Carol Harrison is a financial advisor at Stifel with 27 years of industry experience. She has held her current role at Stifel Nicolaus & Co Inc since 2013. Harrison holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Lawrence Crisp is a ChFC® credentialed financial advisor with 25 years of industry experience. He is currently with Cambridge Investment Research Advisors and has prior experience at firms including Level Four Financial, LPL Financial, Guardian Life, and Northwestern Mutual Investment Management. Crisp serves as a board member and volunteer for the Troy University Legacy Giving Council. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to individual and institutional clients, including pension and charitable organizations. The firm offers both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Caroline Warren is a financial advisor at Morgan Stanley with 27 years of industry experience. She previously worked at UBS Financial Services for 13 years before joining Morgan Stanley Smith Barney LLC in 2022. Outside of her advisory role, she is involved in organizing a local basketball league in Montgomery, Alabama. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client engagement and corporate financial planning agreements.

Edwin Johnson is a CFA® charterholder with 22 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. His previous roles include positions at Wells Fargo Clearing and AmSouth Asset Management, Inc. Johnson participates on the board of Eastwood Christian School and is involved with several investment-related business entities. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, leveraging proprietary research and tools to develop tailored recommendations across a broad range of planning areas.

Donna Akin is a financial advisor at Merrill with 31 years of industry experience. She holds the Series 63 and Series 66 credentials and has been with Merrill since 2004. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Laurie Russell is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, she focuses on developing personalized financial strategies tailored to clients' individual goals and adapting to changing market conditions. Laurie provides clients with access to Merrill’s investment insights as well as the banking and lending solutions of Bank of America. Laurie holds the designation of Personal Investment Advisor (PIA) and earned an Associate’s Degree/College Diploma from Huntingdon College. She is committed to engaging with the communities she serves and actively volunteers with local organizations. Her approach emphasizes working closely with clients to pursue their long-term financial objectives.

Adam O'Brien is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2020, previously working at Wells Fargo Clearing from 2016 to 2020. Outside of his advisory role, he serves as a soccer referee for high school games with the Wiregrass Soccer Officials Association. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jolanda Burkett is a financial advisor with Merrill in Montgomery, Alabama, holding Series 63 and Series 66 licenses and 25 years of industry experience. She has been with Merrill since 2001. In addition to her advisory role, she serves as a fiduciary and administrator for family estates. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a broad range of clients including individuals, high-net-worth clients, and institutions.

Tanner Ragland is a financial advisor with Merrill in Montgomery, Alabama. He holds the Series 66 designation and has seven years of industry experience, including prior roles at Regions Bank and Firebirds Woodfire Grill. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

George Mardre is a financial advisor at Stifel with 41 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2012, following roles at Morgan Stanley and Citigroup Global Markets. Outside of his advisory work, he is a part owner of a family farm in Windsor, North Carolina. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

Lehman Easterling III is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 31 years of industry experience. His prior work includes positions at Morgan Stanley and Citigroup Global Markets. He is based in Montgomery, AL. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Kendra Byrd is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. She holds the Series 65 designation and previously worked at Carr, Riggs & Ingram, LLC for eight years. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians.

Brett Crawford is a financial advisor with Morgan Stanley in Montgomery, AL, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He previously worked at UBS Financial Services for 13 years before joining Morgan Stanley Smith Barney and Morgan Stanley Private Bank in 2022. He serves on the boards of the United Way of Autauga County, YMCA Montgomery, Girls on the Run, First United Methodist Church investment committee, and Auburn University Montgomery College of Business Advisory Board. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and resources. The firm manages approximately $2.74 trillion in client assets and offers services through various programs, emphasizing a structured planning process without individual security recommendations in standalone plans.

Kathryn Wall is a Financial Advisor at Merrill Lynch Wealth Management. She holds the designation of Personal Investment Advisor (PIA). Kathryn earned her Bachelor's Degree from the University of Alabama. Her professional background includes a focus on financial planning and investment management.

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.

Joyce Zavresa is a financial advisor with Merrill in Montgomery, Alabama, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at Bank of America, Merrill Lynch, Edward Jones, and Morgan Stanley. Outside of her advisory work, she serves as a committee member for the Central Pennsylvania Junior Horse Show Association, a charitable organization focused on supporting equestrian events and education. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.