Jared Mayfield is a CFP® professional with 19 years of experience in the financial services industry. He is currently with Morgan Stanley, where he has worked since 2020, following prior roles at Bank of America and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured planning tools and investment committee guidance.

Kelly Cole is a financial advisor with Osaic Wealth, Inc., holding a Series 63 designation and 36 years of industry experience. Prior to joining Osaic in 2024, Kelly worked at Woodbury Financial Services Inc. for seven years and National Planning Corporation for five years. Outside of advising, Kelly is involved as owner and partner in multiple business ventures, including Benefit Advisory Group, LLC, which manages office expenses and payroll. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with an investment approach utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing across a variety of asset types.

Adam Thomas is a financial advisor with Cambridge Investment Research Advisors in Huntsville, AL, holding a Series 66 designation and six years of industry experience. Prior to joining Cambridge in 2021, he worked at Edward Jones and has experience in the food service sector with Zoes Kitchen LLC and Maki Fresh LLC. He is also employed as a military program analyst with the Army Aviation and Missile Command. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, and charitable organizations. The firm provides financial planning and investment management through independent Financial Professionals using various custody platforms and proprietary and third-party investment strategies.

Margaret Weaver is a financial advisor with Morgan Stanley in Huntsville, Alabama, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. She worked at Merrill from 1992 to 2020 before joining Morgan Stanley Smith Barney LLC in 2020. Outside of her advisory role, she manages Olympus Strategic Investments LLC, an agriculture-related business. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and a wide range of investment programs.

Stephen Riddle is a financial advisor with Wells Fargo Clearing in Huntsville, AL, holding a Series 66 designation and 21 years of industry experience. He previously worked at Morgan Stanley Private Bank, National Association, from 2015 to 2021. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jordan Pritchard is a financial advisor with LPL Enterprise in Madison, Alabama. He holds Series 63 and Series 65 licenses and has five years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services. The firm provides access to model portfolios, third-party asset management arrangements, and a variety of brokerage and insurance products through an integrated platform.