Mark Williams is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 license and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following eight years at Bank of America and Merrill. Outside of his advisory role, he is a managing member of R.W. Williams Family Investments, LLC, a family investment entity involved in real estate. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process incorporating established analytical tools.

Aubrey Wilson is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following six years at Bank of America and Merrill. Wilson serves on the Florence Industrial Development Board and the Advisory Board for the Congregational Endowment Fund of the First United Methodist Church of Florence. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

Adam Connolly is a CFP®-certified financial advisor at Morgan Stanley with 17 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, and previously held roles at Bank of America and Merrill Lynch. Outside of his advisory work, Connolly is a partner in BRRRR Properties LLC, a real estate business based in Florence, Alabama. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and market outlook models.

Shannon Smith is a financial advisor at OSAIC with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including MetLife Securities, Massachusetts Mutual Life Insurance Company, and SagePoint Financial. Smith also serves as an independent contractor for Legacy Capital Advisors, a registered investment advisor. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services along with access to multiple advisory platforms and third-party money managers. The firm employs asset-allocation tools and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Andrew Neal is a financial advisor with LPL Financial in Muscle Shoals, Alabama, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at FreightCar America and RMB Marine Services. Outside of his advisory role, Neal is involved with the Shoals Theatre as an artist and musician. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a large network of advisors and extensive technology tools.

Matthew Davis is a financial advisor with Edward Jones in Muscle Shoals, AL, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he is a shareholder in a local bank and an oil and gas exploration limited partnership. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types and organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, affiliated mutual funds, and tax-efficient services through a large network of financial advisors and branch offices nationwide.

Carl Todd is a financial advisor at Raymond James Financial with 42 years of industry experience. His background includes a long tenure at JPMorgan Chase Bank and a recent role at Oppenheimer & Co. He is currently associated with First Bank and First Bank Investment Partners in Florence, AL, where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Jonathan Henson is a financial advisor with Ameriprise, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. In addition to his advisory role, he performs fiduciary activities and serves as an executor. Ameriprise Financial Services is a large, diversified 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 income sources and tax-aware withdrawal strategies.

Carson Cooper is a CFP®-designated financial advisor with Edward Jones, based in Tuscumbia, AL, with nine years of industry experience. He has been with Edward Jones since 2016. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Hartley is a financial advisor at Edward Jones in Muscle Shoals, AL, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked at United-Johnson Brothers of AL for five years and Doozy's Fine Wine and Spirits for four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and managed strategies supported by a large nationwide network of financial advisors and branch offices.

S. Ryan Hamm is a Senior Financial Advisor at Merrill Lynch Wealth Management, a position he has held since January 2012. Prior to joining Merrill Lynch, he worked as a financial advisor with Morgan Stanley beginning in 2001. Before his career in financial advising, he founded, owned, and operated Access Digital, Inc. in Tuscaloosa from 1990 through 2001. Ryan works with affluent families, accomplished professionals, and successful business owners, providing goals-based wealth management aimed at aligning financial strategies with clients' personal priorities. His expertise encompasses areas such as college education planning, family wealth management strategies, institutional investment consulting, services for endowments, foundations, and non-profits, personal retirement planning, portfolio management, small business strategies, sports and entertainment, tax minimization, and retirement income. Ryan holds the designation of Personal Investment Advisor (PIA) and earned an Associate's Degree/College Diploma from Shelton State. He has served on the boards of the March of Dimes and the Helen Keller Festival. Ryan is also involved with organizations including Rotary International and the March of Dimes' March for Babies. He lives in Florence with his wife, Holley, and they have three daughters. His personal interests include boating, football, hunting, music, skiing, and surfing.

Taylor Cooper is a financial advisor at Edward Jones in Tuscumbia, Alabama, holding the CFP® designation and Series 66 license with six years of industry experience. Prior to his current role, he worked at First Metro Bank and has been involved as a part-time coach at CrossFit No'Ala. He also serves on the boards of Community Action of Northwest Alabama and the Helen Keller Library Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing over $1 trillion in assets through a nationwide network of advisors and branch offices.

Joseph Green II is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has previously worked at Bank Independent since 2010. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, with an emphasis on assets held in Ameriprise-managed accounts.

Jason Morgan is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He has been with LPL Financial since 2015 and also has a longstanding role at Listerhill Credit Union since 2008. Outside of his advisory work, he is an owner of a family gym business, MORGAN'S GYM, LLC. 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 advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and oversight of substantial discretionary assets.

Raven Cordle is a Series 66 licensed financial advisor with Edward Jones, based in Florence, AL. Cordle has 14 years of experience with the firm, having worked there since 2012. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Anna Roberson is a financial advisor with Morgan Stanley, holding a Series 66 designation and 15 years of industry experience. Her prior work includes roles at Merrill Lynch and Bank of America. Outside of her advisory work, she serves as an ambassador for Plexus Worldwide, a wholesale distribution company. Morgan Stanley Wealth Management provides advisory services and financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers a range of investment programs and institutional capabilities.

David Elfenbein is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His background includes roles at Key Wealth Advisors LLC and Wells Fargo Advisors. He is also president of Elfenbein Wealth Management. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory through a network of independent professionals. The firm provides multiple portfolio management options with both proprietary and third-party strategies, accommodating discretionary and non-discretionary approaches tailored to client objectives.

Rodney Bowerman is a CFP® professional with 20 years of industry experience, currently affiliated with Morgan Stanley in Florence, AL. Prior to joining Morgan Stanley in 2025, he worked at Edward Jones for nine years. Outside of his advisory role, he serves as an Associate Minister at Stony Point Church of Christ, where he teaches bible classes and organizes family and marriage retreats. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, providing tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process uses structured discovery conversations and firm-approved tools to model outcomes, primarily acting in an advisory capacity.

Daniel Taylor Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. in Florence, Alabama, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Raymond James and affiliated entities since 2013 and is also associated with FirstBank Investment Partners. Outside of his advisory role, he is involved in real estate brokerage and development as the owner and partner of several property-related businesses. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using advanced risk and outcome modeling and supports its clients through various advisory programs and institutional consulting services.

Jeannie Mc Nary is a financial advisor at Raymond James Financial with a Series 66 designation. She has experience working with Raymond James and FirstBank-related entities since 2023. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs such as municipal and public finance advisory services.