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.

Brian Peacock is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Morgan Stanley. He previously worked at Bank of America and Merrill, accumulating experience across these firms since 2012. Outside of his advisory role, he is a deacon at Chase Park Church of Christ in Huntsville, Alabama. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning integrated with a wide range of advisory programs and manages approximately $2.74 trillion in client assets.

Joseph Pierce is a financial advisor at Raymond James & Associates with two years of industry experience. He holds the Series 66 designation and previously worked at Regions Bank and Draffin Tucker. Outside of his advisory role, he serves as president of a local networking group where he runs weekly meetings. 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, non-discretionary investment consulting, and institutional fiduciary solutions.

Andrew Witt is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked briefly at Lexington Financial Service Group, Inc. in 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

Kevin Armstrong is a financial advisor at Edward Jones in Huntsville, AL, holding a Series 66 credential. He has prior experience at Caci and Bogart Associates of Northern Virginia, as well as eight years of service in the United States Air Force. Armstrong has been with Edward Jones since 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 under management through a broad network of financial advisors and offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Patrick Kling is a financial advisor at Raymond James & Associates with three years of industry experience. He holds the Series 66 designation and has previously worked at Green Mountain Research Inc. and GE Healthcare. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm provides financial planning and non-discretionary investment consulting, offering a range of portfolio management styles and specialized municipal advisory services.

Jonathan Beuoy is a financial advisor with Morgan Stanley in Huntsville, Alabama, holding a Series 66 designation and nine years of industry experience. Prior to joining Morgan Stanley and its Private Bank in 2017, he served ten years with the United States Defense Department. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and advisory processes, offering a range of investment and financial solutions.

Christopher Chancellor is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2018. Prior to his advisory role, he worked in the food service industry for four years. Outside of finance, he owns and operates Rocket City Bonsai, a business focused on creating and selling bonsai trees and offering introductory courses. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Joshua Childers is a financial advisor with LPL Financial in Huntsville, AL, holding a Series 66 designation and three years of industry experience. He has worked at LPL Financial and Provident Wealth Solutions since 2020. Outside of his advisory role, he serves as an assistant varsity basketball coach at Westminster Christian Academy. 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.

John Walters is a financial advisor with LPL Financial who holds a Series 66 license and has 23 years of industry experience. He has been with LPL Financial since 2007. Walters serves as an advisory board member for CB&S Bank in the Madison County region. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and advanced portfolio management technologies.

Tyler Behel is a financial advisor at LPL Financial in Huntsville, Alabama, holding a Series 66 credential with four years of industry experience. Prior to joining LPL Financial in 2023, he worked at Mass Mutual Investors Services and MassMutual Life Insurance Company during 2022–2023. He was also involved with the Alpha Tau Omega Fraternity from 2017 to 2022. 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 advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with research-supported model portfolios and various investment strategies.

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.

Jeffrey Cavender is a financial advisor at LPL Financial with 35 years of industry experience, including 30 years at LPL. He holds a Series 63 designation. 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 advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches along with extensive research and technology resources.

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.