Brandon Brown is a financial advisor with Morgan Stanley who holds a Series 66 designation and has nine years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch, and he currently serves on the board of the Cole Honors College and the Singing River Disc Golf community organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by structured discovery processes and firm-approved tools.

Matthew Rose is a financial advisor with LPL Financial in Muscle Shoals, AL, holding a Series 66 license and eight years of industry experience. Prior to joining LPL in 2021, he worked at Edward Jones from 2017 to 2021. Rose also serves as Vice-President of the board for Calvary Fellowship Church in Florence, AL. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Bradley Beasley is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes a long tenure at Merrill (1993–2020) before joining Morgan Stanley Smith Barney LLC and later Morgan Stanley Private Bank, N.A. in Florence, Alabama. 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 supported by structured processes and advanced modeling tools.

Charlie Hensley is a financial advisor with LPL Financial in Muscle Shoals, AL, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Listerhill Credit Union, Regions Bank, and various positions in law enforcement. In addition to his advisory work, he is involved with Listerhill Credit Union as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced advisor tools and a comprehensive non-advisory financial services network.

Karen Looser is a Series 66-licensed financial advisor with Morgan Stanley in Florence, Alabama. She has one year of industry experience, having previously worked at Edward Jones for two years. Before her career in financial services, she spent several years as a homemaker and worked at Keller OBGYN. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and market modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services through a combination of direct client relationships and corporate financial planning agreements.

Jonathan Mc Kee is a financial advisor with Merrill in Florence, Alabama. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he was involved with Abstar Land & Timber, LLC for 17 years. 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. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Carter Belew is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he held roles at STAND 8 Technology Services, Stratasan, Target, Bank of America, and Merrill. Morgan Stanley Wealth Management provides a wide array of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and firm-approved tools, with clients responsible for plan implementation and updates.

Graham Powell is a financial advisor at Edward Jones in Florence, AL, holding CFP®, ChFC®, and Series 66 designations with nine years of industry experience. Before joining Edward Jones in 2017, he worked at the Amory School District and Cornerstone. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.

Joseph Campbell is a CFP®-credentialed financial advisor with Edward Jones in Florence, Alabama, where he has worked since 2010. He has 15 years of industry experience and holds a Series 66 license. Outside of his advisory role, he is the CEO of CKC Real Estate LLC, a rental property business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Adam Mc Collum is a financial advisor at Edward Jones in Florence, AL, holding a Series 66 designation with three years of industry experience. Before joining Edward Jones in 2023, he worked at Shoals Outdoor Sports for six years and had brief roles at CBS Bank and Sky Zone Florence. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory and investment services, supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branches.

Colton Smith is a financial advisor at Cetera with three years of industry experience. He holds a Series 66 designation and has worked with Concourse Financial Group Securities Inc and CB&S Financial Services. In addition to his advisory role, he provides administrative support at CB&S Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and utilizes a multi-manager platform with access to both affiliated and third-party investment solutions.

Joseph Agee is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Keel Point and Morgan Stanley Private Bank. He is currently based in Florence, Alabama. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and an Estate Planning Strategies Group.

Lana Arnold Bramlett is a Series 66-licensed financial advisor with Edward Jones in Florence, Alabama, where she has worked since 2012. She has 14 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Robert Young is a financial advisor with OSAIC, holding a Series 63 designation and bringing 35 years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services Inc. for seven years and National Planning Corporation for five years. He is also the owner of Executive Marketing LLC, a company that owns the building where his office is located. OSAIC serves a diverse range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across various asset classes.

Linda Spry is a financial advisor at OSAIC with 27 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at firms including Sagepoint Financial, Securian Financial Services, Minnesota Life Insurance, and Metropolitan Life Insurance Company. She is a senior partner of Legacy Capital Advisors LLC in Florence, Alabama. OSAIC serves a diverse range of retail and institutional clients with integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party managers. The firm uses asset-allocation tools and automated rebalancing to construct portfolios that include a wide variety of asset classes.

Guadalupe Mendoza is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds a Series 66 designation and has worked at Thrivent Financial in various roles since 2024. Outside of her advisory work, she resells gently-used clothing through online marketplaces such as Poshmark and Mercari. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based analyses and planning without discretionary trading authority, allowing clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Timothy Wakefield is a financial advisor with Ameriprise in Florence, AL, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise since 2020 and is also involved in entrepreneurial ventures, owning and operating multiple bicycle retail businesses under Wakefield Ventures, LLC. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Ausie Clement III is a financial advisor with Edward Jones, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he owns and manages a farm in Tuscumbia, AL, where he is involved in livestock and gardening activities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

John Riggs is a financial advisor with Edward Jones in Russellville, AL, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for the Marion County Board of Education and Liberty Free Will Baptist Church. Outside of his advisory role, he serves as President and Chairman of the Board for Enviame (Send Me), Inc., a company he founded. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm provides various advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Steve Tucker Jr. is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 13 years of industry experience. He previously worked at Concourse Financial Group Securities Inc for about 10 years before joining Cetera. Outside of his advisory work, he owns a website that provides information on insurance products he offers through his broker/dealer. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated third-party managers.