Alex Pols is a financial advisor with Morgan Stanley in Huntsville, AL, holding Series 65 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning using firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both direct financial planning and corporate financial planning agreements.

Thomas Todd is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he provides financial guidance and strategies tailored to client needs. His work focuses on wealth management services within the firm. Further details about his experience, education, and personal interests are not provided.

James Stone is a financial advisor with Raymond James & Associates, holding a Series 66 credential and three years of industry experience. Prior to joining Raymond James in 2023, he worked at Avantax Advisory Services and Avantax Investment Services Inc. in 2022 and spent 11 years at the Tennessee Valley Authority. Outside of his advisory work, Stone serves as treasurer for Skyline Missionary Baptist Church, where he prepares financial reports and manages payments. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that oversees approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and non-discretionary investment consulting supported by a wide array of portfolio management styles and affiliated research.

James Brewer is a financial advisor with LPL Financial in Huntsville, Alabama, holding a Series 66 designation and 21 years of industry experience. He has been affiliated with Redstone Federal Credit Union and LPL Financial since 2013. 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 investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Elizabeth Douglas is a CFP® with 27 years of experience in the financial industry, currently serving as an advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of her advisory role, she is involved with Soroptimist International of Huntsville, a service organization focused on the betterment and education of women and girls, and serves on the Finance Committee at Hazel Green United Methodist Church as an endowment representative. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical for a large institutional provider.

Jennifer Harty is a financial advisor at Edward Jones in Huntsville, Alabama, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of financial advisors and branch offices.

Timothy Sieja is a financial advisor with Thrivent Investment Management in Huntsville, AL. He holds a Series 66 designation and has 16 years of industry experience. Since 2009, he has been associated with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across a range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping these services separate.

David Phillips is a financial advisor with Edward Jones in Huntsville, Alabama, holding a Series 66 designation and possessing 11 years of industry experience. He has been with Edward Jones since 2015 and concurrently serves in the Army National Guard since 2011. Outside of advisory work, Phillips owns and operates businesses in early childhood education and childcare. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Roger Barnes is a financial advisor at OSAIC with 42 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 31 years and has been affiliated with First Financial Group for over four decades. In addition to his advisory role, he is an agent offering various insurance products including accident and health, disability, fixed and indexed annuities, and life insurance. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of investment platforms and employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios comprising various asset classes.

Matthew Barnes is a financial advisor at Osaic Wealth, Inc. in Huntsville, Alabama, holding a Series 66 designation with one year of industry experience. He began his career at First Financial Group - Lincoln Financial Advisors/Osaic Wealth and joined Osaic Wealth, Inc. in 2025. Barnes completed his education at the University of Alabama in 2024. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage, advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios, and supports a variety of investment strategies and platforms.

Harold Harton is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 31 years of industry experience. He has worked with Cetera since 2003 and has been associated with Redstone Federal Credit Union since 2001. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services and manages over $256 billion in assets through a network of more than 10,000 advisors.

Bobby Davis Jr. is a financial advisor with Raymond James & Associates in Huntsville, AL, holding Series 63 and Series 66 registrations and 12 years of industry experience. Prior to joining Raymond James in 2019, he worked at First Priority Express, Primerica Financial Services, and PFS Investments Inc. Since 2023, he has been a partner in HDW Partners, LLC, a private investment business with fellow advisors. 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 with a range of portfolio management styles supported by extensive research and model manager options.

James Davis is a financial advisor at Edward Jones in Huntsville, Alabama, holding a Series 63 designation with 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

Jenny Hite is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2018. Her prior roles include positions at Cetera Investment Services LLC and Regions Bank. She is a board member of the Estate and Financial Planning Council of Huntsville, Alabama. 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Emily Shaw is a financial advisor with Edward Jones in Huntsville, Alabama, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2021, she worked in various roles including at Bird Rock Yoga and Perpetual Motion Solutions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large retail advisor and branch network and offers additional services such as trust and securities-based lending under a fiduciary standard.

Christopher Harper is a financial advisor with Wells Fargo Clearing in Huntsville, AL, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously spent eight years with Edward Jones. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs within its investment menus.

Hope Strong is a CFP® professional with 20 years of industry experience, currently affiliated with LPL Financial in Huntsville, AL. She has worked with Redstone Federal Credit Union and OneAscent Financial Services LLC, as well as Ameriprise Financial Services, Inc. Hope has been associated with both LPL Financial and Redstone Federal Credit Union since 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, research, and technology-driven investment strategies.

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 been with LPL Financial since 2014. Abbott also serves as a board member for Leadership Greater Huntsville and is a commissioned notary for the State of Alabama. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

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.

Alfred Eddy is a financial advisor with LPL Financial in Huntsville, AL, holding Series 63 and Series 66 credentials and having 23 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he serves as an endorsed local provider for Dave Ramsey, teaching about mutual funds and other investment types. 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 financial planning and advisory programs with both discretionary and non-discretionary management, utilizing research from LPL Research and third-party subadvisors.