Charles Johnson is a financial advisor at Longview Financial Advisors, Inc. in Glencoe, AL, holding a Series 65 designation with six years of industry experience. He has been with Longview Financial Advisors since 2010. Longview Financial Advisors provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a research-driven, multi-asset class approach and offers discretionary and non-discretionary advisory services, pension consulting, and planning-only engagements.

Thomas McNaron III is a financial advisor at McNaron Group, Inc. in Anniston, Alabama, holding a Series 63 designation with 33 years of industry experience. He has been with McNaron Group since 1985. McNaron Group, Inc. provides discretionary portfolio management to individuals, trusts, and small businesses, managing approximately $20.7 million across 43 client accounts. The firm employs a long-term, diversified investment approach focused primarily on common stocks and exchange-traded funds holding fixed-income securities, utilizing fundamental analysis and maintaining selective client relationships.

Padric Lee is a Series 65 licensed financial advisor with three years of industry experience. He is currently with McNaron Group, Inc. and previously worked at StoneX Group Inc. and StoneX Financial Inc. Outside of his advisory role, he works part-time as a rideshare driver and bartender. McNaron Group, Inc. provides discretionary portfolio management to individuals, trusts, and small businesses. The firm employs a long-term, diversified investment approach focused mainly on common stocks and select fixed-income ETFs, managing approximately $20.7 million across 43 client accounts.

Michael Hindman is a financial advisor at Belpointe Asset Management LLC with 19 years of industry experience. He has been with Belpointe since 2016. Outside of his advisory work, he serves in leadership roles for several nonprofit organizations, including as board chairman of the Wesley Foundation and the Jacksonville Commercial Development Authority, and as treasurer for the Institute of Clergy Excellence and Calhoun/Cleburne County Habitat for Humanity. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting through customized portfolios, model portfolios, and third-party manager relationships.

John Day II is a financial advisor at Level Four Advisory Services with one year of industry experience. He holds a Series 66 designation and previously worked at Bain & Company for seven years. His background also includes roles at AssetVault and the University of Virginia. Level Four Advisory Services is an SEC-registered 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 through model portfolios, wrap platforms, and sub-advisors.

Kenneth Reeves is a financial advisor at AE Wealth Management, LLC with a Series 65 license and experience in the industry since 2015. He previously worked at New York Life, Equis Financial, and founded Apex Financial Group, where he remains involved in insurance sales. AE Wealth Management is an SEC-registered investment adviser serving a wide range of clients, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers various services such as model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services through a platform that combines multiple model strategies and advisor-managed accounts.

Brittany Cobb is a financial advisor at Truist Advisory Services with nine years of industry experience. She holds the Series 66 designation and has held various roles within the Truist organization and its predecessors since 2009. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary approaches with third-party platform support.

Tyler Pankey is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds the Series 66 designation and previously worked at Northwestern Mutual and Auburn 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, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

Brandon White is a financial advisor at Merrill Lynch Wealth Management, a role he has held since April 2014. With 17 years of experience in investments and wealth management planning, he develops strategies and provides advice to individuals, families, and businesses by understanding their financial objectives over both short and long terms. Brandon's professional journey includes experience with a regional bank and a privately owned wealth management firm. He holds a bachelor's degree in business from the University of Alabama at Birmingham and a master's degree in entrepreneurship from Western Carolina University. He is certified as a CERTIFIED FINANCIAL PLANNER™ (CFP®) by the Certified Financial Planner Board of Standards, Inc., and has completed advanced training in cash balance retirement plans. Additional credentials include the Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA).

Brian Nelson is a financial advisor with Cetera who holds Series 65 and Series 63 credentials and has 19 years of industry experience. His prior work includes roles at OSAIC, N&P Private Wealth Management, SagePoint Financial, and MWA Financial Services. Outside of his advisory work, he is a co-founder and board member of Mayhem Missions, a fitness-based nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and maintains over $256 billion in assets under management through more than 10,000 advisors.

