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.

Joseph Shortt is a financial advisor with LPL Financial in Madison, Alabama, holding a Series 63 designation and 31 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he is involved in cattle farming in Alabama. 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 programs, including discretionary and non-discretionary management, model portfolios, and specialized services for institutional clients.

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 Series 66 licensed financial advisor with Edward Jones in Huntsville, AL, where he has worked since 2015. He has 10 years of industry experience and also serves in the Army National Guard. Outside of advising, he owns and operates businesses in early childhood education and childcare, including a PreK education center and a childcare facility. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services, supported by a nationwide network of more than 23,000 advisors and over $1 trillion in assets under management.

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 financial advisor with LPL Financial in Madison, Alabama. He holds a Series 66 designation and has 10 years of industry experience. His prior work includes positions at Edward Jones and Wells Fargo Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

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 credentials and bringing 12 years of industry experience. He has previously worked at First Priority Express, Primerica Financial Services, and PFS Investments Inc. Outside of his advisory role, he is a partner in HDW Partners, LLC, a private investment business among three financial advisors. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and institutional consulting, with a notable presence in public finance and municipal services.

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® professional with 22 years of industry experience, currently serving at Raymond James & Associates since 2018. She previously worked at Cetera Investment Services LLC and Regions Bank. Hite is a board member of the Estate and Financial Planning Council of Huntsville, Alabama. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, and institutional clients. The firm offers tailored financial plans and investment recommendations through both non-discretionary and discretionary advisory programs.

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.

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.

Matt Morris is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked across multiple Wells Fargo entities as well as Bank of America, Merrill, and FirstBank. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.