Celesta Freeman is a financial advisor with Raymond James & Associates in Huntsville, AL, holding a Series 63 designation and bringing 30 years of industry experience. She has worked at Raymond James & Associates since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

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, where he has been serving clients since 2003. With over 23 years of experience in the financial industry, Bryan provides comprehensive advice and guidance in asset allocation, professional portfolio management, retirement planning, and estate planning services. He prioritizes client welfare and aims to develop long-term relationships that go beyond individual transactions. Bryan's expertise covers a range of client focus areas including corporate benefits, divorce transition planning, employee benefits planning, family wealth management strategies, institutional and corporate benefit services, investment consulting for defined contribution plans, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He holds professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's Degree in Commerce and Business Administration from the University of Alabama. Bryan resides in Huntsville with his wife, Christina, and their three children, Preston, Meg, and Elle. He is involved in his community as a youth small group leader at First United Methodist Church and as a volleyball dad to his daughters.

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, Alabama, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at Urology Centers of Alabama, Huntsville Utilities, and Samford University. Morgan Stanley Wealth Management serves 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 a structured financial planning process supported by firm-approved tools and modeling techniques.

Jason Schrimsher is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior roles include positions at UBS Financial Services and Morgan Stanley. He serves on the advisory board for the Make-A-Wish Foundation of Georgia/Alabama. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, utilizing research and analytics to support its investment strategies.

Brenda Armstrong is a CFP® and ChFC® with 13 years of experience in the financial industry, all spent at Edward Jones. She holds a Series 66 license and is based in Huntsville, AL. Outside of her advisory work, she owns a rental property in Meridianville, AL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Angela Sanders is a financial advisor with Cetera in Huntsville, Alabama, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her career includes roles at BBVA Securities Inc., Compass Bank, and Allstate Financial. She has been with Cetera since 2020 and concurrently associated with Regions Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services and operates a multi-manager platform that provides access to both affiliated and third-party investment strategies.

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 been with Raymond James since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is a part owner and manager of Airport Properties, a real estate brokerage and development business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities with financial planning, non-discretionary consulting, and institutional fiduciary solutions. The firm emphasizes tailored planning approaches supported by research, diverse portfolio management styles, and offers specialized 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 at Wells Fargo Clearing with one year of industry experience. Prior to joining Wells Fargo, he served five years at the US Army DEVCOM Aviation and Missile Center and worked four years at General Electric Aviation. He holds a Series 66 designation. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

William Keene is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and previously worked as a Medicare insurance broker for four years. His background also includes roles at Paper Airplane Inc. and Manufacture Good. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and provides services through various programs without making individual security recommendations in standalone planning.

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, AL, holding a Series 66 designation and possessing four years of industry experience. She has been with LPL Financial since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

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.