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.

James Sapp is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in financial services in 1994 and has since accumulated over 28 years of experience helping families and small businesses grow and preserve their assets. His expertise includes college education planning, family wealth management strategies, legacy planning, liquidity management, retirement income, and philanthropic planning, among other areas. James holds a bachelor's degree in finance from Florida State University, earned in 1993, and obtained the CERTIFIED FINANCIAL PLANNER® (CFP) designation in 2005. Over the course of his career, he has worked with Merrill Lynch Wealth Management, Wells Fargo Advisors, and currently serves at Merrill Lynch Wealth Management again since 2020. He is also a Personal Investment Advisor (PIA). Outside of his professional work, James is a member of the First Baptist Church of Chipley. He values community involvement and dedicates time to volunteering with local organizations. His personal interests include basketball, cooking, golfing, swimming, and traveling. James lives with his wife Jennifer and their three children.

Brandon Parsons is the Senior Resident Director at Merrill Lynch Wealth Management's Dothan office. In this role, he draws on extensive experience in financial services, having worked with small business owners and their families on business life insurance planning, estate planning services, and employer-sponsored retirement plans. Since beginning his career in 2003, Brandon has leveraged the firm's resources and strategic partnerships to deliver tailored wealth management and retirement planning strategies. He holds the Chartered Life Underwriter (CLU) and Personal Investment Advisor (PIA) designations, as well as an Accredited Certificate from The American College. Brandon earned his bachelor's degree from Auburn University. A native of Dothan, he balances his professional commitments with involvement in the local community, serving on the boards of the Dothan Area Chamber of Commerce and Live at the Opera, Inc., a nonprofit concert promotion organization. Outside of work, Brandon enjoys cooking, music, pickleball, and traveling.

Alison J. Creekbaum is a Wealth Management Advisor at Merrill Lynch Wealth Management in Dothan, Alabama, where she has been serving clients since January 2005. She focuses on helping clients navigate long-term investing by developing and maintaining investment strategies tailored to their unique goals and objectives. Her expertise includes retirement income planning, liability management, insurance solutions, estate transition, gifting strategies, and the design and development of retirement plans for small businesses. Alison emphasizes coordination with clients' trusted tax and legal advisors to ensure comprehensive and coordinated financial strategies. Before joining Merrill, Alison worked as Operations Controller and technology consultant for Arthur Andersen's advanced technology team in Atlanta, GA and San Jose, CA, and later as Director of online business platforms at a public company in Purchase, NY. She holds several professional designations, including Chartered Financial Consultant (ChFC), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Alison earned a Bachelor's degree in Business and Computer Science from Troy University. Alison has been actively involved in the Wiregrass community through service on the boards of organizations such as Girls, Inc., Southeast Alabama Community Theatre, Boys and Girls Clubs of the Wiregrass, American Cancer Society, Music South, and the Wiregrass Museum of Art. She is a former Chairman of the Board of Trustees for the Southeast Health Foundation and serves as a member emeritus. Alison is also a member of the Dothan-Houston County Rotary Club and 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.