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.

Shelley Byrd is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley Smith Barney LLC and Wells Fargo Clearing. Outside of her advisory role, she has ownership interests in several investment-related entities, including Riverfront Wealth Management LLC and SB Endeavors, Inc. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options using proprietary research and tools, with recommendations delivered through client meetings and summary letters, and integrates advisory services with multiple financial product offerings and referral channels.

Christopher Seibert is a financial advisor with Raymond James & Associates in Huntsville, AL, holding the Series 66 designation and possessing one year of industry experience. Prior to joining Raymond James, he worked at Kalm Therapeutics and served as an independent advisor. Outside of his advisory role, he is a partner in Athentic, Inc., a consulting entity focused on medical devices that is currently inactive. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

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® with 16 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2016. His credentials include the Series 66 designation. Outside of his advisory role, he owns and manages a rental real estate property in Huntsville, AL. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm offers wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, delivering non-discretionary advice supported by extensive research and affiliate resources.

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 with Morgan Stanley in Huntsville, AL, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. She previously worked at UBS Financial Service Inc for 13 years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

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.

Avery Jacobs is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials and 17 years of industry experience. He has worked with both Redstone Federal Credit Union and LPL Financial for the past 13 years. Outside of his advisory role, Jacobs owns Jacobs Logistics LLC, operating a semi-truck for interstate deliveries. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services, 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 at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Merrill, Bank of America, and Morgan Stanley since 1989. Morgan Stanley Wealth Management provides tailored financial planning and advisory services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and offers a range of investment and financial products through its extensive advisory platform.

Cory Mc Elyea is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has worked at NewEdge Advisors, LLC, Edward Jones, and the United States Government. He provides investment advisory services through NewEdge Advisors, LLC, an independent investment advisory firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources across diversified and alternative strategies.

John Garth is a financial advisor with Raymond James & Associates in Athens, AL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Raymond James & Associates since 2005. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, serving both retail and institutional clients with specialized public finance and municipal services.

John Appleton is a financial advisor with Raymond James & Associates in Huntsville, AL, holding a Series 66 credential and two years of industry experience. His background includes positions at the University of Oklahoma and Global Technical Services, Inc. Outside of advising, he is involved with a rental real estate business. 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, offering tailored financial plans and institutional consulting services.

Garry Mcclure is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 27 years of industry experience, including 16 years with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Mcclure is also an independent insurance agent and owns McClure's Financial Services. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse clientele, including individuals, retirement plans, and charitable organizations. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering multiple investment platforms and proprietary as well as third-party strategies.

Pamela Holtzclaw is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Her career includes prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she is involved with a family foundation and serves on the finance committee of a local church. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing tailored recommendations supported by proprietary research and planning tools. The firm serves clients who meet specific net-worth criteria and delivers a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis.