, AL, holding Series 65 and Series 63 licenses and bringing six years of industry experience. She has worked at Primerica Advisors since 2020 and has prior experience with MPS and Primerica Financial Services dating back to 1999. Outside of advisory services, she is involved in ownership and executive roles at SIC, LLC and Three Squared Logistics Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable accounts. The firm uses model-driven strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.