Garrett Estes is a financial advisor at Edward Jones in Huntsville, AL, with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2014. In addition to his advisory role, he serves in the Alabama Army National Guard, responding to state-level emergencies as a primary combat reserve component of the U.S. Army. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Dale Kuehl is a CFP® professional with eight years of industry experience, currently serving clients at Edward Jones since 2018. Prior to joining Edward Jones, he spent two years at the US Air Force War College. He is based in Huntsville, Alabama. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Richard Constantine is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on areas including college education planning, family wealth management strategies, services for defined benefit plans, investment consulting for defined contribution plans, sports and entertainment, tax minimization, and retirement income. He decided to pursue individual financial planning to assist people in addressing one of their biggest challenges: achieving financial goals. Richard approaches financial planning by considering the client's stage of life to create tailored plans aimed at making their financial objectives attainable. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He holds a Bachelor's Degree from Western Kentucky University. Richard engages with his community through involvement with organizations such as Burritt on the Mountain and the Miracle League of Huntsville. His personal interests include golfing, pickleball, spending time with his family, and traveling.

Julien Lahiere is a financial advisor with Cetera who holds the Series 63 and Series 65 credentials and has 31 years of industry experience. His prior roles include positions at BBVA Compass Insurance Agency, BBVA Wealth Solutions, BBVA Securities, and Concourse Financial Group Securities. Outside of his advisory work, he serves as a personal representative for an estate. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Timothy Randle IV is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Cambridge since 2014. Outside of his advisory work, he is involved with Problem Analysis International LLC, which provides tax and legal liability services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing a range of portfolio management and model-based strategies across multiple platforms.

Grant Carodine is a financial advisor at Edward Jones in Huntsville, AL, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2019 and previously held roles at BBVA Compass Insurance Agency, Compass Bank, BBVA Securities Inc., and worked briefly as an independent consultant for Rodan and Fields. Outside of his advisory work, he has ownership interests in real estate entities focused on residential properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm operates under a fiduciary standard and is notable for its large national network of advisors and branch offices, along with affiliated services beyond traditional advisory offerings.

Jonathan Fredericks is a Series 66-licensed financial advisor with LPL Financial in Huntsville, AL, holding three years of industry experience. His prior roles include positions at First Horizon Bank and Redstone Brokerage Services. Before entering the financial sector, he worked at several golf clubs, including Augusta National Golf Club and Pebble Beach Golf Links. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing research from LPL Research and third-party subadvisors across discretionary and non-discretionary management strategies.

Kavon Westberry is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked previously at Thrivent and Farmers Insurance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Madeline Mullins is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley and Morgan Stanley Private Bank since 2019. Outside of finance, she has worked as a consultant selling home interior products through home shows. Morgan Stanley Wealth Management serves both individual and institutional clients, offering customized financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Shabaka Mc Key is a financial advisor with Edward Jones in Huntsville, Alabama, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Project Lead The Way from 2012 to 2019. Outside of his advisory role, he is active as a driver for ride-sharing services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated funds. The firm manages approximately $1.01 trillion in assets and is recognized for its extensive nationwide advisor and branch network, as well as its affiliated offerings beyond traditional advisory services.

Garrett Binkley is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and three years of industry experience. His work history includes roles at Charles Schwab Bank SSB, TD Ameritrade, and prior public service in Denton County. Charles Schwab & Co., Inc. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers due diligence on alternative investments through its Alternative Investments Select program.

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.