Joseph Hunter Gilbert

Billy Mcgriff is a financial advisor with The McGriff Alliance, holding a Series 63 designation and over 21 years of industry experience. His career includes long-term roles with Manufactures Life Insurance Company, Sage Ventures, Inc., and Mcgriff Dowdy & Associates, P.C. He serves as a trustee of a charitable trust and is involved in real estate development and tax and accounting services. The McGriff Alliance provides advisory services to individuals, trusts, estates, pension and profit-sharing plans, and investment company clients. The firm offers discretionary asset management, financial planning, third-party money manager referrals, and insurance brokerage, employing both strategic and tactical asset allocation and sponsoring private pooled funds focused on life settlements.

Tara Nicholas is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Kovack Securities, Inc. and Nicholas Financial Services. Outside of her advisory work, she serves as a committee member for St. Luke’s Episcopal Church in Scottsboro, AL. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, providing a range of portfolio management options and model-based solutions tailored to client objectives.

Rebecca Kilgore is a financial advisor at Edward Jones with 16 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2009. 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, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

David Nicholas is a financial advisor at Cambridge Investment Research Advisors with 36 years of industry experience. He previously worked for 15 years at Kovack Advisors, Inc. and Kovack Securities, Inc. Nicholas is a licensed notary in Scottsboro, Alabama. 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 plan advisory services through independent Financial Professionals using multiple custody platforms and a range of proprietary and third-party strategies.

Tyler Shankles is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 designation and has previously worked at Regions Bank and 1st Franklin Financial Corp. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with access to affiliated and third-party managers across various program structures.

Matthew Hale is a financial advisor with Edward Jones in Rainsville, Alabama, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he was involved with G2 Supply LLC for six years. 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.