Charisse Pierre is a financial advisor at Merrill with 25 years of industry experience, including 15 years at Merrill. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she assists her daughter with a jewelry business and participates as a board member for community organizations focused on networking and finance. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeremy Pace is a financial advisor with Wells Fargo Clearing in Daphne, AL, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC and Wachovia Bank, N.A. Outside of his advisory role, Pace owns Accurain Irrigation, LLC, a non-investment business based in Mobile, AL. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering a range of advisory and discretionary options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Gaye Gandy is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 31 years of industry experience. Prior to joining LPL Financial in 2023, she worked at Kovack Advisors and Kovack Securities, Inc. from 2002 to 2023. Gandy also serves as personal representative for an estate in a fiduciary capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, portfolio management, and institutional platforms, combining scale and diverse financial activities with oversight of over $819 billion in assets and a large network of advisors.

J. Bailey Stitt is a Wealth Management Advisor at Merrill Lynch Wealth Management in Fairhope, Alabama. She is a CERTIFIED FINANCIAL PLANNER® professional and a member of the Harris, O'Neill, Stitt & Associates team. Bailey provides customized financial strategies by first understanding her clients personally, which enables her to develop individualized plans that serve as road maps to achieve their financial goals. Bailey's expertise encompasses family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. She emphasizes hard work, consistent communication, quality, and ongoing stewardship in her practice. Bailey earned her bachelor's degree from the University of South Alabama and holds the Personal Investment Advisor (PIA) designation. In addition to her professional work, Bailey serves as a board member for Impact 100 Baldwin County and the South Baldwin Chamber of Commerce. She is also involved in community organizations including Art for Heart, Impact 100, Pleasure Island Junior Women's Club, and the Workforce Housing Alliance. Outside of work, she enjoys boating, bowling, music, reading, skiing, spending time with her family, table tennis, tennis, and traveling.

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.

Gabriel Gehret is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Kovack Securities, Infinite Asset Management, and Wells Fargo Advisors among others. Outside of his advisory work, he owns Sunshine Parking LLC and Executive Sports International in Atlanta. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced research tools and a broad network of over 22,800 advisors.

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.

Mark Smith is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors Financial Network LLC since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using Wells Fargo’s research and planning tools to develop tailored recommendations.

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.

Brett Grider is a financial advisor at Cetera with 15 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at TD Ameritrade and TIAA-CREF. In addition to his advisory role, he provides financial planning services at Hancock Whitney and refers clients to specialists as appropriate. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a network of over 10,000 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a variety of program platforms and third-party managers.

John Mcdonald is a financial advisor with Ameriprise in Mobile, Alabama, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, delivering detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities, emphasizing managed accounts and algorithmic support for retirement income recommendations.

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.

Chandler Edwards is a financial advisor at Primerica Advisors with two years of industry experience. He holds a Series 66 designation and has prior experience at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of financial advising, he is involved in project management and workforce planning through his role at Solar Chauffeur LLC. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers model-driven investment strategies supported by third-party asset managers and focuses on advisory services rather than institutional portfolio management.

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.