Kenneth Johnson is a financial advisor at Ignite Planners LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at StoneX Securities Inc. Outside of advising, he serves as a Bible class teacher and pulpit minister at Aldridge Grove Church of Christ and is involved in several community boards, including the International Motorsports Hall of Fame and the Industrial Development Board of Lawrence County, Alabama. Ignite Planners serves a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers asset management, financial planning, and access to third-party money managers, employing a multi-disciplinary investment approach and discretionary portfolio management that includes private and alternative investments.

Trevor Kurzhal is a financial advisor with NBC Securities, Inc. holding a Series 66 designation and five years of industry experience. Outside of his advisory role, he is involved in audio production, mixing and mastering music for local artists, and serves in various media and production roles with Grace Life Church of the Shoals and its missions affiliate. NBC Securities provides investment management, financial planning, and brokerage services to a diverse client base, including individuals, institutions, and municipalities, with approximately $1.78 billion in assets under management. The firm offers multiple fee-based advisory programs and integrates brokerage execution and custody services through RBC platforms.

James Mitchell Jr. is a financial advisor with Diversify Advisory Services, LLC in Decatur, AL, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at DFPG Investments, LLC, BFC Planning, Inc., Berthel Fisher & Company Financial Services, Inc., and Triad Advisors, Inc. Diversify Advisory Services, LLC provides investment advisory and financial planning to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification investment approach, utilizing a variety of internal and third-party models across multiple platforms and offering a broad range of investment instruments and strategies.

Todd Kurzhal is a financial advisor at NBC Securities, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has been with NBC Securities since 2002. NBC Securities provides investment management, financial planning, and brokerage services to a diverse client base, including high-net-worth individuals, institutions, and municipalities. The firm offers multiple advisory programs that integrate third-party investment managers and model portfolios, supporting both discretionary and non-discretionary arrangements.

James Newton is a financial advisor at Portfolio Medics, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Barlas O'Reilly Wealth Management, Plan Partners LLC, and Eqis Capital Management, Inc. Outside of his advisory role, he owns and operates Newton Institutional, where he transacts insurance products, and PayLink IRA, which provides payroll and IRA services. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients with a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services through a blend of strategic and tactical approaches.

Paul Morris is a financial advisor with Wells Fargo Advisors in Decatur, AL, holding a Series 66 designation and 15 years of industry experience. His career includes multiple roles within Wells Fargo-affiliated entities since 2010 and a brief tenure at Merrill in 2021. He also owns Paul D Morris Wealth Management Inc., an investment-related business based in Florence, AL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting certain net-worth thresholds, utilizing proprietary research and planning tools to develop customized recommendations.

Thomas Mccleskey is a financial advisor at LPL Financial with a Series 66 designation and over two years of industry experience. His prior roles include positions at Securities America, Fidelity Investments, and Keel Point LLC, as well as working at the University of Alabama. LPL Financial provides advisory and brokerage services to a broad client base including individual investors, retirement plan sponsors, banks, and credit unions. The firm offers a wide range of programs and investment solutions, managing over $819 billion in advisory assets through a nationwide network of more than 21,800 investment adviser representatives.

Henry Holliday is a financial advisor at Stifel with 15 years of industry experience and holds the Series 66 designation. He has been with Stifel since 2015 and previously worked at Sterne Agee. Outside of his advisory role, he serves as the Finance Chair for YoungLife in North Alabama, assisting with managing the ministry's operating accounts. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Shelli Waggoner is a financial advisor with Morgan Stanley in Decatur, Alabama, holding Series 63 and Series 65 licenses and with 16 years of industry experience. She has worked at Morgan Stanley and its Private Bank division since 2017 and was previously with Investment Centers of America, Inc. from 2014 to 2017. Outside of her advisory role, Waggoner serves on the Calhoun Community College Foundation Board, where she contributes financial and investment feedback to support fundraising and scholarship efforts. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and market-return modeling techniques. The firm manages approximately $2.74 trillion in client assets and combines advisory services with various investment products and institutional offerings.

Richard Reichert is a financial advisor with Raymond James Financial Services Advisors Inc. in Decatur, Alabama, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Raymond James since 2005 and also operates Reichert Investments Inc., a support company. In addition, he works as an independent contractor for Stonebridge Wealth Management. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through risk profiling and firm research, with a distinctive focus on advisory and implementation-support services rather than discretionary management.

Patricia Winsett is a financial advisor at Cetera with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Avantax Advisory Services and Avantax Investment Services, Inc. She also owns and manages Express Tax, a tax preparation and accounting business, and serves as a deacon board member at Grace River Community Church, where she participates in financial oversight. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Jeremy Goss is a financial advisor with Wells Fargo Advisors in Decatur, AL, holding a Series 66 designation and 16 years of industry experience. He previously worked at Edward Jones for nine years before joining Wells Fargo Advisors in 2024. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Brian Jones is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo entities since 2009. Outside of his advisory work, he is involved in several investment-related business activities through ownership in multiple holding companies. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to deliver tailored recommendations, offering clients flexible implementation options through brokerage or advisory programs.

Joseph Gosnell is a financial advisor at Edward Jones in Decatur, Alabama, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Deep South Construction Pros and Redeeming Solutions, and spent ten years with Cru. Outside of his advisory role, he has an affiliation with Plexus Worldwide, although he has no active responsibilities there. 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, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Michael Rutledge is a Series 66 licensed financial advisor with Wells Fargo Advisors in Decatur, Alabama, bringing 16 years of industry experience primarily within Wells Fargo entities. His career includes nearly a decade at Wells Fargo Clearing before joining Wells Fargo Advisors in 2025. Outside of his advisory role, Rutledge holds ownership interests in multiple businesses across Alabama and Florida, including an auto auction, car dealerships, and several ventures involving land and property. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing research and planning tools to develop tailored recommendations that clients may implement through brokerage or advisory programs.

Amy Cook is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds a Series 63 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020. Prior to that, she was with BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and Compass Bank from 2012 to 2020. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and proprietary market models.

Barry Hill is a financial advisor at Morgan Stanley with 27 years of industry experience and holds a Series 66 designation. Prior to joining Morgan Stanley in 2026, he spent 17 years with Raymond James Financial Services Advisors, Inc. He is also involved as a financial advisor and owner of Stonebridge Wealth Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and investment models.

Shelley Howard is a financial advisor with Wells Fargo Advisors in Decatur, AL, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. Her career includes roles at Wells Fargo Clearing Services and Wells Fargo Bank NA, spanning from 2006 through the present. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting a net-worth threshold. The firm offers a broad range of planning services supported by internal research and tools, with flexible implementation options for clients.

Richard Gregory is a financial advisor at Cambridge Investment Research Advisors with 29 years of industry experience. He previously worked at LPL Financial, Oak Tree Financial Services, and Private Advisor Group. Gregory serves as a board member and volunteer for The Salvation Army and is a committee member for Young Life in Decatur, Alabama. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing both discretionary and non-discretionary approaches with access to multiple account platforms and third-party strategists.

Mitchell Owens is a financial advisor with Edward Jones in Decatur, Alabama, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with Edward Jones since 2009. 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 operates a large nationwide network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and other financial services.