Jason Dyken is the principal of Dyken Wealth Strategies, Inc. in Gulf Shores, Alabama, with 24 years of industry experience. He previously worked at First Allied Advisory Services and First Allied Securities, Inc. He serves as a councilman for the City of Gulf Shores and operates a consulting business alongside his advisory practice. Dyken Wealth Strategies provides portfolio management, financial planning, and pension consulting to individual investors and pension or profit-sharing plans. The firm follows a long-term investment approach based on modern portfolio theory, primarily utilizing mutual funds and third-party managers, and combines advisory services with affiliated insurance activities.

Christopher Bales is a CFP® and Series 66-licensed financial advisor with 14 years of industry experience. He is the principal of Bridgeworks Asset Management, LLC, and also operates Bales Law Firm. His prior experience includes roles at Morgan Stanley and other financial firms. Bales has been involved in divorce financial planning through an affiliated business and legal services. Bridgeworks Asset Management is an independent registered investment adviser serving primarily individual clients and charitable organizations. The firm offers customized portfolio management and financial planning, using methods such as modern portfolio theory and option strategies, and maintains a unique connection to family-law financial planning through its integrated legal services.

John Grant is the sole advisor at Grant Financial Group in Elberta, Alabama, holding Series 63 and Series 65 designations with 26 years of industry experience. He has operated Grant Financial Group since 2008. Grant is also a licensed life, health, and variable annuity insurance agent with appointments at multiple insurance companies, focusing primarily on fixed deferred, equity-linked index, and immediate annuities. Grant Financial Group is an independent, state-registered investment adviser serving approximately 97 clients, including individuals, trusts, estates, charitable organizations, and business entities. The firm uses a conservative, actively managed approach blending bond funds, equities, ETFs, and mutual funds, with daily security reviews and discretionary trading authority to implement client investment plans.

Todd Turk is a financial advisor at Freedom Wealth Coaching, LLC with two years of industry experience. He holds a Series 65 designation and has worked in real estate and investment management roles at various firms, including Coldwell Banker Coastal Realty and Colomb Investment Management Company. Prior to his financial services career, he spent over two decades at United Rentals. Freedom Wealth Coaching provides investment management, financial planning, and nondiscretionary consulting services to individuals, retirement plans, trusts, estates, and small businesses. The firm operates through a co-advisory relationship with Matson Money, focusing on efficient portfolios aligned with clients’ objectives and risk profiles, and maintains a distinctive emphasis on retirement plan and pension consulting.

Lance Williams is a financial advisor at NewSong Capital Management, Inc. with 21 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at LPL Financial LLC. Outside of his advisory role, he owns and operates a commercial spear fishing business and participates in fishing and diving tournaments as a brand ambassador. NewSong Capital Management provides investment management and ongoing financial planning services to individuals, trusts, pension plans, charitable organizations, and business entities. The firm offers customized portfolio management that includes equities, mutual funds, ETFs, fixed income, limited cryptocurrency exposure, and derivatives, combining traditional asset management with subscription-style financial planning and integrated risk management.

Patrick Bussey III is a financial advisor with StoneX Advisors Inc. and holds a Series 66 designation. He has 25 years of industry experience, including roles at StoneX Advisors since 2016 and StoneX Securities since 2000. Outside of his advisory work, he serves as Vice Chairman on the board of Gumbo Inc., a nonprofit focused on economic development in South Baldwin County, Alabama. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm uses a combination of independent advisors and in-house teams to implement investment strategies through proprietary models, third-party managers, and multiple account platforms.

Houston Ingram is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with Capstone Financial Group, LLC since 2009 and has been affiliated with Principal Life Insurance Company since 2002. His business activities include fixed insurance products such as life, health, and annuities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third‑party money manager solutions under various advisory and promoter arrangements.

Jane Doyle is a CFP® with 32 years of industry experience and has been with Oppenheimer since 2005. She is the owner and creator of several non-investment related ventures, including a book promotion company and a blog sharing stories from CASA de Dom Inacio in Brazil. Oppenheimer serves a diverse client base with advisory and brokerage services that include investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation alongside manager selection and a range of investment products, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary account management.

Robert Brantley is a financial advisor with Principal Financial Services in Orange Beach, AL, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has worked at Capstone Financial Group and Principal Securities Inc. since 2016 and has been affiliated with Principal Life Insurance Company since 2000. Brantley is also involved in health insurance brokerage activities separate from his investment advisory role. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

Angelina Mc Lane is a Series 66-licensed financial advisor with First Command Advisory Services, bringing four years of industry experience. Her career includes multiple roles within First Command-affiliated entities since 2020. Outside of financial services, she has experience in the wellness sector, having worked with yoga studios for several years. First Command serves a diverse client base, including individuals, high-net-worth clients, corporations, and charitable organizations, through a multi-service platform that integrates financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led, face-to-face financial coaching and offers structured engagement cycles with dedicated advisors.

