Shelby Constantine is a Financial Advisor with Merrill Lynch Wealth Management. She focuses on helping individuals and families clarify their financial priorities and build strategies that support their goals throughout various life stages. Her expertise includes college education planning, family wealth management, retirement income and personal retirement planning, legacy planning, tax minimization, as well as services and consulting for defined benefit and contribution plans. Shelby works with clients ranging from young professionals to retirees, emphasizing thoughtful, goal-focused strategies that evolve with clients' changing needs. Shelby holds a Bachelor's Degree from Troy University and is a Personal Investment Advisor (PIA). She enjoys dancing, playing pickleball, running, spending time with her family, and traveling. As a native of Huntsville, she values building long-term relationships within her community.

Lacey Hodde is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and bringing five years of industry experience. She has been with Wells Fargo Clearing Services since 2009. 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 offers both brokerage and advisory solutions, utilizing research from its Investment Institute and third-party databases to support its investment approach.

Danielle Sanford is a financial advisor at Merrill with a Series 66 designation and six years of experience at the firm. She previously worked at Redstone Federal Credit Union and co-owned Sanford Group Inc., a business that transitioned from a restaurant to an online seasoning company. Sanford assists with bookkeeping and payroll for this company, dedicating a few hours weekly outside of regular business hours. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Craig Satterfeal is a financial advisor at Thrivent Investment Management with 23 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. He holds Series 63 and Series 65 credentials and is based in Huntsville, AL. 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 analyses and integrates planning with managed-account programs while maintaining the separation of these services.

Douglas Lund is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 13 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Cambridge Investment Research Advisors for nine years. Outside of his advisory role, he is part owner of Southern Studio, a retail engraving company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, research from multiple sources, and various technology-driven investment strategies.

Pamela Baird is a financial advisor at Raymond James & Associates with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Raymond James & Associates since 2013. 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, institutional investors, and municipal entities—and offers financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research resources.

Abigail Matsuyama is a financial advisor at Edward Jones in Huntsville, AL, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, she worked at Cardinal Group Management and Campus Advantage. She is also a part owner of MMG Wellness, a fitness studio operated with her husband. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary solutions, with services operated under a fiduciary standard.

Parker Rutland is a financial advisor with Morgan Stanley in Huntsville, AL, holding a Series 66 credential and seven years of industry experience. His prior experience includes roles at Bank of America and Merrill Lynch. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group.

Sonia Katyal is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2013. She holds Series 63 and Series 65 licenses and is based in Huntsville, Alabama. Katyal is an officer and treasurer for the Madison County Medical Alliance, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, offering financial planning and non-discretionary investment consulting supported by a diverse range of portfolio management styles and affiliated research.

Raymond Rutland is a Certified Financial Planner (CFP®) with 41 years of industry experience. He currently serves at Morgan Stanley and has previously worked at Bank of America and Merrill Lynch. He is based in Huntsville, Alabama. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Donny Rye Jr. serves as a Resident Director and Wealth Management Advisor at Merrill, bringing 32 years of experience in the financial industry. In his role, he assists clients through the accumulation, retirement, and legacy phases of their financial lives, developing personalized strategies to help pursue their long-term goals. Donny's expertise includes equity compensation services, family wealth management strategies, legacy planning, retirement income, portfolio management services, tax minimization, philanthropic planning, and managing new wealth. He holds professional designations such as Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). He earned a Bachelor of Science degree in Accounting from Birmingham Southern College. Prior to his career in financial advising, Donny served as CFO for a regional orchestra. He has been a financial advisor at Merrill for 29 years and has been a resident of Huntsville since 1991. Donny is married with three children.

Bradford Flowers is a financial advisor with Raymond James & Associates in Huntsville, AL, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has worked at Raymond James since 2017 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he is involved in agricultural activities, co-owning a farm with his wife and participating in a timberland LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on diverse portfolio management styles and affiliated research.

Steven Reardon is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and previously worked at PNC Investments for 13 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and does not provide individual security recommendations as part of its standalone planning services.

Stuart Evans is a financial advisor with Charles Schwab in Huntsville, AL, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Charles Schwab since 1999 and Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by in-house research and alternative investment options.

Pierre George is a financial advisor with Cetera in Huntsville, AL, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has worked at Cetera and its related entities since 2015. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of advisors and provides access to multiple program platforms and third-party money managers.

James Lancaster is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 18 years of industry experience. His work history includes positions at Regions Bank and BB&T Bank, alongside his role at Cetera since 2018. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting advisors with a range of program structures and investment options.

David Staley is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has built enduring relationships with clients over more than two decades. He leads the Merrill Huntsville office and supports other advisors in maintaining high professional standards. David collaborates closely with clients to understand their financial situations and goals, developing and adjusting long-term strategies tailored to their needs. David holds a Bachelor's degree and a Master's degree in Finance from the University of Alabama in Huntsville. He has earned multiple professional designations, including Certified Divorce Financial Analyst (CDFA), Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is a member of professional organizations such as the Committee of 100, HASBAT, and Cyber Huntsville. David's client focus areas include college education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and retirement income. Outside of work, he enjoys fishing, golfing, music, swimming, volleyball, watching movies, and spending time with his wife Krista and their two young sons in Huntsville.

Kasey Smith is a financial advisor at Cetera with two years of industry experience. She holds the Series 66 designation and has worked at Regions Bank from 2018 to the present before joining Cetera. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual clients, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and retirement services, supported by a network of over 10,000 advisors and overseeing more than $256 billion in assets.

Robert Mcroy is a financial advisor with Morgan Stanley in Huntsville, AL, holding a Series 66 designation and 17 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of finance, Mcroy is a self-employed PGA Tour professional with a career dating back to 1992 and serves as a golf coach at Westminster Christian Academy. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, delivering tailored financial planning that includes tools such as Monte Carlo simulations and Secular Return Estimates from its Global Investment Committee.

Grant Chandler is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to his current role, he worked at ServisFirst Bank and was involved with In Bloom Floral Design and the YMCA in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets.