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, AL, holding a Series 66 designation and three years of industry experience. He has worked at LPL Financial and Provident Wealth Solutions since 2020. Outside of his advisory role, he serves as an assistant varsity basketball coach at Westminster Christian Academy. 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.

John Walters is a financial advisor with LPL Financial who holds a Series 66 license and has 23 years of industry experience. He has been with LPL Financial since 2007. Walters serves as an advisory board member for CB&S Bank in the Madison County region. 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 various financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and advanced portfolio management technologies.

Tyler Behel is a financial advisor at LPL Financial in Huntsville, Alabama, holding a Series 66 credential with four years of industry experience. Prior to joining LPL Financial in 2023, he worked at Mass Mutual Investors Services and MassMutual Life Insurance Company during 2022–2023. He was also involved with the Alpha Tau Omega Fraternity from 2017 to 2022. 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 advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with research-supported model portfolios and various investment strategies.

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.

Jeffrey Cavender is a financial advisor at LPL Financial with 35 years of industry experience, including 30 years at LPL. He holds a Series 63 designation. 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 advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches along with extensive research and technology resources.

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.

Christopher Jones is a financial advisor with Primerica Advisors in Huntsville, AL, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has worked at Primerica Advisors since 2018 and Landmark Financial Group since 2023, with a concurrent career at Lockheed Martin since 2008. In addition to his advisory role, he is involved in sales of investment-related products through Landmark Financial Group and receives compensation for referrals related to home security and automation services. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively offered separately managed accounts. The firm utilizes third-party asset managers vetted through independent due diligence and employs a tiered wrap-fee structure.

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.

Amanda Lieble is a financial advisor at LPL Enterprise with a Series 66 designation. She has been with Cornerstone Financial Partners since 2014 and joined LPL Enterprise in 2025. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, model portfolio management, third-party asset management arrangements, and a range of brokerage and insurance products through its integrated advisory and brokerage platform.

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.

Carlos Mendoza is a financial advisor at Edward Jones in Madison, Alabama, holding a Series 66 designation with nine years of industry experience. He has worked at Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.