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.

Matt Morris is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked across multiple Wells Fargo entities as well as Bank of America, Merrill, and FirstBank. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Shelley Byrd is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley Smith Barney LLC and Wells Fargo Clearing. Outside of her advisory role, she has ownership interests in several investment-related entities, including Riverfront Wealth Management LLC and SB Endeavors, Inc. 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 using proprietary research and tools, with recommendations delivered through client meetings and summary letters, and integrates advisory services with multiple financial product offerings and referral channels.

Melissa Wenger is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 66 credentials and bringing nine years of industry experience. Her prior work includes roles at Klaas Financial Asset Advisors LLC, Securities America, Inc., and Investacorp Inc. Wenger also works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers comprehensive financial planning and investment management services delivered through a network of independent professionals, utilizing a variety of portfolio management and advisory strategies tailored to client objectives.

Kevin Stuart is a financial advisor with LPL Financial in Decatur, Alabama, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at LPL Financial since 2014, with a four-year period at Ameriprise Financial Services between 2022 and 2026. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Cory Mc Elyea is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has worked at NewEdge Advisors, LLC, Edward Jones, and the United States Government. He provides investment advisory services through NewEdge Advisors, LLC, an independent investment advisory firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources across diversified and alternative strategies.

Pamela Holtzclaw is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Her career includes prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she is involved with a family foundation and serves on the finance committee of a local church. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing tailored recommendations supported by proprietary research and planning tools. The firm serves clients who meet specific net-worth criteria and delivers a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis.

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.

Debbie Bradford is a Series 66-credentialed financial advisor with 18 years of industry experience. She has worked with Wells Fargo Advisors and its affiliated 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, utilizing proprietary research and planning tools to deliver tailored recommendations through a network of financial advisors.

Jakie Childers Jr. is a financial advisor with LPL Financial in Madison, Alabama, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has been with LPL Financial since 2004. Childers is also involved with Dixon Wells, a non-variable insurance business focusing on life and long-term care insurance. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and diverse investment strategies.

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 Carden is a CFP® with 32 years of industry experience, currently serving at Raymond James Financial in Decatur, AL. He has worked at Raymond James Financial Services, Inc. since 1999 and was involved with Wealth Advisory Group Properties, LLC for 12 years. He is also a partner and branch manager at StoneBridge Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients, using tailored, non-discretionary strategies supported by analytical tools and a broad advisor network. The firm is notable for its municipal advisory affiliation and offers specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Joseph Montgomery is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at Raymond James & Associates for nine years before joining LPL Financial in 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Robert Pope is a financial advisor at LPL Financial in Madison, Alabama, with 10 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 10 years before joining LPL Financial in 2026. Pope serves as a finance committee member for the Madison Church of Christ, where he is involved in budgetary and employee benefit decisions. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Stacy Turney is a financial advisor with Edward Jones in Decatur, Alabama, holding a Series 66 designation and seven years of industry experience. She has worked at Edward Jones since 2018 and previously was employed at SS Heavy Haul and Church at the Crossing. Outside of her advisory role, Turney is co-owner of Seven Ridges Farm, where she sells firewood, and serves as committee chairman for the nonprofit Center Springs Cemetery. 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, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Tracey Hendrix is a financial advisor with Wells Fargo Advisors in Decatur, Alabama, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked with various Wells Fargo entities since 2009. Outside of her advisory work, she owns J4 Holdings, Inc. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services, offering a broad range of planning options and leveraging Wells Fargo research and tools to develop tailored recommendations.

Nicholas Newton is a financial advisor at Morgan Stanley in Decatur, AL, holding a Series 66 credential with one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked for ten years at the Tennessee Valley Authority. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and modeled outcomes. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-based financial planning agreements.

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.