Shanna Pendergrast is a financial advisor at Cetera with 17 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has worked at Edward Jones, Coldwell Banker Pinnacle Properties, and Crye-Leike Realty. She currently serves clients from Madison, AL, and has been with Cetera since 2021. Cetera Investment Advisers LLC is an SEC-registered firm providing a multi-manager platform that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through various portfolio management and financial planning services. The firm supports a large network of independent advisors and offers a range of discretionary and non-discretionary investment programs.

Joseph Grant is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Wells Fargo and Regions Bank. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory services with broker-dealer and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Kimchi Godwin is a CFP® and ChFC® with 24 years of industry experience, currently serving as a financial advisor at LPL Financial since 2022. Prior to joining LPL Financial, Godwin held roles at CUNA Mutual Group, CUNA Brokerage Services, GWFS Equities, and Mutual of America. 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. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research and portfolios.

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 and beginning his career in 2025. Prior to joining Edward Jones, he worked in engineering and real estate, and he currently serves as a pastor at Christian Fellowship Church. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions, and offers a wide range of investment and advisory services supported by a large network of financial advisors and branch offices 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, AL, holding Series 63 and Series 66 designations and over 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies backed by 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 three years of industry experience. His prior career includes service in the United States Marine Corps from 2006 to 2022 and work with Pyro Shows from 2015 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

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.

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 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked at Edward Jones for one year and spent a decade at Landers McLarty Nissan. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Charlton Rochester is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with LPL Financial and its predecessor since 2007. Outside of his advisory role, he is also an insurance agent with Dixon Wells. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

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.

Cierra Sather Jennings is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and having 13 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked with Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of her advisory role, Jennings is involved in direct sales consulting for Premier Designs Jewelry and Pampered Chef. 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 offers both brokerage and advisory solutions, utilizing research from its Investment Institute and third-party sources to support client portfolios.

John Hearne Jr. is a financial advisor with LPL Financial in Madison, Alabama, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Raymond James & Associates, Merrill, Pivot Capital Partners, and First Horizon Bank. He is a partner in HDW Partners, LLC, a private investment business formed with other financial advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Jason Osborne is a financial advisor with LPL Financial, holding a Series 66 designation and having two years of industry experience. Before entering the financial services field, he spent 26 years with the Alabama Law Enforcement Agency and had a brief retirement period. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, and institutions, offering various advisory programs and financial planning services through its national network of representatives.