Lee Forehand is a financial advisor with Arkadios Wealth Advisors in Dothan, Alabama, holding Series 63, 65, and 66 licenses and bringing 12 years of industry experience. Prior to joining Arkadios in 2025, he spent a decade at Morgan Stanley in various capacities including Morgan Stanley Private Bank. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party managers, and financial planning. The firm utilises an integrated operating model supported by an internal portfolio team that provides investment strategies and trade execution across multiple asset classes.

Christy Coskrey is a financial advisor at Arkadios Wealth Advisors with one year of industry experience. She previously worked at Morgan Stanley for six years and at Dothan City Schools for four years. Coskrey also operates a separate investment-related business under the name Longleaf Capital Group. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing a combination of advisor-managed accounts, third-party money managers, and financial planning. The firm supports discretionary account management through an internal portfolio team and offers a range of analysis techniques and fiduciary consulting for retirement plans.

Cory Singletary is a CFP® with 15 years of industry experience, currently serving at Arkadios Wealth Advisors in Dothan, AL. He previously worked at Bank of America and Merrill Lynch for 15 years. Outside of his advisory role, he is an advisory board member of the Kiwanis Club of Dothan. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing a combination of advisor-managed accounts, third-party money managers, and financial planning. The firm supports advisors with an internal portfolio team and offers a range of investment strategies while operating through a large network of affiliated advisory entities and an in-house broker-dealer.

George Liddon is a financial advisor at Arkadios Wealth Advisors with 20 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm supports advisors with an internal portfolio team and employs multiple analytical approaches while offering discretionary management and retirement plan consulting.

Bryan Scarratt is a financial advisor with Kovack Advisors, Inc. in Dothan, AL, holding a Series 66 designation and 18 years of industry experience. He has been with Kovack Advisors and its affiliated firms since 2014, following roles at Securities America Advisors, Osaic FS, and Merrill. Outside of his advisory role, he is an owner and director of a tax shelter and asset protection firm, and a partner in a financial planning business. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension plans, charitable organizations, banks, and state and municipal clients, offering traditional advisory services and utilizing a combination of internally created models and third-party managers to construct and manage portfolios.

Charles Lee is a Series 66-licensed financial advisor at Arkadios Wealth Advisors with 26 years of industry experience. He worked for Morgan Stanley Smith Barney and Morgan Stanley Private Bank from 2010 to 2025 before joining Arkadios in 2025. Outside of advisory work, he is involved with Red Top Farm, LLC, a recreational hunting property, and serves on the finance committee of The Dothan Country Club in Alabama. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans through customized investment management and financial planning. The firm employs a mix of advisor-managed accounts, wrap programs, third-party money managers, and an internal portfolio team to provide diversified strategies incorporating fundamental, technical, and cyclical analysis.

Todd Thornell is a financial advisor at Arkadios Wealth Advisors with 28 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Outside of his advisory role, he co-manages a family timber farm through Thornell Land and Timber LLC. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans supported by an internal portfolio team and a range of advisory programs including discretionary account management and 401(k) consulting.

Marcus Crews is a financial advisor with Level Four Advisory Services, holding a Series 66 designation and bringing eight years of industry experience. Prior to joining Level Four Advisory Services, he worked at Raymond James & Associates and Edward Jones. Outside of his advisory role, he serves as a consultant on forensic aspects of investigative cases for the Covington County Alabama District Attorney’s Office. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios, multiple custodians, and third-party providers, and offers a range of municipal and tax-exempt investment strategies.

Jonathan Lee is a CFP® professional with 22 years of experience in the financial services industry. He has worked at Morgan Stanley in various roles from 2010 to 2025 before joining Arkadios Wealth Advisors and Arkadios Capital in 2025. Outside of his advisory work, he is the sole proprietor of ADJ Real Estate Group, LLC. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm combines advisor-managed accounts, third-party money managers, and an internal portfolio team to offer customized investment solutions across multiple asset classes.

Catherine Knowles is a financial advisor at Arkadios Wealth Advisors with one year of industry experience. She holds Series 63 and Series 65 licenses and has prior experience at Trinity Wealth Securities, LLC, and Florida Financial Advisors DBA Tristate Financial Advisors. Outside of finance, she has worked in roles unrelated to investment, including positions at The Wine Market and Sea Dragon Pirate Cruise. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various managed solutions and integrates fundamental, technical, and cyclical investment analysis.

Joseph Johnson III is a financial advisor with Arkadios Wealth Advisors in Dothan, Alabama, holding a Series 66 designation and five years of industry experience. Prior to joining Arkadios, he worked at Morgan Stanley Private Bank and Morgan Stanley from 2021 to 2025 and held positions at Northwestern Mutual and Raymond James. He serves as a board member for Mitchell's Place, a nonprofit focused on children and youth education, and also plays piano and guitar occasionally. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, and retirement plans with customized investment plans implemented via several proprietary and third-party managed accounts. The firm combines fundamental, technical, and cyclical analysis in its investment approach and offers comprehensive financial planning and reporting services.

