Stephen Phraner is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he served in the US Army for four years and worked briefly with UBS Private Wealth Management. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a large nationwide network of financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeremy Goss is a financial advisor with Wells Fargo Advisors in Decatur, AL, holding a Series 66 designation and 16 years of industry experience. He previously worked at Edward Jones for nine years before joining Wells Fargo Advisors in 2024. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Brian Jones is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo entities since 2009. Outside of his advisory work, he is involved in several investment-related business activities through ownership in multiple holding companies. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to deliver tailored recommendations, offering clients flexible implementation options through brokerage or advisory programs.

Joseph Gosnell is a financial advisor at Edward Jones in Decatur, Alabama, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Deep South Construction Pros and Redeeming Solutions, and spent ten years with Cru. Outside of his advisory role, he has an affiliation with Plexus Worldwide, although he has no active responsibilities there. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Robert Sampson is a financial advisor at Edward Jones in Madison, AL, holding a Series 66 designation with four years of industry experience. His prior work includes service in the United States Marine Corps for sixteen years and a role at Pyro Shows. Edward Jones is a wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Douglas Nunnally is a financial advisor at Ameriprise with 25 years of industry experience. He has been with Ameriprise and its affiliated firms since 2005 and holds the Series 66 designation. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations through a centralized consulting team.

Michael Rutledge is a Series 66 licensed financial advisor with Wells Fargo Advisors in Decatur, Alabama, bringing 16 years of industry experience primarily within Wells Fargo entities. His career includes nearly a decade at Wells Fargo Clearing before joining Wells Fargo Advisors in 2025. Outside of his advisory role, Rutledge holds ownership interests in multiple businesses across Alabama and Florida, including an auto auction, car dealerships, and several ventures involving land and property. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing research and planning tools to develop tailored recommendations that clients may implement through brokerage or advisory programs.

Amy Cook is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds a Series 63 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020. Prior to that, she was with BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and Compass Bank from 2012 to 2020. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and proprietary market models.

Barry Hill is a financial advisor at Morgan Stanley with 27 years of industry experience. His prior roles include long-term positions at Raymond James Financial Services Advisors and Raymond James Financial Services. He is the owner of Stonebridge Wealth Management and serves as vice president of Wealth Advisory Group, Inc. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets as of their latest reporting.

Shelley Howard is a financial advisor with Wells Fargo Advisors in Decatur, AL, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. Her career includes roles at Wells Fargo Clearing Services and Wells Fargo Bank NA, spanning from 2006 through the present. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting a net-worth threshold. The firm offers a broad range of planning services supported by internal research and tools, with flexible implementation options for clients.

Richard Gregory is a financial advisor with Cambridge Investment Research Advisors in Decatur, Alabama, holding a Series 63 designation and 29 years of industry experience. Prior to his current role, he worked at Oak Tree Financial Services and LPL Financial. Gregory serves as a board member and volunteer for The Salvation Army and volunteers on the Young Life Committee. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management and model-based solutions across multiple custody and platform arrangements.

Mitchell Owens is a financial advisor with Edward Jones in Decatur, Alabama, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and other financial services.

William Eddy is a financial advisor with LPL Financial, holding a Series 66 designation. He began his professional career in the financial industry in 2023 and has prior experience outside finance, including roles at Planet Fitness and Point Mallard Water Park. Eddy is also currently completing his college education. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

Kristen Wagg is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. She has worked at Cetera and Regions Bank since 2016. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers, supporting a range of program structures and investment strategies.

Terry White is a Series 66 licensed financial advisor with Edward Jones in Decatur, Alabama, with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors, offering a variety of advisory strategies and affiliated investment products under a fiduciary standard.

Christopher Andersen is a CFA® charterholder with 31 years of industry experience, currently serving as a financial advisor at UBS Financial Services in Madison, AL. He has held various roles within UBS since 2012, including positions at UBS Asset Management (US) Inc. from 2020 to 2026. UBS Financial Services Inc. offers brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary capital market assumptions and research to customize financial plans. The firm combines institutional trading capabilities with wealth management services, providing a range of offerings including portfolio management, financial planning, underwriting, and custody services.

Hugh Hinson Jr. is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked for Lincoln Financial Advisors Corporation for 28 years before joining OSAIC in 2025. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of affiliated advisers, employing tools such as asset allocation models, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across various asset classes.

Michele Hightower is a CFP®-designated financial advisor with nine years of industry experience. She currently works at Morgan Stanley, where she has been since 2022, including two years at Morgan Stanley Private Bank, N.A. Prior to that, she held roles at SA Stone Wealth Management Inc. and Jackson National Life Distributors. Morgan Stanley Wealth Management (MSWM) serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning using firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services under both direct and corporate financial planning agreements.

Donald Barthel is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Trace Lentz is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Securities America Inc and the University of Alabama. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives offering financial planning, advisory programs, and retirement plan consulting.