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 credentials and 27 years of industry experience. He worked at Morgan Stanley DW Inc. from 2000 to 2005 before joining Linsco/Private Ledger Corp., now part of LPL Financial, where he has been since 2005. Outside of his advisory role, he serves as an evangelist, traveling to churches to discuss a brotherhood known as "The Gospel of Christ." LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning, asset management, and institutional platforms with a broad range of investment options, supported by advanced research and operational tools.

Avery Jacobs is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Redstone Federal Credit Union and LPL Financial since 2013. Outside of advisory work, he owns Jacobs Logistics LLC, operating a semi-truck for interstate deliveries. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies on discretionary and non-discretionary bases.

Mark Poslajko is a financial advisor with LPL Financial in Huntsville, Alabama, holding a Series 66 designation and 22 years of industry experience. Prior to joining LPL Financial in 2013, he worked at Ameriprise and Morgan Stanley. Outside of his advisory work, he is employed as a Parts Supply Specialist at O'Reilly Auto Parts. 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 offers a variety of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advisor-facing technology.

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.

Cory Mc Elyea is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at NewEdge Advisors, LLC, Edward Jones, the Florida Institute of Technology, and the United States Government. He provides investment advisory services through NewEdge Advisors, LLC in addition to his work with LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of financial planning and investment management solutions to individuals, retirement plans, banks, trust companies, and other institutions. The firm supports its advisors with a variety of portfolio strategies and operational tools, and serves a broad client base through its extensive network of over 22,800 advisors.

John Appleton is a financial advisor with Raymond James & Associates in Huntsville, AL, holding a Series 66 designation and two years of industry experience. His background includes work with Global Technical Services, Inc., and positions in education at the University of Oklahoma and University of Alabama Huntsville. Outside of advising, he has an active involvement in rental real estate investment. 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 tailored financial planning and consulting services supported by extensive research and multiple portfolio management styles.

Garry Mcclure is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 28 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2010. Outside of his advisory role, he operates McClure's Financial Services and works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals and provides access to both proprietary and third-party investment strategies.

Caleb Hudson is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Pruco Securities LLC and educational institutions such as the University of Alabama in Huntsville and Calhoun Community College. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, retirement plans, and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers and insurance products through affiliated entities.

Jason Spivey is a Series 66-registered financial advisor with Cetera, based in Madison, Alabama, and has 16 years of industry experience. He has been with Cetera and Regions Bank since 2016. Outside of his advisory work, he serves as treasurer for Decatur Soccer, managing budgeting and organizing funds, and is president of Spivey Services, where he oversees operations and customer invoicing. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and utilizes a multi-manager platform with various investment program options.

John Grayson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He worked at Merrill for 12 years before joining LPL Financial in 2009. Outside of his advisory role, he is a shareholder and owner of a construction business, J 5 Contracting LLC. 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 solutions, including wrap and model portfolio programs, third-party asset management, and institutional platforms.

Joseph Marotta is a financial advisor with Raymond James Financial in Huntsville, AL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He worked at Merrill Lynch, Pierce, Fenner & Smith Inc. from 2005 to 2017 before joining Raymond James in 2017. Marotta also serves as an independent contractor for Financial Strategies Group, LLC, where he advises clients on their financial assets. 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, institutions, and charitable organizations. The firm provides non-discretionary planning and investment consulting tailored to client goals, using advanced analytical tools, and supports municipal and public finance work through a unique municipal advisor affiliation.

Tyler Johnson is a financial advisor with Merrill in Huntsville, Alabama, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America and several local school systems. Outside of his advisory role, he serves as a color commentator for Randolph High School football games and holds board memberships with the Huntsville Quarterback Club and PALS - Huntsville, a charity supporting local athletic programs. 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, retirement plans, corporations, and charitable organizations.

Jakie Childers Jr. is a financial advisor with LPL Financial in Madison, AL, holding Series 63 and Series 65 registrations and bringing 29 years of industry experience. He previously worked at Morgan Stanley DW Inc. for five years before joining LPL Financial in 2004. Outside of his advisory role, he is involved with Dixon Wells, a non-variable insurance business specializing in life and long-term care insurance. 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 offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and a broad network of over 22,800 advisors.

Michael Vallely is a Series 66-licensed financial advisor with 20 years of industry experience. He has worked at LPL Financial since 2011 and previously spent four years at Equitable Advisors. Outside of his advisory work, he is also a songwriter who publishes original music on streaming platforms. 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 offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Christopher Waye is a financial advisor with Edward Jones in Madison, Alabama. He holds a Series 66 designation and has 10 years of industry experience. Waye has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

John Johnson is a CFP® and ChFC® with 21 years of industry experience, currently serving as a financial advisor at Edward Jones in Madison, AL since 2004. He also acts as a FINRA arbitrator for securities industry disputes and is involved as a member in several LLCs related to his office property. Edward Jones is a full-service wealth management firm that serves a broad client base including individual and institutional investors. The firm offers a variety of advisory programs and investment options supported by a large network of financial advisors and branch offices.