Bradley Cardwell is a Senior Financial Advisor located at Merrill Lynch Wealth Management in Huntsville, Alabama. He has been in the financial services industry since 1999 and joined Merrill Lynch Wealth Management in 2006. In his role, he advocates for his clients, focusing on performing effectively and efficiently in their best interests through regular communication and a personalized approach. Mr. Cardwell assists clients in simplifying their financial affairs and pursuing market growth by providing access to a diverse range of global investments carefully aligned with individual investment goals. Through the combined strength of Merrill and Bank of America, he offers clients customized wealth management strategies supported by a team of specialists with expertise in investments, retirement, personal and business banking, lending solutions, trust and estate services, insurance, and business services. His client focus areas include retirement income, legacy planning, philanthropic planning, portfolio management, tax minimization, and college education planning. Bradley holds a Bachelor's Degree from Faulkner University and an Associate's Degree from the University of Alabama System. He is a Personal Investment Advisor (PIA) and a member of professional organizations such as the American Economic Association and the Chamber of Commerce. He is also a recipient of the Birmingham Civil Service Medal. Outside of his professional practice, he enjoys antiquing, biking, cooking, gardening, golfing, hunting, running, spending time with his family, playing tennis, and traveling.

Calvin James is a Wealth Management Advisor at Merrill Lynch Wealth Management in the Huntsville, Alabama office. He holds the title of Senior Vice President - Wealth Management Advisor and has been with Merrill Lynch since 1996. He specializes in serving individuals, families, and business owners by providing customized wealth management and retirement plans aimed at helping clients pursue both their short-term and long-term financial goals. Throughout his career, Calvin has focused on family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. He takes a hands-on approach to financial guidance and emphasizes the importance of keeping clients focused on their goals with a disciplined strategy. Calvin holds the Personal Investment Advisor (PIA) designation. Calvin earned a Bachelor's Degree in Chemistry and Math from the University of North Alabama. Outside of his professional work, he enjoys fishing, reading, and spending time with his family.

Thomas Cato is a financial advisor with Ameriprise in Madison, AL, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated firms since 1997. Ameriprise offers a retirement-income planning service focused on 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 delivered through a centralized consulting team, emphasizing managed accounts and utilizing algorithmic tools to generate tailored recommendations.

Harrison Gough is a financial advisor at Morgan Stanley with the Series 66 designation and two years of industry experience. His work history includes roles at Morgan Stanley Private Bank, MAD Security, Teksouth, ADP, and Hexagon Safety & Infrastructure. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Richard Kintz Jr. is a financial advisor with LPL Financial, holding Series 65 and Series 63 designations and having nine years of industry experience. He worked at WileyBros Aintree Capital LLC for seven years before joining LPL Financial in 2023. 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 provides a range of financial planning and advisory services, including discretionary and non-discretionary management, with access to model portfolios, research, and various program offerings.

Terrence Marti is a financial advisor with Raymond James Financial in Huntsville, AL, holding Series 63 and Series 65 licenses and having 49 years of industry experience. He has worked with Raymond James Financial and its affiliates since 2004 and is involved in non-variable insurance through his ownership and management roles at Financial Strategies Group LLC. Marti serves as a senior managing member of Financial Strategies Group, a support company, as an independent contractor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Justin Wright is a CFP® professional with seven years of financial industry experience, currently serving as an advisor at Edward Jones since 2019. Prior to his advisory role, he worked for ten years at the Missile Defense Agency. Outside of finance, he is a co-owner and investor in a moving company based in Huntsville, AL. 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 and is notable for its large national network of advisors and branch offices, as well as affiliated services including trust, mutual funds, and securities-based lending.

Emily Davenport is a financial advisor with Edward Jones in Huntsville, Alabama, holding CFP® and Series 63 designations and bringing 31 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1994. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, affiliated mutual funds, and tax-efficient services through a nationwide network of over 23,700 financial advisors and maintains capabilities beyond advisory services, including a trust company and securities-based lending.

Brennan Parrish is a financial advisor at Edward Jones in Huntsville, AL, holding a Series 66 designation with one year of industry experience. His prior experience includes roles at Piedmont Group and Thrivent Investment Management Inc. Outside the financial sector, he has worked in retail and service positions and has been involved with Buy More Pay Less since 2018. 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 offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Nicholas Burchfield is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and with Wells Fargo Bank since 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm's approach is IPS-driven and incorporates modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Davis Whitten is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to his career in finance, he was involved in the pharmacy and lawn care businesses. Edward Jones is a full-service wealth management firm serving a broad range of clients, including individuals and institutions, with over $1 trillion in assets under management supported by a large nationwide network of advisors and branch offices.

William Thomson is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. 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, including tailored financial planning using firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Walter Gantt is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in working with business owners, executives, physicians, and families approaching retirement who have accumulated meaningful wealth and seek a coordinated approach to managing their financial affairs. His client focus areas include college education planning, divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, philanthropic planning, small business strategies, sports and entertainment, tax minimization, and retirement income. Walter holds a Bachelor's Degree in Managerial Finance from the University of Mississippi. He has earned several professional designations, including Accredited Wealth Management Advisor (AWMA), Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His professional approach involves understanding clients' goals, identifying gaps or unnecessary complexity, and developing plans based on their priorities. He also serves on the Huntsville Hospital Foundation Development Council. Outside of his professional work, Walter enjoys football, golfing, hunting, tennis, and spending time with his family.

Shelby Constantine is a Financial Advisor with Merrill Lynch Wealth Management. She focuses on helping individuals and families clarify their financial priorities and build strategies that support their goals throughout various life stages. Her expertise includes college education planning, family wealth management, retirement income and personal retirement planning, legacy planning, tax minimization, as well as services and consulting for defined benefit and contribution plans. Shelby works with clients ranging from young professionals to retirees, emphasizing thoughtful, goal-focused strategies that evolve with clients' changing needs. Shelby holds a Bachelor's Degree from Troy University and is a Personal Investment Advisor (PIA). She enjoys dancing, playing pickleball, running, spending time with her family, and traveling. As a native of Huntsville, she values building long-term relationships within her community.

Lacey Hodde is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and bringing five years of industry experience. She has been with Wells Fargo Clearing Services since 2009. 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 databases to support its investment approach.

Tucker Walters is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, he held roles at several companies including ServiceTitan and Salesforce. 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 solutions supported by a nationwide network of more than 23,700 advisors.

Danielle Sanford is a financial advisor at Merrill with a Series 66 designation and six years of experience at the firm. She previously worked at Redstone Federal Credit Union and co-owned Sanford Group Inc., a business that transitioned from a restaurant to an online seasoning company. Sanford assists with bookkeeping and payroll for this company, dedicating a few hours weekly outside of regular business hours. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Craig Satterfeal is a financial advisor at Thrivent Investment Management with 23 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. He holds Series 63 and Series 65 credentials and is based in Huntsville, AL. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and integrates planning with managed-account programs while maintaining the separation of these services.

Douglas Lund is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 13 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Cambridge Investment Research Advisors for nine years. Outside of his advisory role, he is part owner of Southern Studio, a retail engraving company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, research from multiple sources, and various technology-driven investment strategies.

Pamela Baird is a financial advisor at Raymond James & Associates with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutional investors, and municipal entities—and offers financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research resources.