Jeffrey Fink is a financial advisor with Wells Fargo Clearing in Anniston, Alabama, holding a Series 66 designation and eight years of industry experience. He has been with Wells Fargo Clearing since 2018 and is also involved in a real estate business, ERA King Real Estate. Additionally, he serves as treasurer for St. Michaels Medical Center, where he reviews financial reports and participates in budget approval. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Douglas Huie is a financial advisor at MassMutual Investors Services with 19 years of industry experience. He holds the Series 66 designation and has worked at MassMutual Investors Services since 2017, with prior roles at Massachusetts Mutual Life Insurance Company and MetLife Securities. In addition to his advisory work, he is licensed as an insurance agent involved in individual and group life, health, and fixed annuities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented planning without discretionary investment authority.

Lynn Young is a financial advisor with Raymond James & Associates in Gadsden, AL, holding a Series 66 designation and 18 years of industry experience. Prior to joining Raymond James in 2021, Lynn worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Jennifer Edmondson is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In her role, she works closely with clients to develop strategies that address a range of financial goals, including investing, retirement planning, and saving for unexpected events. Jennifer provides ongoing advice and guidance, adapting portfolios as clients’ needs evolve. She also facilitates access to Bank of America specialists in banking, credit, home financing, and small business solutions. Jennifer holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. She earned her bachelor's degree from Jacksonville State University. In addition to her professional work, she is involved with the Anniston Lions Club and is affiliated with Hill Crest Baptist Church.

Kelly Latta is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 18 years of industry experience. She has worked with Raymond James since 2008 and is also affiliated with Independent Retirement Associates and F&M Investment Services in Anniston, AL. 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 utilizes analytical tools and risk profiling to support its advisory programs.

John Troncale is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. His career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing, totaling over 17 years with Wells Fargo-affiliated firms. He holds partial ownership in two investment-related businesses based in Anniston, Alabama. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers a wide range of investment and financial planning services to individuals, trusts, and institutional clients. The firm’s approach includes tailored financial planning and investment recommendations supported by proprietary research and tools, with services extending to specialized areas such as business-owner transition and special-needs planning.

Gregory Halligan is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a power of attorney for his daughter. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jason Copeland is a CFP® with 26 years of industry experience and is currently an advisor at Wells Fargo Advisors. He has worked with various Wells Fargo entities since 2009. Outside of his advisory role, he serves as a high school football official for the Alabama High School Athletic Association. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with clients able to choose whether and how to implement recommendations.

Troy Wagnon is a financial advisor at Wells Fargo Advisors with 38 years of industry experience. He holds a Series 63 designation and has worked with Wells Fargo entities since 2009, including Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce. The firm offers tailored recommendations using proprietary research and planning tools, with clients able to implement strategies through brokerage or advisory programs.

Baylor Millhoff is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors and has two years of industry experience. His prior work includes positions at Emblem Credit Union, LPL Financial, Alabama Teachers Credit Union, Auburn University, and Southside High School. Millhoff is also involved in insurance and benefits activities and operates under the DBA Holt Wealth Management. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent advisors, utilizing various portfolio management strategies and platform arrangements tailored to client objectives.

John Holt is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at LPL Financial, Emblem Credit Union, and Alabama Teachers Credit Union. Outside of his advisory role, Holt serves as vice president and board member of the Westbrook Youth Football Association in Gadsden, AL. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals utilizing a variety of discretionary and non-discretionary strategies across multiple platforms.

Robert Blackwell is a financial advisor at LPL Financial with 13 years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Advisors, LLC and Wells Fargo Clearing. Outside of financial advising, he is involved part-time in an excavating business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Tana Norris is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has worked in various roles within Wells Fargo since 2009. Outside of her advisory work, she is involved in managing rental property in Panama City Beach, FL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition planning and special-needs analysis, supported by proprietary research and planning tools.

Shannon Lusk is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 14 years of industry experience. Prior to joining LPL Financial in 2022, Shannon worked for nine years at Infinex Investments, Inc. Outside of advising, Shannon is the owner of EZ Living RV Park in Crossville, Alabama. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and technology-driven investment approaches.

