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.

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.

Jason Osborne is a financial advisor with LPL Financial in Madison, AL, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2023, he worked for the Alabama Law Enforcement Agency for 26 years and was retired for one year before beginning his current role. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services supported by various investment strategies and operational technologies.

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, Alabama, holding a Series 66 designation and bringing three years of industry experience. He has been associated with LPL Financial and Provident Wealth Solutions since 2020. In addition to his advisory work, he serves as an assistant varsity basketball coach at Westminster Christian Academy. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive advisor tools and a large network of investment adviser representatives.

John Walters is a financial advisor with LPL Financial in Huntsville, Alabama, holding a Series 66 designation and 23 years of industry experience. He has been with LPL Financial since 2007 and previously worked at A. G. Edwards & Sons, Inc. from 2002 to 2007. Walters serves as a for-profit advisory board member for CB&S Bank in the Madison County region. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, asset management, and institutional platforms, utilizing both proprietary and third-party investment strategies.

Tyler Behel is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and previously worked at MassMutual Investors Services and MassMutual Life Insurance Company. Outside of advisory work, he was involved with the Alpha Tau Omega Fraternity for five years. 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 and access to third-party asset management, with account management executed through various investment strategies on discretionary or non-discretionary bases.

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.

Doreen Grannis Viscovich is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Her prior work includes roles at Merrill and Bank of America. Outside of her advisory work, she serves as a Training Officer for SARTEC K-9 Search and Rescue. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports tailored to clients’ income and withdrawal strategies.

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.