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 with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses. She has been in the industry since 2024, with prior experience at Kovack Securities, Inc. and Nicholas Financial Services. Outside of her advisory work, she serves as a committee member at St. Luke’s Episcopal Church in Scottsboro, Alabama. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan advisory through a large network of independent professionals and multiple account platforms.

Joseph Gilbert is a financial advisor with Raymond James Financial Services Advisors, Inc. in Scottsboro, Alabama, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Edward Jones, Regions Bank, and Cetera Investment Services. Outside of his advisory work, he serves as Treasurer of the Board of Deacons at Scottsboro Cumberland Presbyterian Church. Raymond James Financial Services Advisors, Inc. serves a diverse client base that includes individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and public entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing advisory support and tailored financial plans developed through comprehensive risk profiling and asset-allocation analysis.

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 with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and 36 years of industry experience. He previously worked for Kovack Advisors, Inc. and Kovack Securities, Inc. for 15 years. Outside of his advisory role, he is a notary and owns a financial services firm. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services using various account platforms and third-party sub-advisers.

Tyler Shankles is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and has previously worked at Regions Bank and 1st Franklin Financial Corp. in addition to his current roles at Cetera and Cetera Investment Services LLC. 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, financial planning, and fiduciary services, combining advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions.

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.

Malorie Griffith is a financial advisor at Edward Jones in Rainsville, Alabama, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she served on the Jackson County Board of Education and operated Griffith Interiors for over a decade. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Jon Bergman is a CFP®-credentialed financial advisor with Raymond James Financial, based in Scottsboro, AL, where he has 17 years of industry experience. He has worked at Raymond James Financial and its affiliated entities since 2008. Outside of his advisory role, Bergman is co-owner and branch manager of Cornerstone Investment Services, LLC. 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 offers tailored financial planning and non-discretionary investment consulting, emphasizing advisory and implementation support rather than discretionary management.

Mark Chapman is a financial advisor with Raymond James Financial, holding a Series 66 designation and 17 years of industry experience. He previously worked at Charter Investment Services, LLC from 2014 to 2017. Outside of his advisory role, Chapman serves on the Board of the Scottsboro Commercial Development Authority and has managed a mini-storage and commercial leasing business for over 18 years. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations while maintaining client decision authority.

Julie Bird is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 65 licenses and has 32 years of industry experience. She has been with MassMutual Life Insurance Co. and MML Investors Services, Inc. since 2001. Outside of her advisory role, Ms. Bird is involved in business consulting and coaching through multiple ventures including Cornerstone Wealth Strategies LLC and Business Acceleration Advisors. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning engagements as annual, collaborative relationships using firm-approved software to analyze client goals and deliver written recommendations.