Nancy Lipham is a CFP® with 46 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she manages rental farm property and event rental property in Edisto Island, SC, and acts as a personal representative for her mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Michael Abney is a financial advisor with Ameriprise in Oxford, Alabama, holding a Series 63 designation and 26 years of industry experience. He previously worked at PNC Investments and BBVA-affiliated firms, including BBVA Wealth Solutions, BBVA Securities, BBVA Compass Insurance Agency, and COMPASS Bank, from 2013 to 2021. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports that support income planning and withdrawal strategies. The firm delivers these services through a centralized consulting team and emphasizes the use of affiliated funds and managed accounts in its planning approach.

Justin Marsh is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. His career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2012. Outside his advisory work, he is a 50% owner and president of Sneaky Hog Inc LLC and holds ownership interests in other investment-related businesses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad planning menu for clients meeting net-worth thresholds, using Wells Fargo’s research and tools to develop tailored recommendations delivered through meetings and written summaries.

Hunter Hobbs is a financial advisor with LPL Financial in Anniston, Alabama. He holds a Series 66 designation and has two years of industry experience, including prior roles at Valic Financial Advisors and Legacy Planning Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by internal and third-party research.

Jeffrey Little is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He also serves in a political capacity with the City of Glencoe, AL. Raymond James & Associates, Inc. is a large broker‑dealer and SEC‑registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, offering financial planning and non‑discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Christopher Reynolds is a CFP® professional with 23 years of experience in the financial services industry. He currently works at Wells Fargo Advisors and has held previous roles within Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is a 33% owner of Legacy Wealth Management LLC in Gadsden, AL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized niche planning, and employs proprietary research and tools to develop tailored recommendations for clients.

Jeffrey Little is a financial advisor with Raymond James & Associates, holding a Series 66 designation and four years of industry experience. Prior to his advisory role, he worked at Hewlett Packard Enterprise and The University of Alabama. He is a minority owner of a rental real estate LLC without decision-making responsibilities. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing various portfolio management styles supported by extensive research and affiliated sub-advisers.

Charles Robinson is a financial advisor with Cetera, holding a Series 63 designation and 22 years of industry experience. He has been with Cetera and its affiliated entities since 2013. Outside of his advisory role, he serves as a councilman for Hokes Bluff City Council, where he reviews city goals, infrastructure projects, finances, and strategic planning. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of investment management and financial planning services to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management with access to affiliated and third-party managers, overseeing over $256 billion in assets through a network of more than 10,000 advisors.

Reuben Johnson is a Senior Financial Advisor at Merrill Lynch Wealth Management. With over 25 years of experience in the financial services industry, he advises individuals, business owners, non-profit organizations, and foundations. His approach involves understanding clients' goals, needs, and future ambitions to provide investment advice focused on the client and their family. He seeks to develop long-term relationships and remain a trusted resource to help grow and preserve clients' financial wealth. Johnson's expertise encompasses education planning, family wealth management strategies, services for endowments, foundations and non-profits, legacy planning, personal retirement planning, philanthropic planning, small business strategies, and retirement income. He holds a Bachelor of Science degree in Business Administration from Tuskegee University and a Master of Business Administration (MBA) from the University of Alabama in Birmingham. He also holds the Personal Investment Advisor (PIA) designation. He is involved in community service activities including volunteering with Boys and Girls Clubs, March of Dimes, Kiwanis Club of Anniston, The Northeast Alabama Community Foundation, and Alpha Phi Alpha Fraternity. Outside of his professional and community service commitments, he enjoys sporting activities such as football, basketball, golf, and cycling.

Gregory Pass is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for ten years and served in the US Army for one year. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, serving plan sponsors with tailored investment solutions and acting as an ERISA fiduciary.

