Emma Kahalley is a financial advisor with Morgan Stanley in Huntsville, AL, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Morgan Stanley in 2024, she worked at Porter White Investment Advisors and Highland Associates. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a variety of advisory programs for individuals and institutions, including tailored financial planning services utilizing firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning solutions.

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 with LPL Financial, holding Series 65 and Series 63 designations and having nine years of industry experience. He worked at WileyBros Aintree Capital LLC for seven years before joining LPL Financial in 2023. 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 provides a range of financial planning and advisory services, including discretionary and non-discretionary management, with access to model portfolios, research, and various program offerings.

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.

Terrence Marti is a financial advisor with Raymond James Financial in Huntsville, AL, holding Series 63 and Series 65 licenses and having 49 years of industry experience. He has worked with Raymond James Financial and its affiliates since 2004 and is involved in non-variable insurance through his ownership and management roles at Financial Strategies Group LLC. Marti serves as a senior managing member of Financial Strategies Group, a support company, as an independent contractor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Scott Laslo is a financial advisor at Cetera with 18 years of industry experience. He holds the Series 66 designation and has been with Cetera and Regions Bank since 2014. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party managers, supporting various program structures and custodial relationships.

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.