Paul Matlock is a financial advisor with Morgan Stanley in Fairhope, Alabama, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and 2015 respectively, as well as at CitiGroup Global Markets since 2008 and UBS Financial Services since 1996. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market models.

Kristen Hall is a financial advisor at Morgan Stanley with a Series 66 designation and five years of industry experience. She previously worked at Merrill Lynch from 2014 to 2017 before joining Morgan Stanley in 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and utilizes structured financial planning tools, managing approximately $2.74 trillion in client assets.

Marcus Childers is a financial advisor with Stifel in Mobile, Alabama, holding Series 63 and Series 65 designations and 39 years of industry experience. He has been with Stifel since 2009. Outside of his advisory role, he serves as president of Midway Plantation, Inc., a family farm engaged in timber management and recreational leasing. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, providing brokerage and investment advisory services with a proprietary methodology developed by its Investment Strategy Group for asset allocation and financial planning.

Cassandra Samaj is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and possessing 26 years of industry experience. Prior to joining MassMutual Life Insurance Company and MML Investors Services, LLC in 2026, she worked for Morgan Stanley Smith Barney for 15 years. Outside of her advisory role, she has worked as an independent contractor for Mary Kay since 2003. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars, focusing on collaborative annual planning engagements using firm-approved analytical tools.

Ann Richardson is a financial advisor with Merrill in Mobile, Alabama, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has worked at Merrill since 1996 and concurrently at Bank of America, N.A. since 2011. Outside of her advisory role, she owns a rental business offering occasional beach house rentals in Dauphin Island, Alabama. Merrill 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 supported by internal and third-party managers for individual, high-net-worth, institutional, and charitable clients.

Sarah Unfried is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 license and has worked at Morgan Stanley Private Bank, N.A. since 2018. Outside of her advisory role, she serves as a board member for the Alabama Free Clinic, a medical and community organization. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and supports both direct individual relationships and corporate financial planning agreements.

Carla Stewart is a financial advisor at Edward Jones with 26 years of industry experience. She holds the Series 63 designation and has been with Edward Jones since 2000. Based in Spanish Fort, AL, her career has been focused entirely at Edward Jones. 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, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Robyn Roberts is a Financial Advisor with Merrill Lynch Wealth Management. She helps individuals and families create plans for the future to approach life's opportunities and challenges with greater confidence. Her work focuses on providing guidance, building relationships, and helping clients find financial well-being through education planning, family wealth management, legacy planning, personal retirement strategies, portfolio management, small business strategies, and investment strategies for both individuals and corporations. Roberts grew up in Pascagoula, Mississippi, where she learned early lessons about relationships, service, and hard work working in her family's restaurant. She earned a High School Diploma from Pascagoula High School and studied Business Administration at The University of Southern Mississippi. Prior to becoming a financial advisor, she worked in a skilled nursing care facility, gaining firsthand experience with families facing difficult financial decisions. This background informs her approach to financial planning, emphasizing the importance of making decisions well in advance. Roberts holds the Personal Investment Advisor (PIA) designation. Outside of her professional role, she enjoys antiquing, billiards, boating, cooking, drawing and sketching, music, painting, reading, and spending time with her family.

Robert Chambers is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with Raymond James since 2015. Outside of his advisory role, Chambers is the owner and president of RSC Capital Inc., a support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Will Callahan is a financial advisor with OSAIC who holds Series 63 and Series 65 designations and has 16 years of industry experience. He has worked at SagePoint Financial since 2010 and currently operates Callahan Financial Solutions, where he provides fixed and traditional insurance product evaluations including term life, universal life, whole life, and fixed annuities. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm uses firm-provided tools and multiple platforms to construct diversified portfolios tailored to client risk tolerance and investment restrictions.

David Williams is a financial advisor with Raymond James & Associates in Fairhope, AL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2014 and also serves in the U.S. Marine Corps Reserve since 1987. Outside of his advisory role, he is involved in agricultural activities through an investment in Rosewood Plantation. 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 municipalities, offering financial planning, consulting, and municipal advisory services supported by a nationwide adviser network.

Deborah Dickinson is a financial advisor with Charles Schwab, holding a Series 66 designation and eight years of industry experience. Her career includes roles at Charles Schwab & Co., Inc., Fidelity Investments, Morgan Stanley, and Hilton Worldwide. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory with access to discretionary separately managed accounts and alternative investments.

Amanda Montz is a CFP® professional with 22 years of industry experience, currently advising at Raymond James Financial Services Advisors, Inc. She has held roles at BBVA Wealth Solutions, PNC Investments, and Compass Bank. Montz serves as treasurer and finance committee member for St. James Episcopal Church in Fairhope, AL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary consulting supported by analytical tools and a broad advisor network, with specialized programs including municipal advisory services and SIMPLE IRA employer consulting.

Carlyn Angelette is a financial advisor with UBS Financial Services in Mobile, Alabama. She holds a Series 66 designation and has nine years of industry experience, including ten years with UBS Financial Services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings such as fee-based financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Thomas Smith is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 30 years of experience in the financial industry. He has been working at the Fairhope, Alabama office since 2004 and holds several professional designations, including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His areas of expertise encompass retirement planning strategies for individuals and businesses, divorce transition planning, employee benefits planning, executive compensation, family wealth management strategies, institutional and corporate benefit services, institutional consulting, defined benefit and defined contribution plan investment consulting, and personal retirement planning. Thomas follows a disciplined process, beginning with understanding each client's needs, concerns, and priorities to create personalized financial strategies. Thomas holds a Bachelor's Degree from Auburn University and earned his CIMA certification through the Investments & Wealth Institute in conjunction with the University of Chicago Booth School of Business. He resides in Fairhope, Alabama, with his wife Anne and their three sons: Walker, Evans, and Tipton.

Christina Minter is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 28 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment 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.

Marilyn Strickland is a financial advisor with Merrill holding a Series 66 designation and 22 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2000. 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 strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Caroline Hall is a CFP®-credentialed financial advisor with seven years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Her career includes roles at Raymond James Financial Services and several advisory firms. She is also active as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using a variety of portfolio management strategies and platform arrangements.

George Dance Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options in its offerings.

John Stubbs Jr. is a financial advisor with Osaic Wealth, Inc. in Mobile, Alabama, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior experience includes 25 years at Concourse Financial Group and two years with Lincoln Financial Advisors. Outside of his advisory role, he owns JWS Financial LLC, an insurance and legal entity focused on recruiting and maintaining relationships with agents and advisors for non-securities business. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering brokerage, advisory, financial planning, and retirement consulting services. The firm utilizes various asset-allocation tools and third-party platforms to construct diversified portfolios for its clients.