Trace Lentz is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Securities America Inc and the University of Alabama. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives offering financial planning, advisory programs, and retirement plan consulting.

Tracy Lentz is a financial advisor at LPL Financial with 25 years of industry experience. She holds the Series 66 designation and previously worked at Securities America Advisors, Inc. from 2004 to 2024. In addition to her advisory work, she owns and operates Lentz Farm in Decatur, AL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by research from LPL and third-party providers.

Leslie Solley is a financial advisor at Morgan Stanley with 30 years of industry experience. She has held her current position at Morgan Stanley Smith Barney LLC since 2009. Leslie holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by firm-approved tools and modeling techniques.

Michael Segars is a financial advisor with LPL Financial in Huntsville, Alabama, holding a Series 66 designation and possessing 27 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, Segars is an adjunct professor teaching accounting classes at Faulkner University and is involved in movie screenplay development through a family business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Donald Fuller is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and uses proprietary research and tools to develop tailored recommendations for clients.

Richard Sanders is a financial advisor with Morgan Stanley in Birmingham, AL, holding a Series 66 designation and 12 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2013 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning and utilizing firm-approved planning tools and market models. The firm manages approximately $2.74 trillion in client assets and offers services including estate planning and corporate financial planning agreements.

Brandon Krauss is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various Fidelity entities since 2014. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Christopher Walker is a Series 66-licensed financial advisor with 28 years of industry experience. He is currently with Morgan Stanley, having worked with Morgan Stanley Private Bank, N.A. since 2022 and Morgan Stanley Smith Barney LLC since 2020. Prior to Morgan Stanley, he was employed at Bank of America, N.A. and Merrill for a combined total of over 20 years. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market modeling techniques.

William Jeffery is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 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 individual and institutional clients. The firm offers a variety of advisory programs and financial planning services supported by structured discovery tools and modeling techniques such as Monte Carlo simulations.

Jonathan Hornsby is a CFP® professional with 14 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior roles include positions at Oak Tree Financial Services, LPL Financial, and Bridgeworth, LLC. Outside of financial advising, he serves as a board member of Renegade Players Theatre Company in Huntsville, AL. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers comprehensive financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing various portfolio management and model-based strategies tailored to client objectives.

Michael Spaulding is a financial advisor with Morgan Stanley in Huntsville, Alabama, holding a Series 66 designation and bringing 22 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including personalized financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through Corporate Financial Planning agreements.

William Blount is a financial advisor with Raymond James Financial, holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James in 2025, he worked for Wells Fargo Bank and Wells Fargo Clearing for 11 years. He is also an associate at Pinnacle Asset Management, where he serves as a client service advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to model potential outcomes, supporting clients through various advisory programs and specialized consulting services.

Lyle Watts is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been affiliated with Linsco/Private Ledger since 2005. 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.

Lane Wilson is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has more than 25 years of experience in asset management, specializing in working with high-net-worth individuals and business owners. Lane's responsibilities include constructing, tracking, and analyzing client portfolios tailored to individual goals and needs. He is particularly skilled in exit planning, holding the Certified Exit Planning Advisor (CEPA) designation, and serving business owners with their exit planning strategies. Lane holds a Bachelor's Degree from Huntingdon College. His professional certifications also include the Personal Investment Advisor (PIA) designation. He is a member of the Exit Planning Institute and is involved in several community organizations, including Northeast Alabama FCA, Not One More Alabama, and Wellstone. Based in Huntsville, Alabama, Lane spends time volunteering with local charities. He enjoys hunting, fishing, and traveling. Lane and his wife Cheri have four daughters and enjoy spending time at the lake and hosting their large families.

Christopher Smith is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 26 years of industry experience. He previously worked at Raymond James & Associates for ten years before joining Cetera and also serves as president of C. Tod Smith Capital Investments, Inc., where he offers retirement planning and investment services. Cetera Investment Advisers LLC is a large SEC-registered advisory platform with over 10,000 advisors, serving individual, corporate, charitable, and institutional clients through a range of portfolio management and financial planning services. The firm provides multiple program options including model portfolios, third-party managers, and bespoke strategies across discretionary and non-discretionary account structures.

William Heyward Jr. is a financial advisor with Morgan Stanley in Huntsville, AL, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2017 and previously spent four years with Raymond James & Associates. Outside of his advisory work, he serves as a part-time Assistant Pastor at Valley Presbyterian Church. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers services based on structured discovery and firm-approved planning tools.

Rickey Gosa is a financial advisor at Edward Jones in Huntsville, AL, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a national network of over 23,700 financial advisors.

Patrick Shields is a financial advisor with Morgan Stanley in Huntsville, AL, holding a Series 66 designation and 27 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2020, and previously held roles at Bank of America and Merrill. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning through its network of advisors and specialized planning groups. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market simulations.

Anthony Humphres is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior experience includes roles at Wells Fargo Clearing Services, LLC and Wells Fargo Bank NA. Humphres is also associated with Redstone Federal Credit Union. 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 representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing diverse investment strategies and proprietary research.

Jennifer Yarbrough is a financial advisor with Raymond James Financial in Huntsville, Alabama, holding a Series 66 designation and 16 years of industry experience. She has been with Raymond James Financial since 2011 and has prior experience with Arbonne from 2016 to 2022. Outside of her advisory role, she supports financial advisors by managing branch operations and client services at Financial Strategies Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individual, high-net-worth, institutional, and corporate clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports a wide network of advisors with specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.