Dawn Johnson is a financial advisor with Arkadios Wealth Advisors in Dothan, Alabama, holding a Series 66 designation and two years of industry experience. She previously worked at Morgan Stanley for 15 years before joining Arkadios in 2025. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, offering customized investment plans through advisor-managed accounts and access to third-party money managers. The firm integrates an internal portfolio team and a large network of affiliated entities to support and execute comprehensive wealth management strategies.

Samuel Tucker is a financial advisor with Wells Fargo Clearing in Dothan, Alabama, holding a Series 66 designation and 26 years of industry experience. He has worked at Wells Fargo Clearing since 2021 and previously spent six years at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he serves on the Board of Trustees for Houston Academy, where he participates in strategic discussions and policy decisions. Wells Fargo Advisors is a national securities firm that provides 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 a range of brokerage and advisory solutions leveraging research from Wells Fargo Investment Institute and employing diversification and modern portfolio theory in its investment evaluations.

Laurie Perry is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has worked with Wells Fargo Advisors and Wells Fargo Clearing since 2009. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Sean Hara is a financial advisor with LPL Financial in Dothan, Alabama, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 1999. Outside of his advisory role, he is an independent insurance agent specializing in fixed annuities and operates Hara Financial Services as a DBA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, and supports a large network of advisors along with various non-advisory financial services.

Ansley Whatley III is a financial advisor at Cetera with 25 years of industry experience. He has held roles at Cetera since 2025 and previously worked for Concourse Financial Group Securities Inc for 19 years. He also operates Holman Whatley & Associates, a related investment business, and serves as a member of the Dothan Education Foundation, which supports local school teachers. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through multiple program structures and a network of independent advisors.

Stanley Peterson is a Senior Financial Advisor at Merrill Lynch Wealth Management. He provides personalized wealth management strategies tailored to clients' unique financial goals and life priorities, drawing on investment insights from Merrill and the lending solutions of Bank of America. His client focus areas include legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Mr. Peterson holds a Bachelor's Degree from Samford University and has earned the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He is involved in his community through volunteer work with the American Red Cross. Outside of his professional responsibilities, Stanley enjoys antiquing, baseball, boating, dancing, football, golfing, music, spending time with his family, and traveling.

John Ruddock is a CFP®-certified financial advisor with 27 years of industry experience. He has been with Raymond James Financial Services since 2017, following an eight-year tenure at LPL Financial. Outside of his advisory role, he serves as Chairman of the Board and a Finance/Investment Committee member at St. Columba Church in Dothan, AL. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains unique capabilities in municipal and public finance through affiliated municipal advisory services.

James Sapp Jr. is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over three decades of experience in the financial services industry. He began his career in 1994 and has since worked with families and small businesses to help grow and preserve their assets, create income streams, and develop family legacy opportunities. Jim specializes in areas including college education planning, family wealth management strategies, legacy planning, liquidity management, retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. He is a CERTIFIED FINANCIAL PLANNER® professional since 2005 and holds the Personal Investment Advisor designation. He graduated from Florida State University in 1993 with a degree in Finance after completing high school at Chipley High School in 1990. Jim is married to Jennifer Sapp and they have three children. He is a member of First Baptist Church of Chipley and participates in community volunteering.

John Havranek is a financial advisor at Raymond James & Associates with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James & Associates since 2013. Outside of his advisory role, he is the owner of Tec Clamps LLC, an investment in a business where he holds minority ownership without operational duties. 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 wide range of clients, including individuals, institutions, and public entities, offering financial planning, investment consulting, and municipal advisory services through various portfolio management styles and affiliated research.

George Mcclintock Jr. is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2017, following a decade at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary advisory solutions. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Gregory Wakefield is a Series 66 licensed financial advisor with Edward Jones in Dothan, Alabama, where he has worked since 2010. He has 15 years of industry experience. Outside of his advisory role, he serves as an elder at Westgate Church of Christ in Dothan, participating in leadership and decision-making for the church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment solutions through a large network of financial advisors and branch offices nationwide.

David Cobb is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and has previously worked at SmartBank and Wallace Community College. Outside of his advisory work, he serves as an executor and power of attorney for family-related financial matters. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary advice using analytical tools and supports its clients through various advisory programs and institutional consulting services.

Maeghan Mccardle is a financial advisor at Wells Fargo Advisors in Dothan, AL, holding a Series 66 designation with three years of industry experience. She has been with Wells Fargo Advisors since 2012, including the firm's earlier entity, accumulating seven years in total. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides a broad range of investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers specialized planning services such as business-owner transition and special-needs analysis, using proprietary research and planning tools to develop tailored recommendations.