Jason Kozon is a financial advisor at Edward Jones with 28 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses and has been with Edward D. Jones & Co., L.P. since 1997. 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 programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Michael Hofmann is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with LPL Financial since 2015. Hofmann also operates The Hofmann Group, an entity affiliated with his LPL business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house Research team and combines large-scale advisory operations with non-advisory product activities.

Brett Laferrera is a financial advisor with Mass Mutual Investors Services, holding Series 63, 65, and 66 licenses and over 31 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has prior experience at MetLife Securities Inc. Outside of his advisory role, he owns and operates Crimson Capital Group, an insurance brokerage focused on property and casualty as well as specialized coverages such as aircraft insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop collaborative, annual financial planning relationships.

Philippe Trouillot is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Wells Fargo Advisors and various Cetera entities. He serves as a board member of Mulherin Home, attending quarterly meetings. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management and financial planning services, combining advisor-managed accounts, model portfolios, and third-party solutions with retirement and fiduciary capabilities integrated into its institutional platform.

Ryan Sheppard is a financial advisor with UBS Financial Services in Gulf Shores, Alabama. He holds a Series 66 designation and has six years of industry experience, having been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides research-driven, model-based asset allocation tailored to client goals and risk tolerances.

Ronald Moxness Jr. is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Regions Bank. Outside of his advisory role, he works as a lead food server at The Hangout. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management and financial planning services, combining advisor-managed accounts, firm-sponsored model portfolios, and third-party solutions with retirement and fiduciary capabilities.

Jarrett King is a financial advisor at Mass Mutual Investors Services with a Series 66 credential and one year of industry experience. Prior to his current role, he worked for Canadian National Railroad for 12 years. He serves as treasurer and board member of the Saint Louis Lofts Association Inc., coordinating building financials with the property management company. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager solutions and educational seminars.

Robert Mc Dowell is a financial advisor with Edward Jones in Gulf Shores, Alabama, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Berkshire Hathaway HomeServices, RCM Consulting LLC, and the Air War College. 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 programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Lisa Cooper is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to that, she was employed at Hodges University and Milam & Milam, LLC. Outside of her advisory role, she supports employee training programs and educational tutoring initiatives through part-time administrative and data specialist positions. 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 investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Zachary Melton is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2019. Prior to his financial services career, he held positions at Austal USA, the University of South Alabama, Shades Sunglasses and Casual Apparel, and Central Alabama Community College. Melton is also co-owner of Long Run Operations, LLC, where he serves as an associate financial advisor involved in client meetings and financial planning. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with significant investable assets. The firm provides advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that uses research and modeling to generate customized recommendation reports.

Larry Groce is a CFP® professional with 41 years of experience in the financial services industry. He has been with Morgan Stanley in various capacities since 2008, currently serving at Morgan Stanley Private Bank, National Association. He holds an inactive CPA license from the Alabama State Board of Public Accountancy. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs.

Melinda Depaolo is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 25 years of industry experience. She worked at Merrill from 2000 to 2024 before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a financial planning process that incorporates structured discovery conversations and firm-approved planning tools.

Garry Hill Jr. is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 designations. He has 32 years of industry experience and has been with Cambridge since 2015. Outside of his advisory role, he serves as treasurer for the Banana Bay Homeowners Association and is a board member of the Hollywood Manor Circle HOA. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing a range of platforms and third-party strategists.

Robert Hart is a financial advisor with Cetera, holding a Series 66 designation and 22 years of industry experience. He has worked at Cetera and related entities since 2018, with prior roles at Centennial Bank and Investment Professionals Inc. Cetera Investment Advisers serves a diverse client base, including individual, high-net-worth, institutional, and retirement-plan clients, through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Haley Blackmon is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and has worked with Edward Jones since 2019, with prior experience at State Farm Insurance and The University of Alabama. 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, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Declan Mc Clelland is a financial advisor at Edward Jones with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christi Koehle is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Mass Mutual Investors Services since 2017 and has longstanding affiliations with Massachusetts Mutual Life Insurance Company and Metlife Securities, Inc. Outside of her advisory work, Koehle serves on the Planning Commission and Town Council for Perdido Beach, Alabama. MassMutual Investors Services operates as a broker‑dealer and SEC‑registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a collaborative, annual planning approach using firm-approved analytical tools and provides event-driven planning programs including divorce and estate-settlement planning.

Mark Monahan is a financial advisor at Edward Jones in Gulf Shores, AL, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2008. 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 programs and investment solutions supported by a large national network of advisors and branch offices.

David Landry is a financial advisor with Edward Jones in Orange Beach, Alabama, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Edward Jones since 1986. Outside of his advisory role, he owns a second home in Orange Beach, from which he occasionally works remotely. 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, including discretionary and non-discretionary strategies, and maintains an extensive nationwide network of advisors and branch offices.

