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 based 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 education and real estate. Outside of his advisory role, he has participated in rideshare driving through DoorDash. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and operational resources.

Philip Denis is a financial advisor with Morgan Stanley in Huntsville, Alabama, holding a Series 66 designation and 14 years of industry experience. He has worked with Morgan Stanley since 2011 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets, employing structured planning processes and various advisory programs.

William Suggs is a financial advisor with Edward Jones in Huntsville, AL, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Dynetics, a Leidos Company, and has experience in education at Florida College and Athens State University. In addition to his advisory role, he occasionally preaches as an evangelist for various churches. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and services through a nationwide network of financial advisors and branch offices.

Nicholas Newton is a financial advisor at Morgan Stanley in Decatur, AL, holding a Series 66 credential with one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked for ten years at the Tennessee Valley Authority. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and modeled outcomes. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-based financial planning agreements.

Aron Matsuyama is a financial advisor at Edward Jones in Huntsville, Alabama, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at MOBIS Alabama - Georgia for one year. Outside of his advisory role, Matsuyama is the owner and franchisee of a fitness and wellness studio called HotWorx in Huntsville. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, with a nationwide network of more than 23,000 financial advisors.

Emma Kahalley is a financial advisor at Morgan Stanley with three years of industry experience. She holds Series 63 and Series 65 licenses and has previous experience at Porter White Investment Advisors, Highland Associates, and Maynard Cooper & Gale. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by firm‑approved tools and methodology.

Micah Lowry is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2012. Outside of his advisory role, he is involved in managing a vacation rental property. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm employs structured planning tools and models various outcomes to assist clients, while generally acting in an advisory capacity without providing specific security recommendations as part of their standalone planning services.

James Barnett is a financial advisor with Wells Fargo Advisors in Decatur, Alabama, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of his advisory work, he has a 25% ownership interest in a family farm. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients, offering a broad range of investment and fee-based financial planning services, including specialized planning areas such as business-owner transition and special-needs analysis.

Alexia Ball is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including PNC Investments and Cambridge Investment Research. 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 brokerage and investment management capabilities.

Maura Brown is a financial advisor at OSAIC with 37 years of industry experience. She holds the ChFC® designation and the Series 63 license. Her prior experience includes roles at Highland Capital Brokerage, AIG, Protective Life Insurance, Prudential, and MassMutual, among others. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct and manage portfolios across multiple investment types.

Norman Webb Jr. is a financial advisor at Edward Jones in Huntsville, Alabama, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory work, he serves as a minister at Elkton Church of Christ, where he speaks, teaches classes, and visits church members. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment options under a fiduciary standard.

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.

Thomas Ross is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and 45 years of industry experience. He has worked with Wells Fargo in various capacities since 2009. Outside of his advisory role, Ross serves as power of attorney for a family member and owns an investment-related entity, TTR Investments Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Dudley Dupuis is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC prior to his current role. Outside of finance, he owns and operates JL Farms, a cattle farm in Florence, AL, where he is involved in growing and selling hay. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition planning and special-needs analysis, supported by Wells Fargo research and planning tools.

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 at LPL Financial with 10 years of industry experience. He holds Series 63 and 65 licenses and previously worked at WileyBros Aintree Capital LLC for seven years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and advisory services supported by various portfolio management strategies and a broad platform of solutions.

Ronald Clark Jr. is a financial advisor with Morgan Stanley in Decatur, AL, holding a Series 66 designation and 27 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2009. Outside of finance, he is a shareholder in a pediatric care business and advises a local church on mutual fund investments. Morgan Stanley Wealth Management is a large institution providing a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets.