Russell Henshaw is a financial advisor with Raymond James & Associates in Huntsville, Alabama, holding Series 63 and Series 65 credentials and having 29 years of industry experience. Prior to joining Raymond James in 2017, he worked at Wells Fargo Advisors and Wells Fargo Clearing. He 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. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, serving both retail and institutional clients with a range of advisory and fiduciary solutions.

Michael Dykes is a financial advisor with Wells Fargo Clearing in Huntsville, AL. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior roles include positions at Fidelity Investments and Charles Schwab. 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 combines research and analytics with a diversified investment approach.

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 Series 66-licensed financial advisor with Raymond James Financial Services Advisors, Inc. in Huntsville, Alabama, bringing three years of industry experience. Prior to joining Raymond James in 2025, he worked for Wells Fargo Bank and Wells Fargo Clearing for eleven years. He is also involved as an associate and client service advisor at Pinnacle Asset Management. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through Wealth Advisory Services, wrap fee programs, and institutional consulting supported by outside managers and its Institutional Fiduciary Solutions division.

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.

Devon Richardson is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked at Edward Jones for one year and spent a decade at Landers McLarty Nissan. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

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 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, AL, holding a Series 66 designation and 15 years of industry experience. She has worked at Raymond James Financial since 2011 and was previously with Arbonne from 2016 to 2022. In addition to her advisory role, she supports Financial Strategies Group by assisting with branch operations and client services. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through comprehensive client assessments and supported by a broad affiliate network.

Charlton Rochester is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with LPL Financial and its predecessor since 2007. Outside of his advisory role, he is also an insurance agent with Dixon Wells. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

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.