Louie Grimes Jr. is a financial advisor at Red Oak Investment Solutions LLC with four years of industry experience. He holds Series 63 and Series 65 designations and has prior experience at Magnolia Wealth Management, LLC. Outside of advising, he is employed as a pharmacist at CVS Pharmacy. Red Oak Investment Solutions LLC provides financial planning and investment advice primarily through one-time written plans for individuals and high-net-worth clients. The firm’s approach incorporates modern portfolio theory and favors long-term trading with a focus on mutual funds, fixed-income securities, real estate funds, equities, ETFs, TIPS, and non-U.S. securities, without discretionary authority or ongoing trading responsibilities.

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.

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.