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.

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.

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.

Donald Fuller is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and uses proprietary research and tools to develop tailored recommendations for clients.

Richard Sanders is a financial advisor with Morgan Stanley in Birmingham, AL, holding a Series 66 designation and 12 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2013 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning and utilizing firm-approved planning tools and market models. The firm manages approximately $2.74 trillion in client assets and offers services including estate planning and corporate financial planning agreements.

Christopher Smith is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 26 years of industry experience. He previously worked at Raymond James & Associates for ten years before joining Cetera and also serves as president of C. Tod Smith Capital Investments, Inc., where he offers retirement planning and investment services. Cetera Investment Advisers LLC is a large SEC-registered advisory platform with over 10,000 advisors, serving individual, corporate, charitable, and institutional clients through a range of portfolio management and financial planning services. The firm provides multiple program options including model portfolios, third-party managers, and bespoke strategies across discretionary and non-discretionary account structures.

Jonathan Anderson is a financial advisor with Morgan Stanley in Decatur, Alabama, holding a Series 66 designation and 27 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools to develop tailored plans.

Sarah Smith is a financial advisor with Morgan Stanley in Decatur, Alabama, holding a Series 66 designation and nine years of industry experience. She has been with Morgan Stanley and its Private Bank since 2016. Outside of her advisory role, Smith serves on the finance committee of the United Way of Morgan County and is a board member of Burritt on the Mountain, an arts and environmental organization. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, utilizing firm-approved tools and methodologies to assist with tailored financial plans.

Samuel Jones IV is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Raymond James & Associates for nine years. He is involved with the John and June Wyker Charitable Foundation in a fiduciary capacity and is also active as a musician. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by internal and third-party research and technology solutions.

Micah Joy is a Series 66-licensed financial advisor with Edward Jones in Athens, Alabama, with 11 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is involved in a real estate business in Athens, AL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lance Ernest is a financial advisor with LPL Financial based in Decatur, AL, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior experience includes roles at Bank of America, Merrill, Fisher Investments, Cetera, and Regions Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

George Breeden III is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Securities America Advisors, Inc. and Securities America, Inc. for 20 years. Outside of advisory work, he is a principal at Alford, McKenzie & Breeden P.C., providing tax preparation and accounting services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and utilizes model portfolios, third-party research, and various investment strategies to meet client needs.

Taylor Roberts is a financial advisor at LPL Financial with 31 years of industry experience. He previously worked at Raymond James & Associates for nine years before joining LPL Financial in 2022. Outside of his advisory role, Roberts owns a home-based business called North Alabama Pinestraw. 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 provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management along with access to model portfolios and research.

Tore Haavik is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. In addition to his advisory role, Haavik is involved with the Eagle Center for Leadership. 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 and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

John Wyker III is a financial advisor at Stifel with Series 63 and Series 65 licenses and 50 years of industry experience. He previously worked at Raymond James & Associates for 13 years before joining Stifel. He serves as trustee for a family trust established under his father's will. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and public entities, providing brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Clay Parris is a Series 66-licensed financial advisor with Edward Jones in Athens, Alabama, with one year of industry experience. Prior to joining Edward Jones in 2024, he worked at H&R Agri-Power and Medlin Equipment Company. He has also held roles at Lee University, including a position as Vice President in the Office of Student Development. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and strategies. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,000 financial advisors.

Randall Price is a Series 66-licensed financial advisor with Edward Jones, based in Athens, Alabama, and has 19 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs, including discretionary and non-discretionary strategies, with a large nationwide network of financial advisors and branch offices.

Matt Morris is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked across multiple Wells Fargo entities as well as Bank of America, Merrill, and FirstBank. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

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.