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.

Nicholas Aleva is a financial advisor at Fisher Investments with seven years of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2018. Prior to that, he was employed at Quicken Loans and was involved with Avalanche Pizza and Ohio University. Fisher Investments serves a global range of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equities, fixed income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research and employs tax-aware strategies and risk management techniques.

Hallbrook Polite Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and 18 years of industry experience. He has worked with several firms including JPMorgan Chase Bank, Alight Solutions, and Thrivent Financial. Outside his advisory role, he is involved in diversity, equity, and inclusion training through an independent entity. J.P. Morgan Securities serves primarily institutional clients and retirement plan sponsors, providing investment consulting and advisory services that include asset-allocation advice, manager searches, and customized performance reporting, using a quantitative and centralized due diligence approach combined with an ESG eligibility framework.

William Wallace is a CFP® with nine years of industry experience, currently practicing at Edward Jones since 2017. Prior to his financial advisory career, he served 12 years in the United States Marine Corps. Outside of finance, he owns Rogue & Regent, LLC, a retail business focused on product design and social media. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Charles Jones is a financial advisor with Morgan Stanley in Huntsville, AL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. He is involved in a private company outside of his advisory role. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and a range of advisory programs supported by structured planning tools and investment modeling techniques.

Madison Cummings is a financial advisor at Charles Schwab with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including LPL Financial, Fidelity Investments, and River City Bank. Her background also includes roles outside the financial sector, such as positions at CVS Pharmacy and Publix Pharmacy. Charles Schwab serves a broad client base, primarily high- and ultra-high-net-worth individuals, offering integrated wealth advisory, brokerage, custody, and financial planning services. The firm’s investment approach features multi-asset model portfolios, combining non-discretionary advisory with access to discretionary separately managed accounts and a formal alternative investment program.

Stuart Wilson is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Cetera and its related entities since 2013. Outside of his advisory role, he is involved in public speaking for O’Neal Church of Christ and volunteers at a local community event, Grace Hills Farms Zombie Paintball Hunt. Cetera Investment Advisers LLC is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering a range of portfolio management and financial planning services.

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.

Richard Reichert is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Raymond James since 2005 and also operates Reichert Investments Inc., a support company. Additionally, he works as an independent contractor financial advisor for DBA Stonebridge Wealth Management. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes non-discretionary, goal-based planning and employs analytical tools to illustrate potential outcomes, supporting implementation through advisory programs and other providers.

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.