Ryan Lee is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and has prior work experience in academic roles at The University of Southern Mississippi, University of North Carolina at Greensboro, and Troy University. 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, institutional clients, and charitable organizations, offering financial planning and non-discretionary investment consulting with a range of portfolio management styles and affiliated research resources.

Adam Thomas is a CFP® credentialed advisor with 27 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2017. Prior to that, he was with LPL Financial for eight years. Outside of financial advising, he is involved in real estate development and ownership, including a commercial property lease and a mixed-use land development project in Southeast Alabama, as well as ownership of a local events promotion business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored non-discretionary planning using analytical tools and supports advisory programs, with specialized municipal advisory services and employer consulting for SIMPLE IRA plans.

Samantha Bichsel is a Series 66-licensed financial advisor with Raymond James & Associates, where she has worked since 2021. She has three years of industry experience and previously worked at The Park Preschool at Trenton Crossing. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension and profit-sharing plans, and municipalities, offering financial planning and consulting with a range of portfolio management styles and affiliated research.

Kenneth Woodham is a CFP® and ChFC® with 44 years of experience in the financial services industry. He has been with Wells Fargo Advisors since 2009. Woodham is co-trustee for a family trust and owns Halftime Advisory LLC, a financial advisory practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment options, using proprietary research and planning tools to develop tailored recommendations for clients.

William Lynch is a financial advisor with Raymond James Financial holding a Series 66 designation and one year of industry experience. His prior work includes roles at SmartBank and experience in education at Samford University and local schools. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Brian Mason is a financial advisor with Merrill Lynch Wealth Management based in Dothan, Alabama. After a career spanning more than 20 years in the technology industry, working with companies such as Cisco, VMware, GitLab, and AT&T, Brian transitioned into financial advising. He collaborates with an established Beverly Hills-based team to assist individuals, families, and business owners in navigating a range of financial needs. Brian's experience in technology, including roles in engineering, product management, sales, marketing, strategy, and leadership, provides him with a deep understanding of executive and equity compensation structures common in the industry. His client focus areas include executive compensation, family wealth management, legacy planning, personal retirement planning, small business strategies, and retirement income. He aims to help clients organize financial decisions around their goals, making informed choices while allowing them to focus on their careers, families, and businesses. Brian holds a Bachelor's Degree from Auburn University and has earned the Personal Investment Advisor (PIA) designation. He is actively involved in the local community as a Dothan Chamber of Commerce Ambassador and a member of the Dothan Rotary. Outside of his professional work, Brian enjoys biking, camping, chess, cooking, gardening, hiking, reading, and spending time with his family.

Brandon Parsons serves as the Senior Resident Director at Merrill Lynch Wealth Management. In his role, he focuses on providing wealth management and retirement planning strategies tailored to the needs of his clients. His mission is to be a consistent source of strength in clients' financial lives by connecting them to people and resources that help them achieve their financial goals. Brandon has experience working with small business owners and their families, particularly in business life insurance planning, estate planning services, and employer-sponsored retirement plans. He brings to his role a background in financial services dating back to 2003, leveraging both his knowledge and Merrill's extensive resources. He holds the Chartered Life Underwriter® (CLU®) and Personal Investment Advisor (PIA) designations. He earned an accredited certificate from The American College and holds a Bachelor's Degree from Auburn University. Outside of work, Brandon enjoys cooking, music, pickleball, and traveling. He is active in his community, including membership in the Dothan Area Chamber of Commerce and serving as a founding member of Live at the Opera, Inc., a local nonprofit concert promotion organization.

Craig Pittman is a CFP® professional with 21 years of industry experience, currently serving at Wells Fargo Advisors since 2019. He has held various roles within Wells Fargo entities since 2009. Outside of his advisory work, he is president of the Wiregrass Estate Planning Council and an assistant junior high football coach at Providence Christian School. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options tailored to clients meeting specific net-worth criteria.

Jennifer Garcia is a financial advisor at Raymond James Financial with one year of industry experience. She holds the Series 66 designation and has previously worked at SmartBank Investment Services and Raymond James Financial Services Inc. Outside of her advisory role, she is an associate at SmartBank, assisting other advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains unique affiliations in municipal finance and specialized retirement plan consulting.

John Klosky is a financial advisor with Raymond James Financial in Dothan, Alabama, holding a Series 63 designation and over 30 years of industry experience. He has been with Raymond James Financial and its related entities since 1999 and also worked at SmartBank beginning in 2023. Outside of his advisory work, he is involved in agricultural and aviation-related businesses as the owner of Belle Grove Farms and a member-owner of Belle Grove Aero LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm’s approach combines non-discretionary planning and risk profiling with analytical modeling and supports clients through its extensive advisor network and advisory programs.

