Shon Mc Clung is a CFP® professional with three years of experience in the financial advisory industry. He currently works at Capstone Wealth Advisors, LLC and has prior experience at Prevett Financial and Providence Financial Consulting, LLC. In addition to his advisory role, Mc Clung is an accountant with White, McClung, and Barber, LLC and is an independent licensed insurance agent. Capstone Wealth Advisors provides portfolio management and financial planning services primarily for individual clients, as well as charitable organizations and business entities. The firm employs a combination of fundamental analysis and modern portfolio theory, offering both discretionary and non-discretionary management alongside financial planning tailored to client risk tolerances.

Terry Wilson is a financial advisor at Capstone Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked for PowerSouth Energy Cooperative for over 20 years. Wilson is also licensed as an insurance agent and sells various insurance products. Capstone Wealth Advisors provides portfolio management and financial planning primarily for individual clients, as well as charitable organizations and business entities. The firm combines fundamental analysis with modern portfolio theory, offering both discretionary and non-discretionary management along with one-time and ongoing financial planning services.

Ronald Sansom Jr. is a financial advisor with Ameriprise in Andalusia, Alabama, holding a Series 66 designation and bringing 11 years of industry experience. He previously worked at Edward Jones for 10 years before joining Ameriprise. Outside of his advisory role, he serves as president of the Kinston Schools Foundation and is a board member of the Kiwanis Foundation. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations primarily for Ameriprise-managed accounts.

Alison Rhodes is a financial advisor with Equitable Advisors, holding a Series 66 designation and seven years of industry experience. She previously worked at Bankers Life and its affiliated entities from 2013 to 2022. Outside of her advisory role, Rhodes volunteers with Finding Forever Dog and Cat Rescue, assisting with fundraising and donation coordination. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that includes client intake processes to tailor services based on goals and risk tolerance.

William Greenwald is a financial advisor at Edward Jones in Andalusia, Alabama, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operates under a fiduciary standard, and maintains a large network of financial advisors and branch offices nationwide.

Phillip Hamm is a financial advisor with Edward Jones in Andalusia, Alabama, holding Series 63 and Series 65 designations and seven years of industry experience. Prior to joining Edward Jones in 2022, he worked at Wells Fargo Clearing Services and Wells Fargo Bank. Outside of his advisory role, he served as a pastor at Friendship Baptist Church from 2020 to 2023, where he preached, taught Bible study, and led church meetings. 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, supported by a large national network of financial advisors and branch offices.

Elizabeth Cotter is a Series 66-registered financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones in 2021, she worked at Franco's Athletic Club for six years and Modern Conceptions of Dance for four years. Outside of her advisory role, she teaches barre and yoga classes at local studios. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs and investment strategies. The firm maintains a large network of financial advisors and offers affiliated services including mutual funds and securities-based lending.

Jarred Odom is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. His career includes roles at Regions Bank and multiple Cetera entities. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, 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 diverse investment program options.

Tina Campbell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations. She has one year of industry experience and previously worked at Hyundai Steel, Ozark Materials, State Farm, and AT&T. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

William Chambers is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and previously worked for CCB Community Bank for 13 years. Chambers serves as a board member of the Andalusia Area Chamber of Commerce. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from various sources to support diversified investment strategies.