Caleb Lawler is a CFP® and ChFC® with seven years of industry experience. He is currently affiliated with OSAIC and previously worked at Edward Jones and Hexagon Safety & Infrastructure. Outside of his advisory role, he is a limited partner in Alabama Ice, LLC, where he participates in administrative business activities. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable clients, offering integrated brokerage and advisory services. The firm employs advanced asset-allocation tools and multiple advisory platforms to manage portfolios that include a wide range of investment products.

Bryan Paparella is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing over 20 years of experience in helping families and corporations navigate the investment environment. Since joining Merrill Lynch in 2003, Bryan has specialized in guiding businesses in structuring their retirement plans, with particular expertise in the 401(k) arena. He provides advice and guidance in asset allocation, professional portfolio management, retirement planning, and estate planning services, focusing on building long-term client relationships. Bryan holds a Bachelor's Degree in Commerce and Business Administration from the University of Alabama. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His client focus areas encompass corporate benefits, divorce transition planning, family wealth management strategies, investment consulting for defined contribution plans, and retirement income planning. Originally from Livingston, Alabama, Bryan is actively involved in his community as a volleyball dad and a youth small group leader at First United Methodist Church. Outside of work, he enjoys spending time with his wife Christina and their three children—Preston, Meg, and Elle—as well as engaging in outdoor activities such as golf, football, and traveling.

Thomas Keene is a financial advisor with Morgan Stanley Wealth Management in Huntsville, Alabama. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at UBS Financial Services for 13 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including customized financial planning supported by structured discovery conversations and advanced modeling tools.

Susan Elizabeth Howard is a financial advisor with Morgan Stanley in Huntsville, AL, holding a Series 66 designation and four years of industry experience. Her prior work includes roles at Urology Centers of Alabama, Huntsville Utilities, and Samford University. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Jason Schrimsher is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at UBS Financial Services for 17 years. He serves on the advisory board of the Make-A-Wish Foundation of Georgia/Alabama. 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 includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Brenda Armstrong is a CFP® and ChFC® licensed financial advisor with Edward Jones in Huntsville, Alabama, where she has worked since 2013. She has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated financial services, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Angela Sanders is a financial advisor with Cetera in Huntsville, AL, holding Series 63 and Series 65 licenses and 15 years of industry experience. Her prior experience includes roles at BBVA Securities, Compass Bank, BBVA Wealth Solutions, and Allstate Financial. She has worked with Cetera since 2020. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, discretionary and non-discretionary programs, and access to third-party managers, supporting over 10,000 advisors and managing more than $256 billion in assets.

Abigale Heartbalm is a financial advisor with Edward Jones in Huntsville, AL, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she held various roles including adjunct professor at Calhoun Community College, where she taught courses in paralegal business administration and the legal and social environment of business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Steuart Evans Jr. is a financial advisor with Raymond James & Associates in Huntsville, AL, holding a Series 63 designation and 34 years of industry experience. He has worked at Raymond James since 2017 and previously held roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he is part owner and manager of Airport Properties, a real estate brokerage and development business. Raymond James & Associates provides financial planning and investment consulting services to individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supporting both non-discretionary and discretionary advisory relationships, and maintains a notable presence in public finance and municipal advisory services.

Barbara Ferrara is a Series 66-licensed financial advisor with Edward Jones in Madison, Alabama, where she has worked since 2013. She has nine years of industry experience. Outside of her advisory role, she owns and operates Intuitive Therapy by Barbara, a massage therapy business. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of needs. The firm manages over $1 trillion in assets through a large network of advisors and offers diverse investment strategies and affiliated financial services.

Barnard Montgomery is a Senior Financial Advisor with Merrill Lynch Wealth Management. With over 15 years of experience in the investment industry, he provides tailored financial and wealth management strategies to individuals and businesses. His approach includes risk management analysis, retirement planning, wealth preservation, and small business strategies, aiming to help clients pursue their long-term financial goals through personalized solutions. Barnard holds a Bachelor of Arts degree in Psychology from Auburn University and is a Personal Investment Advisor (PIA). Throughout his career, he has worked with various financial institutions, including LPL Financial, Cetera Investment Services, First Tuskegee Bank, Regions Bank, and AmSouth Bank. He is also involved with professional organizations such as the Bessemer Area Chamber of Commerce and the Birmingham Business Alliance. Beyond his professional work, Barnard participates in community activities through his involvement with Kappa Alpha Psi Fraternity Inc., his church, and the YMCA. His personal interests include basketball, billiards, and yoga.

Kristi Crowell is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2018. Prior to her career in finance, she worked at Waffle House for five years. Outside of her advisory role, Crowell creates yoga instruction videos on a YouTube channel as a hobby. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory and investment solutions through a nationwide network of financial advisors and branch offices.

Christopher Andersen is a CFA® charterholder with 31 years of industry experience, currently serving as a financial advisor at UBS Financial Services in Madison, AL. He has held various roles within UBS since 2012, including positions at UBS Asset Management (US) Inc. from 2020 to 2026. UBS Financial Services Inc. offers brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary capital market assumptions and research to customize financial plans. The firm combines institutional trading capabilities with wealth management services, providing a range of offerings including portfolio management, financial planning, underwriting, and custody services.

Philip Searcy is a financial advisor with Wells Fargo Clearing in Huntsville, Alabama, holding a Series 66 designation and one year of industry experience. Before joining Wells Fargo, he worked for five years at the US Army DEVCOM Aviation and Missile Center and four years at General Electric Aviation. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

William Keene is a Series 66-licensed financial advisor with Morgan Stanley, based in Huntsville, AL. He has been with Morgan Stanley since 2025, including a role at Morgan Stanley Private Bank, N.A. He previously worked as a self-employed Medicare insurance broker and has held various roles in different industries. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides both direct individual plans and corporate financial planning agreements.

Michael James is a financial advisor at Edward Jones in Huntsville, AL, holding a Series 66 designation. He has over 11 years of prior experience at Regions Bank before joining Edward Jones in 2025. 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 and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kimberlee Blaxton is a financial advisor with LPL Financial in Huntsville, Alabama, holding a Series 66 credential and four years of industry experience. She has been with LPL Financial since 2016. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutional clients, and charitable organizations with a range of advisory programs, financial planning, and brokerage services. The firm provides both discretionary and non-discretionary management supported by research, model portfolios, and technology-driven strategies.

Nicholas Damron is a financial advisor with Wells Fargo Clearing in Huntsville, Alabama, holding a Series 66 designation and eight years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously held positions at Morgan Stanley Private Bank, Morgan Stanley, WaveLink, Inc., and MCR Federal, LLC. Outside of his advisory role, he is involved in youth ministry leadership, where he leads Bible studies, group outings, and mentorship development. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, using research and analytics grounded in diversification principles and modern portfolio theory.

Jessica Askew is a financial advisor at Ameriprise with 13 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2008. Based in Huntsville, AL, her career has been focused exclusively within the Ameriprise organization. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-assisted retirement income recommendations through a centralized consulting team.

R. Paul Johnson is a financial advisor with LPL Financial based in Huntsville, Alabama, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been affiliated with LPL Financial and Redstone Federal Credit Union since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, through a national network of investment adviser representatives. The firm offers diverse advisory programs and financial planning services, utilizing model portfolios and research to support various investment strategies.