William Jones is a Series 66-licensed financial advisor at Morgan Stanley in Huntsville, AL, with one year of industry experience. His background includes roles at Morgan Stanley and positions outside finance at Your Golf Superstore and Tenders Inc. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery and firm-approved tools, serving clients through a broad range of investment and financial products.

Jonathan Smith is a financial advisor with Edward Jones in Huntsville, AL, holding a Series 66 designation and beginning his career in 2025. Prior to joining Edward Jones, he worked in engineering and real estate, and he currently serves as a pastor at Christian Fellowship Church. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions, and offers a wide range of investment and advisory services supported by a large network of financial advisors and branch offices nationwide.

Stephanie Dattilo is a financial advisor with Edward Jones in Huntsville, Alabama, holding a Series 66 designation and nine years of industry experience. She has been with Edward Jones since 2016 and previously worked at Redstone Federal Credit Union. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of managed and advisory solutions, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Ethan Salyer is a financial advisor with Edward Jones in Huntsville, AL, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Union Bank of Switzerland and Alliance Bernstein. Outside of finance, he has been involved in entrepreneurial ventures including cabinetry businesses and a lawn mowing service. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Terri Sherrill is a financial advisor with Morgan Stanley in Huntsville, AL, holding a Series 66 credential and bringing 27 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including comprehensive financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides both retail and corporate financial planning services.

Cynthia Gifford is a financial advisor at Raymond James Financial with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Pinnacle Financial Partners and BBVA Wealth Solutions. Outside of her advisory role, she is a partner in the investment-related business Tabba. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm emphasizes tailored, non-discretionary advice supported by analytical tools and provides distinctive municipal advisory services and specialized retirement plan consulting.

Vanessa Tavera is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Her prior experience includes roles at USAA Investment Services, Morgan Stanley, TIAA, and Schwab Private Client Investment Advisory. She is based in Huntsville, Alabama. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by centralized custody and a broad range of integrated services.

Landon Cole is a financial advisor at OSAIC with eight years of industry experience. He holds the Series 66 designation and previously worked at Woodbury Financial Services, Wells Fargo Clearing, and Remington Outdoor Company. Outside of advising, he is a member of Alabama Ice, LLC, which operates ice vending machines. OSAIC Wealth serves a diverse client base including individual, high-net-worth, institutional, and charitable investors. The firm offers integrated brokerage and advisory services with a range of investment solutions supported by proprietary tools and third-party platforms.

Matthew Weberling is a financial advisor with Cambridge Investment Research Advisors and holds Series 65 and Series 63 licenses. He has nine years of industry experience, including ten years at MB Financial Bank, NA, prior to joining Cambridge in 2017. Outside of advising, he has worked as a bartender and a delivery contractor. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions through independent Financial Professionals, with both discretionary and non-discretionary implementation across multiple platforms and proprietary and third-party strategies.

Amy Morgan is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials and bringing 11 years of industry experience. She has been with LPL Financial since 2014 and operates her own business, Amy Milar, since 2012. Outside of her advisory role, she is involved with Benefit Strategies and Solutions, focusing on non-variable insurance products including life, disability, and health coverage. LPL Financial serves a diverse client base that includes individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Alec Boxer is a financial advisor at Ameriprise in Huntsville, AL, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, he held roles at HEMSI, United Launch Alliance, NorthStar EMS, College Truckers, and PVRA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on tax-aware withdrawal strategies and dependable income sources for clients nearing or in retirement. The firm’s retirement income recommendations are supported by proprietary research and third-party data and implemented on a non-discretionary basis.

Caleb Ficken is a financial advisor at Thrivent Investment Management in Huntsville, AL, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrivent in various capacities since 2014. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based financial planning that covers a wide range of topics, with periodic reviews and an option to combine planning with managed-account services under a consolidated billing system called “WealthPlan.”

Lefranc Joseph is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he works closely with clients to define their financial goals and develop tailored portfolio strategies aimed at achieving those objectives. He provides ongoing advice and adapts strategies as clients' situations evolve. His areas of expertise include college education planning, legacy planning, managing new wealth, personal retirement planning, and retirement income. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations and has earned a Bachelor's Degree from Fairleigh Dickinson University. Lefranc communicates fluently in French and English and is involved with his local church community. Outside of his professional work, he has personal interests in basketball, music, running, and soccer.

Hayes Payne is a Financial Advisor with Merrill Lynch Wealth Management, based in Huntsville, Alabama. Since 2021, he has been assisting individuals, families, and business owners in making confident decisions about their financial futures. Hayes employs a disciplined, client-centric approach to wealth management, focusing on personalized strategies that align with each client's long-term objectives. In 2023, Hayes earned the Chartered Retirement Planning Counselor (CRPC) designation, supplementing his expertise alongside his Personal Investment Advisor (PIA) designation. He specializes in retirement planning, income strategies, legacy planning, tax minimization, and guiding clients through key financial milestones. Hayes leverages this knowledge to design tailored plans aimed at supporting financial confidence at every stage of life. Hayes holds a Bachelor's Degree from the University of Alabama. Outside of his professional work, he enjoys activities such as chess, cooking, fishing, football, golfing, hiking, hunting, music, and spending time with his family.

David Mann is a financial advisor with Wells Fargo Clearing in Huntsville, AL, holding Series 63 and Series 66 designations and 11 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining Wells Fargo Clearing in 2026. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Garrett Estes is a financial advisor at Edward Jones in Huntsville, AL, with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2014. In addition to his advisory role, he serves in the Alabama Army National Guard, responding to state-level emergencies as a primary combat reserve component of the U.S. Army. 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 offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Dale Kuehl is a CFP® professional with eight years of industry experience, currently serving clients at Edward Jones since 2018. Prior to joining Edward Jones, he spent two years at the US Air Force War College. He is based in Huntsville, Alabama. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Richard Constantine is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on areas including college education planning, family wealth management strategies, services for defined benefit plans, investment consulting for defined contribution plans, sports and entertainment, tax minimization, and retirement income. He decided to pursue individual financial planning to assist people in addressing one of their biggest challenges: achieving financial goals. Richard approaches financial planning by considering the client's stage of life to create tailored plans aimed at making their financial objectives attainable. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He holds a Bachelor's Degree from Western Kentucky University. Richard engages with his community through involvement with organizations such as Burritt on the Mountain and the Miracle League of Huntsville. His personal interests include golfing, pickleball, spending time with his family, and traveling.

Julien Lahiere is a financial advisor with Cetera who holds the Series 63 and Series 65 credentials and has 31 years of industry experience. His prior roles include positions at BBVA Compass Insurance Agency, BBVA Wealth Solutions, BBVA Securities, and Concourse Financial Group Securities. Outside of his advisory work, he serves as a personal representative for an estate. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Timothy Randle IV is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Cambridge since 2014. Outside of his advisory work, he is involved with Problem Analysis International LLC, which provides tax and legal liability services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing a range of portfolio management and model-based strategies across multiple platforms.