Evan Ross is a financial advisor with Edward Jones in Fairhope, AL, holding a Series 66 designation and beginning his advisory career in 2025. His prior experience includes service with the U.S. Department of State and the United States Air Force, as well as roles in the private sector. Edward Jones is a full-service wealth management firm serving both 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, separately managed accounts, and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.

Wesley Singleton is a financial advisor with Edward Jones in Fairhope, AL, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2019 and previously worked for Office Depot for 17 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering various investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.

Tod Frick is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2010. He serves as an executor and trustee in estate-related matters outside of his advisory role. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Karol Heredia is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. Heredia has worked at Cetera and its affiliate firms since 2018 and has a background that includes nine years at Regions Bank. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various program options and custodial arrangements.

Leeda Dublo is a financial advisor with Morgan Stanley, holding Series 65 and Series 63 licenses and bringing 28 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, and prior experience at Fifth Third Securities from 2008 to 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations, to assist clients in financial decision-making.

Justin Kendrick is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Wells Fargo Clearing Services since 2019 and previously worked at Gulf Distributing, LLC. Outside of his advisory role, Kendrick has a 50% ownership interest in Gulf Coast Drip, a non-investment business in Bay Minette, AL. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions across a variety of financial products.

Gregory Michaels is a financial advisor with Edward Jones in Orange Beach, AL. He holds a Series 63 designation and has 20 years of industry experience, including over two decades at Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and more than 15,000 branch offices.

Douglas Kennedy II is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 47 years of industry experience. He has been with Cambridge since 2011 and has operated Kennedy & Associates since 1983. In addition to his advisory work, he is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse range of clients including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory through a network of independent professionals, offering a variety of models and portfolio management options tailored to client objectives.

Shawn Layton is a financial advisor at Cetera with 15 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial and Securities America. Layton also operates Layton Advisory Group LLC, which serves as a DBA for his LPL business. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with assets under management totaling over $256 billion.

Henrique Mendes is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he held roles at the University of Mobile and worked with Brazilian football clubs Botafogo de Futebol e Regatas and Sport Club Corinthians Paulista. Morgan Stanley Wealth Management serves individual and institutional clients, offering a wide range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.

Evan Hipp is a CFP® professional at Brown Financial Advisory with two years of industry experience. His career includes roles at Regions Bank, Cetera Investment Services, and Primerica, as well as seven years of service in the United States Air Force. Brown Financial Advisory is a six-advisor team specializing in discretionary portfolio management and advisory services for individual clients, including high-net-worth households. The firm manages approximately $468 million in assets across 275 client relationships, focusing on larger, individualized accounts.

Joshua Lancaster is a CFA® charterholder with 23 years of industry experience. He has worked at Brown Financial Advisory since 2018 and previously held positions at Warren Averett Asset Management, LLC and Kinsight, LLC. Brown Financial Advisory is a six-advisor team providing discretionary portfolio management and advisory services primarily to high-net-worth individuals. The firm manages a concentrated client base with approximately $468 million in assets under management across about 275 client relationships.

Harvey Hutchinson III is a CFP® with seven years of experience, currently serving at Brown Financial Advisory. He has held teaching and lecturing roles at Regent University School of Law, University of Virginia, and Emory University, where he instructs online courses in financial planning and accounting. Harvey also volunteers as a director for the National Association of Estate Planners & Councils. Brown Financial Advisory operates as a six-advisor team providing discretionary portfolio management and advisory services primarily to high-net-worth individual clients. The firm manages approximately $468 million in assets across about 275 client relationships, focusing on larger and more individualized portfolios.

Daniel Mcleod is a CFP® and ChFC® with 19 years of industry experience, currently serving at Brown Financial Advisory. He has been with Brown Mcleod, Inc. since 2010. Outside of his advisory role, he is co-owner and manager of Everything Scottish, LLC, a real estate management company. Brown Financial Advisory is a six-advisor team providing discretionary portfolio management and advisory services primarily to high-net-worth individuals. The firm manages approximately $468 million in assets across about 275 client accounts, focusing on concentrated, individualized client relationships.

Amy Smith is a CFP® with two years of industry experience, currently serving at Brown Financial Advisory. She worked for the Baldwin Board of Education for ten years before joining Brown McLeod, Inc. in 2023. Brown Financial Advisory is a six-advisor team providing discretionary portfolio management and advisory services primarily to high-net-worth individuals. The firm manages approximately $468 million in assets across about 275 client relationships, focusing on relatively concentrated portfolios and individualized service.

Mu Tin Wultsch is a CFP® certificant with nine years of industry experience, currently advising at Brown Financial Advisory. Prior to joining Brown Financial Advisory in 2022, Mu Tin worked at Charles Schwab and Schwab Private Client Investment Advisory from 2015 to 2017. The firm provides discretionary portfolio management and related advisory services primarily to high-net-worth individual clients, managing approximately $468 million across about 275 relationships. Brown Financial Advisory operates as a six-advisor team with documented investment processes and compliance practices, focusing on a relatively concentrated client base with personalized management.