Eugene Elebash IV is a financial advisor at LPL Financial with 28 years of industry experience. He holds the Series 63 and Series 65 credentials and previously worked at Wells Fargo Advisors Financial Network LLC and Morgan Stanley DW Inc. He also maintains a business entity, EPE Financial, since 2003 for tax and investment purposes. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third‑party asset management, and institutional platforms.

Cheryl Mc Cormick Hann is a financial advisor with Edward Jones in Mobile, Alabama, holding a Series 63 designation and 25 years of industry experience. She has been with Edward Jones since 2000. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Sadee Snedigar is a financial advisor at Morgan Stanley with seven years of industry experience. She has worked at Morgan Stanley since 2017 and previously spent nine years at Regions Financial. She holds the Series 66 designation. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment programs.

Jonathan Light is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. He has been with various Cetera entities since 2023 and has also worked at Regions Bank since 2011. Outside of his advisory role, he serves as choir director for Fairhope Christian Church and holds leadership positions with the Mobile Area Council and the On The Trail Foundation Boy Scout troop committee. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. It offers a multi-manager platform with a range of portfolio management and planning services, supported by a large nationwide network of independent advisors.

Johanne Carroll is a financial advisor with Raymond James Financial in Mobile, AL, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has held various roles at SmartBank and BBVA-related entities since 1998. Carroll also serves as a Senior Registered Client Associate with multiple firms connected to SmartBank and Montz Wealth Management Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, institutions, corporations, and charitable organizations. The firm delivers non-discretionary planning and consulting tailored to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Paul Russell is a financial advisor with Morgan Stanley in Mobile, Alabama, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009, including a current role at Morgan Stanley Private Bank. Outside of his advisory work, he plays guitar in the Dial Street Band. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its advisory services.

Michael Mc Kean is a financial advisor at Ameriprise Financial Services with one year of industry experience. Prior to his current role, he worked in property management and held positions in education. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning with written recommendation reports and ongoing advice tailored to dependable income sources and tax-aware withdrawal strategies.

Carson Mc Graw is a financial advisor at Equitable Advisors in Mobile, AL, holding Series 63 and Series 66 licenses with seven years of industry experience. Prior to joining Equitable Advisors in 2019, he worked at AxA Advisors and has a background that includes employment at the University of Alabama and Alabama Liquidation. He also manages an existing book of business under the name Cook and Associates and is involved in employee group benefits enrollment as an insurance agent. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management services. The firm utilizes a variety of advisory models, including third-party programs, and offers ERISA fiduciary services through credentialed representatives.

Francisco D'oliveira is a financial advisor at Morgan Stanley with 20 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. He holds a Series 66 designation and is based in Mobile, Alabama. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs for both individual and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

David Dupuy is a financial advisor with Wells Fargo Advisors in Mobile, Alabama, holding a Series 63 designation and over 31 years of industry experience. He has been with Wells Fargo entities since 2009. Outside of his advisory role, he serves as treasurer for the Alano Club in Mobile, assisting with club expenses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to develop customized recommendations.

Melissa Ballard is a financial advisor at OSAIC with 10 years of industry experience. She holds a Series 66 designation and previously worked at Sagepoint Financial, Inc. for seven years. Outside of her advisory role, she owns a sole proprietorship creating and designing newspaper layouts, brochures, logos, and holiday cards. OSAIC serves a diverse client base, including individual investors, institutions, and charitable organizations, offering brokerage and advisory services through a large network of advisers. The firm employs a range of portfolio construction tools and provides access to multiple investment platforms and third-party managers.

Christopher Tracy is a financial advisor affiliated with LPL Financial, holding a Series 66 designation and bringing 21 years of industry experience. His prior work includes roles at Cadence Bank, Wells Fargo Clearing, Wachovia Bank, and Ameriprise. He also serves as Market President for the Mobile Metropolitan Area at Cadence Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions and supports its advisors with research tools and multiple institutional platforms.

Steven Holley is a financial advisor with Raymond James Financial in Mobile, Alabama, holding a Series 66 designation and 20 years of industry experience. He has been with Raymond James since 2010 and founded Holley Financial Services in 2011, where he currently serves as owner. Holley also works as an independent contractor for Gulf Coast Group. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and supports a wide network of advisors with various advisory programs and specialized solutions such as municipal and public-finance services.

Debra Haley is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has been with Ameriprise since 2011. Outside of her advisory role, she owns Bay View Financial Services, a business that manages the expenses and employees of her practice. Ameriprise offers retirement-income planning services for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate personalized, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Earnest Farrow Jr. is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2009. He holds Series 63 and Series 65 designations. 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 investment and fee-based financial planning services tailored to clients meeting a net-worth threshold, including specialized planning for business owners, sports and entertainment professionals, and special needs.

Eric Henry is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining LPL Enterprise in 2026, he worked at First Command Advisory Services, Inc. and First Command Insurance Services, Inc., among other roles. Outside of advisory work, he sells shoes and occasionally old clothing on eBay. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate, and charitable entities. The firm primarily employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers services including financial planning, access to third-party asset managers, and participation in wrap programs.

W Garner Jeffery III is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 1998. He specializes in family wealth management strategies, legacy planning, and personal retirement planning. Garner holds professional designations including Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor of Science degree in Commerce and Business Administration from the University of Alabama. Throughout his career, he has focused on developing products, services, and strategies tailored to his clients’ financial needs and goals. Born and raised in Mobile, Garner is active in his local community. He participates in youth sports and serves on the governing board of Goodwill of the Gulf Coast. Garner and his wife, Virginia, have five children.

Donal Cieutat is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. He has been with Cetera and its affiliated entity since 2024 and also serves in a platform representative role at Regions Bank, providing guidance on deposit accounts, loans, credit card products, and fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

William Green is a financial advisor with Raymond James Financial in Mobile, Alabama, holding a Series 66 designation and 25 years of industry experience. He has been with Raymond James Financial Services, Inc. since 2001 and Raymond James Financial since 2009. Outside of his advisory role, he serves as an executor for a family estate and is president of a non-investment-related subchapter S corporation he owns. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains unique services such as municipal advisory support and SIMPLE IRA Employer Advisory programs.

William Moore Jr. is a financial advisor at Stifel with Series 63 and Series 65 credentials and 23 years of industry experience. He has been with Stifel since 2015. Moore serves on the board of the Church Street Graveyard Foundation, where he assists with fundraising and maintenance activities. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutions, and municipal entities. The firm’s investment approach employs a proprietary methodology from its Investment Strategy Group to support asset allocation and financial planning decisions.