THE HARTY CARPENTER GROUP: Harty, Carpenter, Naff, Lomax, Zellner, Ellard

Merrill Lynch Wealth Management

601 North Section Street

Fairhope AL 36532

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We seek to bring clarity to complex financial lives—so you can move forward with confidence. Through professionally designed financial planning and investment strategies, we help retirees, professionals, and business owners simplify decisions, reduce uncertainty, and design their tomorrow—TODAY.

THE HARTY CARPENTER GROUP: Harty, Carpenter, Naff, Lomax, Zellner, Ellard

WelcomeRecognitionAbout UsEventsMeet Our TeamInsightsAbout Merrill

Welcome

THE HARTY CARPENTER GROUP believes that trust is earned and is the foundation for lasting relationships.

This team of Financial Advisors is proud to offer over 100 years of industry and practical experience helping clients manage and prepare for their financial futures. THE HARTY CARPENTER GROUP understand the demands and responsibilities of wealth, and we draw upon our vast resources to offer a total wealth management strategy tailored to your individual needs.

Our wealth management team welcomes the opportunity to show you first-hand what we do and how our services are appropriate for you and your family

Recognition

S Wesley Carpenter

Managing Director, Senior Resident Director

Barron's "Top 1,500 Financial Advisors", 2021-2026

Forbes "Best-in-State Wealth Advisors", 2019-2026

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Show More Recognitions

Barron's "Top 1,500 Financial Advisors", 2021-2026

Forbes "Best-in-State Wealth Advisors", 2019-2026

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Forbes "Best-in-State Wealth Management Teams", 2023-2026

(Published annually in January. Rankings based on data as of March 31 of prior year.)

Financial Planning's "Top 40 Brokers Under 40", 2021

(Published on January 26, 2021. Rankings based on data as of Sept 30, 2020.)

On Wall Street "Top 40 Advisors Under 40", 2020

(Published on published on January 23, 2020. Rankings based on data as of Sept 30, 2019.)

Forbes "Top Next-Generation Wealth Advisors", 2019-2020

(Published annually July – Sept. Rankings based on data as of March 31 of current year.)

S Wesley Carpenter

Managing Director, Senior Resident Director

Barron's "Top 1,500 Financial Advisors", 2021-2026

Forbes "Best-in-State Wealth Advisors", 2019-2026

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Show More Recognitions

Barron's "Top 1,500 Financial Advisors", 2021-2026

Forbes "Best-in-State Wealth Advisors", 2019-2026

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Forbes "Best-in-State Wealth Management Teams", 2023-2026

(Published annually in January. Rankings based on data as of March 31 of prior year.)

Financial Planning's "Top 40 Brokers Under 40", 2021

(Published on January 26, 2021. Rankings based on data as of Sept 30, 2020.)

On Wall Street "Top 40 Advisors Under 40", 2020

(Published on published on January 23, 2020. Rankings based on data as of Sept 30, 2019.)

Forbes "Top Next-Generation Wealth Advisors", 2019-2020

(Published annually July – Sept. Rankings based on data as of March 31 of current year.)

THE HARTY CARPENTER GROUP: Harty, Carpenter, Naff, Lomax, Zellner, Ellard

Forbes "Best-in-State Wealth Management Teams", 2023-2026

(Published annually in January. Rankings based on data as of March 31 of prior year.)

Click here to learn more about advisor recognitions

About Us

Our Philosophy

Our philosophy is simple: clarity creates confidence.

We believe financial success isn't achieved through isolated investment decisions, but through a thoughtful, coordinated plan that brings structure to complexity. That's why we lead with professionally designed financial planning—integrating retirement, investments, taxes, estate considerations, and risk—before recommending any strategy.

We take the time to understand what matters most to you, act as a long‑term steward of your wealth and serve as your financial quarterback—aligning every moving piece so you always know where you stand and what comes next. Our role is not just to advise, but to help you move forward with confidence, clarity, and purpose.

Thursday, June 25th 2026| 6:00 p.m. CT

Bodacious Cooking Class

Space is limited.

For more information or to reserve your place: Call Stephanie Kastrup at 251.990.2364 or email stephanie.kastrup@ml.com

Meet Our Team

S Wesley Carpenter,

ChFC®, CEPA®, CFP®, CPFA®, CPWA®, CRPC™

Managing Director, Senior Resident Director

251.990.2361

W Holt Naff,

CPFA®

Senior Vice President, Senior Financial Advisor

251.990.2391

Bret Lomax

Senior Vice President, Senior Financial Advisor

850.434.7068

David Zellner,

CPFA®, CRPC™

Senior Vice President, Senior Financial Advisor

850.434.7083

Corbin M Ellard,

ChFC®, CFP®, CPFA®, CRPC™

Vice President, Wealth Management Advisor

205.326.9713

C Hodges Harty

Senior Vice President, Senior Relationship Manager

251.990.2378

Tabitha Bond,

CPFA®, CRPC™

Assistant Vice President, Wealth Management Associate

251.990.2366

Janelle Jones

Wealth Management Client Associate - RDA

251.990.2360

Stephanie Lynn Kastrup

Wealth Management Specialist

251.990.2364

Jeff Bogdanovich,

CRPC™

Officer, Registered Wealth Management Client Associate

251.990.2377

Tanner Cole Ragland,

AAMS™, CRPC™

Assistant Vice President, Relationship Manager

251.990.2374

Payton Nicoud

Wealth Management Client Associate (FP)

251.990.2397

Heather Gunnoe

Officer, Wealth Management Client Associate

850.434.7049

Additional Resources

The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.

Allison Mulgrew

Wealth Strategies Advisor

Bank of America, N.A.

David Samman

Investment Solutions Group Portfolio Strategist

Bank of America, N.A.

Danielle L Crawford

Wealth Management Banking Specialist

Merrill

About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.