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.

Austen Eaton is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation. Prior to joining Edward Jones, Austen worked in the automotive industry and was involved with religious and educational organizations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies with a nationwide network of financial advisors and branch offices.

Russell Henshaw is a financial advisor with Raymond James & Associates in Huntsville, Alabama, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Raymond James in 2017. Henshaw serves on the advisory board of the Blackburn Institute at the University of Alabama, mentoring students on leadership and career challenges, and is a board member of the Huntsville Quarterback Club, coordinating weekly event speakers. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

Michael Dykes is a financial advisor at Wells Fargo Clearing in Huntsville, AL, holding Series 63 and Series 65 credentials with three years of industry experience. His prior roles include positions at Fidelity Investments and Charles Schwab. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with more than 14,000 financial advisors and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Leslie Solley is a financial advisor at Morgan Stanley with 30 years of industry experience. She has held her current position at Morgan Stanley Smith Barney LLC since 2009. Leslie holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by firm-approved tools and modeling techniques.

Michael Segars is a financial advisor with LPL Financial in Huntsville, Alabama, holding a Series 66 designation and possessing 27 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, Segars is an adjunct professor teaching accounting classes at Faulkner University and is involved in movie screenplay development through a family business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Brandon Krauss is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various Fidelity entities since 2014. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Christopher Walker is a Series 66-licensed financial advisor with 28 years of industry experience. He is currently with Morgan Stanley, having worked with Morgan Stanley Private Bank, N.A. since 2022 and Morgan Stanley Smith Barney LLC since 2020. Prior to Morgan Stanley, he was employed at Bank of America, N.A. and Merrill for a combined total of over 20 years. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market modeling techniques.

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® professional with 14 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior roles include positions at Oak Tree Financial Services, LPL Financial, and Bridgeworth, LLC. Outside of financial advising, he serves as a board member of Renegade Players Theatre Company in Huntsville, AL. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers comprehensive financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing various portfolio management and model-based strategies 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, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been affiliated with Linsco/Private Ledger since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Lane Wilson is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has more than 25 years of experience in asset management, specializing in working with high-net-worth individuals and business owners. Lane's responsibilities include constructing, tracking, and analyzing client portfolios tailored to individual goals and needs. He is particularly skilled in exit planning, holding the Certified Exit Planning Advisor (CEPA) designation, and serving business owners with their exit planning strategies. Lane holds a Bachelor's Degree from Huntingdon College. His professional certifications also include the Personal Investment Advisor (PIA) designation. He is a member of the Exit Planning Institute and is involved in several community organizations, including Northeast Alabama FCA, Not One More Alabama, and Wellstone. Based in Huntsville, Alabama, Lane spends time volunteering with local charities. He enjoys hunting, fishing, and traveling. Lane and his wife Cheri have four daughters and enjoy spending time at the lake and hosting their large families.

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.

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 with LPL Financial, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior experience includes roles at Wells Fargo Clearing Services, LLC and Wells Fargo Bank NA. Humphres is also associated with Redstone Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing diverse investment strategies and proprietary research.

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.

Christopher Miller is a financial advisor with Edelman Financial Engines in Huntsville, AL, holding a Series 66 designation and 10 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2017 and previously held roles at Transamerica Financial Advisors, Inc. and United Financial Services Inc. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven modeling process with planner delivery and online tools, offering diversified model portfolios and various advisory services, managing approximately $326 billion for about 477,000 clients.