Christopher Story is a financial advisor with LPL Financial in Decatur, Alabama, holding Series 63 and Series 66 licenses and 28 years of industry experience. He previously worked at Raymond James & Associates for nine years and at Burningtree Country Club for eight years. Outside of his advisory role, he is involved with Rising Trout, Inc., a home-based business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research resources.

Samuel Jones IV is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Raymond James & Associates for nine years. He is involved with the John and June Wyker Charitable Foundation in a fiduciary capacity and is also active as a musician. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by internal and third-party research and technology solutions.

Taylor Roberts is a financial advisor at LPL Financial with 31 years of industry experience. He previously worked at Raymond James & Associates for nine years before joining LPL Financial in 2022. Outside of his advisory role, Roberts owns a home-based business called North Alabama Pinestraw. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management along with access to model portfolios and research.

Joseph Montgomery is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at Raymond James & Associates for nine years before joining LPL Financial in 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.