Thomas Ferrell is a CFP®-certified financial advisor with 26 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has held roles at firms including Cantella & Co., Inc. and Cambridge Investment Research. Outside of his advisory work, he serves on the board of the Musgrove Country Club in Jasper, Alabama. Steward Partners Investment Advisory manages approximately $28.34 billion in 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 proprietary strategies and third-party managers, utilizing a range of investment vehicles tailored to client objectives.

Andrew Wiginton is a financial advisor with Steward Partners Investment Advisory, LLC in Jasper, Alabama. He holds a Series 66 designation and has been in the industry since 2025. Prior to his current role, he worked in general contracting and engineering. Outside of advisory activities, he is a limited partner in MWIG3, LLC, a residential real-estate acquisition and development business. Steward Partners Investment Advisory, LLC manages over $28 billion in assets and serves a diverse client base including individuals, charitable organizations, and institutions. The firm offers discretionary and non-discretionary portfolio management using proprietary and third-party strategies across multiple asset classes.

Michael Wiginton Sr. is a CFA® charterholder with 22 years of experience in the financial services industry. He is currently with Steward Partners Investment Advisory, LLC and has previously worked at Cantella & Co Inc and Cambridge Investment Research. Outside of advisory roles, he serves as a board member for The Grand Residences HOA in Panama City, FL, and is involved in several real estate ventures. Steward Partners Investment Advisory, LLC manages approximately $28.34 billion in regulatory assets and serves a diverse client base including individuals, charitable and corporate clients, and institutions. The firm’s investment approach integrates proprietary Life Wealth Optimization models and third-party money managers, offering portfolio management across multiple asset classes tailored to client objectives.

Luke Ferrell is a financial advisor at Steward Partners Investment Advisory, LLC with four years of industry experience. He holds the Series 66 designation and has worked at several firms, including Cambridge Investment Research and Cantella & Co., Inc. Outside of finance, he has experience associated with country club operations. Steward Partners Investment Advisory, LLC manages approximately $28.34 billion in regulatory assets and serves a diverse client base, including individuals, charitable and corporate clients, and institutional plans. The firm offers discretionary and non-discretionary portfolio management using proprietary and third-party strategies across multiple asset classes.

Kyle Windham is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Cetera. He previously worked at Avantax Investment Services, Inc. and operates Windham Financial Group, PC, which provides accounting and tax preparation services. 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 solutions, supported by a combination of advisor-managed accounts, model portfolios, and third-party managed options.

Randa Byars is a financial advisor at Edward Jones with four years of industry experience. She holds Series 63 and Series 66 licenses. Prior to Edward Jones, she worked at Northwestern Mutual Investment Services LLC and Adam Rhoades. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Matthew Laird is a financial advisor with Raymond James & Associates in Jasper, AL, holding a Series 66 designation and 25 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves as a director on the board of Bank of Walker County and is a part-owner of a Mosquito Authority franchise in San Antonio, Texas. He also holds officer positions with the Walker Area Community Foundation. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through a range of advisory and institutional fiduciary solutions.

Jerry Porch Jr. is a financial advisor with Edward Jones in Jasper, Alabama, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2007. 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 nationwide network of more than 23,700 advisors, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Andrew Bentley is a financial advisor with Edward Jones in Jasper, Alabama. He holds the Series 66 designation and has three years of industry experience, including five years at McGehee Engineering Corp prior to joining Edward Jones. 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 supported by a large network of financial advisors and branch offices across the United States.

Greg Martin is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Cetera and its affiliated entities since 2013. Outside of his advisory role, he serves as treasurer for Cub Scout Pack 93. 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, offering a range of portfolio management, financial planning, and fiduciary solutions.

Toby Banks is a financial advisor with Raymond James & Associates in Jasper, Alabama, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include extensive service at Synovus Bank and Synovus Securities Inc. from 1997 to 2021. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, as well as state and municipal governments. The firm provides both non-discretionary advisory services and institutional consulting, with notable capabilities in public finance and municipal work.

Timothy Ferguson is a financial advisor with Edward Jones in Jasper, Alabama, holding a Series 66 credential and 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he co-owns several local billboard rental properties. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jerry Porch III is a financial advisor at Edward Jones in Jasper, AL, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he held various roles including positions at The Civil Group, Flow Magazine, and in education at the University of North Alabama and Fayette County Board of Education. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a network of more than 23,700 financial advisors and 15,000 branch offices.

Katherine Schablow is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and six years of industry experience. Her prior work includes roles at Regions Bank and The Prudential Insurance Company of America. Outside of finance, she is involved as an antique dealer at an antique mall. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering portfolio management, financial planning, and fiduciary solutions with a mix of advisor-managed and firm-sponsored investment programs.

Jason Lippeatt is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at Concourse Financial Group Securities Inc and Investment Distributors Inc. Lippeatt is based in Homewood, Alabama. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing advisor-managed accounts, model portfolios, and third-party solutions.

Ferrell Oden II is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Klutch Konsultants and Target, as well as studies at the University of Alabama. Outside of advising, he is involved in a non-variable insurance agency. LPL Enterprise provides advisory services through a large network of representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services with insurance products.

Laurie Stevenson is a Series 66 credentialed financial advisor with 20 years of industry experience. She has worked at Robert Baird & Co. since 2019 and previously spent over a decade at J.J.B. Hilliard, W.L. Lyons, Inc. Stevenson serves as a trustee for relatives' trusts, overseeing trust activities. She is part of The DDK Group at Robert W. Baird & Co., which provides personalized wealth management services to individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio management solutions tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and alternative investment strategies.