Lester Brol is the principal of Brol Capital Management, LLC, an independent firm based in Hampton Cove, AL. He holds the CFA® designation and Series 63 license, with 15 years of industry experience. Since founding his firm in 2010, he has also taught finance part-time at the University of Alabama in Huntsville and provides expert witness analytic, consulting, and testimony services related to securities and commodities cases. Brol Capital Management serves individuals, families, and institutional clients, including foundations, endowments, private investment funds, and small to mid-sized businesses, with a focus on 3(38) fiduciary services for employer retirement plans. The firm employs a mean-variance core/satellite investment approach combining global ETFs and fixed income with concentrated All-Cap equity sleeves, total-return strategies, and alternative investment due diligence.

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.

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.

Jason Pals is a financial advisor at PNC Wealth Management with three years of industry experience. He holds a Series 66 designation and has worked at PNC Investments LLC since 2022, following a 20-year tenure at PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and third-party-managed investment strategies.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Garry McClure is a financial advisor with Cambridge Investment Research Advisors who holds a Series 63 designation and has 27 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated broker-dealer since 2010. In addition to his advisory role, he owns McClure's Financial Services and works as an independent insurance agent. 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 multiple account platforms and options for discretionary or non-discretionary management.

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.

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.

Elizabeth Turi is a financial advisor at Edward Jones with 16 years of experience and holds a Series 66 designation. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services, operating under a fiduciary standard.