Douglas Lee is a financial advisor with Raymond James & Associates in Dothan, Alabama, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with Raymond James & Associates since 2013. 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, pension and profit-sharing plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions with mostly non-discretionary client relationships.

Michael Langford is a financial advisor with Edward Jones, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, he worked at Five Star Credit Union from 2014 to 2020. He is based in Hartford, Alabama. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Closson is a financial advisor with Raymond James Financial in Dothan, Alabama, holding a Series 63 designation and bringing 34 years of industry experience. His career includes roles at Smartbank Investment Services and his own firm, Closson & Associates Support Co, alongside a long tenure at Raymond James Financial since 1995. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting program.

Brack Register is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and three years of industry experience. His work history includes roles at Wiregrass Wealth Management and CapSouth Wealth Management, as well as positions outside finance such as real estate agent with Register Realty Company, Inc. He has also worked in academic settings, including Troy University and George C Wallace Community College. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports its advisory network with programs for institutional consulting and portfolio management.

Jennifer Sutton is a financial advisor with Raymond James & Associates in Dothan, Alabama, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, and offers financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

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 previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. 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 model-based and discretionary investment strategies for a range of individual and institutional clients.

Kylie Mccollough is a financial advisor at LPL Financial with 10 years of industry experience. She holds the Series 66 designation and has worked at LPL Financial since 2016. In addition to her advisory role, she has served as a Financial Service Officer at Avadian Credit Union since 2009 and is a licensed notary. She also works as an Assignment Ready Counselor for Magellan Health. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and retirement advice solutions supported by research and technology tools.

Taylor Hara is a financial advisor at LPL Financial with six years of industry experience. Prior to returning to LPL Financial in 2025, Hara worked at Robinhood Markets and Robinhood Financial for three years, and Invesco for two years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of investment options and operates one of the largest independent advisory networks in the U.S.

Alison Creekbaum is a Wealth Management Advisor at Merrill Lynch Wealth Management in Dothan, Alabama, where she has been a part of the team since January 2005. She specializes in long-term investing, retirement income planning, liability management, insurance solutions, estate transition, gifting strategies, and the design and development of small business retirement plans. Alison emphasizes the importance of coordinating wealth management strategies with clients' trusted tax and legal advisors to ensure comprehensive and tailored financial plans. Her client focus includes areas such as divorce transition planning, family wealth management strategies, legacy planning, and services for endowments, foundations, and non-profits. Prior to her career in wealth management, Alison worked as an Operations Controller and technology consultant for Arthur Andersen's advanced technology team in Atlanta and San Jose, and later as Director of online business platforms at the New Power Company in Purchase, New York. She holds a Bachelor's degree in Business and Computer Science from Troy University and maintains several professional designations, including Chartered Financial Consultant (ChFC), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), and Chartered Retirement Planning Counselor (CRPC). Alison has been actively involved in her community through service on boards such as Girls, Inc., Southeast Alabama Community Theatre, Boys and Girls Clubs, American Cancer Society, Music South, and the Wiregrass Museum of Art. She served as Chairman of the Board of Trustees for the Southeast Health Foundation and is a member of the Dothan-Houston County Rotary Club and the First United Methodist Church. Her personal interests include cooking, gardening, horseback riding, interior decorating, music, reading, scuba diving, spending time with family, traveling, and watching movies.

Kelly Windham is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In her role, she works closely with clients to understand their financial goals and develops strategies to pursue those goals across short-, mid-, and long-term horizons. Kelly provides guidance on a range of financial matters including general investing, retirement planning, and saving for unexpected expenses. She also facilitates access to specialists in banking, credit, home financing, and small business solutions through Bank of America. Kelly holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She earned a Bachelor's Degree from Faulkner University. Her approach centers on building relationships with clients to uncover what matters most to them and their families, enabling tailored financial strategies. Kelly offers ongoing advice and support as clients' needs evolve.

Kathryn Woodham is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of her financial advising role, she is a practicing artist who creates and sells artwork through her business, Katie Woodham Fine Art. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory with other financial products and referral channels.

Walter Ellis is a financial advisor at Raymond James Financial with two years of industry experience. He has worked at Raymond James Financial Services, Wiregrass Wealth Management LLC, and previously spent 14 years at Troy Bank and Trust. Outside of advisory work, he is a partner in Turf and Timber, where he oversees bookkeeping and accounting as needed, and will serve as an independently contracted agent for Guardian Life insurance. 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, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports advisory programs alongside institutional consulting and portfolio management.

Roy Fabbrini is a CFP® professional with 32 years of industry experience, currently serving with Wells Fargo Advisors since 2023. He has held previous roles within Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning over 14 years. Outside of his advisory work, Fabbrini serves as chairperson of the finance committee at Covenant Methodist Church in Dothan, AL. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning services including retirement, education, risk, and wealth transfer. The firm supports advisors with proprietary research and tools, delivering tailored recommendations through meetings and written reports.