Frank Drake is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been a financial advisor for over 30 years and joined Merrill Lynch in 2007. Frank specializes in helping clients define long-term financial goals and develop customized investment strategies that align with their personal and professional lives. His approach involves a disciplined process that aims to provide a consistent and personalized wealth management experience. He conducts regular reviews with clients to monitor progress and adjust strategies as needed to reflect any life or business changes. Frank holds the CERTIFIED FINANCIAL PLANNER™ (CFP) certification awarded by the Certified Financial Planner Board of Standards, Inc., and the Certified Investment Management Consultant℠ (CIMC) designation. He earned a Bachelor of Science degree in Business and Management from the University of Maryland. In addition to his financial career, Frank is retired from the U.S. Navy Reserve as a Senior Chief Petty Officer after 26 years of service on active duty and reserve. He is an active member of the Madison Rotary Club and has served as President of the Spring Lake-Brielle Rotary Club. Frank also volunteers with local food banks. Outside of his professional activities, he enjoys cooking, golfing, and reading.

Dane Block is a financial advisor with Morgan Stanley in Huntsville, AL, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously with Citigroup Global Markets starting in 2002. Outside of his advisory role, Block serves on the boards of Huntsville Downtown Redevelopment and the Huntsville and Madison County Railroad Authority, and is Executive Director of the Rocket City Bowl LLC. Morgan Stanley Wealth Management offers advisory programs to individuals and institutions, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services including estate planning and corporate financial planning agreements.

Charles Jones is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2007. With a career in financial services beginning in 1995, Charles brings extensive experience in asset allocation, investment management, and retirement planning. He employs a consultative approach to wealth management, aligning financial strategies with clients' income and growth objectives. Charles is also a qualified Portfolio Manager, capable of developing personalized investment strategies that may include individual securities and third-party models. He holds the CERTIFIED FINANCIAL PLANNER™ certification, alongside designations as a Chartered Retirement Planning Counselor and Personal Investment Advisor. A native of Huntsville, Charles earned his bachelor's degree from the University of Alabama System. His community involvement includes leadership roles such as President Emeritus of the Kiwanis Club of Huntsville and service on the boards of several organizations like the New Hope Children's Clinic and the Huntsville Inner City Learning Center. Throughout his life, he has volunteered with various nonprofits and churches, contributing to community strengthening initiatives. Outside of his professional and community work, Charles enjoys fishing, gardening, music, and spending time with his family. He is married to Andrea Nelson Jones and they have one daughter, Ruby Claire Jones.

Nickolas Walton is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously worked at Redstone Federal Credit Union, First Horizon Bank, Avadian Credit Union, Regions Bank, Enterprise Holdings, the University of North Alabama, and State Farm. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from LPL and third-party providers.

G Scott Newsom is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he operates a horse farm in Hazelgreen, Alabama. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s approach includes a broad range of financial product options, including insurance-related vehicles and bank deposit sweep programs.

Stephen Cundiff is a financial advisor with Edward Jones in Huntsville, Alabama, holding a Series 63 designation and bringing 28 years of industry experience. He has been with Edward Jones since 2001. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Miles Stumb is a financial advisor with Wells Fargo Clearing and holds a Series 66 designation. He has four years of industry experience, including prior roles at UBS Financial Services and The Retirement Advantage, Inc. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Tammy Gaddes is a financial advisor at Raymond James Financial with six years of industry experience. She holds a Series 66 designation and previously worked at Investor's Resource for five years before joining Raymond James. Outside of her advisory role, she is associated with a client services business in Huntsville, Alabama. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing firm research and various implementation strategies to tailor recommendations to client needs.

Stephen Kincer is a financial advisor with Osaic, holding the CFP® designation and Series 63 license, and has 30 years of industry experience. His prior roles include positions at Avantax Advisory Services and Avantax Investment Services. In addition to his advisory work, he is a partner in Kincer Business Group Inc., a CPA firm focused on accounting and tax preparation. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing a range of portfolio management tools and third-party platforms.

Philip Crosby is a financial advisor at Morgan Stanley with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and modeling techniques.

Cierra Sather Jennings is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and having 13 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked with Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of her advisory role, Jennings is involved in direct sales consulting for Premier Designs Jewelry and Pampered Chef. 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, utilizing research from its Investment Institute and third-party sources to support client portfolios.

Daniel Amesbury is a financial advisor with Morgan Stanley in Huntsville, Alabama, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2011 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is an independent contractor for Vector Marketing Corporation, where he can submit orders for Cutco Cutlery. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses firm-approved tools and scenario modeling.

Lee Ann Riddle is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked at Wells Fargo Clearing since 2016, with a prior nine-year tenure at UBS Financial Services Inc. In addition to her advisory work, she serves as a Notary Public, notarizing documents for clients. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Tala Mccreless is a CFP® with 11 years of industry experience, currently affiliated with Cetera. She has worked at several firms including Wells Fargo Advisors and Regions Bank. Outside of her advisory role, she serves as Secretary on the Board of Directors for the Junior League of Huntsville and is a non-executive board member for the Huntsville Pilgrimage Association, focusing on the preservation of Maple Hill Cemetery. Cetera Investment Advisers LLC is a large SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services with access to multiple investment platforms and third-party managers.

John Hearne Jr. is a financial advisor with LPL Financial in Madison, Alabama, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Raymond James & Associates, Merrill, Pivot Capital Partners, and First Horizon Bank. He is a partner in HDW Partners, LLC, a private investment business formed with other financial advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Mark Russell is a financial advisor with LPL Financial in Huntsville, Alabama, holding a Series 63 designation and 38 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he serves as a notary public in Alabama. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, featuring discretionary and non-discretionary management supported by proprietary and third-party research.

Amanda Foster is a CFP® professional with 29 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2010. She holds Series 63 and Series 65 licenses and has an active role in the Huntsville community as a member of the American Association of University Women (AAUW) Alabama Senate task force. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing a range of portfolio management options and proprietary as well as unaffiliated investment strategies.

Eric King is a financial advisor with LPL Financial in Huntsville, Alabama, holding Series 63 and Series 65 licenses and 26 years of industry experience. His career includes prior roles at Cetera and Regions Bank. Outside of advising, he is involved in several non-investment activities including serving as a substitute referee for the City of Arab's Park and Recreation department and operating small businesses related to hobby farming and outdoor life. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Tara Rousseau is a Financial Advisor with Merrill Lynch Wealth Management, bringing experience in comprehensive wealth management strategies. She began her financial services career in 2009 and holds the Professional Investment Advisor (PIA) designation. Tara earned a Bachelor's Degree from the University of Alabama in Huntsville. Her client focus includes education planning, family wealth management strategies, liquidity management, retirement income, personal retirement planning, portfolio management services, tax minimization, managing new wealth, and addressing the financial needs of women and wealth. Tara prioritizes customer service by actively listening to clients to understand their needs and develop personalized financial strategies aligned with their long-term goals. Outside of her professional role, Tara has personal interests in football, ice hockey, music, reading, sewing, singing, and spending time with her family.

Jacob Magnusson is a financial advisor at Morgan Stanley in Huntsville, Alabama, with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2019, following seven years at Trustmark National Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.