Gary Davis is a financial advisor with Raymond James & Associates in Huntsville, Alabama. He holds Series 63 and Series 65 licenses and has 34 years of industry experience, including 13 years with Raymond James. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutional investors, and municipal entities. The firm offers comprehensive financial planning and consulting services through a range of portfolio management styles and affiliated research resources.

Zachary Nagle is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses. He has been in the industry since 2022, with prior work experience in retail and banking roles. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Gregory Whitehead is a financial advisor with LPL Financial in Huntsville, Alabama. He holds a Series 66 designation and has 10 years of industry experience. Prior to joining LPL Financial in 2017, he worked at Melvin Bibb Segars and Associates, PC, where he remains affiliated. He also serves as a trustee for the Margaret Rose Anne Shearer Management Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by internal and third-party research.

Breanna Mcneal is a financial advisor with Primerica Advisors in Huntsville, AL, holding Series 65 and Series 63 licenses and seven years of industry experience. She previously worked at Life Choices of North Central Louisiana and Branded Graphics LLC. She has been associated with Primerica Financial Services since 2011. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services primarily through model-based recommendations.

Hannah Jenkins is a financial advisor at Edward Jones in Madison, AL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at Nova Bank and has a background in education spanning from 2005 to 2019. She was also involved with Champion Cheer Athletics in 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Christopher Jones is a financial advisor at Morgan Stanley based in Huntsville, Alabama, holding a Series 66 designation with 13 years of industry experience. He previously worked at Bank of America and Merrill, serving in advisory roles from 2012 through 2021. Outside of finance, Jones is involved with Bubba's Silver Spoon Catering, a restaurant and bar in Huntsville. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients with tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside diverse investment and financial product offerings.

Gunnar Birgisson is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at WG Financial Group and Be Seen Solutions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products. The firm operates under a fiduciary standard and has a nationwide network of over 23,700 financial advisors.

John Jeffery is a Series 66-licensed financial advisor with Morgan Stanley, based in Huntsville, AL, with 15 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2010 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in software development through a personal business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm employs structured planning tools and investment modeling techniques, managing approximately $2.74 trillion in client assets.

William Bell Jr. is a CFP® professional with 25 years of industry experience, currently serving as an advisor at Raymond James & Associates since 2014. He holds Series 63 and Series 66 registrations and is based in Huntsville, Alabama. 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 wide client base including individuals, institutions, pension plans, and charitable organizations, offering non-discretionary financial planning and investment consulting supported by a broad range of portfolio management styles and affiliated research.

Stefan Rainer is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds a Series 66 designation and has worked previously at PNC Investments, Investment Professionals, Inc., and Morgan Stanley. 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 offers a combination of brokerage and advisory solutions supported by research and analytics.

Daniel Cundiff is a financial advisor at Edward Jones in Huntsville, AL, holding CFP® and ChFC® designations with two years of industry experience. His prior work includes roles at Edward Jones and Morell Engineering, as well as a position at Point University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and services, supported by a nationwide network of over 23,000 financial advisors. The firm offers discretionary and non-discretionary strategies, access to managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Blake Brown is a CFP® with 22 years of industry experience, currently serving as a financial advisor at OSAIC since 2023. His prior experience includes roles at Avantax Advisory Services and Avantax Investment Services, and he has maintained involvement with Brown Professional Group, Inc. since 2007, where he performs tax return preparation and bookkeeping. Additionally, Brown is a licensed insurance agent providing life, disability, and annuity products, and he occasionally offers notary public services to clients without compensation. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of integrated brokerage and advisory services. The firm employs various asset-allocation tools and third-party platforms to construct and manage portfolios that include a broad spectrum of investment vehicles.

Christopher Jeacock is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been serving clients since 2016, focusing on assisting families, professionals, and business owners with retirement planning, investment strategy, legacy building, and other financial matters. Chris is a United States Army veteran with eight years of service, including roles as a motor transport operator and paratrooper in the 82nd Airborne Division. His military deployments included supporting Hurricane Katrina relief efforts and tours in Iraq and Afghanistan. He holds both a Bachelor of Science in Business Administration in Finance and a Master's in Business Administration from the University of Alabama in Huntsville. He holds multiple professional designations, including Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional role, Chris is a husband and father of two and engages in nonprofit leadership and community initiatives supporting veterans and youth development. His personal interests include billiards, football, hiking, spending time with his family, and traveling.

Stephen Jackson is a financial advisor with LPL Financial in Madison, Alabama, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Linsco/Private Ledger Corp since 2007 and dedicates a portion of his time to the sale of fixed insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios, research, and various technology-driven investment solutions.

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.