Tracy Lentz is a financial advisor at LPL Financial with 25 years of industry experience. She holds the Series 66 designation and previously worked at Securities America Advisors, Inc. from 2004 to 2024. In addition to her advisory work, she owns and operates Lentz Farm in Decatur, AL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by research from LPL and third-party providers.

Donald Fuller is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and uses proprietary research and tools to develop tailored recommendations for clients.

Richard Sanders is a financial advisor with Morgan Stanley in Birmingham, AL, holding a Series 66 designation and 12 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2013 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning and utilizing firm-approved planning tools and market models. The firm manages approximately $2.74 trillion in client assets and offers services including estate planning and corporate financial planning agreements.

Christopher Smith is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 26 years of industry experience. He previously worked at Raymond James & Associates for ten years before joining Cetera and also serves as president of C. Tod Smith Capital Investments, Inc., where he offers retirement planning and investment services. Cetera Investment Advisers LLC is a large SEC-registered advisory platform with over 10,000 advisors, serving individual, corporate, charitable, and institutional clients through a range of portfolio management and financial planning services. The firm provides multiple program options including model portfolios, third-party managers, and bespoke strategies across discretionary and non-discretionary account structures.

Jonathan Anderson is a financial advisor with Morgan Stanley in Decatur, Alabama, holding a Series 66 designation and 27 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. 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 and financial planning services that utilize structured discovery processes and firm-approved tools to develop tailored plans.

Sarah Smith is a financial advisor with Morgan Stanley in Decatur, Alabama, holding a Series 66 designation and nine years of industry experience. She has been with Morgan Stanley and its Private Bank since 2016. Outside of her advisory role, Smith serves on the finance committee of the United Way of Morgan County and is a board member of Burritt on the Mountain, an arts and environmental organization. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, utilizing firm-approved tools and methodologies to assist with tailored financial plans.

Samuel Jones IV is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Raymond James & Associates for nine years. He is involved with the John and June Wyker Charitable Foundation in a fiduciary capacity and is also active as a musician. 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 supported by internal and third-party research and technology solutions.

Robert Payne is a financial advisor with Edward Jones in Hartselle, Alabama, holding a Series 63 designation and over 34 years of industry experience. He has been with Edward Jones since 1991. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a nationwide network of approximately 23,701 advisors. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Cierra Sather Jennings is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and having 13 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked with Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of her advisory role, Jennings is involved in direct sales consulting for Premier Designs Jewelry and Pampered Chef. 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 both brokerage and advisory solutions, utilizing research from its Investment Institute and third-party sources to support client portfolios.

John Hearne Jr. is a financial advisor with LPL Financial in Madison, Alabama, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Raymond James & Associates, Merrill, Pivot Capital Partners, and First Horizon Bank. He is a partner in HDW Partners, LLC, a private investment business formed with other financial advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Lance Ernest is a financial advisor with LPL Financial based in Decatur, AL, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior experience includes roles at Bank of America, Merrill, Fisher Investments, Cetera, and Regions Bank. 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 offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Jonathan Holt is a financial advisor with Edward Jones in Decatur, Alabama, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

George Breeden III is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Securities America Advisors, Inc. and Securities America, Inc. for 20 years. Outside of advisory work, he is a principal at Alford, McKenzie & Breeden P.C., providing tax preparation and accounting services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and utilizes model portfolios, third-party research, and various investment strategies to meet client needs.

Taylor Roberts is a financial advisor at LPL Financial with 31 years of industry experience. He previously worked at Raymond James & Associates for nine years before joining LPL Financial in 2022. Outside of his advisory role, Roberts owns a home-based business called North Alabama Pinestraw. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management along with access to model portfolios and research.

Doreen Grannis Viscovich is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Her prior work includes roles at Merrill and Bank of America. Outside of her advisory work, she serves as a Training Officer for SARTEC K-9 Search and Rescue. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports tailored to clients’ income and withdrawal strategies.

Amanda Lieble is a financial advisor at LPL Enterprise with a Series 66 designation. She has been with Cornerstone Financial Partners since 2014 and joined LPL Enterprise in 2025. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, model portfolio management, third-party asset management arrangements, and a range of brokerage and insurance products through its integrated advisory and brokerage platform.

Tore Haavik is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. In addition to his advisory role, Haavik is involved with the Eagle Center for Leadership. 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 large network of financial advisors and branch offices nationwide.

John Wyker III is a financial advisor at Stifel with Series 63 and Series 65 licenses and 50 years of industry experience. He previously worked at Raymond James & Associates for 13 years before joining Stifel. He serves as trustee for a family trust established under his father's will. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and public entities, providing brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

James Tackett is a financial advisor with LPL Financial in Madison, Alabama. He holds a Series 66 designation and has 10 years of industry experience. His prior work includes positions at Edward Jones and Wells Fargo Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Clay Parris is a Series 66-licensed financial advisor with Edward Jones in Athens, Alabama, with one year of industry experience. Prior to joining Edward Jones in 2024, he worked at H&R Agri-Power and Medlin Equipment Company. He has also held roles at Lee University, including a position as Vice President in the Office of Student Development. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and strategies. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,000 financial advisors.