Stephen Platt is a financial advisor with Edward Jones in Jacksonville, Alabama. He holds the Series 66 designation and joined Edward Jones in 2025. Prior to his current role, he spent ten years with Vapor Ministries and worked briefly at Domtar. He is also an independent contractor with Growthstream. 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 strategies, separately managed accounts, and affiliated mutual funds through a nationwide network of financial advisors.

Larry Young is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He previously worked at Concourse Financial Group Securities, Inc. for 40 years and has been involved with Insurance Planning Services Inc. since 1998. Outside of advising, he owns and manages Forever Young Farms, a timber farmland operation. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services, operating a multi-manager platform with access to various investment strategies and program structures.

John Barcomb is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and over 20 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a variety of investment strategies and affiliated services through a large nationwide network of advisors and branch offices.

Theodore Turgeon is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Cetera in Anniston, AL, and previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc., Bank of America, N.A., and Concourse Financial Group Securities Inc. He also operates an independent advisory business, Insurance Planning Services Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services delivered through a nationwide network of over 10,000 advisors.

Donald Ledford is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Sa Stone Investment Advisors and SA Stone Wealth Management, with over a decade at the latter. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

John Roussell is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he serves as a board member for The Preserve of Grayton Beach Homeowners Association, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and various organizations, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Daniel Brock is a financial advisor with Raymond James Financial, holding a Series 63 designation and over 26 years of industry experience. He has worked with Raymond James Financial Services, Inc. since 2000 and maintains roles at Independent Retirement Associates and F&M Investment Services. Outside of finance, he owns and operates an antique booth at a local antique mall. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and utilizes advanced modeling tools to support client goals, with notable expertise in municipal finance and specialized advisory programs.

Tanner Kennedy is a financial advisor at Cetera with four years of industry experience and holds a Series 66 designation. His prior roles include positions at K&K Financial and OSAIC. Outside of advising, he is involved with K&K Financial Group, an investment-related business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with discretionary and non-discretionary options.

Keith Fountain is a financial advisor with Wells Fargo Clearing in Anniston, AL, holding a Series 66 designation and 21 years of industry experience. He worked at Bank of America, NA from 2009 to 2023 before joining Wells Fargo Clearing. Outside of his advisory role, he serves as an executor for his father's estate, dedicating approximately 10 hours per month to related responsibilities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances, with a notable inclusion of insurance-related vehicles and bank deposit sweep options.

Karen Fountain is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds the Series 66 designation and previously worked at Bank of America, N.A. for seven years before joining Wells Fargo in 2023. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Nathan Turley is a financial advisor with Merrill in Anniston, Alabama, holding Series 63 and Series 65 licenses. He has 33 years of industry experience, including 34 years with Merrill and 15 years with Bank of America. Merrill, along 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Isaac Brown currently serves as the Associate Resident Director at Merrill Lynch Wealth Management. He has been with Merrill Lynch since October 1994. In this role, he works closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals. Mr. Brown holds a Bachelor's Degree in Business Management from Jacksonville State University and has earned several professional certifications, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor® (CPFA), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His areas of focus include legacy planning, personal retirement planning, and portfolio management services. Beyond his professional responsibilities, Isaac Brown is actively involved in his community. He serves on local boards such as the United Cerebral Palsy Center of East Alabama, Community Actors' Studio Theatre (CAST), and the Donoho School Board of Directors, where he is currently President. Additionally, he is a member and past president of the Anniston Rotary Club. He resides in Oxford, Alabama with his wife Carrie and daughter Wittney.

Stephen Lafollette is a financial advisor with LPL Financial in Anniston, Alabama, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Wells Fargo Clearing and Wells Fargo Advisors. Lafollette is also a commissioned notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management backed by research and model portfolios.

Michael Poe is a CFP® professional with 30 years of industry experience, currently serving as an advisor at Raymond James & Associates since 2020. Prior to this, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 11 years. He is chair of the board of the nonprofit Northeast Alabama Bicycle Association and serves on the advisory board of the Anniston Downtown Development Authority. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, offering financial planning and consulting with a variety of portfolio management styles and affiliated research resources.