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.

Michael Rutledge is a Series 66 licensed financial advisor with Wells Fargo Advisors in Decatur, Alabama, bringing 16 years of industry experience primarily within Wells Fargo entities. His career includes nearly a decade at Wells Fargo Clearing before joining Wells Fargo Advisors in 2025. Outside of his advisory role, Rutledge holds ownership interests in multiple businesses across Alabama and Florida, including an auto auction, car dealerships, and several ventures involving land and property. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing research and planning tools to develop tailored recommendations that clients may implement through brokerage or advisory programs.

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.

Austin Price is a financial advisor at Edward Jones in Athens, AL, holding a Series 66 designation. He has one year of industry experience and previously worked for Container Solutions Inc. for ten years and was involved with Westview Church of Christ for eleven years. Edward Jones is a full-service wealth management firm serving over 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 large nationwide network of financial advisors and branch offices.

Amy Cook is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds a Series 63 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020. Prior to that, she was with BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and Compass Bank from 2012 to 2020. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and proprietary market models.

Barry Hill is a financial advisor at Morgan Stanley with 27 years of industry experience. His prior roles include long-term positions at Raymond James Financial Services Advisors and Raymond James Financial Services. He is the owner of Stonebridge Wealth Management and serves as vice president of Wealth Advisory Group, Inc. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets as of their latest reporting.

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.

Shelley Howard is a financial advisor with Wells Fargo Advisors in Decatur, AL, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. Her career includes roles at Wells Fargo Clearing Services and Wells Fargo Bank NA, spanning from 2006 through the present. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting a net-worth threshold. The firm offers a broad range of planning services supported by internal research and tools, with flexible implementation options for clients.

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.

Richard Gregory is a financial advisor with Cambridge Investment Research Advisors in Decatur, Alabama, holding a Series 63 designation and 29 years of industry experience. Prior to his current role, he worked at Oak Tree Financial Services and LPL Financial. Gregory serves as a board member and volunteer for The Salvation Army and volunteers on the Young Life Committee. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management and model-based solutions across multiple custody and platform arrangements.

Mitchell Owens is a financial advisor with Edward Jones in Decatur, Alabama, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with Edward Jones since 2009. 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 operates a large nationwide network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and other financial services.

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.

William Eddy is a financial advisor with LPL Financial, holding a Series 66 designation. He began his professional career in the financial industry in 2023 and has prior experience outside finance, including roles at Planet Fitness and Point Mallard Water Park. Eddy is also currently completing his college education. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

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.