Andrew Ferguson is a CFP® and PFS™ with 16 years of industry experience. He is the principal of Gateway Wealth Management, LLC, where he has worked since 2014. In addition to his advisory role, Ferguson is a certified public accountant and partner at Gateway Group, LLC, providing tax and accounting services to individuals and small businesses. He also delivers continuing education in tax topics for CPAs and attorneys, often through Auburn University’s Outreach Program. Gateway Wealth Management, LLC offers investment advisory and portfolio management services to individuals, trusts, employee benefit plans, and other entities. The firm employs a tailored investment approach and integrates tax and investment services through its affiliation with an accounting and consulting firm.

Marcel Doumerc is a financial advisor at Eden Financial with Series 63 and Series 65 licenses and one year of industry experience. He is an owner of Anvil Wealth, Place 2 B, LLC, and Jasuco, LLC, activities conducted outside of trading hours. Eden Financial is a fee-only registered investment adviser serving individuals, retirement plan sponsors, charitable organizations, and businesses. The firm focuses on discretionary portfolio management and comprehensive financial planning, emphasizing asset allocation and primarily passive management with flexibility for active strategies and ESG considerations.

Kerry Chatham is a CFP® professional with 26 years of experience in the financial industry. He is currently with Steward Partners Investment Advisory, LLC and has a background that includes 15 years at Raymond James Financial. Outside of his advisory role, Chatham is involved in small business consulting related to sporting collectibles and antiques, and he also provides estate planning consultation using specialized software. Steward Partners Investment Advisory, LLC manages over $28 billion in assets and serves a diverse client base including individuals, charitable organizations, and institutional clients. The firm offers a range of portfolio management services that combine proprietary investment models with third-party money managers across multiple asset classes.

Sarah Morgan is a financial advisor with Steward Partners Investment Advisory, LLC in Huntsville, Alabama. She holds a Series 66 designation and has three years of industry experience. Her prior roles include positions at Raymond James Financial Services Advisors, Inc. and Freedom Street Partners. Morgan also works as an independent contractor providing support services for Cornerstone Legacy Advisors and Freedom Street. Steward Partners Investment Advisory, LLC manages approximately $28.34 billion in regulatory assets and serves a diverse client base ranging from non-high-net-worth individuals to institutional clients. The firm offers discretionary and non-discretionary portfolio management through a combination of proprietary strategies and third-party money managers, utilizing a range of asset classes tailored to client objectives.

Barry Guess is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and bringing 41 years of industry experience. He has been with Commonwealth Equity Services, Inc. since 1998. In addition to his advisory role, he is involved in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, supported by its operations, technology, investment management, and compliance infrastructure.

Daniel Moroney is a financial advisor with TLG Advisors, Inc. in Guntersville, Alabama, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Nationwide Advisory Services and Nationwide Insurance Company, where he worked for over two decades, as well as more recent experience with Millennium Brokerage Group and Randy Jones & Associates. He also provides guidance to federal employees regarding their pension, healthcare, and retirement benefits as a federal retirement consultant. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers a range of services including investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services, utilizing manager selection, ongoing monitoring, and asset allocation-based portfolio construction.

Guy Caffey III is a financial advisor with Raymond James Financial Services Advisors Inc. in Guntersville, Alabama, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked with Team Wealth Solutions since 2016 and was affiliated with Guy Caffey from 2018 to 2019. Outside of advising, he is the CEO of Caffey Wealth Management, a support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, with an emphasis on tailored financial plans and a significant portion of advisory assets managed on a non-discretionary basis.

Michael Alred is a financial advisor with LPL Financial in Guntersville, Alabama, holding a Series 66 designation and 11 years of industry experience. His career includes roles at INVEST Financial Corp, Citizens Bank and Trust, and infinex Investments, Inc. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team and a broad platform that combines advisory operations with non-advisory product offerings.

Adam O'Shields is a financial advisor with Raymond James Financial Services Advisors, Inc. in Guntersville, Alabama, holding a Series 66 designation and 13 years of industry experience. He has been associated with Raymond James since 2014 and operates O'Shields Wealth Management, Inc. since 2017. In addition to his advisory work, he serves as president of Team Wealth Solutions. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through detailed client profiling and asset-allocation analysis.

Michael Phillips is a financial advisor at Edward Jones in Guntersville, Alabama, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Vaco / K Services, Audley Consulting Group, BB&T Bank, Regions Bank, and AOD Federal Credit Union. He serves as treasurer for the Guntersville BNI Go Getters chapter, where he manages administrative tasks such as recording dues and maintaining meeting agendas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

David Bridges is a CFP®-designated financial advisor with 17 years of experience, currently practicing at LPL Financial since 2009. He holds the Series 66 license and is based in Guntersville, Alabama. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team that provides model portfolios and various investment strategies tailored to client needs.

Troy Mancuso is a financial advisor at Edward Jones with a ChFC® designation and Series 66 license, holding six years of industry experience. Prior to joining Edward Jones in 2022, he worked at JPMorgan Chase Bank N.A. and J.P. Morgan Securities from 2019 to 2022. 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 under management through a large network of financial advisors and branch offices, offering a range of advisory programs and investment solutions.

George Gillen is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2009. 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 a large network of investment adviser representatives.

Jeffrey Cavender is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 35 years of industry experience. He has been with LPL Financial since 1996. Outside of his advisory role, he is involved with Dixon Wells, a non-variable insurance business, focusing on long-term care insurance. 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 variety of investment delivery options supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Janna Carroll is a financial advisor at Edward Jones in Guntersville, Alabama, with 19 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2006. Outside of her advisory role, Carroll serves on the finance committee of Christ Episcopal Church in Albertville, Alabama. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of investment strategies and operates with a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Todd Carroll is a Series 66-licensed financial advisor at Edward Jones with 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, Carroll owns and operates BackWater Taxidermy, a taxidermy service based in Guntersville, 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 programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Jonathan Anderson is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 18 years of industry experience. His career includes roles at Cetera since 2018, Regions Bank since 2018, and prior positions at Dixon Wells, LPL, and Redstone Federal Credit Union. 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 and financial planning services, combining retirement and fiduciary capabilities with a broad institutional and trust network.

Aaron Belgard is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He previously worked at Raymond James & Associates for eight years before joining LPL Financial in 2021. Belgard serves as a board member and Treasurer of the Child Advocacy Center in Guntersville, Alabama. 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 range of delivery options supported by an in-house Research team, combining large-scale advisory operations with various non-advisory product activities.

Jacob Murphy is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. His prior work includes roles at Carollo Engineers and Hydro Solutions Consulting, as well as a five-year period at Auburn University. Outside of his advisory work, he serves as the play-by-play broadcaster for the Huntsville Havoc's online stream. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, corporate entities, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and operates a large network of financial advisors and branch offices, offering a variety of advisory programs, discretionary and non-discretionary strategies, as well as affiliated investment products.

April Hinds is a financial advisor with Edward Jones holding a Series 66 designation and four years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets with a network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Michael Greenspun is a financial advisor with LPL Financial based in Guntersville, Alabama. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. In addition to his advisory role, he serves as a Reserve Deputy Sheriff with the Marshall County Sheriff's Office and operates a picture framing business. 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 range of investment solutions supported by in-house research, combining large-scale advisory capabilities with insurance, credit, and lending products.