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.

John Butterfield is a CFP® professional with 23 years of industry experience, currently serving at Edward Jones since 2002. He holds Series 63 and Series 66 licenses and is based in Madison, Alabama. 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 offers a range of advisory programs, including discretionary wrap fee strategies and separately managed accounts, and operates 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.

Chad Gardner is a CFP® professional with 16 years of industry experience, currently serving with Raymond James & Associates since 2016. He holds the Series 66 designation and is based in Huntsville, AL. Gardner has a side business as an owner and proprietor of a rental real estate property. 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 services with a variety of portfolio management styles supported by extensive research and affiliated managers.

Margaret Aaron is a financial advisor with Morgan Stanley in Huntsville, AL, holding Series 63 and Series 65 licenses and over 29 years of industry experience. She has worked at Morgan Stanley since 2019, following three years at Keel Point, LLC and Keel Point Capital, LLC. Outside of her advisory work, she owns a mini storage business in Huntsville. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning uses structured discovery processes and advanced modeling tools, offering a range of investment and wealth management solutions.

Lacey Simmons is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. She previously worked at Edward Jones for seven years before joining Wells Fargo in 2019. Outside of her advisory role, Simmons is involved in horse training and competes in rodeo events. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Julie Alley is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds the CFP® and Series 66 designations. Her prior work includes roles at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services using structured discovery conversations and proprietary planning tools.

Mark Roberts is a CFP® with 19 years of experience in the financial industry. He has worked with Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. He is based in Huntsville, Alabama. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary investment services, including a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Jennifer Langston is a financial advisor with Edward Jones in Huntsville, AL, holding a Series 63 designation and bringing 25 years of industry experience. She has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Penelope Keene is a financial advisor at Morgan Stanley with 42 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, and previously spent 13 years with UBS Financial Services Inc. Keene holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and firm-approved tools to create financial plans.

David Fanning is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Linsco/Private Ledger Corp., a part of LPL Financial, since 2005. Outside of his advisory role, he is involved as an evangelist, traveling to churches to discuss a religious brotherhood known as "The Gospel of Christ." LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm provides financial planning and various advisory programs, offering both discretionary and non-discretionary management supported by research and model portfolios.

Mark Poslajko is a financial advisor at LPL Financial with 21 years of industry experience. He holds a Series 66 designation and has been with LPL Financial since 2013. Outside of his advisory role, he is employed as a parts supply specialist at O'Reilly Auto Parts. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, with both discretionary and non-discretionary management supported by model portfolios and research.

Mark Mantooth is a financial advisor with Morgan Stanley in Huntsville, AL, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His career includes extensive tenure at Merrill and Bank of America prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2020. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual engagements and corporate financial planning agreements.