William Jeffery is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. 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 supported by structured discovery tools and modeling techniques such as Monte Carlo simulations.

Jonathan Hornsby is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. His prior roles include positions at Oak Tree Financial Services, LPL Financial, Bridgeworth, and Osaic FA. He is also a board member of Renegade Players Theatre Company in Huntsville, AL. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers both proprietary and third-party model strategies across multiple custody platforms with discretionary and non-discretionary options tailored to client objectives.

Michael Spaulding is a financial advisor with Morgan Stanley in Huntsville, Alabama, holding a Series 66 designation and bringing 22 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including personalized financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through Corporate Financial Planning agreements.

William Blount is a financial advisor with Raymond James Financial, holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James in 2025, he worked for Wells Fargo Bank and Wells Fargo Clearing for 11 years. He is also an associate at Pinnacle Asset Management, where he serves as a client service advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to model potential outcomes, supporting clients through various advisory programs and specialized consulting services.

Lyle Watts is a financial advisor with LPL Financial in Huntsville, AL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Linsco/Private Ledger since 2005 and previously at Citigroup Global Markets from 2002 to 2005. Watts also operates a business under the name Clearview Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and custom strategies, supported by technology tools for research and operations.

William Heyward Jr. is a financial advisor with Morgan Stanley in Huntsville, AL, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2017 and previously spent four years with Raymond James & Associates. Outside of his advisory work, he serves as a part-time Assistant Pastor at Valley Presbyterian Church. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers services based on structured discovery and firm-approved planning tools.

Devon Richardson is a financial advisor at LPL Enterprise with a Series 66 credential and no prior industry experience. Before entering the financial services field, he worked for ten years at Landers McLarty Nissan and had brief tenures at Edward Jones and a period of unemployment. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation with access to third-party asset managers and offers services such as financial planning, consulting, and a wrap program called Model Wealth Portfolios.

Rickey Gosa is a financial advisor at Edward Jones in Huntsville, AL, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a national network of over 23,700 financial advisors.

Patrick Shields is a financial advisor with Morgan Stanley in Huntsville, AL, holding a Series 66 designation and 27 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2020, and previously held roles at Bank of America and Merrill. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning through its network of advisors and specialized planning groups. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market simulations.

Anthony Humphres is a financial advisor at LPL Financial with eight years of industry experience. He has held roles at Wells Fargo Bank and Wells Fargo Clearing Services prior to joining LPL Financial and Redstone Federal Credit Union. Humphres holds Series 63 and Series 65 licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a focus on both discretionary and non-discretionary strategies supported by research and advisor tools.

Jennifer Yarbrough is a financial advisor with Raymond James Financial in Huntsville, Alabama, holding a Series 66 designation and 16 years of industry experience. She has been with Raymond James Financial since 2011 and has prior experience with Arbonne from 2016 to 2022. Outside of her advisory role, she supports financial advisors by managing branch operations and client services at Financial Strategies Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individual, high-net-worth, institutional, and corporate clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports a wide network of advisors with specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Charlton Rochester is a financial advisor with LPL Financial in Madison, Alabama, holding Series 63 and Series 65 designations. He has 28 years of industry experience, including prior roles at Raymond James Financial Services and Morgan Stanley DW Inc. Since 2020, Rochester has also worked as a non-variable insurance agent with Dixon Wells. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers.

Billy Brown is a CFP® with 31 years of industry experience, currently serving as an advisor at Osaic since 2023. He has spent significant portions of his career with Brown Professional Group Inc. and Avantax entities in various advisory and insurance roles dating back to 1995. In addition to his advisory work, Brown is president of Brown Professional Group Inc., where he is involved in tax preparation, payroll, bookkeeping, and management activities. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth individuals, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services and employs various asset-allocation tools and third-party platforms to construct and manage portfolios across a range of investment types.

Dane Block is a financial advisor with Morgan Stanley in Huntsville, AL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Morgan Stanley since 2009, including time with Morgan Stanley Private Bank, and previously spent seven years at Citigroup Global Markets. Outside of his advisory role, he serves on the boards for the Huntsville Downtown Redevelopment and Huntsville and Madison County Railroad Authority, and is executive director of the Rocket City Bowl LLC. Morgan Stanley Wealth Management provides a wide range of advisory services to individuals and institutional clients, using structured financial planning tools and offering both tailored and employer-based plans. The firm manages approximately $2.74 trillion in client assets and offers diverse investment programs alongside affiliated broker-dealer services.

Nickolas Walton is a financial advisor with LPL Financial in Huntsville, AL, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Redstone Federal Credit Union, First Horizon Bank, Avadian Credit Union, Regions Bank, Enterprise Holdings, University of North Alabama, and State Farm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

G Scott Newsom is a financial advisor with Wells Fargo Clearing based in Huntsville, Alabama, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Legg Mason Wood Walker. Outside of finance, he operates a horse farm in Hazelgreen, Alabama. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement consulting services. The firm manages approximately $671 billion in assets and supports clients through both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Miles Stumb is a financial advisor with Wells Fargo Clearing and holds a Series 66 designation. He has four years of industry experience, including prior roles at UBS Financial Services and The Retirement Advantage, Inc. 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 notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Tammy Gaddes is a financial advisor at Raymond James Financial with six years of industry experience. She holds a Series 66 designation and previously worked at Investor's Resource for five years before joining Raymond James in 2019. Outside of her advisory role, she is associated with Poiteving Financial, a client services business unrelated to investment. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and uses analytical tools to support client goals, with specialized services including municipal advisory and SIMPLE IRA employer consulting programs.

Stephen Kincer is a CFP® professional with 30 years of industry experience. He is currently with OSAIC since 2023 and previously worked at Avantax Advisory Services and Avantax Investment Services, Inc. He is also president and partner of Kincer Business Group Inc., a CPA firm and tax practice he has led since 1982. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Micah Joy is a Series 66-licensed financial advisor at Edward Jones in Athens, Alabama, with 12 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory work, he owns a real estate business in Athens. 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, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices nationwide.