Ronald Rowell is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for five years and has experience in the HVAC industry. Outside of advisory work, he owns a retail and restaurant business and serves as a part-time bookkeeper for a real estate LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Zachery Estes is a financial advisor with Ameriprise in Gulf Shores, AL, holding a Series 66 designation and six years of industry experience. He previously worked at Edward Jones and has a background that includes roles outside the financial sector. Estes serves on several nonprofit boards, including the Alabama Gulf Coast Zoo as board chair and the North Baldwin Infirmary Foundation. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering tailored, research-driven recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

George Harris Jr. is a CFP®-certified financial advisor with 32 years of industry experience, currently affiliated with Cetera. His prior experience includes roles at Concourse Financial Group Securities Inc, The Institute for Wealth Management LLC, and Avalon Investment & Securities Group Inc. Outside of his advisory work, Harris serves as President of the Commerce Park Business Condominium Association and is a member of the City of Gulf Shores Board of Adjustments and Appeals. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services supported by various program structures and model portfolios.

Chantz Blackmon is a financial advisor with Edward Jones in Foley, AL, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and previously worked at New York Life Insurance Company from 2017 to 2019. His background also includes roles at the University of Alabama and Sunsouth LLC. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Becky Humphries is a financial advisor with Edward Jones in Foley, Alabama, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, she founded Growing Social, LLC, a marketing firm that assisted real estate professionals and related service providers with social media marketing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial services through a large network of advisors and branch offices nationwide.

Michael Starkey is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and three years of industry experience. His background includes roles at Cetera Wealth Services, Capital Financial Strategies Inc, and Minnesota Life Insurance Co. Outside of advisory work, he is involved in fixed insurance sales as an agent and broker. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions supported by both advisor-managed and firm-sponsored investment programs.

Roger Robinson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is president of Robco Fuels L.L.C., a fuel distribution company serving convenience stores. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Jessica Laferrera is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and having 17 years of industry experience. She has been with MassMutual Investors Services since 2017 and previously worked at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. Laferrera also serves as co-trustee of the Dennis A Dahl and Carolyn Dahl Trust. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved tools and offers specialized services such as divorce planning and estate settlement.

Megan Conwell is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 66 licenses and nine years of industry experience. Her prior roles include positions at Principal Securities, Principal Life Insurance, Chubb/Combined Employee Benefits, New York Life, and Klatt Group Insurance Sales. In addition to her advisory work, she serves on the finance council for a church-related radio station and works as an insurance broker specializing in life, fixed life, annuities, long-term care, disability, group benefits, and property & casualty insurance. MassMutual Investors Services, LLC provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars with a structured, collaborative financial planning process.

Dillon Smith is a financial advisor with Mass Mutual Investors Services in Foley, Alabama, holding CFP® certification and Series 63 and 65 licenses. He has 10 years of industry experience, including prior roles at Pruco Securities, LLC and The Prudential Insurance Company of America. Outside of his advisory work, Smith owns Dillon Smith Endeavors, LLC, which functions as a pass-through entity for compensation, and is also active as an insurance broker focusing on health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning and asset management services, utilizing firm-approved software and collaborative yearly planning engagements, without discretionary authority over client assets.

Tera Wiggins is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and having 44 years of industry experience. She previously worked at METLIFE Securities Inc. and Metropolitan Life Insurance, with over a decade at each firm. In addition to her advisory role, she is involved in individual and group life and health insurance brokerage. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm uses firm-approved software tools to analyze client goals and provides written recommendations through annual collaborative planning engagements.

Lezli Thomason is a financial advisor with Edward Jones in Foley, AL, holding a Series 66 designation and two years of industry experience. Prior to her advisory role, she worked for seven years at Ferrell Family Dental. Outside of her financial career, she assists with seasonal retail activities at a jewelry store in Gulf Shores, AL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Douglas Hillis is a financial advisor with Edward Jones in Gulf Shores, AL, holding a Series 66 designation and having 10 years of industry experience. He has been with Edward Jones since 2015. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Roper is a financial advisor with Ameriprise in Gulf Shores, Alabama, holding a Series 66 designation and 25 years of industry experience. His prior work includes roles at Edward Jones and Ameriprise Financial Advisors Inc. He has been with Ameriprise since 2017. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Mindy Hammond is a financial advisor with Ameriprise in Orange Beach, AL, holding a Series 63 designation and 26 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory work, she owns Blessed Holdings LLC, which operates a hair salon and wellness spa. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency strategies to deliver customized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

David Bedford is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 63 designation and has 41 years of industry experience. Bedford is also the CEO of Bedford Financial Group, Inc., a support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research, with a notable emphasis on advisory services that leave final decision authority with clients.

Karol Heredia is a financial advisor at Cetera with three years of industry experience. He holds the Series 66 designation and has worked at Cetera and Regions Bank since 2009. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts, model portfolios, and third-party solutions across multiple custodial platforms.

Gregory Michaels is a financial advisor with Edward Jones in Orange Beach, AL. He holds a Series 63 designation and has 20 years of industry experience, including over two decades at Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and more than 15,000 branch offices.