Dane Block is a financial advisor with Morgan Stanley in Huntsville, AL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Morgan Stanley since 2009, including time with Morgan Stanley Private Bank, and previously spent seven years at Citigroup Global Markets. Outside of his advisory role, he serves on the boards for the Huntsville Downtown Redevelopment and Huntsville and Madison County Railroad Authority, and is executive director of the Rocket City Bowl LLC. Morgan Stanley Wealth Management provides a wide range of advisory services to individuals and institutional clients, using structured financial planning tools and offering both tailored and employer-based plans. The firm manages approximately $2.74 trillion in client assets and offers diverse investment programs alongside affiliated broker-dealer services.

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 with LPL Financial in Huntsville, AL, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Redstone Federal Credit Union, First Horizon Bank, Avadian Credit Union, Regions Bank, Enterprise Holdings, University of North Alabama, and State Farm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

G Scott Newsom is a financial advisor with Wells Fargo Clearing based in Huntsville, Alabama, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Legg Mason Wood Walker. Outside of finance, he operates a horse farm in Hazelgreen, Alabama. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement consulting services. The firm manages approximately $671 billion in assets and supports clients through both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Stephen Cundiff is a financial advisor with Edward Jones in Huntsville, Alabama, holding a Series 63 designation and bringing 29 years of industry experience. He has been with Edward Jones for 25 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and affiliated investment options, supported by a large network of financial advisors and branch offices nationwide.

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 in 2019. Outside of her advisory role, she is associated with Poiteving Financial, a client services business unrelated to investment. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and uses analytical tools to support client goals, with specialized services including municipal advisory and SIMPLE IRA employer consulting programs.

Stephen Kincer is a CFP® professional with 30 years of industry experience. He is currently with OSAIC since 2023 and previously worked at Avantax Advisory Services and Avantax Investment Services, Inc. He is also president and partner of Kincer Business Group Inc., a CPA firm and tax practice he has led since 1982. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Micah Joy is a Series 66-licensed financial advisor at Edward Jones in Athens, Alabama, with 12 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory work, he owns a real estate business in Athens. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices nationwide.

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 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked at Wells Fargo in various capacities since 2009, including ten years at Wells Fargo Clearing and three years at Wells Fargo Advisors LLC. Outside of her advisory role, she 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 a range of brokerage and advisory solutions supported by extensive research and a broad product platform.

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, holding a Series 66 credential and 14 years of industry experience. His prior firms include Raymond James & Associates and Merrill. He is a partner in HDW Partners, LLC, a private investment business among three financial advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a range of advisory and brokerage services, including financial planning and model portfolio programs.

Mark Russell is a financial advisor with LPL Financial in Huntsville, AL, holding a Series 63 designation and bringing 39 years of industry experience. He has been with LPL Financial since 2004 and previously worked at Osaic FA, Inc. from 2000 to 2004. In addition to his advisory role, Russell serves as a notary public in Alabama and has fiduciary responsibilities for family estate planning. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and access to third-party asset management through a broad network of investment adviser representatives.

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.

Shannon Lusk is a financial advisor at LPL Financial with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Infinex Investments, Inc. and BancorpSouth Investment Services, Inc. Outside of her advisory role, she is also a business owner of EZ Living RV Park in Crossville, Alabama. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced technology and a large network of advisors.

Eric King is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Cetera, Regions Bank, SouthTrust Securities, and Osaic FA. Outside of his advisory role, he is involved in local community activities such as serving as a substitute referee for the City of Arab’s Parks and Recreation and operates a small hobby farm and an outdoor life business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Tara Rousseau is a Financial Advisor at Merrill Lynch Wealth Management. She began her financial services career in 2009 and has since focused on providing customer service by actively listening to each client to understand their individual needs and goals. This approach allows her to develop comprehensive wealth management strategies tailored to each client. Her expertise includes areas such as education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. Tara holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Alabama in Huntsville. Outside of her professional work, Tara enjoys football, ice hockey, music, reading, sewing, singing, and spending time with her family.