Lara Burgess is a financial advisor with LPL Financial in Huntsville, AL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with LPL Financial since 2013 and concurrently serves Redstone Federal Credit Union. 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 investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research.

Bobby Phakonekham is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. He also works as a financial advisor at Pinnacle Bank, where he focuses on building client relationships and managing investment accounts. Raymond James Financial Services Advisors, Inc. serves a wide range of clients, including individual investors, high-net-worth individuals, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations based on risk profiles and firm research, supported by an extensive affiliate network.

Lee Donaldson is a financial advisor at Edward Jones with six years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2019, he served at the US Navy Air War College from 2015 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs and investment strategies, operating under a fiduciary standard.

Abigail Adams is a financial advisor with LPL Financial in Huntsville, Alabama. She holds a Series 66 designation and has three years of industry experience. Prior to joining LPL Financial, she worked in various roles including involvement with early education and behavior therapy organizations, as well as managing a boutique. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services with access to model portfolios, research, and various investment strategies.

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.

Michel Denis Jr. is a financial advisor with Morgan Stanley in Huntsville, AL, holding a Series 66 designation and 26 years of industry experience. He has been with Morgan Stanley since 2009, including over a decade at Morgan Stanley Private Bank, N.A. Outside of his advisory role, he is the sole owner of Domaine South and CHUK, private retail businesses offering gifts, wine, and kitchen goods. Morgan Stanley Wealth Management provides a range of advisory services to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers investment programs that include diverse retail and institutional solutions.

Shanna Pendergrast is a financial advisor at Cetera with 17 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has worked at Edward Jones, Coldwell Banker Pinnacle Properties, and Crye-Leike Realty. She currently serves clients from Madison, AL, and has been with Cetera since 2021. Cetera Investment Advisers LLC is an SEC-registered firm providing a multi-manager platform that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through various portfolio management and financial planning services. The firm supports a large network of independent advisors and offers a range of discretionary and non-discretionary investment programs.

John Allen is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 credential and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017. Outside of his advisory role, he serves on the Finance Committee Board of the Huntsville Museum of Art. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm employs a structured planning process using firm‑approved tools and offers services that include both retail and institutional investment options.

Sonja Lamar is a financial advisor with Morgan Stanley in Huntsville, Alabama, holding a Series 66 designation and nine years of industry experience. She has been with Morgan Stanley Private Bank, National Association since 2017. Outside of her advisory role, she is a sole proprietor of a rental property business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services that utilize structured discovery and advanced modeling tools.

Dawn Autry is an advisor with LPL Enterprise, holding a Series 66 designation and based in Huntsville, AL. She has been with LPL Enterprise since 2025 and previously worked in education at The University of Alabama and Oak Mountain Middle School. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutions through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

Svetlana Champlin is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 designations. She has been with Wells Fargo since 2023 and has previous experience in the food service industry, including operating Fit and Fast Meals LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory, financial planning, and retirement plan consulting with a range of brokerage and advisory solutions.

Matthew Mantooth is a financial advisor with Morgan Stanley in Huntsville, AL, holding a Series 66 designation and totaling one year of industry experience. His work history includes roles at Morgan Stanley and teaching positions at Auburn University and Westminster Christian Academy. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market scenario modeling.

James Falcon is a CFP®-certified financial advisor with Edward Jones in Huntsville, AL, where he has worked since 2005, totaling 21 years of industry experience. He serves as president and treasurer of the Spring City Triathletes, managing membership and activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices across the United States.

Melissa Henderson is a financial advisor at Edward Jones with 15 years of industry experience. She holds a Series 66 designation and previously worked at Merchants Bank of Cullman for 11 years before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

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.

Joseph Grant is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Wells Fargo and Regions Bank. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory services with broker-dealer and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Kimchi Godwin is a CFP® and ChFC® with 24 years of industry experience, currently serving as a financial advisor at LPL Financial since 2022. Prior to joining LPL Financial, Godwin held roles at CUNA Mutual Group, CUNA Brokerage Services, GWFS Equities, and Mutual of America. 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. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research and portfolios.

Jackson Pierce is a financial advisor with Cetera Investment Advisors LLC, holding the Series 66 designation and having one year of industry experience. Prior to his current role, he has worked at CB&S Bank and has experience in real estate and other business roles. He is also licensed as an insurance agent selling fixed insurance products. Cetera Investment Advisors LLC is an SEC-registered firm that serves a wide range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform, supporting various investment strategies and program options.

Todd McBride is a Series 66 licensed financial advisor with Morgan Stanley, based in Huntsville, AL. He has 16 years of industry experience, including roles at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. 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. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support its advisory services.

Jennifer Dawson is a financial advisor with Morgan Stanley, holding a Series 66 designation and 26 years of industry experience. She has worked with Morgan Stanley Smith Barney LLC since 2020 and previously spent eight years at Merrill. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.