Jason Spivey is a Series 66-registered financial advisor with Cetera, based in Madison, Alabama, and has 16 years of industry experience. He has been with Cetera and Regions Bank since 2016. Outside of his advisory work, he serves as treasurer for Decatur Soccer, managing budgeting and organizing funds, and is president of Spivey Services, where he oversees operations and customer invoicing. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and utilizes a multi-manager platform with various investment program options.

John Grayson is a financial advisor with LPL Financial in Huntsville, AL, holding Series 63 and Series 65 credentials and having 31 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory work, he is a shareholder and owner of a construction business, J 5 Contracting LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, employing model portfolios and research from LPL Research and third-party subadvisors.

Debbie Bradford is a Series 66-credentialed financial advisor with 18 years of industry experience. She has worked with Wells Fargo Advisors and its affiliated 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, utilizing proprietary research and planning tools to deliver tailored recommendations through a network of financial advisors.

Joseph Marotta is a financial advisor with Raymond James Financial in Huntsville, AL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He worked at Merrill Lynch, Pierce, Fenner & Smith Inc. from 2005 to 2017 before joining Raymond James in 2017. Marotta also serves as an independent contractor for Financial Strategies Group, LLC, where he advises clients on their financial assets. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides non-discretionary planning and investment consulting tailored to client goals, using advanced analytical tools, and supports municipal and public finance work through a unique municipal advisor affiliation.

Tyler Johnson is a financial advisor with Merrill in Huntsville, Alabama, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America and several local school systems. Outside of his advisory role, he serves as a color commentator for Randolph High School football games and holds board memberships with the Huntsville Quarterback Club and PALS - Huntsville, a charity supporting local athletic programs. 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, retirement plans, corporations, and charitable organizations.

Jakie Childers Jr. is a financial advisor with LPL Financial in Madison, Alabama, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has been with LPL Financial since 2004. Childers is also involved with Dixon Wells, a non-variable insurance business focusing on life and long-term care insurance. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and diverse investment strategies.

Michael Vallely is a financial advisor with LPL Financial in Madison, Alabama, holding a Series 66 designation and 20 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory role, Vallely is active as a songwriter and artist, posting original music on various streaming platforms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Christopher Waye is a financial advisor with Edward Jones in Madison, Alabama. He holds a Series 66 designation and has 10 years of industry experience. Waye has been with Edward Jones since 2015. 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, with approximately $1.01 trillion in assets under management.

John Johnson is a CFP® and ChFC® with 21 years of industry experience, currently serving as a financial advisor at Edward Jones in Madison, AL since 2004. He also acts as a FINRA arbitrator for securities industry disputes and is involved as a member in several LLCs related to his office property. Edward Jones is a full-service wealth management firm that serves a broad client base including individual and institutional investors. The firm offers a variety of advisory programs and investment options supported by a large network of financial advisors and branch offices.

Robert Carden is a CFP® with 32 years of industry experience, currently serving at Raymond James Financial in Decatur, AL. He has worked at Raymond James Financial Services, Inc. since 1999 and was involved with Wealth Advisory Group Properties, LLC for 12 years. He is also a partner and branch manager at StoneBridge Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients, using tailored, non-discretionary strategies supported by analytical tools and a broad advisor network. The firm is notable for its municipal advisory affiliation and offers specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Tyler Hunt is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in assisting clients with a range of financial planning needs, including corporate benefits, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, and portfolio management services. He also provides guidance on small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Hunt earned a Bachelor's Degree in Finance from Jacksonville State University before beginning his career as a financial advisor. He holds the designation of Personal Investment Advisor (PIA). Growing up and residing in Huntsville, he has a strong connection to the local community and an understanding of the financial needs of families in the area. Outside of his professional role, Tyler enjoys fishing, football, golfing, music, running, skiing, spending time with his family, and traveling. He focuses on creating financial plans tailored to clients' individual goals and circumstances, emphasizing a practical and personal approach to financial advising.

Joseph Montgomery is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at Raymond James & Associates for nine years before joining LPL Financial in 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Robert Pope is a financial advisor at LPL Financial in Madison, Alabama, with 10 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 10 years before joining LPL Financial in 2026. Pope serves as a finance committee member for the Madison Church of Christ, where he is involved in budgetary and employee benefit decisions. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Stacy Turney is a financial advisor with Edward Jones in Decatur, Alabama, holding a Series 66 designation and seven years of industry experience. She has worked at Edward Jones since 2018 and previously was employed at SS Heavy Haul and Church at the Crossing. Outside of her advisory role, Turney is co-owner of Seven Ridges Farm, where she sells firewood, and serves as committee chairman for the nonprofit Center Springs Cemetery. 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, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Mark Powell is a financial advisor at Edward Jones in Huntsville, AL, holding a ChFC® designation along with Series 63 and Series 66 licenses. He has 10 years of industry experience, including prior roles outside finance at Cracker Barrel Old Country Store and Ruby Tuesday. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Christopher Helton is a financial advisor with Raymond James Financial Services Advisors, Inc. in Huntsville, Alabama. He holds a Series 66 designation and has 20 years of industry experience, including 14 years at Synovus Bank and Synovus Securities. Outside of his advisory role, he manages Helton Wealth Management, where he is involved in fixed annuities and fixed insurance sales. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary advisory services using analytical tools and supports municipal and public-finance work, along with specialized retirement plan consulting.

Tracey Hendrix is a financial advisor with Wells Fargo Advisors in Decatur, Alabama, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked with various Wells Fargo entities since 2009. Outside of her advisory work, she owns J4 Holdings, Inc. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services, offering a broad range of planning options and leveraging Wells Fargo research and tools to develop tailored recommendations.

Allison Davidson is a financial advisor with LPL Financial in Huntsville, Alabama, holding a Series 66 designation and seven years of industry experience. Her prior work includes roles at Edward Jones and Redstone Federal Credit Union, as well as experience in the restaurant and catering industries. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and brokerage solutions, with both discretionary and non-discretionary management supported by research and model portfolios.

Kathy Wilson is a financial advisor at Ameriprise with 34 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at First Command Brokerage Services and First Command Advisory Services for six years. Outside of her advisory role, she volunteers to organize and manage the voting process during elections in Madison County, Alabama. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Austin Hall is a financial advisor with LPL Financial in Huntsville, Alabama. He holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, he worked at Redstone Federal Credit Union and has experience in real estate and education. Outside of his advisory role, he has been involved in ride-share driving with DoorDash. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.