Terrence Marti is a financial advisor with Raymond James Financial in Huntsville, AL, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. His career includes over a decade at Raymond James Financial and prior experience with Morgan Keegan & Company, LLC. Marti is also involved in managing Financial Strategies Group LLC, a business engaged in non-variable insurance products. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs in municipal advisory and employer SIMPLE IRA consulting.

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.

Brooks Collins is a financial advisor with Wells Fargo Advisors in Decatur, AL, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he has ownership interests in several family farming operations and agricultural ventures in Alabama. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, utilizing proprietary research and planning tools to create tailored recommendations.

Ashley Eubanks is a Series 66-licensed financial advisor with two years of industry experience, currently practicing at Edward Jones in Decatur, Alabama. Prior to her current role, she worked at BBVA Compass for three years. 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 strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Brennan Parrish is a financial advisor at Edward Jones in Huntsville, AL, holding a Series 66 designation with two years of industry experience. Prior to Edward Jones, he held positions at Piedmont Group and Thrivent Investment Management Inc. Outside the financial sector, his work history includes roles in retail and services such as at Jake's Fireworks and Brooks Pest Control. 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, supported by a nationwide network of financial advisors and branch offices.

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 in Huntsville, AL, holding Series 63 and Series 66 licenses and five years of industry experience. She has been with Wells Fargo Clearing since 2009, including her current role since 2021. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

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.

Luci Woodard is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 credentials and has 18 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, Woodard serves as an election poll official for the Lawrence County Alabama Commission. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved planning tools.

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 based in Huntsville, Alabama. He holds the Series 66 designation and has 13 years of industry experience, including nine years at Cambridge Investment Research Advisors. Outside of his advisory role, he is a part owner of Southern Studio, an engraving company. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third‑party subadvisors, and customized 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.

Abigail Matsuyama is a financial advisor at Edward Jones in Huntsville, AL, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, she worked at Cardinal Group Management and Campus Advantage. She is also a part owner of MMG Wellness, a fitness studio operated with her husband. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary solutions, with services operated under a fiduciary standard.

Parker Rutland is a financial advisor with Morgan Stanley in Huntsville, AL, holding a Series 66 credential and seven years of industry experience. His prior experience includes roles at Bank of America and Merrill Lynch. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group.