Christopher Russell is a financial advisor at Avidian Wealth Solutions with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Linscomb and Williams, LPL Financial LLC, and Cadence Bank. Russell serves on the boards of the Community Foundation of Greater Huntsville and the HudsonAlpha Foundation. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm employs a model-based investment approach supplemented by sub-advisors and separately managed accounts and offers a range of services including discretionary portfolio management and financial planning.

Brian Degaetano is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Compass Bank and BBVA Wealth Solutions, where he worked for eight years. Outside of finance, he is a percussionist with the Gadsden Symphony Orchestra and owns a photography business, Brian Degaetano Imaging. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital, discretionary model account offered as an invitation-only pilot for employees. The firm employs algorithmic risk assessment and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

James Houston is a ChFC® with 26 years of industry experience, currently serving as an investment advisor representative at TLG Advisors, Inc. He has previously worked at Concourse Financial Group Securities Inc and Southern Wealth Strategies LLC, where he is also the owner. Houston is licensed as an independent insurance agent and engages in addressing life insurance and fixed annuity needs. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing fundamental analysis and Modern Portfolio Theory in its investment approach.

John Akins is a CFP® professional with 12 years of industry experience, currently affiliated with Commonwealth Financial Network. His prior experience includes roles at LPL Financial, Cetera, and Regions Bank. He is co-owner and finance director of Resolute Care Services, Inc., a home healthcare business in Fort Payne, AL. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with advisory programs, wealth management, and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, while offering a range of discretionary and customized portfolio solutions.

Douglas Crowe is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 34 years of industry experience. His prior roles include positions at MetLife Securities, Prudential Insurance Company of America, and LPL Enterprise. Outside of his advisory work, he serves as an election official in Dekalb County, Alabama. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a variety of advisory programs, operational support, and investment management services. The firm offers a range of portfolio construction options and discretionary model portfolios managed through a structured due diligence process.

Thomas Guice is a financial advisor with Edward Jones in Ft Payne, Alabama, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. 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 strategies, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

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.

Vicky Kirby is a financial advisor with Edward Jones in Ft. Payne, AL, holding a Series 63 designation and over 31 years of industry experience. She has been with Edward Jones since 1990. Outside of her advisory role, she serves as a board member for DeKalb County Regional Hospital, providing input on new doctors and community issues, and is involved in retail business activities on weekends. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment programs. The firm manages over $1 trillion in assets and operates a large national network of advisors and branch offices.

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.

John Davis is a CFP® with 33 years of industry experience, currently serving at Edward Jones since 1992. He is based in Ft Payne, AL. Outside of his advisory role, he is involved in managing a rental property. Edward Jones is a full-service wealth management firm with over 23,000 advisors nationwide, serving a diverse client base that includes individual and institutional investors. The firm offers a range of investment solutions, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

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.

Jesse Biddle is a financial advisor at XYPN Invest with a Series 65 designation and one year of industry experience. He has worked at Wealth Management of Alabama since 2025 and is also involved with Reed's Tax Service. Outside of advisory work, he is a farm owner and operator in Rainsville, Alabama. XYPN Sapphire provides investment management and financial planning to individuals, trusts, estates, business entities, and retirement plans. The firm emphasizes a long-term, risk-based allocation using diversified portfolios and offers both discretionary and non-discretionary management with support from affiliated advisors and third-party subadvisors.