Lisa Abbott is a financial advisor at LPL Financial with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2014. Prior to that, she was with Wells Fargo Clearing and has a concurrent role at Cadence Bank. Abbott serves on the board of Leadership Greater Huntsville and is a commissioned notary for the State of Alabama. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Christopher Seibert is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and has prior experience with Kalm Therapeutics, Titan Medical, and as an independent advisor. Outside of financial advising, he is a partner in Athentic, Inc., a consulting entity for medical devices that is currently inactive. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and various organizations nationwide. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing diverse portfolio management styles supported by extensive research and affiliated managers.

Chad Gardner is a CFP® professional with 16 years of industry experience, currently serving with Raymond James & Associates since 2016. He holds the Series 66 designation and is based in Huntsville, AL. Gardner has a side business as an owner and proprietor of a rental real estate property. 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 services with a variety of portfolio management styles supported by extensive research and affiliated managers.

Margaret Aaron is a financial advisor with Morgan Stanley in Huntsville, AL, holding Series 63 and Series 65 licenses and over 29 years of industry experience. She has worked at Morgan Stanley since 2019, following three years at Keel Point, LLC and Keel Point Capital, LLC. Outside of her advisory work, she owns a mini storage business in Huntsville. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning uses structured discovery processes and advanced modeling tools, offering a range of investment and wealth management solutions.

Lacey Simmons is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. She previously worked at Edward Jones for seven years before joining Wells Fargo in 2019. Outside of her advisory role, Simmons is involved in horse training and competes in rodeo events. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Julie Alley is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds the CFP® and Series 66 designations. Her prior work includes roles at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services using structured discovery conversations and proprietary planning tools.

Mark Roberts is a CFP® with 19 years of experience in the financial industry. He has worked with Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. He is based in Huntsville, Alabama. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary investment services, including a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Penelope Keene is a financial advisor at Morgan Stanley with 42 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, and previously spent 13 years with UBS Financial Services Inc. Keene holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and firm-approved tools to create financial plans.

David Fanning is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. He worked at Morgan Stanley DW Inc. from 2000 to 2005 before joining Linsco/Private Ledger Corp., now part of LPL Financial, where he has been since 2005. Outside of his advisory role, he serves as an evangelist, traveling to churches to discuss a brotherhood known as "The Gospel of Christ." LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning, asset management, and institutional platforms with a broad range of investment options, supported by advanced research and operational tools.

Avery Jacobs is a financial advisor with LPL Financial based in Harvest, Alabama. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. Jacobs has worked at Redstone Federal Credit Union and LPL Financial since 2013. Outside of his advisory role, he owns and operates Jacobs Logistics LLC, a business involved in interstate semi-truck deliveries. 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 services including financial planning, model portfolio programs, and access to third-party asset managers, utilizing both discretionary and non-discretionary strategies supported by research and technology tools.

Mark Mantooth is a financial advisor with Morgan Stanley in Huntsville, AL, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His career includes extensive tenure at Merrill and Bank of America prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2020. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual engagements and corporate financial planning agreements.

John Garth is a financial advisor with Raymond James & Associates in Athens, AL, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Raymond James & Associates since 2005. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through a nationwide network of advisers.

John Appleton is a financial advisor with Raymond James & Associates in Huntsville, AL, holding a Series 66 designation and two years of industry experience. His background includes work with Global Technical Services, Inc., and positions in education at the University of Oklahoma and University of Alabama Huntsville. Outside of advising, he has an active involvement in rental real estate investment. 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 tailored financial planning and consulting services supported by extensive research and multiple portfolio management styles.

John Grayson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He worked at Merrill for 12 years before joining LPL Financial in 2009. Outside of his advisory role, he is a shareholder and owner of a construction business, J 5 Contracting LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including wrap and model portfolio programs, third-party asset management, and institutional platforms.

Joseph Marotta is a financial advisor with Raymond James Financial in Huntsville, AL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He worked at Merrill Lynch, Pierce, Fenner & Smith Inc. from 2005 to 2017 before joining Raymond James in 2017. Marotta also serves as an independent contractor for Financial Strategies Group, LLC, where he advises clients on their financial assets. 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, institutions, and charitable organizations. The firm provides non-discretionary planning and investment consulting tailored to client goals, using advanced analytical tools, and supports municipal and public finance work through a unique municipal advisor affiliation.

Michael Vallely is a Series 66-licensed financial advisor with 20 years of industry experience. He has worked at LPL Financial since 2011 and previously spent four years at Equitable Advisors. Outside of his advisory work, he is also a songwriter who publishes original music on streaming platforms. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Christopher Helton is a financial advisor with Raymond James Financial Services Advisors, Inc. in Huntsville, Alabama. He holds a Series 66 designation and has 20 years of industry experience, including 14 years at Synovus Bank and Synovus Securities. Outside of his advisory role, he manages Helton Wealth Management, where he is involved in fixed annuities and fixed insurance sales. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary advisory services using analytical tools and supports municipal and public-finance work, along with specialized retirement plan consulting.

Allison Davidson is a financial advisor with LPL Financial in Huntsville, Alabama, holding a Series 66 credential and seven years of industry experience. Her prior roles include positions at Edward Jones and involvement in the restaurant and catering sectors. 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 advisory and brokerage services, including financial planning and access to various portfolio programs and institutional platforms.

Austin Hall is a financial advisor with LPL Financial based in Huntsville, Alabama. He holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, he worked at Redstone Federal Credit Union and has experience in education and real estate. Outside of his advisory role, he has participated in rideshare driving through DoorDash. 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, supporting advisors with research tools and operational resources.

Philip Denis is a financial advisor with Morgan Stanley in Huntsville, Alabama, holding a Series 66 designation and 14 years of industry experience. He has worked with Morgan Stanley since 2011 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets, employing structured planning processes and various advisory programs.