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 Series 66-licensed financial advisor with Morgan Stanley, based in Huntsville, AL. He has been with Morgan Stanley since 2025, including a role at Morgan Stanley Private Bank, N.A. He previously worked as a self-employed Medicare insurance broker and has held various roles in different industries. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides both direct individual plans and corporate financial planning agreements.

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, Alabama, holding a Series 66 credential and four years of industry experience. She has been with LPL Financial since 2016. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutional clients, and charitable organizations with a range of advisory programs, financial planning, and brokerage services. The firm provides both discretionary and non-discretionary management supported by research, model portfolios, and technology-driven strategies.

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.

R. Paul Johnson is a financial advisor with LPL Financial based in Huntsville, Alabama, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been affiliated with LPL Financial and Redstone Federal Credit Union since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, through a national network of investment adviser representatives. The firm offers diverse advisory programs and financial planning services, utilizing model portfolios and research to support various investment strategies.

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.