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 LPL Enterprise since 2025 and has prior experience at Cornerstone Financial Partners since 2014. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm primarily employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated non-securities products and services.

Carlos Mendoza is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Based in Madison, Alabama, Mendoza provides financial advisory services within a full-service wealth management firm. Edward Jones serves over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services.

Joseph Shortt is a financial advisor with LPL Financial, holding a Series 63 designation and 32 years of industry experience. He has been with LPL Financial since 2004 and previously worked at Morgan Stanley from 2000 to 2004. Outside of his advisory role, he is involved in cattle farming. LPL Financial is a national broker‑dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment options through a large network of advisors and integrates operational and research support tools without relying on automated investment decisions.

James Tackett is a Series 66 credentialed financial advisor with 10 years of industry experience. He is currently with LPL Financial and previously worked at Wells Fargo Advisors and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a broad range of advisory and brokerage services, utilizing various portfolio management strategies and technology tools to support its network of over 22,800 advisors.

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.

Randall Price is a Series 66-licensed financial advisor with Edward Jones, based in Athens, Alabama, and has 19 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs, including discretionary and non-discretionary strategies, with a large nationwide network of financial advisors and branch offices.

John Butterfield is a CFP® professional with 23 years of industry experience, currently serving at Edward Jones since 2002. He holds Series 63 and Series 66 licenses and is based in Madison, Alabama. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs, including discretionary wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.

David Fanning is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. He worked at Morgan Stanley DW Inc. from 2000 to 2005 before joining Linsco/Private Ledger Corp., now part of LPL Financial, where he has been since 2005. Outside of his advisory role, he serves as an evangelist, traveling to churches to discuss a brotherhood known as "The Gospel of Christ." LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning, asset management, and institutional platforms with a broad range of investment options, supported by advanced research and operational tools.

Avery Jacobs is a financial advisor with LPL Financial based in Harvest, Alabama. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. Jacobs has worked at Redstone Federal Credit Union and LPL Financial since 2013. Outside of his advisory role, he owns and operates Jacobs Logistics LLC, a business involved in interstate semi-truck deliveries. 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 services including financial planning, model portfolio programs, and access to third-party asset managers, utilizing both discretionary and non-discretionary strategies supported by research and technology tools.

Cory Mc Elyea is a financial advisor at LPL Financial with nine years of industry experience and holds the Series 66 designation. He previously worked at Edward Jones and NewEdge Advisors, LLC, and has service experience with the United States government. Mc Elyea provides investment advisory services through NewEdge Advisors, LLC, an independent registered investment advisory firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, employing a variety of investment strategies and advisory platforms.

John Garth is a financial advisor with Raymond James & Associates in Athens, AL, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Raymond James & Associates since 2005. Raymond James & Associates is a large 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, offering financial planning, investment consulting, and municipal advisory services through a nationwide network of advisers.

Caleb Hudson is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Pruco Securities LLC and educational institutions such as the University of Alabama in Huntsville and Calhoun Community College. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, retirement plans, and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers and insurance products through affiliated entities.

Jason Spivey is a Series 66-registered financial advisor with Cetera, based in Madison, Alabama, and has 16 years of industry experience. He has been with Cetera and Regions Bank since 2016. Outside of his advisory work, he serves as treasurer for Decatur Soccer, managing budgeting and organizing funds, and is president of Spivey Services, where he oversees operations and customer invoicing. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and utilizes a multi-manager platform with various investment program options.

Jakie Childers Jr. is a financial advisor with LPL Financial in Madison, Alabama, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. He previously worked at Morgan Stanley DW Inc. for five years before joining LPL Financial in 2004. Outside of his advisory role, he is involved in non-variable life and long-term care insurance through Dixon Wells. 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 and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors and more than $819 billion in discretionary assets.

Michael Vallely is a Series 66-licensed financial advisor with 20 years of industry experience. He has worked at LPL Financial since 2011 and previously spent four years at Equitable Advisors. Outside of his advisory work, he is also a songwriter who publishes original music on streaming platforms. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Christopher Waye is a financial advisor with Edward Jones in Madison, Alabama. He holds a Series 66 designation and has 10 years of industry experience. Waye has been with Edward Jones since 2015. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

John Johnson is a CFP® and ChFC® with 21 years of industry experience, currently serving as a financial advisor at Edward Jones in Madison, AL since 2004. He also acts as a FINRA arbitrator for securities industry disputes and is involved as a member in several LLCs related to his office property. Edward Jones is a full-service wealth management firm that serves a broad client base including individual and institutional investors. The firm offers a variety of advisory programs and investment options supported by a large network of financial advisors and branch offices.

Robert Pope is a financial advisor at LPL Financial with 10 years of industry experience. He previously worked at Edward Jones for a decade before joining LPL Financial. Outside of his advisory role, he serves on the finance committee of the Madison Church of Christ in Madison, Alabama. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Mark Powell is a financial advisor at Edward Jones in Huntsville, AL, holding a ChFC® designation along with Series 63 and Series 66 licenses. He has 10 years of industry experience, including prior roles outside finance at Cracker Barrel Old Country Store and Ruby Tuesday. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.