Martin Pospicil is a CFP® professional with 45 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2004. He is the owner of Financial Strategies Group, a firm involved in non-variable insurance sales and management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and supports its extensive advisor network with technology-driven analytical tools and specialized programs.

Tony Akin Jr. is a financial advisor with Raymond James Financial in Huntsville, AL, holding Series 63 and Series 65 registrations and bringing 35 years of industry experience. He has been with Raymond James Financial and its affiliates since 2007 and is also involved in providing educational seminars on Medicare and Social Security as an agent for a local insurance business owned by his wife. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm utilizes tailored non-discretionary planning and analytical tools to support client goals and maintains unique municipal advisory affiliations and specialized IRA consulting programs.

Morgan Kelly is a financial advisor with Raymond James & Associates, holding a Series 66 designation and beginning his industry career in 2026. He previously worked at Hightower Advisors and held positions with the Diocese of Birmingham, Decatur City Schools, Homewood City Schools, and Auburn University. Raymond James & Associates, Inc. is a large, dually registered broker‑dealer and SEC‑registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base—including individuals, institutions, charitable organizations, and governmental entities—offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Glenda Gough is a financial advisor at Morgan Stanley with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, N.A. since 2015, following her tenure at Morgan Stanley Smith Barney LLC beginning in 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and estate planning specialists.

Kristie Passavant is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has worked at several firms, including Cetera Investment Services, Alabama Credit Union, LPL Financial, Firstbank, and INVEST Financial Corporation. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate income sources, Social Security strategies, and tax-efficient withdrawals. The firm combines research, modeling, and algorithmic automation to generate tailored retirement income plans, primarily for clients maintaining assets in Ameriprise Managed Accounts.

Christopher Jones is a financial advisor with Primerica Advisors in Huntsville, AL, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has worked at Primerica Advisors since 2018 and Landmark Financial Group since 2023, with a concurrent career at Lockheed Martin since 2008. In addition to his advisory role, he is involved in sales of investment-related products through Landmark Financial Group and receives compensation for referrals related to home security and automation services. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively offered separately managed accounts. The firm utilizes third-party asset managers vetted through independent due diligence and employs a tiered wrap-fee structure.

Alex Pols is a financial advisor with Morgan Stanley in Huntsville, Alabama, holding Series 65 and Series 66 licenses and bringing 21 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its advisory services.

James Stone is a financial advisor with Raymond James & Associates, holding a Series 66 credential and three years of industry experience. Prior to joining Raymond James in 2023, he worked at Avantax Advisory Services and Avantax Investment Services Inc. in 2022 and spent 11 years at the Tennessee Valley Authority. Outside of his advisory work, Stone serves as treasurer for Skyline Missionary Baptist Church, where he prepares financial reports and manages payments. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that oversees approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and non-discretionary investment consulting supported by a wide array of portfolio management styles and affiliated research.

Jennifer Harty is a financial advisor at Edward Jones in Huntsville, Alabama, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of financial advisors and branch offices.

Joseph Shortt is a financial advisor with LPL Financial, holding a Series 63 designation and 32 years of industry experience. He has been with LPL Financial since 2004 and previously worked at Morgan Stanley from 2000 to 2004. Outside of his advisory role, he is involved in cattle farming. LPL Financial is a national broker‑dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment options through a large network of advisors and integrates operational and research support tools without relying on automated investment decisions.

David Phillips is a financial advisor with Edward Jones in Huntsville, Alabama, holding a Series 66 designation and possessing 11 years of industry experience. He has been with Edward Jones since 2015 and concurrently serves in the Army National Guard since 2011. Outside of advisory work, Phillips owns and operates businesses in early childhood education and childcare. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Roger Barnes is a financial advisor at OSAIC with 42 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 31 years and has been affiliated with First Financial Group for over four decades. In addition to his advisory role, he is an agent offering various insurance products including accident and health, disability, fixed and indexed annuities, and life insurance. 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 advisory services with a range of investment platforms and employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios comprising various asset classes.

Matthew Barnes is a financial advisor at Osaic Wealth, Inc. in Huntsville, Alabama, holding a Series 66 designation with one year of industry experience. He began his career at First Financial Group - Lincoln Financial Advisors/Osaic Wealth and joined Osaic Wealth, Inc. in 2025. Barnes completed his education at the University of Alabama in 2024. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage, advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios, and supports a variety of investment strategies and platforms.

Harold Harton is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Cetera and its related entities since 2003 and has worked at Redstone Federal Credit Union since 2001. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual and institutional clients nationwide through a large network of independent advisors. The firm offers a range of portfolio management and retirement services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Bobby Davis Jr. is a financial advisor with Raymond James & Associates in Huntsville, AL, holding Series 63 and Series 66 registrations and 12 years of industry experience. Prior to joining Raymond James in 2019, he worked at First Priority Express, Primerica Financial Services, and PFS Investments Inc. Since 2023, he has been a partner in HDW Partners, LLC, a private investment business with fellow advisors. 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 municipal entities, offering financial planning and consulting with a range of portfolio management styles supported by extensive research and model manager options.

Jenny Hite is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2018. Her prior roles include positions at Cetera Investment Services LLC and Regions Bank. She is a board member of the Estate and Financial Planning Council of Huntsville, Alabama. 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Clay Parris is a Series 66-licensed financial advisor with Edward Jones in Athens, Alabama, with one year of industry experience. Prior to joining Edward Jones in 2024, he worked at H&R Agri-Power and Medlin Equipment Company. He has also held roles at Lee University, including a position as Vice President in the Office of Student Development. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and strategies. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,000 financial advisors.

Randall Price is a Series 66-licensed financial advisor with Edward Jones, based in Athens, Alabama, and has 19 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs, including discretionary and non-discretionary strategies, with a large nationwide network of financial advisors and branch offices.

Emily Shaw is a financial advisor with Edward Jones in Huntsville, Alabama, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2021, she worked in various roles including at Bird Rock Yoga and Perpetual Motion Solutions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large retail advisor and branch network and offers additional services such as trust and securities-based lending under a fiduciary standard.

Christopher Harper is a financial advisor with Wells Fargo Clearing in Huntsville, AL, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously spent eight years with Edward Jones. 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. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs within its investment menus.