Mobile, AL – January 7, 2026 – Thompson Wealth Management and Life Planning, Inc has been recognized by Forbes as a Best-in-State Wealth Management Team Alabama for 2026. This accolade recognizes teams that are setting the benchmark for best practices and consistently providing an excellent client experience.

“We are honored to be named as one of Forbes Best-In-State Wealth Management Teams. We believe this recognition is a testament to our team’s unwavering commitment to delivering personalized, strategic guidance to our clients and keeping abreast of industry trends,” said John Thompson, Managing Principal, Senior Financial Advisor. “We take immense pride in helping individuals and families achieve their financial goals, and being included on this prestigious list makes us grateful for the trust our clients place in us every day.”

Thompson Wealth Management and Life Planning, Inc, based in Mobile, is comprised of 5 team members led by John Thompson, Managing Principal, Senior Financial Advisor. Financial advisors John Thompson and Gene Petro collectively oversee more than $300 million in client assets as of January 2026, with the support of Alan Edeker, Para Planner, Pam Bataller, Operations Manager, Shanda Lyons, Client Service Associate, and Jessica Wooley, Administrative Assistant, ensuring a well-rounded approach to client service. Together, the team has over 75 years of experience in the financial services industry.

2026 Forbes Best in State Wealth Management Teams

2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 – 3/31/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management (variable by state), revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams.

About Wells Fargo Advisors Financial Network

For more than 25 years, Wells Fargo Advisors Financial Network, the independent contractor business model of Wealth & Investment Management (WIM), has offered financial advisors more control, flexibility, and growth around business ownership as well as support from one of the nation’s largest financial institutions. WIM provides financial products and services through various bank and brokerage affiliates of Wells Fargo & Company.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC, Member SIPC (WFAFN), a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.