Amanda Lieble is a financial advisor at LPL Enterprise with a Series 66 designation. She has been with LPL Enterprise since 2025 and has prior experience at Cornerstone Financial Partners since 2014. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm primarily employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated non-securities products and services.

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 with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Based in Madison, Alabama, Mendoza provides financial advisory services within a full-service wealth management firm. Edward Jones serves over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services.

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 worked at Redstone Federal Credit Union and LPL Financial since 2013, following five years with Cetera Investment Services LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using various portfolio strategies.

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.

Joseph Shortt is a financial advisor with LPL Financial, holding a Series 63 designation and 32 years of industry experience. He has been with LPL Financial since 2004 and previously worked at Morgan Stanley from 2000 to 2004. Outside of his advisory role, he is involved in cattle farming. LPL Financial is a national broker‑dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment options through a large network of advisors and integrates operational and research support tools without relying on automated investment decisions.

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.

James Tackett is a Series 66 credentialed financial advisor with 10 years of industry experience. He is currently with LPL Financial and previously worked at Wells Fargo Advisors and Edward Jones. 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 provides a broad range of advisory and brokerage services, utilizing various portfolio management strategies and technology tools to support its network of over 22,800 advisors.

Harold Harton is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Cetera and its related entities since 2003 and has worked at Redstone Federal Credit Union since 2001. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual and institutional clients nationwide through a large network of independent advisors. The firm offers a range of portfolio management and retirement services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

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.

Clay Parris is a Series 66-licensed financial advisor with Edward Jones in Athens, Alabama, with one year of industry experience. Prior to joining Edward Jones in 2024, he worked at H&R Agri-Power and Medlin Equipment Company. He has also held roles at Lee University, including a position as Vice President in the Office of Student Development. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and strategies. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,000 financial advisors.

Randall Price is a Series 66-licensed financial advisor with Edward Jones, based in Athens, Alabama, and has 19 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs, including discretionary and non-discretionary strategies, with a large nationwide network of financial advisors and branch offices.

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.

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.