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.

James Gore is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. His career includes roles at MetLife Securities Inc., Massachusetts Mutual Life Insurance Company, Mass Mutual Investors Services, and LPL Financial. Gore is based in Albertville, Alabama. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering discretionary and non-discretionary portfolio management along with financial planning and access to third-party asset management programs.

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.

Mitchell Gore is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at LPL Financial, Citizens Bank & Trust, and Booz Allen Hamilton. Outside of his advisory duties, he is a notary public. Private Advisor Group, LLC manages over $41 billion for a diverse client base including individuals, trusts, and corporate entities. The firm offers a range of portfolio management and financial planning services, utilizing various strategies and third-party asset management programs.

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.

Jathan Stisher is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 19 years of industry experience. His career includes roles at MetLife Securities and Mass Mutual Investors Services before joining Private Advisor Group and LPL Financial in 2017. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering a range of portfolio management, financial planning, and retirement consulting services through various platforms and third-party asset managers.

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.

William Colvin is a financial advisor with Ameriprise in Albertville, Alabama, holding a Series 66 credential and four years of industry experience. His prior roles include positions at Steven Knowles and Leavitt Group, as well as work in insurance and education. Outside of his advisory work, Colvin serves on the Board of Directors for the Marshall County Republican Executive Committee and is an elected member of the Alabama State House of Representatives for District 26. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing comprehensive, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through its broad institutional platform.

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.

Steven Knowles is a financial advisor at Ameriprise with 31 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Knowles serves on multiple local boards, including Peoples Independent Bank, the Albertville/Boaz Recycling and Solid Waste Disposal Authority, United Way of Marshall County, and Marshall Medical Center’s Patient and Family Advisory Council. Ameriprise provides retirement-income planning services for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

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.

Jennifer Netherton is a financial advisor with Edward Jones in Albertville, Alabama, holding the Series 66 credential and with seven years of industry experience. Prior to joining Edward Jones in 2018, she worked at Alabama Power Company for seven years. She is the founder of Netherton Equine Genetics LLC, established for the future purchase of land. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a large network of advisors and branches. The firm offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

Rodney Thornton is a financial advisor with Ameriprise in Albertville, Alabama, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2023, he worked for First South Farm Credit for 15 years. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports and provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

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.

Emmanuel Martinez is a financial advisor with Edward Jones in Boaz, Alabama, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked in various roles including at York's of Houlton and as a State Farm agent. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment and advisory services, supported by more than 23,700 financial advisors 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.

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.

Jacob Young is a financial advisor at MWA Financial Services Inc. with a Series 66 credential and one year of industry experience. Prior to joining MWA Financial Services, he held positions in transportation and manufacturing companies and served as a high school staff member. Outside of his advisory role, Young is a pastor at North Gadsden Community Church in Gadsden, Alabama. MWA Financial Services Inc. serves individuals, trusts, corporations, charitable organizations, and retirement plans through a network of 134 advisors. The firm offers a range of financial planning and advisory services primarily on a non-discretionary basis, combining advisory and broker-dealer activities with access to commissionable products through its affiliation with Modern Woodmen of America.