Kimchi Godwin is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations and possessing 24 years of industry experience. Prior to joining LPL Financial in 2022, Godwin worked at firms including Mutual of America, GWFS Equities, and T. Rowe Price Advisory Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Hallbrook Polite Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and 18 years of industry experience. He has worked with several firms including JPMorgan Chase Bank, Alight Solutions, and Thrivent Financial. Outside his advisory role, he is involved in diversity, equity, and inclusion training through an independent entity. J.P. Morgan Securities serves primarily institutional clients and retirement plan sponsors, providing investment consulting and advisory services that include asset-allocation advice, manager searches, and customized performance reporting, using a quantitative and centralized due diligence approach combined with an ESG eligibility framework.

William Wallace is a CFP® with nine years of industry experience, currently practicing at Edward Jones since 2017. Prior to his financial advisory career, he served 12 years in the United States Marine Corps. Outside of finance, he owns Rogue & Regent, LLC, a retail business focused on product design and social media. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Stuart Wilson is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Cetera and its related entities since 2013. Outside of his advisory role, he is involved in public speaking for O’Neal Church of Christ and volunteers at a local community event, Grace Hills Farms Zombie Paintball Hunt. Cetera Investment Advisers LLC is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering a range of portfolio management and financial planning services.

Jonathan Smith is a financial advisor with Edward Jones in Huntsville, AL, holding a Series 66 designation. He has one year of industry experience and previously worked in engineering and real estate. Outside of his advisory role, he serves as a pastor at Christian Fellowship Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Cory Lee is a financial advisor at Cetera with the Series 66 designation and one year of industry experience. His prior roles include positions at LPL Financial, Avadian Credit Union, and Regions Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors nationwide.

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.

Jerrod Hester is a financial advisor with Edward Jones in Athens, Alabama, holding Series 63 and Series 66 designations and 22 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated financial products through a large nationwide network of 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.

Zachary Henderson is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. His work history includes roles at PNC Bank, PRUCO Securities, Electronic Express, Aldi, and Cellular Sales. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, and charitable entities. The firm’s investment approach is primarily model-driven, offering financial planning, access to third-party asset managers, and participation in wrap programs.

Austin Price is a financial advisor at Edward Jones in Athens, AL, holding a Series 66 designation. He has one year of industry experience and previously worked for Container Solutions Inc. for ten years and was involved with Westview Church of Christ for eleven years. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Barbara Ferrara is a Series 66-licensed financial advisor with Edward Jones in Madison, Alabama, where she has worked since 2013. She has nine years of industry experience. Outside of her advisory role, she owns and operates Intuitive Therapy by Barbara, a massage therapy business. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of needs. The firm manages over $1 trillion in assets through a large network of advisors and offers diverse investment strategies and affiliated financial services.

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.

Devon Richardson is a financial advisor at LPL Enterprise with a Series 66 credential and no prior industry experience. Before entering the financial services field, he worked for ten years at Landers McLarty Nissan and had brief tenures at Edward Jones and a period of unemployment. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation with access to third-party asset managers and offers services such as financial planning, consulting, and a wrap program called Model Wealth Portfolios.

Charlton Rochester is a financial advisor with LPL Financial in Madison, Alabama, holding Series 63 and Series 65 designations. He has 28 years of industry experience, including prior roles at Raymond James Financial Services and Morgan Stanley DW Inc. Since 2020, Rochester has also worked as a non-variable insurance agent with Dixon Wells. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers.

Micah Joy is a Series 66-licensed financial advisor at Edward Jones in Athens, Alabama, with 12 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory work, he owns a real estate business in Athens. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices nationwide.

Cierra Sather Jennings is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She holds Series 65 and Series 63 licenses and has been with Wells Fargo Clearing since 2016, also maintaining a role at Wells Fargo Bank NA since 2009. Outside of her financial career, she is involved in direct sales consulting for jewelry and kitchen products. 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 proprietary research with third-party analytics to support a diversified investment approach.

John Hearne Jr. is a financial advisor with LPL Financial, holding a Series 66 credential and 14 years of industry experience. His prior firms include Raymond James & Associates and Merrill. He is a partner in HDW Partners, LLC, a private investment business among three financial advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a range of advisory and brokerage services, including financial planning and model portfolio programs.

Jason Osborne is a financial advisor with LPL Financial in Madison, AL, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2023, he worked for the Alabama Law Enforcement Agency for 26 years and was retired for one year before beginning his current role. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services supported by various investment strategies and operational technologies.