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.

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.