Margaret Aaron is a financial advisor with Morgan Stanley in Huntsville, AL, holding Series 63 and Series 65 licenses and over 29 years of industry experience. She has worked at Morgan Stanley since 2019, following three years at Keel Point, LLC and Keel Point Capital, LLC. Outside of her advisory work, she owns a mini storage business in Huntsville. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning uses structured discovery processes and advanced modeling tools, offering a range of investment and wealth management solutions.

Lacey Simmons is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. She previously worked at Edward Jones for seven years before joining Wells Fargo in 2019. Outside of her advisory role, Simmons is involved in horse training and competes in rodeo events. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Julie Alley is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds the CFP® and Series 66 designations. Her prior work includes roles at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services using structured discovery conversations and proprietary planning tools.

Mark Roberts is a CFP® with 19 years of experience in the financial industry. He has worked with Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. He is based in Huntsville, Alabama. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary investment services, including a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Jennifer Langston is a financial advisor with Edward Jones in Huntsville, AL, holding a Series 63 designation and bringing 25 years of industry experience. She has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Penelope Keene is a financial advisor at Morgan Stanley with 42 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, and previously spent 13 years with UBS Financial Services Inc. Keene holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and firm-approved tools to create financial plans.

David Fanning is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Linsco/Private Ledger Corp., a part of LPL Financial, since 2005. Outside of his advisory role, he is involved as an evangelist, traveling to churches to discuss a religious brotherhood known as "The Gospel of Christ." LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm provides financial planning and various advisory programs, offering both discretionary and non-discretionary management supported by research and model portfolios.

Kevin Stuart is a financial advisor with LPL Financial in Decatur, Alabama, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at LPL Financial since 2014, with a four-year period at Ameriprise Financial Services between 2022 and 2026. 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 consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Avery Jacobs is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. Since 2013, he has been affiliated with both LPL Financial and Redstone Federal Credit Union. In addition to his advisory role, Jacobs owns Jacobs Logistics LLC, operating a semi-truck for interstate deliveries. LPL Financial is a national 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, utilizing model portfolios and research from internal and third-party sources, and provides both discretionary and non-discretionary management options.

Mark Poslajko is a financial advisor at LPL Financial with 21 years of industry experience. He holds a Series 66 designation and has been with LPL Financial since 2013. Outside of his advisory role, he is employed as a parts supply specialist at O'Reilly Auto Parts. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, with both discretionary and non-discretionary management supported by model portfolios and research.

Mark Mantooth is a financial advisor with Morgan Stanley in Huntsville, AL, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His career includes extensive tenure at Merrill and Bank of America prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2020. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual engagements and corporate financial planning agreements.

Cory Mc Elyea is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has worked at NewEdge Advisors, LLC, Edward Jones, and the United States Government. He provides investment advisory services through NewEdge Advisors, LLC, an independent investment advisory firm. 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 advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources across diversified and alternative strategies.

John Garth is a financial advisor with Raymond James & Associates in Athens, AL, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Raymond James & Associates since 2005. Raymond James & Associates is a large 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, offering financial planning, investment consulting, and municipal advisory services through a nationwide network of advisers.

John Appleton is a financial advisor with Raymond James & Associates in Huntsville, AL, holding a Series 66 designation and two years of industry experience. His background includes work with Global Technical Services, Inc., and positions in education at the University of Oklahoma and University of Alabama Huntsville. Outside of advising, he has an active involvement in rental real estate investment. 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, institutions, and municipal entities, offering tailored financial planning and consulting services supported by extensive research and multiple portfolio management styles.

Garry Mcclure is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 28 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2010. Outside of his advisory role, he operates McClure's Financial Services and works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals and provides access to both proprietary and third-party investment strategies.

Pamela Holtzclaw is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Her career includes prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she is involved with a family foundation and serves on the finance committee of a local church. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing tailored recommendations supported by proprietary research and planning tools. The firm serves clients who meet specific net-worth criteria and delivers a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis.

Caleb Hudson is a financial advisor at LPL Enterprise with a Series 66 credential and one year of industry experience. His prior roles include positions at Pruco Securities LLC, educational institutions such as the University of Alabama in Huntsville and Calhoun Community College, and involvement with Learn to Read and Bailey Collaborative Solutions. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services supported by LPL’s research, model portfolios, and third-party strategists.

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.