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 financial advisor with LPL Financial in Huntsville, Alabama. She holds the CFP® designation and Series 66 license, with 20 years of industry experience. Her prior roles include positions at Redstone Federal Credit Union, OneAscent Financial Services LLC, Ameriprise Financial Services, Morgan Stanley, Wells Fargo Clearing, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions, supported by a network of advisors utilizing both proprietary and third-party strategies.

Matt Morris is a financial advisor at Wells Fargo Advisors in Decatur, Alabama, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Bank of America, Merrill, FirstBank, and various Wells Fargo entities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations based on proprietary research and planning tools, with clients choosing whether to implement these through brokerage or advisory programs.

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 worked at LPL Financial since 2014. Prior to that, she was with Wells Fargo Clearing and has a concurrent role at Cadence Bank. Abbott serves on the board of Leadership Greater Huntsville and is a commissioned notary for the State of Alabama. 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 management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

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 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.

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 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 based in Harvest, Alabama. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. Jacobs has worked at Redstone Federal Credit Union and LPL Financial since 2013. Outside of his advisory role, he owns and operates Jacobs Logistics LLC, a business involved in interstate semi-truck 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 services including financial planning, model portfolio programs, and access to third-party asset managers, utilizing both discretionary and non-discretionary strategies supported by research and technology tools.

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 at LPL Financial with nine years of industry experience and holds the Series 66 designation. He previously worked at Edward Jones and NewEdge Advisors, LLC, and has service experience with the United States government. Mc Elyea provides investment advisory services through NewEdge Advisors, LLC, an independent registered investment advisory firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, employing a variety of investment strategies and advisory platforms.